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 | $3,893,444 | -6.4% | 25,058 | -2.1% | 1.16% | -7.8% |
| Q2 2023 | $4,158,367 | +124.4% | 25,601 | +112.8% | 1.26% | +104.5% |
| Q1 2023 | $1,852,891 | -0.8% | 12,031 | -2.2% | 0.62% | -7.9% |
| Q4 2022 | $1,868,037 | +10.6% | 12,302 | -1.5% | 0.67% | -29.1% |
| Q3 2022 | $1,689,000 | -8.2% | 12,495 | -2.5% | 0.95% | -7.1% |
| Q2 2022 | $1,839,000 | -14.6% | 12,817 | -3.5% | 1.02% | +4.8% |
| Q1 2022 | $2,154,000 | -17.5% | 13,281 | -12.6% | 0.97% | -8.1% |
| Q4 2021 | $2,610,000 | +29.9% | 15,194 | +16.2% | 1.06% | +6.6% |
| Q3 2021 | $2,009,000 | +2.0% | 13,078 | +2.8% | 0.99% | -0.7% |
| Q2 2021 | $1,969,000 | +11.0% | 12,720 | +5.4% | 1.00% | +1.2% |
| Q1 2021 | $1,774,000 | +19.4% | 12,063 | +14.6% | 0.99% | +12.8% |
| Q4 2020 | $1,486,000 | +15.2% | 10,527 | +5.0% | 0.88% | -1.0% |
| Q3 2020 | $1,290,000 | +6.6% | 10,025 | -2.9% | 0.88% | +3.6% |
| Q2 2020 | $1,210,000 | +10.2% | 10,322 | -2.8% | 0.85% | -27.8% |
| Q1 2020 | $1,098,000 | -19.6% | 10,618 | -3.0% | 1.18% | +22.9% |
| Q4 2019 | $1,365,000 | – | 10,947 | – | 0.96% | – |
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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% |