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 | $1,297,294 | -5.3% | 8,349 | -1.0% | 0.03% | -2.9% |
| Q2 2023 | $1,369,450 | +6.0% | 8,431 | +0.5% | 0.04% | 0.0% |
| Q1 2023 | $1,291,993 | +57.5% | 8,389 | +55.3% | 0.04% | +52.2% |
| Q4 2022 | $820,425 | +11.5% | 5,403 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $736,000 | -6.6% | 5,403 | -1.6% | 0.02% | -4.2% |
| Q2 2022 | $788,000 | -6.0% | 5,492 | +6.3% | 0.02% | +4.3% |
| Q1 2022 | $838,000 | -3.6% | 5,165 | +2.1% | 0.02% | 0.0% |
| Q4 2021 | $869,000 | +1.6% | 5,060 | -9.1% | 0.02% | -8.0% |
| Q3 2021 | $855,000 | +15.7% | 5,567 | +16.5% | 0.02% | +13.6% |
| Q2 2021 | $739,000 | +8.8% | 4,777 | +3.5% | 0.02% | 0.0% |
| Q1 2021 | $679,000 | +124.8% | 4,614 | +115.8% | 0.02% | +100.0% |
| Q4 2020 | $302,000 | -20.7% | 2,138 | -27.8% | 0.01% | -26.7% |
| Q3 2020 | $381,000 | – | 2,963 | – | 0.02% | – |
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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% |