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 | $668,134 | -5.4% | 4,300 | -1.1% | 0.22% | +2.8% |
| Q2 2023 | $706,571 | +9.2% | 4,350 | +3.6% | 0.22% | -0.9% |
| Q1 2023 | $646,842 | +1.4% | 4,200 | 0.0% | 0.22% | -12.1% |
| Q4 2022 | $637,770 | +12.3% | 4,200 | 0.0% | 0.25% | +2.9% |
| Q3 2022 | $568,000 | -5.8% | 4,200 | 0.0% | 0.24% | -11.7% |
| Q2 2022 | $603,000 | -11.5% | 4,200 | 0.0% | 0.27% | +50.8% |
| Q1 2022 | $681,000 | -5.5% | 4,200 | 0.0% | 0.18% | -1.6% |
| Q4 2021 | $721,000 | +11.8% | 4,200 | 0.0% | 0.18% | +3.4% |
| Q3 2021 | $645,000 | -15.2% | 4,200 | -14.5% | 0.18% | +4.7% |
| Q2 2021 | $761,000 | +23.1% | 4,914 | +17.0% | 0.17% | +11.8% |
| Q1 2021 | $618,000 | +4.2% | 4,200 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $593,000 | -3.1% | 4,200 | -11.8% | 0.15% | -13.6% |
| Q3 2020 | $612,000 | +9.7% | 4,760 | 0.0% | 0.18% | -9.7% |
| Q2 2020 | $558,000 | +13.4% | 4,760 | 0.0% | 0.20% | -11.8% |
| Q1 2020 | $492,000 | -9.6% | 4,760 | +9.2% | 0.22% | +8.3% |
| Q4 2019 | $544,000 | +42.0% | 4,360 | +36.2% | 0.20% | +24.4% |
| Q3 2019 | $383,000 | +3.8% | 3,200 | 0.0% | 0.16% | +11.6% |
| Q2 2019 | $369,000 | +5.1% | 3,200 | 0.0% | 0.15% | -20.5% |
| Q1 2019 | $351,000 | +4.2% | 3,200 | 0.0% | 0.18% | -8.4% |
| Q4 2018 | $337,000 | -4.8% | 3,200 | 0.0% | 0.20% | +4.7% |
| Q3 2018 | $354,000 | – | 3,200 | – | 0.19% | – |
Download | ||||||
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% |