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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $96 | +1.1% | 624 | 0.0% | 0.04% | -11.4% |
| Q4 2022 | $95 | -99.9% | 624 | 0.0% | 0.04% | +7.3% |
| Q3 2022 | $86,000 | -4.4% | 624 | 0.0% | 0.04% | -6.8% |
| Q2 2022 | $90,000 | -10.9% | 624 | 0.0% | 0.04% | +4.8% |
| Q1 2022 | $101,000 | -5.6% | 624 | 0.0% | 0.04% | -4.5% |
| Q4 2021 | $107,000 | +11.5% | 624 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $96,000 | -1.0% | 624 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $97,000 | +5.4% | 624 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $92,000 | +4.5% | 624 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $88,000 | +10.0% | 624 | 0.0% | 0.05% | -5.9% |
| Q3 2020 | $80,000 | +9.6% | 624 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $73,000 | +12.3% | 624 | 0.0% | 0.05% | -5.6% |
| Q1 2020 | $65,000 | -16.7% | 624 | 0.0% | 0.05% | -6.9% |
| Q4 2019 | $78,000 | +4.0% | 624 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $75,000 | +4.2% | 624 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $72,000 | +5.9% | 624 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $68,000 | +11.5% | 624 | 0.0% | 0.06% | +1.7% |
| Q4 2018 | $61,000 | – | 624 | – | 0.06% | – |
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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% |