VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 546 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2015. The put-call ratio across all filers is 1.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2015 | $864,000 | +14.1% | 10,735 | +15.1% | 0.28% | +8.4% |
Q4 2014 | $757,000 | +41.0% | 9,324 | +33.7% | 0.26% | +32.5% |
Q3 2014 | $537,000 | +4.7% | 6,976 | +5.9% | 0.20% | +2.1% |
Q2 2014 | $513,000 | -31.0% | 6,586 | -33.5% | 0.19% | +30.4% |
Q1 2014 | $744,000 | +123.4% | 9,902 | +123.7% | 0.15% | +11.3% |
Q4 2013 | $333,000 | +11.7% | 4,427 | +3.6% | 0.13% | +0.8% |
Q3 2013 | $298,000 | -31.0% | 4,275 | -34.4% | 0.13% | +37.5% |
Q2 2013 | $432,000 | – | 6,516 | – | 0.10% | – |
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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% |