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 | $987,285 | -3.0% | 6,354 | +1.5% | 0.79% | +1.9% |
| Q2 2023 | $1,017,299 | +2.1% | 6,263 | -3.5% | 0.77% | -3.1% |
| Q1 2023 | $995,938 | +104077.6% | 6,492 | +3.2% | 0.80% | -0.5% |
| Q4 2022 | $956 | -99.9% | 6,293 | -8.2% | 0.80% | -4.9% |
| Q3 2022 | $934,000 | -15.2% | 6,857 | -10.7% | 0.84% | -25.6% |
| Q2 2022 | $1,101,000 | -8.4% | 7,677 | +4.3% | 1.13% | +25.2% |
| Q1 2022 | $1,202,000 | +4.8% | 7,358 | +10.2% | 0.90% | +0.2% |
| Q4 2021 | $1,147,000 | +18.0% | 6,678 | +8.8% | 0.90% | +16.3% |
| Q3 2021 | $972,000 | +11.9% | 6,140 | +9.8% | 0.78% | +7.3% |
| Q2 2021 | $869,000 | +21.2% | 5,591 | +14.9% | 0.72% | +7.6% |
| Q1 2021 | $717,000 | +22.6% | 4,868 | +17.5% | 0.67% | +13.2% |
| Q4 2020 | $585,000 | – | 4,142 | – | 0.59% | – |
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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% |