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 | $1,431,523 | +1.4% | 9,295 | 0.0% | 0.55% | -9.9% |
| Q4 2022 | $1,411,446 | +12.4% | 9,295 | 0.0% | 0.61% | -11.9% |
| Q3 2022 | $1,256,000 | -7.4% | 9,295 | 0.0% | 0.69% | -7.8% |
| Q2 2022 | $1,357,000 | -10.0% | 9,295 | 0.0% | 0.75% | -31.2% |
| Q1 2022 | $1,507,000 | -5.6% | 9,295 | 0.0% | 1.08% | +30.9% |
| Q4 2021 | $1,596,000 | +10.0% | 9,295 | 0.0% | 0.83% | +3.9% |
| Q3 2021 | $1,451,000 | +6.1% | 9,295 | 0.0% | 0.80% | -34.5% |
| Q1 2021 | $1,367,000 | +4.2% | 9,295 | 0.0% | 1.22% | +80.6% |
| Q4 2020 | $1,312,000 | – | 9,295 | – | 0.68% | – |
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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% |