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 | $444,153 | +0.9% | 2,858 | 0.0% | 0.12% | +13.3% |
| Q1 2023 | $440,237 | +0.7% | 2,858 | -0.7% | 0.10% | -2.8% |
| Q4 2022 | $437,100 | +8.7% | 2,878 | -3.2% | 0.11% | -1.8% |
| Q3 2022 | $402,000 | -5.9% | 2,974 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $427,000 | -10.9% | 2,974 | +0.7% | 0.11% | +9.8% |
| Q1 2022 | $479,000 | -6.1% | 2,954 | -0.4% | 0.10% | -10.5% |
| Q4 2021 | $510,000 | +11.8% | 2,967 | 0.0% | 0.11% | +11.8% |
| Q3 2021 | $456,000 | -38.1% | 2,967 | -46.4% | 0.10% | -3.8% |
| Q2 2021 | $737,000 | +69.0% | 5,539 | +86.7% | 0.11% | -1.9% |
| Q1 2021 | $436,000 | +9.5% | 2,967 | +5.1% | 0.11% | 0.0% |
| Q4 2020 | $398,000 | -14.4% | 2,822 | 0.0% | 0.11% | -25.5% |
| Q3 2020 | $465,000 | +54.5% | 2,822 | +9.7% | 0.14% | +40.8% |
| Q2 2020 | $301,000 | -12.5% | 2,572 | -0.2% | 0.10% | -54.0% |
| Q1 2020 | $344,000 | +7.2% | 2,577 | 0.0% | 0.22% | +88.2% |
| Q4 2019 | $321,000 | +23.9% | 2,577 | +19.1% | 0.12% | +14.4% |
| Q3 2019 | $259,000 | -14.2% | 2,164 | -17.4% | 0.10% | -16.8% |
| Q2 2019 | $302,000 | +4.9% | 2,620 | -0.2% | 0.12% | +4.2% |
| Q1 2019 | $288,000 | +10.3% | 2,626 | -1.6% | 0.12% | 0.0% |
| Q4 2018 | $261,000 | – | 2,668 | – | 0.12% | – |
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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% |