VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $311,000 | +37.6% | 2,007 | +30.8% | 0.17% | +25.9% |
| Q1 2021 | $226,000 | +9.2% | 1,534 | +4.8% | 0.14% | -6.2% |
| Q4 2020 | $207,000 | -28.1% | 1,464 | -57.4% | 0.14% | -46.3% |
| Q3 2016 | $288,000 | -0.7% | 3,436 | -1.3% | 0.27% | -6.6% |
| Q2 2016 | $290,000 | -6.5% | 3,480 | -8.8% | 0.29% | -18.2% |
| Q1 2016 | $310,000 | +2.0% | 3,814 | -2.6% | 0.35% | +0.3% |
| Q4 2015 | $304,000 | +4.1% | 3,914 | -1.1% | 0.35% | +19.9% |
| Q3 2015 | $292,000 | -6.7% | 3,956 | -0.7% | 0.29% | +2.8% |
| Q2 2015 | $313,000 | +2.6% | 3,984 | +5.0% | 0.28% | -4.1% |
| Q1 2015 | $305,000 | -14.8% | 3,793 | -14.0% | 0.30% | -14.2% |
| Q4 2014 | $358,000 | -2.2% | 4,412 | -7.3% | 0.34% | -16.3% |
| Q3 2014 | $366,000 | -17.0% | 4,757 | -16.0% | 0.41% | -14.2% |
| Q2 2014 | $441,000 | -5.0% | 5,661 | -7.9% | 0.48% | +0.8% |
| Q1 2014 | $464,000 | -3.1% | 6,146 | -3.5% | 0.48% | -9.0% |
| Q4 2013 | $479,000 | – | 6,370 | – | 0.52% | – |
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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% |