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 | $315,599 | -4.3% | 2,031 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $329,919 | +5.5% | 2,031 | 0.0% | 0.11% | -21.3% |
| Q1 2023 | $312,817 | +1.4% | 2,031 | 0.0% | 0.14% | +1.5% |
| Q4 2022 | $308,429 | +12.2% | 2,031 | 0.0% | 0.13% | 0.0% |
| Q3 2022 | $275,000 | -5.5% | 2,031 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $291,000 | -11.6% | 2,031 | 0.0% | 0.13% | +0.8% |
| Q1 2022 | $329,000 | -5.7% | 2,031 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $349,000 | +8.7% | 2,031 | -2.9% | 0.13% | +1.5% |
| Q3 2021 | $321,000 | -3.9% | 2,091 | -3.2% | 0.13% | -2.3% |
| Q2 2021 | $334,000 | +5.0% | 2,160 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $318,000 | -10.4% | 2,160 | -14.1% | 0.13% | -10.8% |
| Q4 2020 | $355,000 | +9.6% | 2,516 | 0.0% | 0.15% | -3.9% |
| Q3 2020 | $324,000 | +9.8% | 2,516 | 0.0% | 0.15% | -0.6% |
| Q2 2020 | $295,000 | +13.5% | 2,516 | 0.0% | 0.16% | -10.4% |
| Q1 2020 | $260,000 | -17.2% | 2,516 | 0.0% | 0.17% | 0.0% |
| Q4 2019 | $314,000 | +4.3% | 2,516 | 0.0% | 0.17% | -3.4% |
| Q3 2019 | $301,000 | -2.9% | 2,516 | -6.5% | 0.18% | -4.3% |
| Q2 2019 | $310,000 | +5.1% | 2,690 | 0.0% | 0.19% | +3.3% |
| Q1 2019 | $295,000 | +12.2% | 2,690 | 0.0% | 0.18% | +2.3% |
| Q4 2018 | $263,000 | -11.7% | 2,690 | 0.0% | 0.18% | -5.9% |
| Q3 2018 | $298,000 | +6.0% | 2,690 | -2.7% | 0.19% | +1.1% |
| Q2 2018 | $281,000 | -1.4% | 2,766 | -2.1% | 0.19% | -1.6% |
| Q1 2018 | $285,000 | -1.0% | 2,824 | 0.0% | 0.19% | +3.3% |
| Q4 2017 | $288,000 | +7.5% | 2,824 | 0.0% | 0.18% | -7.6% |
| Q3 2017 | $268,000 | +2.3% | 2,824 | 0.0% | 0.20% | -10.0% |
| Q2 2017 | $262,000 | +3.1% | 2,824 | 0.0% | 0.22% | +2.3% |
| Q1 2017 | $254,000 | +5.4% | 2,824 | 0.0% | 0.22% | -4.0% |
| Q4 2016 | $241,000 | – | 2,824 | – | 0.22% | – |
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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% |