VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,483,085 | -4.3% | 15,981 | +0.1% | 0.73% | -1.1% |
| Q2 2023 | $2,593,773 | +5.5% | 15,969 | 0.0% | 0.73% | +0.5% |
| Q1 2023 | $2,459,318 | +1.5% | 15,969 | +0.1% | 0.73% | -9.4% |
| Q4 2022 | $2,422,897 | +12.4% | 15,956 | +0.1% | 0.81% | +1.3% |
| Q3 2022 | $2,155,000 | -5.7% | 15,941 | +0.1% | 0.80% | 0.0% |
| Q2 2022 | $2,285,000 | -11.5% | 15,928 | +0.1% | 0.80% | +4.6% |
| Q1 2022 | $2,581,000 | -8.8% | 15,916 | -3.5% | 0.76% | -3.5% |
| Q4 2021 | $2,831,000 | +16.0% | 16,485 | +3.7% | 0.79% | +7.3% |
| Q3 2021 | $2,441,000 | -0.7% | 15,891 | +0.1% | 0.74% | -4.9% |
| Q2 2021 | $2,458,000 | +36.5% | 15,880 | -8.8% | 0.77% | -11.0% |
| Q1 2021 | $1,801,000 | -25.1% | 17,419 | +2.3% | 0.87% | +3.6% |
| Q4 2020 | $2,404,000 | +7.2% | 17,030 | -2.3% | 0.84% | -4.6% |
| Q3 2020 | $2,243,000 | +9.9% | 17,435 | +0.1% | 0.88% | +4.4% |
| Q2 2020 | $2,041,000 | +13.3% | 17,419 | 0.0% | 0.84% | -3.1% |
| Q1 2020 | $1,801,000 | – | 17,419 | – | 0.87% | – |
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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% |