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 | $1,344,192 | -4.3% | 8,651 | 0.0% | 0.91% | -7.1% |
| Q2 2023 | $1,405,182 | +4.5% | 8,651 | -0.9% | 0.98% | -7.7% |
| Q1 2023 | $1,344,045 | -1.9% | 8,727 | -3.2% | 1.06% | -12.7% |
| Q4 2022 | $1,369,383 | +9.5% | 9,018 | -2.6% | 1.22% | +5.0% |
| Q3 2022 | $1,251,000 | -1.4% | 9,257 | +4.6% | 1.16% | +1.8% |
| Q2 2022 | $1,269,000 | +26.5% | 8,848 | +43.0% | 1.14% | +28.1% |
| Q1 2022 | $1,003,000 | -11.2% | 6,186 | -5.9% | 0.89% | -9.7% |
| Q4 2021 | $1,129,000 | +9.1% | 6,572 | -2.4% | 0.98% | +2.1% |
| Q3 2021 | $1,035,000 | -0.4% | 6,737 | +0.4% | 0.96% | -3.6% |
| Q2 2021 | $1,039,000 | +5.2% | 6,712 | -0.1% | 1.00% | -4.2% |
| Q1 2021 | $988,000 | -11.5% | 6,720 | -15.1% | 1.04% | -4.7% |
| Q4 2020 | $1,117,000 | – | 7,914 | – | 1.10% | – |
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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% |