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 | $494,134 | -4.7% | 3,180 | -0.4% | 0.26% | -1.1% |
| Q2 2023 | $518,497 | +4.1% | 3,192 | -1.3% | 0.26% | -0.4% |
| Q1 2023 | $497,882 | -0.7% | 3,233 | -2.1% | 0.26% | -8.0% |
| Q4 2022 | $501,218 | +13.1% | 3,301 | +0.6% | 0.29% | +4.8% |
| Q3 2022 | $443,000 | -8.1% | 3,280 | -2.3% | 0.27% | -6.2% |
| Q2 2022 | $482,000 | -10.7% | 3,357 | +0.8% | 0.29% | -1.7% |
| Q1 2022 | $540,000 | -5.6% | 3,330 | +0.1% | 0.30% | -4.5% |
| Q4 2021 | $572,000 | +11.3% | 3,328 | -0.6% | 0.31% | +2.6% |
| Q3 2021 | $514,000 | -1.2% | 3,349 | -0.3% | 0.30% | -1.6% |
| Q2 2021 | $520,000 | +4.0% | 3,359 | -1.1% | 0.31% | -1.3% |
| Q1 2021 | $500,000 | +3.7% | 3,396 | -0.6% | 0.31% | -3.7% |
| Q4 2020 | $482,000 | +9.0% | 3,416 | -0.7% | 0.32% | -4.2% |
| Q3 2020 | $442,000 | +8.9% | 3,439 | -0.6% | 0.34% | -3.4% |
| Q2 2020 | $406,000 | +9.7% | 3,461 | -3.4% | 0.35% | -7.7% |
| Q1 2020 | $370,000 | -80.2% | 3,581 | -76.1% | 0.38% | -73.0% |
| Q4 2019 | $1,866,000 | +5.7% | 14,971 | +1.4% | 1.40% | -3.8% |
| Q3 2019 | $1,766,000 | -0.2% | 14,767 | -3.9% | 1.46% | -2.6% |
| Q2 2019 | $1,769,000 | +4.7% | 15,360 | -0.3% | 1.50% | +1.0% |
| Q1 2019 | $1,689,000 | +11.8% | 15,401 | -0.1% | 1.48% | -4.8% |
| Q4 2018 | $1,511,000 | -10.9% | 15,422 | +0.7% | 1.56% | +3.9% |
| Q3 2018 | $1,696,000 | +8.1% | 15,322 | -0.8% | 1.50% | -2.3% |
| Q2 2018 | $1,569,000 | -0.3% | 15,439 | -0.9% | 1.53% | -7.0% |
| Q1 2018 | $1,574,000 | -1.7% | 15,572 | -0.8% | 1.65% | -1.6% |
| Q4 2017 | $1,601,000 | – | 15,690 | – | 1.67% | – |
Download | ||||||
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% |