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 | $3,099,100 | -0.4% | 19,851 | +4.1% | 0.01% | 0.0% |
| Q2 2023 | $3,111,664 | +7.0% | 19,067 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $2,907,920 | -3.0% | 18,881 | -4.4% | 0.01% | -11.1% |
| Q4 2022 | $2,998,423 | +14.6% | 19,745 | +2.0% | 0.01% | 0.0% |
| Q3 2022 | $2,617,000 | -6.4% | 19,362 | -0.7% | 0.01% | 0.0% |
| Q2 2022 | $2,797,000 | -9.2% | 19,497 | +2.6% | 0.01% | +12.5% |
| Q1 2022 | $3,081,000 | +398.5% | 19,001 | +427.8% | 0.01% | +300.0% |
| Q4 2021 | $618,000 | +30.9% | 3,600 | +17.0% | 0.00% | +100.0% |
| Q3 2021 | $472,000 | -2.3% | 3,077 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $483,000 | +35.3% | 3,120 | +28.4% | 0.00% | 0.0% |
| Q1 2021 | $357,000 | -6.8% | 2,429 | -10.4% | 0.00% | 0.0% |
| Q4 2020 | $383,000 | +31.2% | 2,712 | +20.1% | 0.00% | 0.0% |
| Q3 2020 | $292,000 | +9.0% | 2,259 | -0.7% | 0.00% | 0.0% |
| Q2 2020 | $268,000 | – | 2,274 | – | 0.00% | – |
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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% |