VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 546 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2015. The put-call ratio across all filers is 1.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2015 | $11,856,000 | -4.4% | 147,339 | -3.6% | 0.55% | -4.9% |
Q4 2014 | $12,401,000 | +13.4% | 152,801 | +7.5% | 0.58% | +8.1% |
Q3 2014 | $10,940,000 | -2.0% | 142,176 | -0.7% | 0.53% | -1.8% |
Q2 2014 | $11,164,000 | +5.3% | 143,216 | +1.6% | 0.54% | +0.9% |
Q1 2014 | $10,603,000 | +1.9% | 140,940 | +1.9% | 0.54% | +3.5% |
Q4 2013 | $10,409,000 | +7.9% | 138,345 | -0.2% | 0.52% | -3.0% |
Q3 2013 | $9,651,000 | +1.9% | 138,640 | -3.1% | 0.54% | -2.9% |
Q2 2013 | $9,473,000 | – | 143,092 | – | 0.55% | – |
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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% |