VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,020 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544 | -1.8% | 3,503 | -0.2% | 0.11% | -20.6% |
| Q4 2022 | $554 | -99.9% | 3,510 | 0.0% | 0.14% | -0.7% |
| Q3 2022 | $474,000 | -3.1% | 3,510 | +2.9% | 0.14% | +2.2% |
| Q2 2022 | $489,000 | -11.6% | 3,410 | 0.0% | 0.13% | -3.6% |
| Q1 2022 | $553,000 | +6.6% | 3,410 | +12.9% | 0.14% | +8.6% |
| Q4 2021 | $519,000 | +14.8% | 3,020 | +3.4% | 0.13% | -16.3% |
| Q2 2021 | $452,000 | +9.7% | 2,920 | +4.3% | 0.15% | +15.0% |
| Q1 2021 | $412,000 | +4.3% | 2,800 | 0.0% | 0.13% | +19.8% |
| Q4 2020 | $395,000 | +9.7% | 2,800 | 0.0% | 0.11% | -8.3% |
| Q3 2020 | $360,000 | +33.3% | 2,800 | +21.7% | 0.12% | +23.5% |
| Q2 2020 | $270,000 | +13.4% | 2,300 | 0.0% | 0.10% | 0.0% |
| Q1 2020 | $238,000 | -17.1% | 2,300 | 0.0% | 0.10% | +10.1% |
| Q4 2019 | $287,000 | +4.4% | 2,300 | 0.0% | 0.09% | -1.1% |
| Q3 2019 | $275,000 | +3.8% | 2,300 | 0.0% | 0.09% | +3.4% |
| Q2 2019 | $265,000 | +5.2% | 2,300 | 0.0% | 0.09% | +6.1% |
| Q1 2019 | $252,000 | +12.0% | 2,300 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $225,000 | – | 2,300 | – | 0.08% | – |
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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% |