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 | $3,045,139 | -5.3% | 19,598 | -1.0% | 2.82% | +0.3% |
| Q2 2023 | $3,215,955 | +9.8% | 19,799 | +4.1% | 2.81% | -9.9% |
| Q1 2023 | $2,928,347 | -13.3% | 19,014 | -14.6% | 3.12% | +1.1% |
| Q4 2022 | $3,379,422 | +9.5% | 22,255 | -2.5% | 3.09% | +7.1% |
| Q3 2022 | $3,086,000 | -5.8% | 22,834 | 0.0% | 2.88% | +0.5% |
| Q2 2022 | $3,276,000 | -12.3% | 22,834 | -0.9% | 2.87% | +5.8% |
| Q1 2022 | $3,736,000 | -8.9% | 23,039 | -3.6% | 2.71% | -1.8% |
| Q4 2021 | $4,103,000 | +9.0% | 23,887 | -2.5% | 2.76% | +3.6% |
| Q3 2021 | $3,764,000 | -3.1% | 24,508 | -2.3% | 2.67% | -2.6% |
| Q2 2021 | $3,884,000 | +4.4% | 25,093 | -0.8% | 2.74% | -3.6% |
| Q1 2021 | $3,719,000 | -1.2% | 25,283 | -5.2% | 2.84% | -6.2% |
| Q4 2020 | $3,766,000 | +16.8% | 26,679 | +6.5% | 3.03% | +4.5% |
| Q3 2020 | $3,224,000 | +6.1% | 25,059 | -3.4% | 2.90% | +0.9% |
| Q2 2020 | $3,039,000 | +13.4% | 25,931 | -0.0% | 2.87% | -1.4% |
| Q1 2020 | $2,681,000 | -16.2% | 25,935 | +1.1% | 2.91% | -5.8% |
| Q4 2019 | $3,199,000 | – | 25,663 | – | 3.09% | – |
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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% |