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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $459,468 | +7.6% | 2,727 | +0.1% | 0.17% | -1.7% |
| Q3 2023 | $427,020 | -3.3% | 2,725 | +0.2% | 0.18% | +1.2% |
| Q2 2023 | $441,750 | +5.5% | 2,720 | 0.0% | 0.17% | +0.6% |
| Q1 2023 | $418,851 | +1.5% | 2,720 | +0.1% | 0.17% | +22.0% |
| Q4 2022 | $412,596 | +28.1% | 2,717 | +15.7% | 0.14% | +13.7% |
| Q3 2022 | $322,000 | -5.3% | 2,348 | +0.1% | 0.12% | -8.8% |
| Q2 2022 | $340,000 | -10.5% | 2,346 | +0.1% | 0.14% | -51.6% |
| Q1 2022 | $380,000 | -4.0% | 2,343 | +0.1% | 0.28% | +83.7% |
| Q4 2021 | $396,000 | +2.9% | 2,341 | +0.1% | 0.15% | +3.4% |
| Q3 2021 | $385,000 | +32.3% | 2,339 | +26.4% | 0.15% | +13.8% |
| Q2 2021 | $291,000 | +2.8% | 1,850 | 0.0% | 0.13% | -42.0% |
| Q1 2021 | $283,000 | +8.4% | 1,850 | 0.0% | 0.22% | -2.6% |
| Q4 2020 | $261,000 | – | 1,850 | – | 0.23% | – |
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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% |