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 | $93,228 | -9.3% | 600 | -5.2% | 0.06% | -3.1% |
| Q2 2023 | $102,818 | +5.5% | 633 | 0.0% | 0.06% | -1.5% |
| Q1 2023 | $97,488 | +2.2% | 633 | 0.0% | 0.07% | -10.8% |
| Q4 2022 | $95,418 | -0.6% | 633 | -9.6% | 0.07% | -1.3% |
| Q3 2022 | $96,000 | -5.0% | 700 | 0.0% | 0.08% | +2.7% |
| Q2 2022 | $101,000 | -12.2% | 700 | 0.0% | 0.07% | +2.8% |
| Q1 2022 | $115,000 | -4.2% | 700 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $120,000 | +10.1% | 700 | 0.0% | 0.07% | +6.0% |
| Q3 2021 | $109,000 | +0.9% | 700 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $108,000 | +4.9% | 700 | 0.0% | 0.07% | +3.1% |
| Q1 2021 | $103,000 | +4.0% | 700 | 0.0% | 0.06% | +4.9% |
| Q4 2020 | $99,000 | +10.0% | 700 | 0.0% | 0.06% | -3.2% |
| Q3 2020 | $90,000 | +9.8% | 700 | 0.0% | 0.06% | -25.0% |
| Q2 2020 | $82,000 | +2.5% | 700 | 0.0% | 0.08% | +1.2% |
| Q1 2020 | $80,000 | -8.0% | 700 | 0.0% | 0.08% | +23.9% |
| Q4 2019 | $87,000 | – | 700 | – | 0.07% | – |
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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% |