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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $214,528 | +6.9% | 1,300 | -0.4% | 0.11% | -2.8% |
| Q3 2023 | $200,613 | -4.7% | 1,305 | +0.2% | 0.11% | -8.4% |
| Q2 2023 | $210,424 | +5.2% | 1,303 | +0.2% | 0.12% | -0.8% |
| Q1 2023 | $199,947 | +0.9% | 1,300 | -0.1% | 0.12% | -11.1% |
| Q4 2022 | $198,194 | +8.3% | 1,301 | +0.5% | 0.14% | +2.3% |
| Q3 2022 | $183,000 | -3.2% | 1,295 | 0.0% | 0.13% | +1.5% |
| Q2 2022 | $189,000 | -7.4% | 1,295 | +0.4% | 0.13% | -2.3% |
| Q1 2022 | $204,000 | +22.2% | 1,290 | +30.8% | 0.13% | +22.0% |
| Q4 2021 | $167,000 | +7.1% | 986 | +0.2% | 0.11% | -4.4% |
| Q3 2021 | $156,000 | +2.6% | 984 | +0.2% | 0.11% | -0.9% |
| Q2 2021 | $152,000 | +4.1% | 982 | +0.2% | 0.12% | -4.2% |
| Q1 2021 | $146,000 | -10.4% | 980 | -16.7% | 0.12% | -23.6% |
| Q4 2020 | $163,000 | +8.7% | 1,176 | +0.7% | 0.16% | -3.7% |
| Q3 2020 | $150,000 | +92.3% | 1,168 | +75.4% | 0.16% | +87.4% |
| Q2 2020 | $78,000 | -24.3% | 666 | -30.8% | 0.09% | -32.0% |
| Q1 2020 | $103,000 | -26.4% | 962 | -14.3% | 0.13% | -5.9% |
| Q4 2019 | $140,000 | – | 1,123 | – | 0.14% | – |
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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% |