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 | $1,716,894 | -1.3% | 10,912 | +1.9% | 0.67% | -0.3% |
| Q2 2023 | $1,739,463 | -0.8% | 10,709 | -5.9% | 0.67% | -6.3% |
| Q1 2023 | $1,752,634 | +0.1% | 11,380 | -1.3% | 0.72% | -4.6% |
| Q4 2022 | $1,750,223 | +46.5% | 11,526 | +43.3% | 0.75% | +42.5% |
| Q3 2022 | $1,195,000 | +33.5% | 8,044 | +29.0% | 0.53% | +30.3% |
| Q2 2022 | $895,000 | -10.2% | 6,237 | +7.4% | 0.41% | +6.8% |
| Q4 2021 | $997,000 | +12.8% | 5,805 | +0.8% | 0.38% | +1.6% |
| Q3 2021 | $884,000 | -0.5% | 5,758 | +0.4% | 0.37% | -1.6% |
| Q2 2021 | $888,000 | +4.5% | 5,736 | +1.7% | 0.38% | -0.5% |
| Q1 2021 | $850,000 | +7.9% | 5,640 | +2.2% | 0.38% | -3.0% |
| Q4 2020 | $788,000 | +15.9% | 5,517 | +4.4% | 0.39% | +2.1% |
| Q3 2020 | $680,000 | – | 5,286 | – | 0.39% | – |
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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% |