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 | $316,024 | -15.9% | 2,034 | -12.1% | 0.39% | +2.4% |
| Q2 2023 | $375,959 | +2.6% | 2,315 | -2.7% | 0.38% | +3.0% |
| Q1 2023 | $366,481 | -73.6% | 2,379 | -74.0% | 0.37% | -65.4% |
| Q4 2022 | $1,388,298 | +850.9% | 9,142 | +744.1% | 1.07% | +825.0% |
| Q3 2022 | $146,000 | -5.8% | 1,083 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $155,000 | -14.4% | 1,083 | -2.9% | 0.12% | -2.5% |
| Q1 2022 | $181,000 | -55.1% | 1,115 | -52.5% | 0.12% | -51.6% |
| Q4 2021 | $403,000 | +24.8% | 2,347 | +11.7% | 0.25% | +20.0% |
| Q3 2021 | $323,000 | -26.9% | 2,101 | -26.4% | 0.20% | -24.9% |
| Q2 2021 | $442,000 | +4.5% | 2,856 | -0.7% | 0.27% | -0.4% |
| Q1 2021 | $423,000 | +3.2% | 2,877 | -0.9% | 0.27% | -0.4% |
| Q4 2020 | $410,000 | – | 2,904 | – | 0.28% | – |
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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% |