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 | $6,790,643 | -7.2% | 43,703 | -3.0% | 1.47% | -5.5% |
| Q2 2023 | $7,315,022 | +3.1% | 45,035 | -2.2% | 1.56% | +1.8% |
| Q1 2023 | $7,092,764 | +0.4% | 46,054 | -1.0% | 1.53% | -6.0% |
| Q4 2022 | $7,063,512 | +12.0% | 46,516 | -0.3% | 1.63% | +1.3% |
| Q3 2022 | $6,304,000 | -8.0% | 46,644 | -2.3% | 1.61% | +1.1% |
| Q2 2022 | $6,851,000 | -15.7% | 47,755 | -4.8% | 1.59% | -9.6% |
| Q1 2022 | $8,131,000 | -7.1% | 50,140 | -1.6% | 1.76% | -3.4% |
| Q4 2021 | $8,748,000 | +11.3% | 50,937 | -0.4% | 1.82% | +1.5% |
| Q3 2021 | $7,859,000 | -1.9% | 51,165 | -1.1% | 1.79% | -7.3% |
| Q2 2021 | $8,009,000 | +0.4% | 51,739 | -4.6% | 1.93% | -10.1% |
| Q1 2021 | $7,977,000 | +5.9% | 54,238 | +1.7% | 2.15% | -0.7% |
| Q4 2020 | $7,532,000 | – | 53,351 | – | 2.17% | – |
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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% |