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 | $942,458 | -5.7% | 6,066 | -1.4% | 0.23% | +1.3% |
| Q2 2023 | $999,112 | +3.6% | 6,151 | -1.7% | 0.22% | -3.0% |
| Q1 2023 | $964,108 | -2.0% | 6,260 | -3.4% | 0.23% | -3.7% |
| Q4 2022 | $983,519 | +13.2% | 6,477 | +0.7% | 0.24% | +6.6% |
| Q3 2022 | $869,000 | -49.0% | 6,433 | -45.8% | 0.23% | -27.8% |
| Q2 2022 | $1,703,000 | -0.4% | 11,869 | +12.6% | 0.31% | +7.6% |
| Q1 2022 | $1,710,000 | +11.0% | 10,544 | +5.1% | 0.29% | +4.7% |
| Q3 2021 | $1,541,000 | -3.7% | 10,032 | -3.0% | 0.28% | -7.3% |
| Q2 2021 | $1,601,000 | +14.9% | 10,342 | +9.3% | 0.30% | +3.8% |
| Q1 2021 | $1,393,000 | +1.3% | 9,466 | -2.8% | 0.29% | -6.5% |
| Q4 2020 | $1,375,000 | +0.9% | 9,741 | -8.0% | 0.31% | -12.0% |
| Q3 2020 | $1,363,000 | +9.6% | 10,593 | -0.2% | 0.35% | -25.5% |
| Q2 2020 | $1,244,000 | +20.7% | 10,618 | +6.5% | 0.47% | +4.0% |
| Q1 2020 | $1,031,000 | +6.4% | 9,974 | +28.3% | 0.45% | +18.0% |
| Q4 2019 | $969,000 | – | 7,772 | – | 0.38% | – |
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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% |