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 | $355,199 | -4.3% | 2,286 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $371,315 | +6.1% | 2,286 | +0.6% | 0.03% | -3.2% |
| Q1 2023 | $350,065 | +1.4% | 2,273 | -0.0% | 0.03% | -6.1% |
| Q4 2022 | $345,307 | +11.7% | 2,274 | -0.4% | 0.03% | +6.5% |
| Q3 2022 | $309,000 | -27.0% | 2,284 | -22.6% | 0.03% | -18.4% |
| Q2 2022 | $423,000 | +6.8% | 2,949 | +20.6% | 0.04% | +31.0% |
| Q1 2022 | $396,000 | -6.2% | 2,445 | -0.6% | 0.03% | +3.6% |
| Q4 2021 | $422,000 | +11.3% | 2,459 | -0.4% | 0.03% | +3.7% |
| Q3 2021 | $379,000 | +0.5% | 2,469 | +1.4% | 0.03% | 0.0% |
| Q2 2021 | $377,000 | +24.8% | 2,434 | +18.5% | 0.03% | +17.4% |
| Q1 2021 | $302,000 | +3.8% | 2,054 | -0.3% | 0.02% | -4.2% |
| Q4 2020 | $291,000 | +9.4% | 2,061 | -0.2% | 0.02% | -4.0% |
| Q3 2020 | $266,000 | +11.3% | 2,066 | +1.1% | 0.02% | 0.0% |
| Q2 2020 | $239,000 | +5.3% | 2,043 | -7.1% | 0.02% | -10.7% |
| Q1 2020 | $227,000 | -2.2% | 2,199 | +9.1% | 0.03% | +3.7% |
| Q2 2019 | $232,000 | +6.9% | 2,016 | +2.0% | 0.03% | -3.6% |
| Q1 2019 | $217,000 | -0.9% | 1,977 | 0.0% | 0.03% | +7.7% |
| Q3 2018 | $219,000 | +9.0% | 1,977 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $201,000 | -0.5% | 1,977 | 0.0% | 0.03% | +4.0% |
| Q4 2017 | $202,000 | +1.0% | 1,977 | -15.9% | 0.02% | -3.8% |
| Q4 2016 | $200,000 | – | 2,352 | – | 0.03% | – |
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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% |