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 | $3,180,130 | -6.7% | 20,467 | -2.5% | 0.42% | -5.2% |
| Q2 2023 | $3,409,389 | +4.9% | 20,990 | -0.5% | 0.44% | -1.6% |
| Q1 2023 | $3,249,903 | +4.3% | 21,102 | +2.8% | 0.45% | -3.4% |
| Q4 2022 | $3,115,603 | +22.1% | 20,518 | +8.7% | 0.47% | +14.5% |
| Q3 2022 | $2,551,000 | -6.2% | 18,876 | -0.4% | 0.41% | +10.0% |
| Q2 2022 | $2,720,000 | -0.7% | 18,961 | +12.2% | 0.37% | +10.7% |
| Q1 2022 | $2,740,000 | -3.0% | 16,895 | +2.7% | 0.34% | +2.1% |
| Q4 2021 | $2,825,000 | +13.5% | 16,448 | +1.5% | 0.33% | +5.1% |
| Q3 2021 | $2,489,000 | -1.0% | 16,205 | -0.2% | 0.31% | -3.4% |
| Q2 2021 | $2,514,000 | +5.3% | 16,240 | +0.0% | 0.32% | -3.6% |
| Q1 2021 | $2,387,000 | +2.8% | 16,232 | -1.3% | 0.34% | -4.8% |
| Q4 2020 | $2,321,000 | – | 16,445 | – | 0.35% | – |
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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% |