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 | $989,460 | -11.1% | 6,368 | -7.1% | 0.35% | -3.0% |
| Q2 2023 | $1,113,320 | -19.8% | 6,854 | -23.9% | 0.36% | -29.5% |
| Q1 2023 | $1,387,808 | -25.5% | 9,011 | -26.6% | 0.52% | -29.8% |
| Q4 2022 | $1,863,374 | -7.8% | 12,271 | -17.9% | 0.73% | -10.4% |
| Q3 2022 | $2,020,000 | -8.4% | 14,948 | -2.8% | 0.82% | -5.8% |
| Q2 2022 | $2,206,000 | -20.5% | 15,378 | -10.2% | 0.87% | -15.5% |
| Q1 2022 | $2,776,000 | -22.2% | 17,117 | -17.6% | 1.03% | -28.2% |
| Q4 2021 | $3,569,000 | +13.5% | 20,782 | +1.5% | 1.43% | -20.7% |
| Q3 2021 | $3,144,000 | +6.6% | 20,469 | +2.1% | 1.81% | +1.3% |
| Q2 2021 | $2,948,000 | 0.0% | 20,046 | 0.0% | 1.78% | -3.1% |
| Q1 2021 | $2,948,000 | +4.7% | 20,046 | +0.5% | 1.84% | -9.1% |
| Q4 2020 | $2,815,000 | – | 19,938 | – | 2.03% | – |
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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% |