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 | $970,348 | -2.9% | 6,245 | +1.5% | 0.48% | +1.1% |
| Q2 2023 | $998,944 | +106170.6% | 6,150 | +0.7% | 0.47% | +9.8% |
| Q1 2023 | $940 | +2.2% | 6,105 | +0.7% | 0.43% | 0.0% |
| Q4 2022 | $920 | -99.9% | 6,060 | +8.2% | 0.43% | +13.8% |
| Q3 2022 | $757,000 | +7.1% | 5,600 | +13.7% | 0.38% | +17.4% |
| Q2 2022 | $707,000 | -9.6% | 4,925 | +2.1% | 0.32% | +4.5% |
| Q1 2022 | $782,000 | -0.6% | 4,825 | +5.2% | 0.31% | +3.4% |
| Q4 2021 | $787,000 | +22.2% | 4,585 | +9.3% | 0.30% | +12.0% |
| Q3 2021 | $644,000 | +0.3% | 4,195 | +1.2% | 0.27% | +6.4% |
| Q2 2021 | $642,000 | +26.1% | 4,145 | +19.8% | 0.25% | +15.7% |
| Q1 2021 | $509,000 | +41.4% | 3,460 | +35.7% | 0.22% | +34.2% |
| Q4 2020 | $360,000 | +39.5% | 2,550 | +27.2% | 0.16% | +27.8% |
| Q3 2020 | $258,000 | +4.5% | 2,005 | -4.8% | 0.13% | -5.3% |
| Q2 2020 | $247,000 | +7.9% | 2,105 | -5.0% | 0.13% | +1.5% |
| Q1 2020 | $229,000 | +3.2% | 2,215 | +24.4% | 0.13% | +31.0% |
| Q4 2019 | $222,000 | – | 1,780 | – | 0.10% | – |
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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% |