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 | $5,350,928 | -1.9% | 34,438 | +2.6% | 1.22% | +0.4% |
| Q2 2023 | $5,454,079 | +12.0% | 33,578 | +6.2% | 1.22% | +6.5% |
| Q1 2023 | $4,871,495 | +1.6% | 31,631 | +0.1% | 1.14% | -31.8% |
| Q4 2022 | $4,795,238 | +0.6% | 31,593 | -10.5% | 1.68% | -10.5% |
| Q3 2022 | $4,769,000 | -12.0% | 35,286 | +0.1% | 1.87% | +2.0% |
| Q2 2022 | $5,417,000 | -2.0% | 35,250 | +3.4% | 1.84% | +10.9% |
| Q1 2022 | $5,529,000 | +0.2% | 34,098 | +6.1% | 1.66% | +1.8% |
| Q4 2021 | $5,518,000 | +0.9% | 32,131 | -2.2% | 1.63% | -0.4% |
| Q3 2021 | $5,467,000 | +5.1% | 32,864 | +0.6% | 1.63% | +0.1% |
| Q2 2021 | $5,203,000 | +9.8% | 32,665 | +5.5% | 1.63% | +8.8% |
| Q1 2021 | $4,738,000 | +17.1% | 30,967 | +8.0% | 1.50% | -2.0% |
| Q4 2020 | $4,047,000 | – | 28,666 | – | 1.53% | – |
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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% |