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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,229 | -4.3% | 2,775 | 0.0% | 0.17% | +3.0% |
| Q2 2023 | $450,795 | -3.8% | 2,775 | -8.8% | 0.17% | -7.7% |
| Q1 2023 | $468,498 | +30.3% | 3,042 | +28.5% | 0.18% | +30.0% |
| Q4 2022 | $359,429 | +12.3% | 2,367 | 0.0% | 0.14% | +5.3% |
| Q3 2022 | $320,000 | -5.9% | 2,367 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $340,000 | -13.3% | 2,367 | -2.2% | 0.13% | +9.9% |
| Q1 2022 | $392,000 | -6.2% | 2,420 | -0.7% | 0.12% | -2.4% |
| Q4 2021 | $418,000 | +12.1% | 2,436 | +0.2% | 0.12% | +7.8% |
| Q3 2021 | $373,000 | +18.8% | 2,430 | +23.5% | 0.12% | +22.3% |
| Q2 2021 | $314,000 | +7.5% | 1,968 | -0.8% | 0.09% | +1.1% |
| Q1 2021 | $292,000 | +2.8% | 1,984 | -1.5% | 0.09% | -7.0% |
| Q4 2020 | $284,000 | +34.0% | 2,014 | +22.4% | 0.10% | +16.3% |
| Q3 2020 | $212,000 | -3.6% | 1,645 | -6.8% | 0.09% | 0.0% |
| Q4 2019 | $220,000 | +4.3% | 1,765 | 0.0% | 0.09% | +8.9% |
| Q3 2019 | $211,000 | – | 1,765 | – | 0.08% | – |
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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% |