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 | $4,628,407 | -6.1% | 29,788 | -1.8% | 1.35% | -2.9% |
| Q2 2023 | $4,928,559 | +6.9% | 30,343 | +1.4% | 1.39% | -0.9% |
| Q1 2023 | $4,610,391 | +0.3% | 29,936 | -1.1% | 1.41% | -9.0% |
| Q4 2022 | $4,594,778 | +15.6% | 30,259 | +2.9% | 1.54% | +8.4% |
| Q3 2022 | $3,976,000 | -8.6% | 29,420 | -3.0% | 1.42% | -4.0% |
| Q2 2022 | $4,350,000 | -8.6% | 30,318 | +3.3% | 1.48% | +12.2% |
| Q1 2022 | $4,760,000 | -0.1% | 29,354 | +5.8% | 1.32% | +9.2% |
| Q4 2021 | $4,764,000 | +14.6% | 27,736 | +2.5% | 1.21% | +8.1% |
| Q3 2021 | $4,156,000 | +0.8% | 27,058 | +1.5% | 1.12% | +1.4% |
| Q2 2021 | $4,125,000 | +1.4% | 26,647 | -0.3% | 1.10% | -2.5% |
| Q1 2021 | $4,069,000 | +8.1% | 26,720 | +0.2% | 1.13% | -3.3% |
| Q4 2020 | $3,765,000 | +9.6% | 26,672 | -0.1% | 1.17% | -5.2% |
| Q3 2020 | $3,435,000 | -3.8% | 26,701 | -12.3% | 1.24% | -6.3% |
| Q2 2020 | $3,569,000 | +426.4% | 30,460 | +364.8% | 1.32% | +279.8% |
| Q1 2020 | $678,000 | -22.8% | 6,554 | -6.9% | 0.35% | +27.6% |
| Q4 2019 | $878,000 | – | 7,043 | – | 0.27% | – |
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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% |