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 | $211,308 | -2.6% | 1,360 | +1.9% | 0.02% | +6.7% |
Q2 2023 | $216,902 | -61.9% | 1,335 | -66.9% | 0.02% | -84.7% |
Q4 2020 | $570,000 | +10.7% | 4,035 | +0.7% | 0.10% | -50.5% |
Q3 2020 | $515,000 | +22.9% | 4,005 | +12.1% | 0.20% | +26.1% |
Q2 2020 | $419,000 | +6.1% | 3,573 | -6.5% | 0.16% | +8.3% |
Q1 2020 | $395,000 | -40.6% | 3,820 | -28.4% | 0.14% | -49.5% |
Q4 2019 | $665,000 | +11.4% | 5,336 | +7.0% | 0.29% | -2.0% |
Q3 2019 | $597,000 | -0.2% | 4,989 | -3.9% | 0.29% | +41.5% |
Q2 2019 | $598,000 | +6.0% | 5,190 | +0.8% | 0.21% | -18.5% |
Q1 2019 | $564,000 | +2.5% | 5,148 | 0.0% | 0.25% | +1.6% |
Q4 2018 | $550,000 | -3.2% | 5,148 | +0.3% | 0.25% | +20.2% |
Q3 2018 | $568,000 | +12.5% | 5,133 | +3.3% | 0.21% | +7.8% |
Q2 2018 | $505,000 | +1.0% | 4,968 | +0.4% | 0.19% | +4.9% |
Q1 2018 | $500,000 | -1.0% | 4,949 | 0.0% | 0.18% | -2.6% |
Q4 2017 | $505,000 | – | 4,949 | – | 0.19% | – |
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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% |