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 | $622,607 | -4.8% | 4,007 | -0.5% | 0.08% | -2.6% |
| Q2 2023 | $654,105 | +5.5% | 4,027 | 0.0% | 0.08% | -2.5% |
| Q1 2023 | $620,198 | +1.4% | 4,027 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $611,499 | +12.4% | 4,027 | 0.0% | 0.08% | +3.9% |
| Q3 2022 | $544,000 | -5.7% | 4,027 | 0.0% | 0.08% | -12.6% |
| Q2 2022 | $577,000 | -16.9% | 4,027 | -0.4% | 0.09% | -17.9% |
| Q1 2022 | $694,000 | 0.0% | 4,042 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $694,000 | +27.6% | 4,042 | +14.1% | 0.11% | +15.2% |
| Q3 2021 | $544,000 | +7.7% | 3,542 | +8.4% | 0.09% | +7.0% |
| Q2 2021 | $505,000 | +10.3% | 3,267 | +4.8% | 0.09% | 0.0% |
| Q1 2021 | $458,000 | +1.8% | 3,117 | -2.2% | 0.09% | -10.4% |
| Q4 2020 | $450,000 | -14.9% | 3,188 | -22.5% | 0.10% | -26.7% |
| Q3 2020 | $529,000 | +148.4% | 4,115 | +125.9% | 0.13% | +142.6% |
| Q2 2020 | $213,000 | -6.2% | 1,822 | 0.0% | 0.05% | -16.9% |
| Q4 2019 | $227,000 | +1.8% | 1,822 | -2.7% | 0.06% | -13.3% |
| Q3 2019 | $223,000 | – | 1,872 | – | 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% |