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 | $771,617 | -28.4% | 4,966 | -25.2% | 0.02% | -27.6% |
| Q2 2023 | $1,078,372 | +43.6% | 6,639 | +36.1% | 0.03% | +31.8% |
| Q1 2023 | $751,106 | -9.6% | 4,877 | -10.9% | 0.02% | -21.4% |
| Q4 2022 | $830,923 | +62.0% | 5,472 | +44.2% | 0.03% | +47.4% |
| Q3 2022 | $513,000 | -5.7% | 3,795 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $544,000 | -11.8% | 3,795 | -0.3% | 0.02% | 0.0% |
| Q1 2022 | $617,000 | +18.0% | 3,806 | +25.0% | 0.02% | +17.6% |
| Q4 2021 | $523,000 | +39.1% | 3,046 | +24.5% | 0.02% | +13.3% |
| Q3 2021 | $376,000 | -14.0% | 2,446 | -13.4% | 0.02% | -11.8% |
| Q2 2021 | $437,000 | +5.3% | 2,823 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $415,000 | -0.7% | 2,823 | -4.6% | 0.02% | -5.3% |
| Q4 2020 | $418,000 | +5.6% | 2,959 | -3.7% | 0.02% | -9.5% |
| Q3 2020 | $396,000 | +8.5% | 3,074 | -1.3% | 0.02% | 0.0% |
| Q2 2020 | $365,000 | +14.1% | 3,114 | +0.8% | 0.02% | -4.5% |
| Q1 2020 | $320,000 | -18.6% | 3,089 | -1.9% | 0.02% | 0.0% |
| Q4 2019 | $393,000 | +7.1% | 3,148 | +2.6% | 0.02% | 0.0% |
| Q3 2019 | $367,000 | -35.8% | 3,067 | -58.3% | 0.02% | -62.7% |
| Q4 2015 | $572,000 | -3.4% | 7,353 | +0.9% | 0.06% | -6.3% |
| Q4 2014 | $592,000 | +2.2% | 7,289 | -5.2% | 0.06% | -6.0% |
| Q4 2013 | $579,000 | +156.2% | 7,690 | +102.6% | 0.07% | +103.0% |
| Q4 2012 | $226,000 | – | 3,795 | – | 0.03% | – |
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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% |