VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,529 | -1.8% | 4,457 | +2.7% | 0.01% | 0.0% |
| Q2 2023 | $705,109 | +27.5% | 4,341 | +20.9% | 0.01% | +33.3% |
| Q1 2023 | $553,050 | +30.5% | 3,591 | +28.7% | 0.01% | +20.0% |
| Q4 2022 | $423,813 | +12.4% | 2,791 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $377,000 | +12.9% | 2,791 | +19.9% | 0.01% | +25.0% |
| Q2 2022 | $334,000 | -26.3% | 2,328 | -16.6% | 0.00% | -20.0% |
| Q1 2022 | $453,000 | -5.4% | 2,791 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $479,000 | +11.7% | 2,791 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $429,000 | -4.9% | 2,791 | -4.1% | 0.00% | 0.0% |
| Q2 2021 | $451,000 | -6.4% | 2,911 | -11.1% | 0.00% | -20.0% |
| Q1 2021 | $482,000 | +6.6% | 3,275 | +2.2% | 0.01% | 0.0% |
| Q4 2020 | $452,000 | +9.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $412,000 | +9.9% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $375,000 | +13.3% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $331,000 | -17.0% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $399,000 | +4.2% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $383,000 | +3.8% | 3,204 | 0.0% | 0.01% | +25.0% |
| Q2 2019 | $369,000 | +5.1% | 3,204 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $351,000 | +11.8% | 3,204 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $314,000 | -11.5% | 3,204 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $355,000 | +8.9% | 3,204 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $326,000 | +0.6% | 3,204 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $324,000 | -0.9% | 3,204 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $327,000 | +7.6% | 3,204 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $304,000 | -5.6% | 3,204 | -7.7% | 0.00% | 0.0% |
| Q2 2017 | $322,000 | +3.2% | 3,473 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $312,000 | +52.9% | 3,473 | +28.2% | 0.00% | +33.3% |
| Q1 2014 | $204,000 | – | 2,709 | – | 0.00% | – |
Download | ||||||
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% |