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 | $1,202,097 | -5.0% | 7,736 | -0.7% | 0.15% | -1.3% |
| Q2 2023 | $1,265,248 | +10.7% | 7,789 | +5.0% | 0.15% | +4.9% |
| Q1 2023 | $1,142,985 | +33.8% | 7,421 | +17.4% | 0.14% | +16.3% |
| Q3 2022 | $854,000 | -14.9% | 6,321 | -8.6% | 0.12% | -8.2% |
| Q2 2022 | $1,004,000 | -9.0% | 6,916 | -0.4% | 0.13% | -0.7% |
| Q1 2022 | $1,103,000 | -7.5% | 6,941 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $1,192,000 | +12.0% | 6,941 | +0.2% | 0.14% | -4.9% |
| Q3 2021 | $1,064,000 | -3.1% | 6,924 | +0.5% | 0.14% | -11.2% |
| Q2 2021 | $1,098,000 | +8.4% | 6,887 | 0.0% | 0.16% | -1.8% |
| Q1 2021 | $1,013,000 | +331.1% | 6,887 | +316.9% | 0.16% | +310.0% |
| Q4 2020 | $235,000 | +10.3% | 1,652 | 0.0% | 0.04% | -7.0% |
| Q3 2020 | $213,000 | +4.4% | 1,652 | +0.5% | 0.04% | +2.4% |
| Q4 2019 | $204,000 | – | 1,644 | – | 0.04% | – |
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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% |