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 | $1,183,127 | -3.9% | 7,614 | +0.4% | 0.70% | +1.2% |
| Q2 2023 | $1,231,249 | +5.5% | 7,580 | 0.0% | 0.69% | +3.9% |
| Q1 2023 | $1,167,423 | +2.0% | 7,580 | +0.5% | 0.67% | +1.1% |
| Q4 2022 | $1,144,877 | +12.9% | 7,540 | +0.5% | 0.66% | +8.2% |
| Q3 2022 | $1,014,000 | -5.3% | 7,500 | +0.5% | 0.61% | -4.5% |
| Q2 2022 | $1,071,000 | -11.1% | 7,464 | +0.4% | 0.64% | +7.0% |
| Q1 2022 | $1,205,000 | -5.2% | 7,431 | +0.4% | 0.60% | -0.5% |
| Q4 2021 | $1,271,000 | +24.0% | 7,401 | +11.0% | 0.60% | +17.8% |
| Q3 2021 | $1,025,000 | -4.3% | 6,670 | -3.6% | 0.51% | -4.1% |
| Q2 2021 | $1,071,000 | +5.7% | 6,918 | +0.4% | 0.53% | +9.5% |
| Q1 2021 | $1,013,000 | +4.4% | 6,889 | +0.3% | 0.49% | +0.2% |
| Q4 2020 | $970,000 | +10.2% | 6,868 | +0.4% | 0.48% | -0.8% |
| Q3 2020 | $880,000 | +9.9% | 6,839 | 0.0% | 0.49% | -2.0% |
| Q2 2020 | $801,000 | +15.8% | 6,839 | +2.2% | 0.50% | -8.9% |
| Q1 2020 | $692,000 | – | 6,689 | – | 0.55% | – |
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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% |