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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,408,486 | +9.1% | 54,597 | +7.5% | 4.65% | +13.7% |
| Q4 2022 | $7,709,196 | +16.5% | 50,768 | +3.7% | 4.09% | +1.8% |
| Q3 2022 | $6,619,000 | -7.7% | 48,974 | -2.1% | 4.02% | -10.4% |
| Q2 2022 | $7,174,000 | -7.5% | 50,005 | +4.5% | 4.48% | -5.6% |
| Q1 2022 | $7,757,000 | +2.5% | 47,838 | +8.6% | 4.75% | -1.0% |
| Q4 2021 | $7,568,000 | +17.0% | 44,062 | +4.6% | 4.80% | +3.0% |
| Q3 2021 | $6,470,000 | -2.0% | 42,120 | -1.3% | 4.66% | -5.0% |
| Q2 2021 | $6,604,000 | -1.6% | 42,662 | -10.2% | 4.90% | +22.5% |
| Q4 2020 | $6,708,000 | – | 47,518 | – | 4.00% | – |
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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% |