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 | $255,612 | -8.6% | 1,645 | -10.7% | 0.37% | +246.3% |
| Q4 2022 | $279,665 | -6.8% | 1,842 | -13.4% | 0.11% | +100.0% |
| Q4 2020 | $300,000 | -11.2% | 2,126 | -19.0% | 0.05% | -21.7% |
| Q3 2020 | $338,000 | +7.6% | 2,624 | -2.2% | 0.07% | +1.5% |
| Q2 2020 | $314,000 | +4.3% | 2,683 | -7.9% | 0.07% | -9.3% |
| Q1 2020 | $301,000 | -14.2% | 2,913 | +3.6% | 0.08% | +5.6% |
| Q4 2019 | $351,000 | -31.8% | 2,813 | -34.7% | 0.07% | -37.7% |
| Q3 2019 | $515,000 | +111.9% | 4,309 | +103.9% | 0.11% | +65.2% |
| Q2 2019 | $243,000 | +4.7% | 2,113 | 0.0% | 0.07% | -2.8% |
| Q1 2019 | $232,000 | -45.3% | 2,113 | -51.2% | 0.07% | -54.5% |
| Q4 2018 | $424,000 | -2.8% | 4,328 | +9.8% | 0.16% | +21.9% |
| Q3 2018 | $436,000 | +3.3% | 3,941 | 0.0% | 0.13% | +4.1% |
| Q2 2018 | $422,000 | -14.4% | 3,941 | -19.3% | 0.12% | -14.0% |
| Q1 2018 | $493,000 | +163.6% | 4,883 | +179.3% | 0.14% | +204.3% |
| Q4 2017 | $187,000 | – | 1,748 | – | 0.05% | – |
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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% |