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 | $931,282 | -4.3% | 5,964 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $973,343 | +3.6% | 5,964 | -2.2% | 0.07% | -3.9% |
| Q1 2023 | $939,307 | -1.6% | 6,099 | -3.0% | 0.08% | -8.4% |
| Q4 2022 | $954,529 | +12.3% | 6,286 | 0.0% | 0.08% | +1.2% |
| Q3 2022 | $850,000 | -2.9% | 6,286 | +3.1% | 0.08% | +6.5% |
| Q2 2022 | $875,000 | -7.4% | 6,099 | +4.7% | 0.08% | +10.0% |
| Q1 2022 | $945,000 | -5.5% | 5,825 | 0.0% | 0.07% | -4.1% |
| Q4 2021 | $1,000,000 | +23.9% | 5,825 | +10.8% | 0.07% | +15.9% |
| Q3 2021 | $807,000 | -0.9% | 5,257 | 0.0% | 0.06% | -13.7% |
| Q2 2021 | $814,000 | +5.3% | 5,257 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $773,000 | +4.2% | 5,257 | 0.0% | 0.08% | -6.2% |
| Q4 2020 | $742,000 | +8.5% | 5,257 | -1.1% | 0.08% | -5.9% |
| Q3 2020 | $684,000 | +6.4% | 5,317 | -3.1% | 0.08% | -1.2% |
| Q2 2020 | $643,000 | +3.5% | 5,485 | -8.7% | 0.09% | -15.7% |
| Q1 2020 | $621,000 | -17.1% | 6,010 | 0.0% | 0.10% | +9.7% |
| Q4 2019 | $749,000 | +4.2% | 6,010 | 0.0% | 0.09% | -3.1% |
| Q3 2019 | $719,000 | +3.9% | 6,010 | 0.0% | 0.10% | +2.1% |
| Q2 2019 | $692,000 | -47.5% | 6,010 | -50.0% | 0.09% | +2.2% |
| Q1 2019 | $1,318,000 | +113.6% | 12,020 | +90.8% | 0.09% | -8.9% |
| Q4 2018 | $617,000 | -12.2% | 6,300 | -0.8% | 0.10% | +3.1% |
| Q3 2018 | $703,000 | +7.0% | 6,350 | -1.8% | 0.10% | +1.0% |
| Q2 2018 | $657,000 | -0.2% | 6,468 | -0.6% | 0.10% | 0.0% |
| Q1 2018 | $658,000 | +1.1% | 6,508 | +2.0% | 0.10% | +4.3% |
| Q4 2017 | $651,000 | +0.5% | 6,383 | -6.6% | 0.09% | -6.1% |
| Q3 2017 | $648,000 | +2.4% | 6,833 | 0.0% | 0.10% | 0.0% |
| Q2 2017 | $633,000 | +2.9% | 6,833 | 0.0% | 0.10% | +1.0% |
| Q1 2017 | $615,000 | +4.8% | 6,833 | -0.8% | 0.10% | 0.0% |
| Q4 2016 | $587,000 | -1.8% | 6,888 | -3.3% | 0.10% | -4.9% |
| Q3 2016 | $598,000 | -0.5% | 7,120 | -1.4% | 0.10% | -1.9% |
| Q2 2016 | $601,000 | +0.8% | 7,220 | -1.6% | 0.10% | +1.9% |
| Q1 2016 | $596,000 | -3.7% | 7,335 | -7.9% | 0.10% | -2.8% |
| Q4 2015 | $619,000 | -4.8% | 7,960 | -9.6% | 0.11% | -7.0% |
| Q3 2015 | $650,000 | -6.1% | 8,810 | 0.0% | 0.11% | +2.7% |
| Q2 2015 | $692,000 | -8.6% | 8,810 | -6.4% | 0.11% | -6.7% |
| Q1 2015 | $757,000 | -0.9% | 9,410 | 0.0% | 0.12% | -1.7% |
| Q4 2014 | $764,000 | +5.5% | 9,410 | 0.0% | 0.12% | +4.3% |
| Q3 2014 | $724,000 | -1.4% | 9,410 | 0.0% | 0.12% | -0.9% |
| Q2 2014 | $734,000 | +3.7% | 9,410 | 0.0% | 0.12% | -0.8% |
| Q1 2014 | $708,000 | -16.9% | 9,410 | -16.9% | 0.12% | -16.3% |
| Q4 2013 | $852,000 | -2.3% | 11,329 | -9.5% | 0.14% | -11.3% |
| Q3 2013 | $872,000 | -5.6% | 12,521 | -10.3% | 0.16% | -7.6% |
| Q2 2013 | $924,000 | – | 13,951 | – | 0.17% | – |
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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% |