VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,959,000 | +14.9% | 46,314 | +4.6% | 0.21% | -43.4% |
| Q2 2020 | $5,187,000 | +11.0% | 44,266 | -2.1% | 0.37% | -8.8% |
| Q1 2020 | $4,675,000 | -22.3% | 45,213 | -6.3% | 0.41% | +0.7% |
| Q4 2019 | $6,017,000 | -5.0% | 48,269 | -8.8% | 0.40% | -12.7% |
| Q3 2019 | $6,332,000 | -6.8% | 52,951 | -10.2% | 0.46% | -8.9% |
| Q2 2019 | $6,794,000 | +4.6% | 58,993 | -0.4% | 0.51% | +3.7% |
| Q1 2019 | $6,496,000 | +9.2% | 59,245 | -2.5% | 0.49% | -7.4% |
| Q4 2018 | $5,951,000 | -12.4% | 60,751 | -1.0% | 0.53% | -5.4% |
| Q3 2018 | $6,790,000 | +9.3% | 61,337 | +0.3% | 0.56% | -0.7% |
| Q2 2018 | $6,214,000 | +4.4% | 61,150 | +3.8% | 0.56% | +0.4% |
| Q1 2018 | $5,952,000 | -8.7% | 58,906 | -7.8% | 0.56% | -11.5% |
| Q4 2017 | $6,521,000 | +30.2% | 63,915 | +21.0% | 0.63% | +16.1% |
| Q3 2017 | $5,007,000 | +2.3% | 52,820 | +0.0% | 0.55% | -5.9% |
| Q2 2017 | $4,893,000 | +14.2% | 52,796 | +10.9% | 0.58% | -4.8% |
| Q1 2017 | $4,283,000 | -9.5% | 47,625 | -14.2% | 0.61% | -13.9% |
| Q4 2016 | $4,730,000 | -5.0% | 55,525 | -6.4% | 0.71% | -8.9% |
| Q3 2016 | $4,977,000 | 0.0% | 59,298 | -0.8% | 0.78% | -6.4% |
| Q2 2016 | $4,977,000 | +2.4% | 59,797 | -0.1% | 0.83% | -3.4% |
| Q1 2016 | $4,862,000 | +5.3% | 59,843 | +0.8% | 0.86% | -0.1% |
| Q4 2015 | $4,616,000 | – | 59,359 | – | 0.86% | – |
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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% |