VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $415,673 | -43.8% | 2,699 | -44.6% | 0.02% | -44.4% |
| Q4 2022 | $739,661 | +12.4% | 4,871 | 0.0% | 0.03% | +8.0% |
| Q3 2022 | $658,000 | -5.9% | 4,871 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $699,000 | +45.6% | 4,871 | +64.7% | 0.02% | +66.7% |
| Q1 2022 | $480,000 | -24.5% | 2,958 | -20.2% | 0.02% | -21.1% |
| Q4 2021 | $636,000 | +11.8% | 3,706 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $569,000 | -0.9% | 3,706 | 0.0% | 0.02% | +5.9% |
| Q2 2021 | $574,000 | +51.5% | 3,706 | +43.6% | 0.02% | +54.5% |
| Q1 2021 | $379,000 | +17.0% | 2,581 | +12.4% | 0.01% | +10.0% |
| Q4 2020 | $324,000 | +7.6% | 2,297 | -1.7% | 0.01% | 0.0% |
| Q3 2020 | $301,000 | +10.3% | 2,337 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $273,000 | +9.6% | 2,337 | -2.7% | 0.01% | -9.1% |
| Q1 2020 | $249,000 | -4.2% | 2,403 | +15.1% | 0.01% | +10.0% |
| Q4 2019 | $260,000 | +4.0% | 2,088 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $250,000 | +3.7% | 2,088 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $241,000 | -20.2% | 2,088 | -24.4% | 0.01% | -25.0% |
| Q1 2019 | $302,000 | +8.6% | 2,763 | -2.8% | 0.01% | -7.7% |
| Q4 2018 | $278,000 | – | 2,843 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 356,040 | $55,296,939 | 33.12% |
| Mosaic Advisors LLC | 217,683 | $33,823,613 | 30.96% |
| 360 Financial, Inc. | 302,289 | $46,824,505 | 29.13% |
| DAN L DUNCAN FOUNDATION | 105,146 | $16,337,585 | 27.25% |
| Family Investment Center, Inc. | 259,500 | $40,321,083 | 24.35% |
| Mercer Investments LLC | 92,891 | $14,433,404 | 23.09% |
| Valence8 US LP | 215,549 | $33,492,004 | 21.19% |
| EWA, LLC | 163,318 | $25,952,926 | 16.82% |
| McCarthy Asset Management, Inc. | 133,487 | $20,741,161 | 15.22% |
| FIDELIS iM, LLC | 161,469 | $25,089 | 14.70% |