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 | $10,266,634 | -2.3% | 66,074 | +2.2% | 4.00% | +0.7% |
| Q2 2023 | $10,504,275 | +5.1% | 64,670 | -0.4% | 3.97% | +1.0% |
| Q1 2023 | $9,995,842 | +11.0% | 64,904 | +9.5% | 3.93% | +3.4% |
| Q4 2022 | $9,002,847 | +13.6% | 59,288 | +1.1% | 3.80% | +5.4% |
| Q3 2022 | $7,928,000 | +0.4% | 58,659 | +6.6% | 3.61% | +6.6% |
| Q2 2022 | $7,893,000 | -7.7% | 55,018 | +4.3% | 3.38% | +6.3% |
| Q1 2022 | $8,553,000 | +7.3% | 52,747 | +13.7% | 3.18% | +10.8% |
| Q4 2021 | $7,968,000 | +17.8% | 46,394 | +5.4% | 2.87% | +8.9% |
| Q3 2021 | $6,763,000 | -1.3% | 44,032 | -0.6% | 2.64% | +3.0% |
| Q2 2021 | $6,854,000 | +11.0% | 44,282 | +5.4% | 2.56% | +5.4% |
| Q1 2021 | $6,176,000 | +39.4% | 41,994 | +33.8% | 2.43% | +37.3% |
| Q4 2020 | $4,432,000 | +968.0% | 31,395 | +873.5% | 1.77% | +959.3% |
| Q3 2020 | $415,000 | +45.6% | 3,225 | +32.3% | 0.17% | +34.7% |
| Q2 2020 | $285,000 | +15.4% | 2,437 | +1.9% | 0.12% | -0.8% |
| Q1 2020 | $247,000 | – | 2,392 | – | 0.12% | – |
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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% |