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 | $4,972,260 | -4.8% | 32,001 | -0.5% | 1.13% | +3.5% |
| Q2 2023 | $5,224,279 | +4.7% | 32,163 | -0.7% | 1.10% | -1.6% |
| Q1 2023 | $4,987,962 | +1.2% | 32,387 | -0.2% | 1.11% | -6.8% |
| Q4 2022 | $4,928,412 | +14.1% | 32,456 | +1.6% | 1.20% | +2.0% |
| Q3 2022 | $4,318,000 | -5.8% | 31,947 | +0.0% | 1.17% | -5.9% |
| Q2 2022 | $4,582,000 | -11.5% | 31,939 | +0.0% | 1.25% | +0.6% |
| Q1 2022 | $5,178,000 | -5.6% | 31,932 | +0.0% | 1.24% | -9.2% |
| Q4 2021 | $5,483,000 | +30.3% | 31,926 | -2.4% | 1.36% | -55.1% |
| Q3 2021 | $4,209,000 | -18.0% | 32,715 | -1.3% | 3.04% | +108.3% |
| Q2 2021 | $5,130,000 | +5.3% | 33,143 | +0.0% | 1.46% | -21.1% |
| Q1 2021 | $4,874,000 | +5.3% | 33,140 | +1.0% | 1.85% | -35.0% |
| Q4 2020 | $4,630,000 | +10.0% | 32,797 | +0.3% | 2.84% | -6.5% |
| Q3 2020 | $4,209,000 | +7.0% | 32,715 | -2.5% | 3.04% | -6.0% |
| Q2 2020 | $3,934,000 | +10.7% | 33,570 | -2.3% | 3.23% | -10.3% |
| Q1 2020 | $3,553,000 | -29.6% | 34,366 | -15.2% | 3.61% | -22.5% |
| Q4 2019 | $5,050,000 | – | 40,507 | – | 4.65% | – |
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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% |