VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 841 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $520,000 | +7.7% | 5,094 | 0.0% | 0.29% | +16.2% |
Q3 2017 | $483,000 | -58.1% | 5,094 | -62.9% | 0.25% | -40.3% |
Q3 2016 | $1,152,000 | -1.9% | 13,726 | -2.7% | 0.42% | -16.0% |
Q2 2016 | $1,174,000 | -1.8% | 14,101 | -4.1% | 0.50% | -1.8% |
Q1 2016 | $1,195,000 | -0.9% | 14,702 | -5.2% | 0.51% | -5.3% |
Q4 2015 | $1,206,000 | -1.2% | 15,513 | -6.3% | 0.54% | -6.1% |
Q3 2015 | $1,221,000 | -25.3% | 16,555 | -20.4% | 0.58% | -21.9% |
Q2 2015 | $1,635,000 | +8.8% | 20,803 | +11.4% | 0.74% | -2.4% |
Q1 2015 | $1,503,000 | +23.6% | 18,672 | +24.6% | 0.76% | +15.7% |
Q4 2014 | $1,216,000 | +17.1% | 14,981 | +11.0% | 0.66% | +11.6% |
Q3 2014 | $1,038,000 | +4.2% | 13,494 | +5.6% | 0.59% | +0.9% |
Q2 2014 | $996,000 | -3.3% | 12,779 | -6.6% | 0.58% | -10.3% |
Q1 2014 | $1,030,000 | -1.0% | 13,689 | -0.9% | 0.65% | -3.3% |
Q4 2013 | $1,040,000 | – | 13,816 | – | 0.67% | – |
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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% |