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 | $11,595 | -4.3% | 74,625 | 0.0% | 0.99% | -2.1% |
| Q2 2023 | $12,121 | +5057.9% | 74,625 | +4793.4% | 1.01% | +3780.8% |
| Q1 2023 | $235 | +1.3% | 1,525 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $232 | -99.9% | 1,525 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $206,000 | +74.6% | 1,525 | +84.8% | 0.03% | +92.9% |
| Q2 2022 | $118,000 | -16.3% | 825 | -5.3% | 0.01% | 0.0% |
| Q1 2022 | $141,000 | -0.7% | 871 | +5.2% | 0.01% | 0.0% |
| Q4 2021 | $142,000 | -10.1% | 828 | -19.6% | 0.01% | -12.5% |
| Q3 2021 | $158,000 | +30.6% | 1,030 | +31.9% | 0.02% | +23.1% |
| Q2 2021 | $121,000 | +5.2% | 781 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $115,000 | +13.9% | 780 | +8.2% | 0.01% | +8.3% |
| Q4 2020 | $101,000 | – | 721 | – | 0.01% | – |
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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% |