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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $539 | +5.9% | 3,502 | +4.4% | 0.01% | -10.0% |
| Q4 2022 | $509 | -99.9% | 3,355 | -2.8% | 0.01% | -9.1% |
| Q3 2022 | $466,000 | -6.2% | 3,450 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $497,000 | -12.5% | 3,461 | -1.1% | 0.01% | 0.0% |
| Q1 2022 | $568,000 | -35.8% | 3,500 | -44.2% | 0.01% | -47.6% |
| Q4 2021 | $885,000 | +67.9% | 6,270 | +82.6% | 0.02% | +110.0% |
| Q3 2021 | $527,000 | +6.2% | 3,433 | +7.1% | 0.01% | 0.0% |
| Q2 2021 | $496,000 | -0.2% | 3,205 | -5.2% | 0.01% | -16.7% |
| Q1 2021 | $497,000 | -43.8% | 3,381 | -46.1% | 0.01% | -45.5% |
| Q4 2020 | $885,000 | +13.3% | 6,270 | +3.2% | 0.02% | 0.0% |
| Q3 2020 | $781,000 | +9.7% | 6,073 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $712,000 | +18.7% | 6,073 | +4.6% | 0.02% | 0.0% |
| Q1 2020 | $600,000 | -11.5% | 5,804 | +6.7% | 0.02% | +10.0% |
| Q4 2019 | $678,000 | – | 5,438 | – | 0.02% | – |
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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% |