JFS WEALTH ADVISORS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

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 Q2 2022
NameSharesValueWeighting ↓
Mercer Investments LLC 98,453$15,240,00034.40%
Hubbell Strickland Wealth Management, LLC 349,811$54,147,00032.57%
Paragon Capital Management Ltd 404,080$62,548,00029.17%
Mosaic Advisors LLC 287,602$44,518,00029.02%
360 Financial, Inc. 323,382$50,056,00026.01%
ECLECTIC ASSOCIATES INC /ADV 178,309$27,600,00020.73%
Berkshire Money Management, Inc. 655,925$101,531,00016.34%
Wechter Feldman Wealth Management, Inc. 149,759$23,181,00016.22%
McCarthy Asset Management, Inc. 141,130$21,846,00015.54%
Trek Financial, LLC 865,680$133,999,00014.41%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders