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 | $234,158 | -4.3% | 1,507 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $244,782 | -2.7% | 1,507 | -7.8% | 0.12% | -7.7% |
| Q1 2023 | $251,652 | +1.4% | 1,634 | 0.0% | 0.13% | -7.8% |
| Q4 2022 | $248,123 | +12.3% | 1,634 | 0.0% | 0.14% | +2.2% |
| Q3 2022 | $221,000 | -9.8% | 1,634 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $245,000 | -5.8% | 1,634 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $260,000 | -1.1% | 1,634 | 0.0% | 0.14% | +2.2% |
| Q4 2021 | $263,000 | -4.0% | 1,634 | 0.0% | 0.14% | -2.1% |
| Q3 2021 | $274,000 | +4.2% | 1,634 | 0.0% | 0.14% | -2.1% |
| Q2 2021 | $263,000 | +7.3% | 1,634 | 0.0% | 0.14% | +2.1% |
| Q1 2021 | $245,000 | +5.6% | 1,634 | 0.0% | 0.14% | +2.2% |
| Q4 2020 | $232,000 | +6.4% | 1,634 | 0.0% | 0.14% | -11.0% |
| Q3 2020 | $218,000 | -2.2% | 1,634 | -9.4% | 0.16% | -10.4% |
| Q2 2020 | $223,000 | +10.9% | 1,803 | 0.0% | 0.17% | -9.4% |
| Q1 2020 | $201,000 | – | 1,803 | – | 0.19% | – |
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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% |