VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,165,334 | -5.5% | 155,524 | -0.6% | 8.26% | -0.6% |
| Q2 2023 | $25,562,405 | +4.0% | 156,431 | -2.0% | 8.32% | -6.0% |
| Q1 2023 | $24,580,942 | -0.3% | 159,606 | -1.7% | 8.84% | -3.4% |
| Q4 2022 | $24,644,960 | +13.3% | 162,298 | +0.9% | 9.16% | +3.6% |
| Q3 2022 | $21,746,000 | -5.7% | 160,893 | +0.1% | 8.84% | -1.3% |
| Q2 2022 | $23,050,000 | -14.3% | 160,663 | -3.1% | 8.96% | +1.7% |
| Q1 2022 | $26,891,000 | -5.9% | 165,829 | -0.3% | 8.81% | -2.2% |
| Q4 2021 | $28,568,000 | +12.8% | 166,335 | +1.6% | 9.01% | +7.5% |
| Q3 2021 | $25,337,000 | +5.2% | 163,683 | -0.1% | 8.38% | -2.1% |
| Q1 2021 | $24,090,000 | +3.4% | 163,788 | -0.7% | 8.56% | -3.3% |
| Q4 2020 | $23,296,000 | +10.1% | 165,019 | +0.4% | 8.85% | -6.5% |
| Q3 2020 | $21,154,000 | +4.4% | 164,419 | -4.9% | 9.47% | +0.8% |
| Q2 2020 | $20,253,000 | +6.6% | 172,841 | -5.9% | 9.39% | -4.9% |
| Q1 2020 | $18,992,000 | -17.8% | 183,695 | -0.9% | 9.87% | +0.1% |
| Q4 2019 | $23,109,000 | – | 185,377 | – | 9.86% | – |
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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% |