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 | $210,229 | -8.5% | 1,353 | -4.4% | 0.10% | -4.9% |
| Q2 2023 | $229,838 | +5.5% | 1,415 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $217,924 | -28.3% | 1,415 | -29.3% | 0.10% | -30.8% |
| Q4 2022 | $304,004 | +23.6% | 2,002 | +9.9% | 0.15% | +11.5% |
| Q3 2022 | $246,000 | -5.7% | 1,821 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $261,000 | -11.5% | 1,821 | 0.0% | 0.13% | -1.5% |
| Q1 2022 | $295,000 | -5.8% | 1,821 | 0.0% | 0.14% | -7.5% |
| Q4 2021 | $313,000 | +11.8% | 1,821 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $280,000 | -3.4% | 1,821 | -2.7% | 0.15% | -3.9% |
| Q2 2021 | $290,000 | +5.5% | 1,871 | 0.0% | 0.15% | -5.0% |
| Q1 2021 | $275,000 | +7.0% | 1,871 | +2.7% | 0.16% | +5.2% |
| Q4 2020 | $257,000 | – | 1,821 | – | 0.15% | – |
Download | ||||||
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% |