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 | $1,932,002 | -3.2% | 12,434 | +1.2% | 0.38% | 0.0% |
| Q2 2023 | $1,995,752 | -2.5% | 12,287 | -7.5% | 0.38% | -9.0% |
| Q1 2023 | $2,046,306 | +1.4% | 13,287 | -0.0% | 0.41% | -5.5% |
| Q4 2022 | $2,018,334 | +12.3% | 13,292 | -0.0% | 0.44% | -4.8% |
| Q3 2022 | $1,797,000 | -5.8% | 13,293 | +0.0% | 0.46% | -6.1% |
| Q2 2022 | $1,907,000 | -11.0% | 13,291 | +0.6% | 0.49% | -1.6% |
| Q1 2022 | $2,143,000 | -5.6% | 13,217 | +0.0% | 0.50% | -4.6% |
| Q4 2021 | $2,270,000 | +11.7% | 13,216 | -0.2% | 0.52% | -4.1% |
| Q3 2021 | $2,033,000 | -0.8% | 13,237 | +0.0% | 0.54% | -1.6% |
| Q2 2021 | $2,049,000 | +5.2% | 13,236 | 0.0% | 0.55% | -5.6% |
| Q1 2021 | $1,947,000 | +3.3% | 13,236 | -0.8% | 0.58% | -4.7% |
| Q4 2020 | $1,884,000 | +12.3% | 13,346 | 0.0% | 0.61% | -3.2% |
| Q3 2020 | $1,678,000 | -4.4% | 13,346 | -10.9% | 0.63% | -11.0% |
| Q2 2020 | $1,756,000 | -1.5% | 14,986 | -4.2% | 0.71% | -9.2% |
| Q1 2020 | $1,783,000 | -20.3% | 15,639 | -12.8% | 0.78% | -4.4% |
| Q4 2019 | $2,236,000 | – | 17,935 | – | 0.82% | – |
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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% |