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 | $443,364 | -9.1% | 2,853 | -4.9% | 0.11% | -4.2% |
| Q2 2023 | $487,513 | +4.4% | 3,001 | -1.0% | 0.12% | -0.8% |
| Q1 2023 | $467,015 | -4.7% | 3,032 | -6.1% | 0.12% | -9.8% |
| Q4 2022 | $490,131 | +15.1% | 3,228 | +2.3% | 0.13% | +12.7% |
| Q3 2022 | $426,000 | -5.5% | 3,156 | +0.3% | 0.12% | -2.5% |
| Q2 2022 | $451,000 | -1.1% | 3,147 | +11.9% | 0.12% | +12.0% |
| Q1 2022 | $456,000 | -10.6% | 2,813 | -5.4% | 0.11% | -7.7% |
| Q4 2021 | $510,000 | +11.4% | 2,974 | -0.4% | 0.12% | +0.9% |
| Q3 2021 | $458,000 | 0.0% | 2,986 | +0.9% | 0.12% | -0.9% |
| Q2 2021 | $458,000 | +23.5% | 2,959 | +17.3% | 0.12% | +13.6% |
| Q1 2021 | $371,000 | -27.1% | 2,523 | -30.1% | 0.10% | -33.5% |
| Q4 2020 | $509,000 | +10.4% | 3,608 | +0.6% | 0.16% | -4.3% |
| Q3 2020 | $461,000 | -6.1% | 3,587 | -14.4% | 0.16% | -12.0% |
| Q2 2020 | $491,000 | +29.9% | 4,191 | +10.1% | 0.18% | +2.8% |
| Q1 2020 | $378,000 | -21.4% | 3,806 | -0.8% | 0.18% | +11.2% |
| Q4 2019 | $481,000 | +1.3% | 3,838 | -4.7% | 0.16% | -6.4% |
| Q3 2019 | $475,000 | +5.3% | 4,028 | +3.5% | 0.17% | +1.8% |
| Q2 2019 | $451,000 | +3.0% | 3,893 | -1.8% | 0.17% | -4.5% |
| Q1 2019 | $438,000 | +12.3% | 3,965 | -0.6% | 0.18% | -0.6% |
| Q4 2018 | $390,000 | – | 3,990 | – | 0.18% | – |
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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% |