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 | $205,102 | -4.3% | 1,320 | 0.0% | 0.03% | +3.8% |
| Q2 2023 | $214,408 | +7.0% | 1,320 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $200,442 | +84474.7% | 1,320 | -24.9% | 0.03% | -16.1% |
| Q4 2022 | $237 | -99.9% | 1,757 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $237,000 | -6.0% | 1,757 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $252,000 | -44.6% | 1,757 | -37.4% | 0.03% | -36.7% |
| Q1 2022 | $455,000 | +50.7% | 2,807 | +59.8% | 0.05% | +75.0% |
| Q4 2021 | $302,000 | +18.0% | 1,757 | +5.5% | 0.03% | +12.0% |
| Q3 2021 | $256,000 | -0.8% | 1,665 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $258,000 | +5.3% | 1,665 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $245,000 | +4.3% | 1,665 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $235,000 | +48.7% | 1,665 | +26.1% | 0.03% | +35.0% |
| Q3 2019 | $158,000 | +83.7% | 1,320 | +76.0% | 0.02% | +66.7% |
| Q2 2019 | $86,000 | -40.7% | 750 | -43.2% | 0.01% | -40.0% |
| Q1 2019 | $145,000 | +12.4% | 1,320 | 0.0% | 0.02% | -13.0% |
| Q4 2018 | $129,000 | -32.8% | 1,320 | -23.9% | 0.02% | -20.7% |
| Q3 2018 | $192,000 | +9.1% | 1,735 | 0.0% | 0.03% | +3.6% |
| Q2 2018 | $176,000 | -19.6% | 1,735 | -38.4% | 0.03% | -60.6% |
| Q4 2015 | $219,000 | -9.9% | 2,815 | -14.6% | 0.07% | -14.5% |
| Q3 2015 | $243,000 | – | 3,295 | – | 0.08% | – |
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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% |