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 | $407,096 | -4.3% | 2,620 | 0.0% | 0.08% | -2.4% |
| Q2 2023 | $425,567 | +5.5% | 2,620 | 0.0% | 0.08% | -3.5% |
| Q1 2023 | $403,506 | +1.4% | 2,620 | 0.0% | 0.09% | -5.5% |
| Q4 2022 | $397,847 | +12.4% | 2,620 | 0.0% | 0.09% | +12.3% |
| Q3 2022 | $354,000 | -5.9% | 2,620 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $376,000 | +10.9% | 2,620 | +25.4% | 0.08% | +36.1% |
| Q1 2022 | $339,000 | -5.6% | 2,090 | 0.0% | 0.06% | -4.7% |
| Q4 2021 | $359,000 | +14.0% | 2,090 | +1.8% | 0.06% | +6.7% |
| Q3 2021 | $315,000 | -0.9% | 2,054 | 0.0% | 0.06% | -7.7% |
| Q2 2021 | $318,000 | +5.3% | 2,054 | 0.0% | 0.06% | -7.1% |
| Q1 2021 | $302,000 | +4.1% | 2,054 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $290,000 | +9.8% | 2,054 | 0.0% | 0.07% | -4.1% |
| Q3 2020 | $264,000 | +9.5% | 2,054 | 0.0% | 0.07% | -3.9% |
| Q2 2020 | $241,000 | +13.7% | 2,054 | 0.0% | 0.08% | -9.5% |
| Q1 2020 | $212,000 | -21.2% | 2,054 | -4.6% | 0.08% | -7.7% |
| Q4 2019 | $269,000 | +4.3% | 2,154 | 0.0% | 0.09% | +1.1% |
| Q3 2019 | $258,000 | +0.8% | 2,154 | 0.0% | 0.09% | -26.8% |
| Q2 2019 | $256,000 | +8.5% | 2,154 | 0.0% | 0.12% | +6.0% |
| Q1 2019 | $236,000 | +14.6% | 2,154 | +2.5% | 0.12% | -8.7% |
| Q4 2018 | $206,000 | – | 2,101 | – | 0.13% | – |
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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% |