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 | $2,367,976 | -4.8% | 15,240 | -0.5% | 0.99% | -4.7% |
| Q2 2023 | $2,487,461 | +104371.3% | 15,314 | -1.0% | 1.04% | -4.7% |
| Q1 2023 | $2,381 | +1.0% | 15,461 | -0.4% | 1.09% | -5.0% |
| Q4 2022 | $2,358 | -99.3% | 15,527 | +496.3% | 1.14% | +305.3% |
| Q3 2022 | $352,000 | -84.5% | 2,604 | -83.6% | 0.28% | -70.1% |
| Q2 2022 | $2,276,000 | -8.5% | 15,862 | +3.4% | 0.94% | -1.8% |
| Q1 2022 | $2,487,000 | -4.1% | 15,338 | +1.6% | 0.96% | -15.1% |
| Q4 2021 | $2,592,000 | +12.7% | 15,090 | +0.8% | 1.13% | +6.9% |
| Q3 2021 | $2,300,000 | +0.7% | 14,974 | +1.5% | 1.06% | -3.7% |
| Q2 2021 | $2,283,000 | +7.1% | 14,748 | +1.7% | 1.10% | +13.5% |
| Q1 2021 | $2,132,000 | +3.8% | 14,498 | -0.4% | 0.97% | +2.7% |
| Q4 2020 | $2,054,000 | +8.6% | 14,556 | -1.0% | 0.94% | -11.1% |
| Q3 2020 | $1,891,000 | +11.1% | 14,700 | +1.2% | 1.06% | +0.5% |
| Q2 2020 | $1,702,000 | -0.4% | 14,524 | +6.0% | 1.06% | -5.0% |
| Q4 2019 | $1,708,000 | – | 13,705 | – | 1.11% | – |
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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% |