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 | $535,439 | -4.3% | 3,446 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $559,734 | +1.3% | 3,446 | -4.0% | 0.10% | -10.8% |
| Q1 2023 | $552,741 | -2.2% | 3,589 | -3.6% | 0.11% | -9.0% |
| Q4 2022 | $565,186 | +11.3% | 3,722 | -1.0% | 0.12% | +0.8% |
| Q3 2022 | $508,000 | -5.0% | 3,760 | +0.9% | 0.12% | +0.8% |
| Q2 2022 | $535,000 | -24.9% | 3,728 | -15.1% | 0.12% | -9.8% |
| Q1 2022 | $712,000 | -6.8% | 4,392 | -1.2% | 0.13% | -2.2% |
| Q4 2021 | $764,000 | +23.6% | 4,446 | +10.4% | 0.14% | +15.3% |
| Q3 2021 | $618,000 | -5.2% | 4,027 | -4.3% | 0.12% | -4.8% |
| Q2 2021 | $652,000 | +2.8% | 4,210 | -2.3% | 0.12% | -10.1% |
| Q1 2021 | $634,000 | +4.6% | 4,309 | +0.5% | 0.14% | +2.2% |
| Q4 2020 | $606,000 | -1.8% | 4,289 | -10.6% | 0.14% | -14.6% |
| Q3 2020 | $617,000 | +21.5% | 4,798 | +10.6% | 0.16% | +7.5% |
| Q2 2020 | $508,000 | +11.2% | 4,340 | -1.7% | 0.15% | -12.0% |
| Q1 2020 | $457,000 | -22.7% | 4,417 | -6.8% | 0.17% | -0.6% |
| Q4 2019 | $591,000 | +8.8% | 4,737 | +4.4% | 0.17% | +1.2% |
| Q3 2019 | $543,000 | +3.4% | 4,537 | -1.4% | 0.17% | +2.5% |
| Q2 2019 | $525,000 | +15.1% | 4,601 | +10.6% | 0.16% | +9.5% |
| Q1 2019 | $456,000 | -17.1% | 4,159 | -26.0% | 0.15% | -31.2% |
| Q4 2018 | $550,000 | +18.8% | 5,617 | +34.2% | 0.22% | +45.3% |
| Q3 2018 | $463,000 | +2.9% | 4,187 | -5.4% | 0.15% | -6.3% |
| Q2 2018 | $450,000 | +2.5% | 4,427 | +2.0% | 0.16% | -1.2% |
| Q1 2018 | $439,000 | -6.6% | 4,342 | -5.8% | 0.16% | -8.6% |
| Q4 2017 | $470,000 | +20.5% | 4,610 | +12.0% | 0.18% | +12.2% |
| Q3 2017 | $390,000 | +2.1% | 4,117 | 0.0% | 0.16% | -4.9% |
| Q2 2017 | $382,000 | +4.1% | 4,117 | +0.9% | 0.16% | -1.2% |
| Q1 2017 | $367,000 | +14.3% | 4,080 | +8.2% | 0.17% | +5.7% |
| Q4 2016 | $321,000 | -11.6% | 3,770 | -12.8% | 0.16% | -14.7% |
| Q3 2016 | $363,000 | +19.0% | 4,325 | +18.0% | 0.18% | +16.5% |
| Q2 2016 | $305,000 | 0.0% | 3,665 | -2.3% | 0.16% | -3.7% |
| Q1 2016 | $305,000 | +13.8% | 3,750 | +8.9% | 0.16% | +9.3% |
| Q4 2015 | $268,000 | -2.9% | 3,445 | -8.1% | 0.15% | -9.1% |
| Q3 2015 | $276,000 | -6.1% | 3,750 | +0.1% | 0.16% | +1.9% |
| Q2 2015 | $294,000 | -39.5% | 3,745 | -38.0% | 0.16% | -39.1% |
| Q1 2015 | $486,000 | -1.0% | 6,040 | 0.0% | 0.27% | -7.6% |
| Q4 2014 | $491,000 | -22.1% | 6,040 | -26.2% | 0.29% | -28.0% |
| Q3 2014 | $630,000 | -1.3% | 8,185 | 0.0% | 0.40% | -0.7% |
| Q2 2014 | $638,000 | -5.1% | 8,185 | -8.3% | 0.40% | -12.6% |
| Q1 2014 | $672,000 | +72.3% | 8,930 | +72.4% | 0.46% | +67.0% |
| Q4 2013 | $390,000 | – | 5,180 | – | 0.28% | – |
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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% |