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 | $1,184,306 | +1.8% | 7,622 | +6.5% | 0.06% | +7.1% |
| Q2 2023 | $1,162,836 | +5.5% | 7,159 | 0.0% | 0.06% | +3.7% |
| Q1 2023 | $1,102,557 | +1.1% | 7,159 | -0.3% | 0.05% | -3.6% |
| Q4 2022 | $1,090,890 | +11.7% | 7,184 | -0.6% | 0.06% | -5.1% |
| Q3 2022 | $977,000 | -6.0% | 7,227 | -0.2% | 0.06% | -1.7% |
| Q2 2022 | $1,039,000 | +40.6% | 7,242 | +58.9% | 0.06% | +66.7% |
| Q1 2022 | $739,000 | -6.5% | 4,559 | -0.9% | 0.04% | +5.9% |
| Q4 2021 | $790,000 | +7.3% | 4,599 | -4.0% | 0.03% | 0.0% |
| Q3 2021 | $736,000 | -1.9% | 4,789 | -1.2% | 0.03% | -2.9% |
| Q2 2021 | $750,000 | +5.2% | 4,848 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $713,000 | +87.1% | 4,848 | +79.6% | 0.04% | +89.5% |
| Q4 2020 | $381,000 | +9.8% | 2,700 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $347,000 | – | 2,700 | – | 0.02% | – |
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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% |