JFS WEALTH ADVISORS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$634,771
-3.9%
4,085
+0.4%
0.06%
+1.7%
Q2 2023$660,744
-11.5%
4,068
-16.1%
0.06%
-15.7%
Q1 2023$746,621
+23.5%
4,848
+21.8%
0.07%
+18.6%
Q4 2022$604,372
+7.9%
3,980
-4.0%
0.06%
-3.3%
Q3 2022$560,000
+13.1%
4,144
+20.1%
0.06%
+17.3%
Q2 2022$495,000
-19.4%
3,450
-8.8%
0.05%
-10.3%
Q1 2022$614,000
-17.9%
3,783
-13.1%
0.06%
-18.3%
Q4 2021$748,000
+89.8%
4,354
+69.7%
0.07%
+77.5%
Q3 2021$394,000
+24.3%
2,565
+25.1%
0.04%
-14.9%
Q2 2021$317,000
+6240.0%
2,050
+5440.5%
0.05%
+4600.0%
Q1 2021$5,0000.0%370.0%0.00%0.0%
Q4 2020$5,000
-86.5%
37
-87.1%
0.00%
-88.9%
Q3 2020$37,000
+825.0%
286
+694.4%
0.01%
+800.0%
Q2 2020$4,0000.0%360.0%0.00%0.0%
Q1 2020$4,0000.0%360.0%0.00%0.0%
Q4 2019$4,0000.0%360.0%0.00%0.0%
Q3 2019$4,0000.0%360.0%0.00%0.0%
Q2 2019$4,0000.0%36
+2.9%
0.00%0.0%
Q1 2019$4,000
+33.3%
350.0%0.00%0.0%
Q4 2018$3,000
-25.0%
350.0%0.00%0.0%
Q3 2018$4,0000.0%350.0%0.00%0.0%
Q2 2018$4,000
+33.3%
350.0%0.00%0.0%
Q1 2018$3,000
-25.0%
350.0%0.00%0.0%
Q4 2017$4,000
+33.3%
35
+2.9%
0.00%0.0%
Q3 2017$3,0000.0%340.0%0.00%0.0%
Q2 2017$3,0000.0%340.0%0.00%0.0%
Q1 2017$3,0000.0%340.0%0.00%0.0%
Q4 2016$3,0000.0%340.0%0.00%0.0%
Q3 2016$3,000
-91.7%
34
-92.1%
0.00%
-90.0%
Q2 2016$36,000
+2.9%
4330.0%0.01%0.0%
Q1 2016$35,000
+1066.7%
433
+1212.1%
0.01%
+900.0%
Q4 2015$3,000
+50.0%
330.0%0.00%0.0%
Q3 2015$2,000
-33.3%
330.0%0.00%
-50.0%
Q2 2015$3,0000.0%330.0%0.00%
+100.0%
Q1 2015$3,0000.0%330.0%0.00%
Q4 2014$3,000
+50.0%
33
+3.1%
0.00%
Q3 2014$2,0000.0%320.0%0.00%
Q2 2014$2,000320.00%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2019
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 432,829$49,845,00028.32%
Stuart Chaussee & Associates, Inc. 330,025$38,006,00023.53%
DERBY & COMPANY, INC 343,737$39,585,00020.05%
Mercer Investments LLC 6,319$727,731,00015.38%
VPR Management LLC 340,185$39,176,00014.78%
Zions Bancorporation, N.A. 851,683$98,080,00014.36%
Berkshire Money Management, Inc. 575,389$66,262,00014.01%
Homrich & Berg 2,278,929$262,442,00013.88%
E&G Advisors, LP 252,390$29,065,00012.40%
FundX Investment Group, LLC 245,779$28,304,00011.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders