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 | $204,014 | -4.3% | 1,313 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $213,271 | +5.5% | 1,313 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $202,215 | -30.4% | 1,313 | -31.4% | 0.01% | -36.4% |
| Q4 2022 | $290,489 | -77.0% | 1,913 | -79.5% | 0.01% | -83.1% |
| Q3 2022 | $1,264,000 | -5.8% | 9,352 | 0.0% | 0.06% | -7.1% |
| Q2 2022 | $1,342,000 | +55.7% | 9,352 | +76.0% | 0.07% | +70.7% |
| Q1 2022 | $862,000 | +58.5% | 5,313 | +67.8% | 0.04% | +64.0% |
| Q4 2021 | $544,000 | +44.7% | 3,167 | +29.4% | 0.02% | +31.6% |
| Q3 2021 | $376,000 | +15.0% | 2,447 | +15.8% | 0.02% | +5.6% |
| Q2 2021 | $327,000 | +5.1% | 2,113 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $311,000 | +4.4% | 2,113 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $298,000 | – | 2,113 | – | 0.02% | – |
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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% |