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 | $456,411 | -4.3% | 2,937 | 0.0% | 0.13% | +2.3% |
| Q2 2023 | $476,979 | +12.3% | 2,937 | +6.5% | 0.13% | +18.0% |
| Q1 2023 | $424,606 | +0.5% | 2,757 | -0.9% | 0.11% | -11.9% |
| Q4 2022 | $422,447 | +12.4% | 2,782 | 0.0% | 0.13% | +8.6% |
| Q3 2022 | $376,000 | -5.8% | 2,782 | 0.0% | 0.12% | -7.2% |
| Q2 2022 | $399,000 | -11.5% | 2,782 | 0.0% | 0.12% | -3.8% |
| Q1 2022 | $451,000 | -5.6% | 2,782 | 0.0% | 0.13% | -12.8% |
| Q4 2021 | $478,000 | +11.9% | 2,782 | 0.0% | 0.15% | +7.2% |
| Q3 2021 | $427,000 | -0.9% | 2,782 | 0.0% | 0.14% | -6.7% |
| Q2 2021 | $431,000 | +6.4% | 2,782 | +0.9% | 0.15% | -10.8% |
| Q1 2021 | $405,000 | +47.8% | 2,757 | +42.1% | 0.17% | +33.6% |
| Q4 2020 | $274,000 | +9.6% | 1,940 | 0.0% | 0.12% | -5.3% |
| Q3 2020 | $250,000 | +10.1% | 1,940 | 0.0% | 0.13% | -4.3% |
| Q2 2020 | $227,000 | +12.9% | 1,940 | 0.0% | 0.14% | -8.0% |
| Q1 2020 | $201,000 | -16.9% | 1,940 | 0.0% | 0.15% | +12.8% |
| Q4 2019 | $242,000 | +4.3% | 1,940 | 0.0% | 0.13% | +1.5% |
| Q3 2019 | $232,000 | +4.0% | 1,940 | 0.0% | 0.13% | -5.1% |
| Q2 2019 | $223,000 | – | 1,940 | – | 0.14% | – |
Download | ||||||
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% |