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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,349,000 | +33.3% | 14,485 | +41.2% | 0.46% | +52.1% |
| Q4 2021 | $1,762,000 | +11.8% | 10,260 | -0.0% | 0.30% | -11.7% |
| Q3 2021 | $1,576,000 | +5.1% | 10,262 | +5.9% | 0.34% | +3.9% |
| Q2 2021 | $1,499,000 | +6.8% | 9,686 | +1.4% | 0.33% | -28.7% |
| Q1 2021 | $1,404,000 | +2.6% | 9,551 | -1.5% | 0.46% | +16.9% |
| Q4 2020 | $1,368,000 | +15.5% | 9,693 | +5.3% | 0.40% | 0.0% |
| Q3 2020 | $1,184,000 | +24.2% | 9,206 | +13.2% | 0.40% | +61.6% |
| Q2 2020 | $953,000 | +19.0% | 8,133 | +4.9% | 0.24% | -30.6% |
| Q1 2020 | $801,000 | +388.4% | 7,750 | +463.6% | 0.35% | +553.7% |
| Q3 2019 | $164,000 | +3.8% | 1,375 | +0.2% | 0.05% | +8.0% |
| Q2 2019 | $158,000 | -42.3% | 1,372 | -45.0% | 0.05% | -45.7% |
| Q1 2019 | $274,000 | – | 2,496 | – | 0.09% | – |
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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% |