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 | $1,244,594 | -4.3% | 8,010 | 0.0% | 0.95% | -0.5% |
| Q2 2023 | $1,301,064 | +5.8% | 8,010 | +0.3% | 0.95% | +2.0% |
| Q1 2023 | $1,230,078 | +1.7% | 7,987 | +0.3% | 0.93% | -2.2% |
| Q4 2022 | $1,209,333 | +12.3% | 7,964 | -0.0% | 0.95% | +6.8% |
| Q3 2022 | $1,077,000 | -6.0% | 7,965 | -0.3% | 0.89% | -1.4% |
| Q2 2022 | $1,146,000 | -11.2% | 7,986 | +0.3% | 0.91% | +7.1% |
| Q1 2022 | $1,291,000 | -17.7% | 7,961 | -12.8% | 0.85% | -12.2% |
| Q4 2021 | $1,569,000 | +11.1% | 9,133 | -0.7% | 0.96% | +2.8% |
| Q3 2021 | $1,412,000 | -5.8% | 9,193 | -5.1% | 0.94% | -4.5% |
| Q2 2021 | $1,499,000 | -46.3% | 9,682 | -49.0% | 0.98% | -51.8% |
| Q1 2021 | $2,790,000 | +4.9% | 18,967 | +0.7% | 2.04% | -6.6% |
| Q4 2020 | $2,659,000 | +13.8% | 18,836 | +3.8% | 2.18% | +1.4% |
| Q3 2020 | $2,336,000 | +44.6% | 18,155 | +31.7% | 2.15% | +45.9% |
| Q2 2020 | $1,615,000 | +20.0% | 13,785 | +5.9% | 1.47% | +3.9% |
| Q1 2020 | $1,346,000 | – | 13,015 | – | 1.42% | – |
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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% |