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 | $9,827,471 | +6.6% | 63,248 | +11.4% | 1.39% | +12.1% |
| Q2 2023 | $9,219,636 | +5.8% | 56,761 | +0.3% | 1.24% | -2.8% |
| Q1 2023 | $8,712,238 | +16.8% | 56,569 | +15.1% | 1.28% | +8.5% |
| Q4 2022 | $7,462,000 | +19.3% | 49,142 | +6.2% | 1.18% | +14.2% |
| Q3 2022 | $6,257,000 | +0.5% | 46,290 | +6.7% | 1.03% | +28.2% |
| Q2 2022 | $6,224,000 | -1.7% | 43,383 | +11.1% | 0.80% | -13.4% |
| Q1 2022 | $6,334,000 | +2.3% | 39,063 | +8.3% | 0.93% | +5.9% |
| Q4 2021 | $6,193,000 | +10.6% | 36,058 | -1.1% | 0.88% | +1.9% |
| Q3 2021 | $5,598,000 | -2.8% | 36,446 | -2.1% | 0.86% | -7.6% |
| Q2 2021 | $5,761,000 | +17.9% | 37,215 | +12.0% | 0.93% | +6.9% |
| Q1 2021 | $4,888,000 | +13.0% | 33,236 | +8.5% | 0.87% | -1.5% |
| Q4 2020 | $4,325,000 | – | 30,634 | – | 0.88% | – |
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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% |