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 | $1,437,743 | +1.1% | 9,253 | +5.7% | 0.28% | -1.4% |
| Q2 2023 | $1,421,474 | +16.1% | 8,751 | +10.1% | 0.29% | +13.8% |
| Q1 2023 | $1,224,580 | +1.4% | 7,951 | +0.0% | 0.25% | -1.2% |
| Q4 2022 | $1,207,125 | -2.7% | 7,949 | -13.4% | 0.26% | -17.9% |
| Q3 2022 | $1,241,000 | +21.1% | 9,182 | +28.6% | 0.31% | +30.0% |
| Q2 2022 | $1,025,000 | -13.9% | 7,142 | -2.7% | 0.24% | +2.1% |
| Q1 2022 | $1,190,000 | +8.4% | 7,340 | +14.8% | 0.24% | +14.1% |
| Q4 2021 | $1,098,000 | +23.5% | 6,391 | +10.4% | 0.21% | +13.2% |
| Q3 2021 | $889,000 | +8.5% | 5,789 | +9.4% | 0.18% | +8.3% |
| Q2 2021 | $819,000 | +63.8% | 5,290 | +55.7% | 0.17% | +55.6% |
| Q1 2021 | $500,000 | +4.4% | 3,398 | +0.1% | 0.11% | -9.2% |
| Q4 2020 | $479,000 | – | 3,394 | – | 0.12% | – |
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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% |