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 | $1,009,373 | +50.9% | 6,496 | +57.8% | 0.33% | +155.0% |
| Q2 2023 | $668,696 | +4.1% | 4,117 | -1.3% | 0.13% | 0.0% |
| Q1 2023 | $642,349 | +1.3% | 4,171 | -0.1% | 0.13% | -3.7% |
| Q4 2022 | $634,198 | +11.1% | 4,176 | -1.2% | 0.14% | +2.3% |
| Q3 2022 | $571,000 | -6.2% | 4,226 | -0.4% | 0.13% | +7.3% |
| Q2 2022 | $609,000 | -23.7% | 4,245 | -13.8% | 0.12% | -6.8% |
| Q1 2022 | $798,000 | -4.2% | 4,923 | +1.5% | 0.13% | 0.0% |
| Q4 2021 | $833,000 | +38.6% | 4,849 | +13.9% | 0.13% | +4.7% |
| Q4 2020 | $601,000 | +46.2% | 4,257 | +33.1% | 0.13% | -30.6% |
| Q3 2020 | $411,000 | +18.8% | 3,198 | +8.3% | 0.18% | +1.1% |
| Q2 2020 | $346,000 | +15.7% | 2,952 | +2.1% | 0.18% | -7.7% |
| Q1 2020 | $299,000 | -7.1% | 2,890 | +11.9% | 0.20% | -3.9% |
| Q4 2019 | $322,000 | – | 2,583 | – | 0.20% | – |
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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% |