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 2022 | $841,000 | -5.7% | 6,219 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $892,000 | +3.4% | 6,219 | +16.9% | 0.07% | +29.6% |
| Q1 2022 | $863,000 | -0.9% | 5,322 | +4.9% | 0.05% | +14.9% |
| Q4 2021 | $871,000 | +6.1% | 5,071 | -5.1% | 0.05% | -4.1% |
| Q3 2021 | $821,000 | +3.1% | 5,342 | +3.9% | 0.05% | +2.1% |
| Q2 2021 | $796,000 | +6.8% | 5,142 | +1.6% | 0.05% | -4.0% |
| Q1 2021 | $745,000 | -4.6% | 5,062 | -8.5% | 0.05% | -9.1% |
| Q4 2020 | $781,000 | +20.3% | 5,532 | +9.6% | 0.06% | +3.8% |
| Q3 2020 | $649,000 | -4.1% | 5,048 | -12.6% | 0.05% | -15.9% |
| Q2 2020 | $677,000 | +25.1% | 5,779 | +10.3% | 0.06% | -1.6% |
| Q1 2020 | $541,000 | -33.2% | 5,237 | -19.4% | 0.06% | -25.6% |
| Q4 2019 | $810,000 | +29.4% | 6,501 | +24.1% | 0.09% | +19.4% |
| Q3 2019 | $626,000 | +3.8% | 5,237 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $603,000 | – | 5,237 | – | 0.07% | – |
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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% |