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 | $1,026,751 | -7.0% | 6,608 | -2.8% | 0.06% | -6.1% |
| Q2 2023 | $1,104,362 | +4.6% | 6,799 | -0.8% | 0.07% | 0.0% |
| Q1 2023 | $1,055,739 | +64948.6% | 6,855 | -35.8% | 0.07% | -35.9% |
| Q4 2022 | $1,623 | -99.9% | 10,685 | -4.1% | 0.10% | -3.7% |
| Q3 2022 | $1,506,000 | -4.2% | 11,143 | +1.7% | 0.11% | -1.8% |
| Q2 2022 | $1,572,000 | -11.5% | 10,954 | 0.0% | 0.11% | -3.5% |
| Q1 2022 | $1,776,000 | -10.8% | 10,954 | -5.5% | 0.11% | -11.0% |
| Q4 2021 | $1,991,000 | +7.6% | 11,591 | -3.8% | 0.13% | -1.6% |
| Q3 2021 | $1,851,000 | -0.9% | 12,051 | -0.2% | 0.13% | 0.0% |
| Q2 2021 | $1,868,000 | +4.0% | 12,071 | -1.1% | 0.13% | 0.0% |
| Q1 2021 | $1,796,000 | +4.1% | 12,209 | -0.1% | 0.13% | -3.7% |
| Q4 2020 | $1,726,000 | +8.8% | 12,227 | -0.9% | 0.13% | -1.5% |
| Q3 2020 | $1,587,000 | +16.2% | 12,336 | +5.8% | 0.14% | +10.6% |
| Q2 2020 | $1,366,000 | +12.7% | 11,655 | -0.6% | 0.12% | 0.0% |
| Q1 2020 | $1,212,000 | -17.2% | 11,725 | -0.2% | 0.12% | +1.7% |
| Q4 2019 | $1,464,000 | +6.0% | 11,745 | -0.6% | 0.12% | -4.0% |
| Q3 2019 | $1,381,000 | +1.4% | 11,815 | -0.1% | 0.13% | -6.7% |
| Q2 2019 | $1,362,000 | +374.6% | 11,830 | +351.5% | 0.14% | +350.0% |
| Q1 2019 | $287,000 | +10.0% | 2,620 | -1.5% | 0.03% | -6.2% |
| Q4 2018 | $261,000 | -11.2% | 2,660 | 0.0% | 0.03% | -11.1% |
| Q3 2018 | $294,000 | +3.9% | 2,660 | -4.3% | 0.04% | -2.7% |
| Q2 2018 | $283,000 | – | 2,780 | – | 0.04% | – |
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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% |