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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,094 | -12.9% | 1,866 | -17.0% | 0.02% | -15.8% |
| Q1 2023 | $347,990 | +33.5% | 2,248 | +31.0% | 0.02% | +18.8% |
| Q4 2022 | $260,575 | +12.3% | 1,716 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $232,000 | +201.3% | 1,716 | +217.8% | 0.02% | +166.7% |
| Q2 2022 | $77,000 | +381.2% | 540 | +409.4% | 0.01% | +500.0% |
| Q3 2021 | $16,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +6.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 106 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $14,000 | -17.6% | 106 | -24.8% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | -75.0% | 141 | -77.1% | 0.00% | -83.3% |
| Q1 2019 | $68,000 | +750.0% | 617 | +807.4% | 0.01% | +300.0% |
| Q3 2018 | $8,000 | – | 68 | – | 0.00% | – |
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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% |