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 | $789,659 | -4.2% | 5,082 | +0.1% | 0.20% | +3.6% |
| Q2 2023 | $824,478 | +42.0% | 5,076 | +34.6% | 0.19% | +35.0% |
| Q1 2023 | $580,756 | +1.4% | 3,770 | -0.0% | 0.14% | -0.7% |
| Q4 2022 | $572,611 | -2.8% | 3,771 | -13.4% | 0.14% | -4.6% |
| Q3 2022 | $589,000 | +0.7% | 4,356 | +6.9% | 0.15% | +3.4% |
| Q2 2022 | $585,000 | -11.5% | 4,076 | 0.0% | 0.15% | -7.0% |
| Q1 2022 | $661,000 | -5.6% | 4,076 | 0.0% | 0.16% | -5.4% |
| Q4 2021 | $700,000 | -46.0% | 4,076 | -51.7% | 0.17% | -51.3% |
| Q3 2021 | $1,297,000 | -0.8% | 8,445 | +0.0% | 0.34% | -4.2% |
| Q2 2021 | $1,307,000 | +5.2% | 8,444 | +0.0% | 0.36% | -4.0% |
| Q1 2021 | $1,242,000 | +3.6% | 8,442 | -0.6% | 0.37% | -7.5% |
| Q4 2020 | $1,199,000 | +9.7% | 8,494 | +0.0% | 0.40% | +0.5% |
| Q3 2020 | $1,093,000 | -2.2% | 8,492 | -11.0% | 0.40% | -7.0% |
| Q2 2020 | $1,118,000 | +13.4% | 9,539 | 0.0% | 0.43% | -2.7% |
| Q1 2020 | $986,000 | -18.0% | 9,539 | -1.1% | 0.44% | -13.7% |
| Q4 2019 | $1,202,000 | – | 9,643 | – | 0.51% | – |
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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% |