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 | $328,380 | -4.0% | 2,113 | +0.3% | 0.03% | -2.9% |
| Q2 2023 | $342,054 | -9.0% | 2,106 | -13.8% | 0.04% | -14.6% |
| Q1 2023 | $376,081 | -30.4% | 2,442 | -31.4% | 0.04% | -31.7% |
| Q4 2022 | $540,693 | +71.6% | 3,561 | +52.8% | 0.06% | +62.2% |
| Q3 2022 | $315,000 | -16.7% | 2,330 | -11.6% | 0.04% | -15.9% |
| Q2 2022 | $378,000 | +17.8% | 2,635 | +32.9% | 0.04% | +37.5% |
| Q1 2022 | $321,000 | -5.3% | 1,983 | +0.5% | 0.03% | -3.0% |
| Q4 2021 | $339,000 | +14.9% | 1,974 | +2.7% | 0.03% | 0.0% |
| Q3 2021 | $295,000 | +12.2% | 1,923 | +3.1% | 0.03% | 0.0% |
| Q4 2020 | $263,000 | +10.0% | 1,866 | +0.4% | 0.03% | 0.0% |
| Q3 2020 | $239,000 | -43.4% | 1,858 | -64.6% | 0.03% | -2.9% |
| Q1 2015 | $422,000 | – | 5,250 | – | 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% |