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 | $7,201,532 | -3.6% | 46,350 | +0.7% | 0.30% | -4.5% |
| Q2 2023 | $7,473,488 | +6.8% | 46,010 | +1.2% | 0.31% | -4.0% |
| Q1 2023 | $6,999,451 | +6.4% | 45,451 | +5.0% | 0.33% | -3.0% |
| Q4 2022 | $6,575,633 | +13.5% | 43,305 | +1.1% | 0.34% | +3.7% |
| Q3 2022 | $5,791,000 | -13.2% | 42,845 | -7.8% | 0.32% | -11.7% |
| Q2 2022 | $6,669,000 | +1.9% | 46,483 | +15.3% | 0.37% | -3.9% |
| Q1 2022 | $6,545,000 | -4.9% | 40,298 | +0.3% | 0.38% | -10.1% |
| Q4 2021 | $6,879,000 | +13.4% | 40,175 | +1.7% | 0.42% | +1.7% |
| Q3 2021 | $6,068,000 | +0.5% | 39,510 | +1.1% | 0.42% | -6.3% |
| Q2 2021 | $6,037,000 | +21.4% | 39,062 | +15.5% | 0.45% | -6.9% |
| Q1 2021 | $4,973,000 | -6.2% | 33,810 | -10.0% | 0.48% | -12.6% |
| Q4 2020 | $5,301,000 | +8.1% | 37,549 | -1.5% | 0.55% | -9.0% |
| Q3 2020 | $4,904,000 | +10.7% | 38,106 | +0.8% | 0.60% | -17.0% |
| Q2 2020 | $4,431,000 | +17.6% | 37,813 | +3.7% | 0.72% | -27.4% |
| Q1 2020 | $3,769,000 | -17.5% | 36,453 | -0.6% | 1.00% | -2.0% |
| Q4 2019 | $4,571,000 | +3.8% | 36,665 | -0.5% | 1.02% | -4.2% |
| Q3 2019 | $4,404,000 | +3.9% | 36,832 | +0.1% | 1.06% | -0.2% |
| Q2 2019 | $4,237,000 | +4.2% | 36,789 | -0.8% | 1.06% | -17.7% |
| Q1 2019 | $4,066,000 | +12.8% | 37,086 | +0.8% | 1.29% | -3.9% |
| Q4 2018 | $3,605,000 | – | 36,809 | – | 1.35% | – |
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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% |