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 | $2,545,465 | -3.6% | 16,307 | +0.3% | 0.46% | -1.3% |
| Q2 2023 | $2,640,528 | +1.9% | 16,256 | -3.4% | 0.46% | -4.1% |
| Q1 2023 | $2,592,205 | +0.9% | 16,831 | -0.5% | 0.48% | -8.9% |
| Q4 2022 | $2,569,185 | +16.4% | 16,919 | +3.6% | 0.53% | +4.7% |
| Q3 2022 | $2,208,000 | -2.9% | 16,335 | +3.1% | 0.51% | +5.8% |
| Q2 2022 | $2,273,000 | -22.4% | 15,840 | -12.3% | 0.48% | -8.9% |
| Q1 2022 | $2,930,000 | -6.0% | 18,067 | -0.4% | 0.53% | -3.8% |
| Q4 2021 | $3,116,000 | +154.0% | 18,144 | +127.1% | 0.55% | +83.6% |
| Q3 2021 | $1,227,000 | -1.3% | 7,988 | 0.0% | 0.30% | -5.7% |
| Q2 2021 | $1,243,000 | +5.8% | 7,988 | 0.0% | 0.32% | -2.8% |
| Q1 2021 | $1,175,000 | +7.2% | 7,988 | +2.9% | 0.32% | +2.8% |
| Q4 2020 | $1,096,000 | +193.8% | 7,764 | +167.6% | 0.32% | +152.8% |
| Q3 2020 | $373,000 | -4.8% | 2,901 | -13.4% | 0.12% | -13.8% |
| Q2 2020 | $392,000 | +11.4% | 3,351 | -1.6% | 0.14% | -9.4% |
| Q1 2020 | $352,000 | -36.7% | 3,405 | -23.7% | 0.16% | -24.9% |
| Q4 2019 | $556,000 | +4.1% | 4,464 | 0.0% | 0.21% | -12.3% |
| Q3 2019 | $534,000 | +3.9% | 4,464 | 0.0% | 0.24% | -19.8% |
| Q2 2019 | $514,000 | -6.5% | 4,464 | -10.9% | 0.30% | -19.8% |
| Q1 2019 | $550,000 | – | 5,012 | – | 0.38% | – |
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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% |