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 | $286,987 | -5.4% | 1,847 | -1.1% | 0.03% | 0.0% |
| Q2 2023 | $303,419 | +0.1% | 1,868 | -5.1% | 0.03% | -6.2% |
| Q1 2023 | $303,092 | -1.1% | 1,968 | -2.5% | 0.03% | -5.9% |
| Q4 2022 | $306,433 | +12.2% | 2,018 | 0.0% | 0.03% | +6.2% |
| Q3 2022 | $273,000 | -7.8% | 2,018 | -2.3% | 0.03% | -5.9% |
| Q2 2022 | $296,000 | -19.3% | 2,065 | -8.8% | 0.03% | -2.9% |
| Q1 2022 | $367,000 | -19.9% | 2,265 | -15.0% | 0.04% | -16.7% |
| Q4 2021 | $458,000 | +19.3% | 2,666 | +6.7% | 0.04% | +7.7% |
| Q3 2021 | $384,000 | -11.5% | 2,498 | -10.9% | 0.04% | -11.4% |
| Q2 2021 | $434,000 | -4.8% | 2,803 | -9.7% | 0.04% | -12.0% |
| Q1 2021 | $456,000 | -3.2% | 3,103 | -6.9% | 0.05% | -7.4% |
| Q4 2020 | $471,000 | +9.3% | 3,333 | -0.6% | 0.05% | -3.6% |
| Q3 2020 | $431,000 | +16.8% | 3,353 | +6.3% | 0.06% | +9.8% |
| Q2 2020 | $369,000 | +13.2% | 3,153 | +0.1% | 0.05% | -7.3% |
| Q1 2020 | $326,000 | -16.6% | 3,150 | +0.3% | 0.06% | -1.8% |
| Q4 2019 | $391,000 | – | 3,140 | – | 0.06% | – |
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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% |