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 | $39 | -2.5% | 249 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $40 | +5.3% | 249 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $38 | -99.9% | 249 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $34,000 | -5.6% | 249 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $36,000 | -10.0% | 249 | 0.0% | 0.01% | +18.2% |
| Q1 2022 | $40,000 | -7.0% | 249 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $43,000 | +13.2% | 249 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $38,000 | -2.6% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $39,000 | +5.4% | 249 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $37,000 | -44.8% | 249 | -47.5% | 0.01% | -47.8% |
| Q4 2020 | $67,000 | +34.0% | 474 | +21.2% | 0.02% | +15.0% |
| Q3 2020 | $50,000 | +8.7% | 391 | 0.0% | 0.02% | -33.3% |
| Q2 2020 | $46,000 | +15.0% | 391 | 0.0% | 0.03% | +7.1% |
| Q1 2020 | $40,000 | -18.4% | 391 | 0.0% | 0.03% | +12.0% |
| Q4 2019 | $49,000 | +4.3% | 391 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $47,000 | +4.4% | 391 | 0.0% | 0.03% | +4.0% |
| Q2 2019 | $45,000 | +87.5% | 391 | +73.8% | 0.02% | +78.6% |
| Q1 2019 | $24,000 | +9.1% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | -12.0% | 225 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $25,000 | – | 225 | – | 0.02% | – |
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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% |