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 | $7,176,070 | -9.7% | 46,184 | -5.6% | 4.66% | -10.7% |
| Q2 2023 | $7,943,152 | +5.5% | 48,902 | +0.0% | 5.22% | +3.5% |
| Q1 2023 | $7,530,011 | +3.3% | 48,893 | +1.8% | 5.04% | -5.7% |
| Q4 2022 | $7,291,685 | +27.3% | 48,019 | +13.4% | 5.34% | +16.1% |
| Q3 2022 | $5,726,000 | -0.3% | 42,363 | +5.9% | 4.60% | +3.5% |
| Q2 2022 | $5,741,000 | -3.6% | 40,013 | +8.9% | 4.45% | +24.1% |
| Q1 2022 | $5,957,000 | +9.7% | 36,736 | +16.2% | 3.58% | +16.2% |
| Q4 2021 | $5,428,000 | +19.7% | 31,606 | +7.0% | 3.08% | +12.4% |
| Q3 2021 | $4,536,000 | +1.8% | 29,532 | +2.6% | 2.74% | -1.0% |
| Q2 2021 | $4,454,000 | +7.2% | 28,775 | +1.9% | 2.77% | -4.4% |
| Q1 2021 | $4,154,000 | +1.6% | 28,242 | -2.5% | 2.90% | -4.1% |
| Q4 2020 | $4,089,000 | – | 28,968 | – | 3.02% | – |
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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% |