VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,777,857 | -2.4% | 50,057 | +2.1% | 0.76% | +0.5% |
| Q2 2023 | $7,967,354 | +9.8% | 49,051 | +4.2% | 0.76% | +1.7% |
| Q1 2023 | $7,252,947 | +2566.5% | 47,094 | +2343.9% | 0.75% | +1977.8% |
| Q4 2020 | $272,000 | +9.7% | 1,927 | 0.0% | 0.04% | -2.7% |
| Q3 2020 | $248,000 | +9.7% | 1,927 | 0.0% | 0.04% | +5.7% |
| Q2 2020 | $226,000 | -51.1% | 1,927 | -50.0% | 0.04% | -10.3% |
| Q1 2020 | $462,000 | +92.5% | 3,854 | +100.0% | 0.04% | +5.4% |
| Q4 2019 | $240,000 | +3.9% | 1,927 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $231,000 | +4.1% | 1,927 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $222,000 | +2.3% | 1,927 | -2.5% | 0.04% | -5.0% |
| Q1 2019 | $217,000 | -6.9% | 1,977 | -19.6% | 0.04% | +2.6% |
| Q3 2017 | $233,000 | +10.4% | 2,459 | +7.9% | 0.04% | 0.0% |
| Q2 2017 | $211,000 | +4120.0% | 2,279 | +3898.2% | 0.04% | +1850.0% |
| Q1 2015 | $5,000 | – | 57 | – | 0.00% | – |
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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% |