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 | $2,125,748 | -5.5% | 13,681 | -1.2% | 0.16% | -4.8% |
| Q2 2023 | $2,249,199 | +1.2% | 13,847 | -4.0% | 0.17% | -6.2% |
| Q1 2023 | $2,221,566 | -4.0% | 14,425 | -5.4% | 0.18% | -10.6% |
| Q4 2022 | $2,315,035 | +12.3% | 15,246 | 0.0% | 0.20% | +3.1% |
| Q3 2022 | $2,061,000 | -6.4% | 15,246 | -0.7% | 0.19% | +0.5% |
| Q2 2022 | $2,203,000 | -12.7% | 15,355 | -1.3% | 0.19% | 0.0% |
| Q1 2022 | $2,523,000 | -4.3% | 15,562 | +1.3% | 0.19% | +2.1% |
| Q4 2021 | $2,637,000 | +11.8% | 15,355 | 0.0% | 0.19% | +0.5% |
| Q3 2021 | $2,358,000 | +3.8% | 15,355 | +4.6% | 0.19% | +1.1% |
| Q2 2021 | $2,272,000 | +5.2% | 14,677 | 0.0% | 0.18% | -5.2% |
| Q1 2021 | $2,159,000 | +4.2% | 14,677 | 0.0% | 0.19% | -7.6% |
| Q4 2020 | $2,072,000 | – | 14,677 | – | 0.21% | – |
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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% |