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 | $1,953,748 | -5.7% | 12,574 | -1.4% | 0.31% | -5.2% |
| Q2 2023 | $2,071,957 | +6.8% | 12,756 | +1.3% | 0.33% | +0.3% |
| Q1 2023 | $1,939,448 | +14.6% | 12,593 | +13.0% | 0.33% | +7.9% |
| Q4 2022 | $1,692,216 | +11.6% | 11,144 | -0.6% | 0.30% | +14.2% |
| Q3 2022 | $1,516,000 | -5.5% | 11,216 | +0.3% | 0.27% | -8.6% |
| Q2 2022 | $1,604,000 | -8.4% | 11,180 | -1.8% | 0.29% | -12.0% |
| Q1 2022 | $1,751,000 | -10.4% | 11,380 | 0.0% | 0.33% | -24.5% |
| Q4 2021 | $1,955,000 | +11.5% | 11,380 | -0.3% | 0.44% | -6.4% |
| Q3 2021 | $1,753,000 | +3.7% | 11,414 | +4.5% | 0.47% | -10.5% |
| Q2 2021 | $1,690,000 | +0.2% | 10,919 | -1.5% | 0.52% | -25.3% |
| Q1 2021 | $1,687,000 | +5.8% | 11,089 | -1.8% | 0.70% | -3.0% |
| Q4 2020 | $1,594,000 | +27.3% | 11,294 | +16.5% | 0.72% | +5.8% |
| Q3 2020 | $1,252,000 | +10.2% | 9,694 | 0.0% | 0.68% | -3.9% |
| Q2 2020 | $1,136,000 | +0.9% | 9,694 | -14.5% | 0.71% | -5.9% |
| Q1 2020 | $1,126,000 | -46.0% | 11,341 | -32.2% | 0.76% | -37.4% |
| Q4 2019 | $2,084,000 | +23.5% | 16,721 | +16.9% | 1.21% | +7.3% |
| Q3 2019 | $1,688,000 | +52.9% | 14,301 | +50.1% | 1.13% | +48.9% |
| Q2 2019 | $1,104,000 | +97.8% | 9,526 | +88.6% | 0.76% | +81.8% |
| Q1 2019 | $558,000 | +21.3% | 5,051 | +7.4% | 0.42% | +23.4% |
| Q4 2018 | $460,000 | – | 4,701 | – | 0.34% | – |
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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% |