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 | $25,188,312 | -2.9% | 162,108 | +1.5% | 5.70% | +0.1% |
| Q2 2023 | $25,951,288 | +21.8% | 159,769 | +15.5% | 5.69% | +2.7% |
| Q1 2023 | $21,302,210 | -10.7% | 138,317 | -12.0% | 5.55% | -5.5% |
| Q4 2022 | $23,854,917 | +7195.1% | 157,095 | +2.3% | 5.87% | +6493.3% |
| Q3 2022 | $327,000 | -98.4% | 153,513 | +5.3% | 0.09% | -98.4% |
| Q2 2022 | $20,914,000 | -13.5% | 145,772 | -2.2% | 5.41% | -4.6% |
| Q1 2022 | $24,172,000 | -0.7% | 149,063 | +5.2% | 5.67% | -1.5% |
| Q4 2021 | $24,334,000 | +35.4% | 141,686 | +21.1% | 5.76% | +20.1% |
| Q3 2021 | $17,969,000 | +4.1% | 116,985 | +4.9% | 4.79% | +2.3% |
| Q2 2021 | $17,257,000 | +26.3% | 111,493 | +15.2% | 4.68% | +0.1% |
| Q4 2020 | $13,663,000 | – | 96,784 | – | 4.68% | – |
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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% |