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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $37,000 | -11.9% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -37.3% | 260 | -33.3% | 0.01% | -37.5% |
| Q4 2021 | $67,000 | -17.3% | 390 | -26.4% | 0.01% | -20.0% |
| Q3 2021 | $81,000 | -1.2% | 530 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $82,000 | +5.1% | 530 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $78,000 | +4.0% | 530 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $75,000 | +10.3% | 530 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $68,000 | +9.7% | 530 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $62,000 | -47.9% | 530 | -54.1% | 0.01% | -56.5% |
| Q1 2020 | $119,000 | -17.4% | 1,154 | 0.0% | 0.02% | +4.5% |
| Q4 2019 | $144,000 | +92.0% | 1,154 | +84.9% | 0.02% | +100.0% |
| Q3 2019 | $75,000 | -41.4% | 624 | -43.8% | 0.01% | -42.1% |
| Q2 2019 | $128,000 | +5.8% | 1,110 | +0.4% | 0.02% | +5.6% |
| Q1 2019 | $121,000 | +12.0% | 1,106 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $108,000 | -11.5% | 1,106 | +0.5% | 0.02% | 0.0% |
| Q3 2018 | $122,000 | +8.9% | 1,101 | +0.3% | 0.02% | 0.0% |
| Q2 2018 | $112,000 | +0.9% | 1,098 | +0.2% | 0.02% | -5.3% |
| Q1 2018 | $111,000 | -0.9% | 1,096 | 0.0% | 0.02% | +5.6% |
| Q4 2017 | $112,000 | – | 1,096 | – | 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% |