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 | $2,452,474 | -4.5% | 15,784 | -0.2% | 0.86% | -3.5% |
| Q2 2023 | $2,568,518 | +5.1% | 15,813 | -0.4% | 0.90% | -0.6% |
| Q1 2023 | $2,444,458 | +1.2% | 15,872 | -0.2% | 0.90% | -6.3% |
| Q4 2022 | $2,415,647 | +13.0% | 15,908 | +0.5% | 0.96% | -7.1% |
| Q3 2022 | $2,138,000 | -5.9% | 15,822 | -0.1% | 1.04% | -4.9% |
| Q2 2022 | $2,271,000 | +11.1% | 15,831 | +25.6% | 1.09% | +7.9% |
| Q1 2022 | $2,044,000 | -7.0% | 12,608 | -1.4% | 1.01% | -9.5% |
| Q4 2021 | $2,197,000 | +10.1% | 12,791 | -1.5% | 1.12% | -9.8% |
| Q3 2021 | $1,995,000 | -1.1% | 12,988 | -0.3% | 1.24% | -3.7% |
| Q2 2021 | $2,017,000 | +5.4% | 13,030 | +0.2% | 1.28% | -3.7% |
| Q1 2021 | $1,913,000 | +5.3% | 13,009 | +1.2% | 1.33% | -2.6% |
| Q4 2020 | $1,816,000 | +8.8% | 12,861 | -0.9% | 1.37% | -3.1% |
| Q3 2020 | $1,669,000 | +5.6% | 12,974 | -3.8% | 1.41% | -1.4% |
| Q2 2020 | $1,581,000 | +43.6% | 13,493 | +26.7% | 1.43% | +23.1% |
| Q1 2020 | $1,101,000 | -6.3% | 10,649 | +13.0% | 1.16% | +13.4% |
| Q4 2019 | $1,175,000 | – | 9,425 | – | 1.03% | – |
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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% |