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 | $2,520,730 | -31.6% | 16,223 | -28.5% | 0.72% | -29.2% |
| Q2 2023 | $3,684,400 | -23.6% | 22,683 | -27.5% | 1.02% | -27.1% |
| Q1 2023 | $4,820,464 | -8.9% | 31,300 | -10.2% | 1.40% | -17.3% |
| Q4 2022 | $5,293,916 | -6.7% | 34,863 | -17.0% | 1.69% | -7.3% |
| Q3 2022 | $5,674,000 | -6.7% | 41,981 | -1.0% | 1.82% | +1.4% |
| Q2 2022 | $6,083,000 | -55.4% | 42,401 | -49.6% | 1.80% | -33.3% |
| Q1 2022 | $13,642,000 | +77.1% | 84,125 | +87.6% | 2.69% | +66.0% |
| Q4 2021 | $7,702,000 | +59.1% | 44,846 | +42.3% | 1.62% | +59.7% |
| Q3 2021 | $4,842,000 | +1.5% | 31,523 | +2.3% | 1.02% | +4.0% |
| Q2 2021 | $4,769,000 | +19.0% | 30,810 | +13.1% | 0.98% | 0.0% |
| Q1 2021 | $4,007,000 | +44.1% | 27,244 | +38.3% | 0.98% | +32.4% |
| Q4 2020 | $2,780,000 | +38.7% | 19,695 | +29.7% | 0.74% | +28.8% |
| Q3 2020 | $2,005,000 | +81.4% | 15,186 | +61.0% | 0.57% | +50.1% |
| Q2 2020 | $1,105,000 | +86.0% | 9,432 | +81.1% | 0.38% | +51.8% |
| Q1 2020 | $594,000 | – | 5,208 | – | 0.25% | – |
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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% |