KILEY JUERGENS WEALTH MANAGEMENT, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 910 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
KILEY JUERGENS WEALTH MANAGEMENT, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,036,728
-4.3%
19,544
+0.1%
1.10%
+0.2%
Q2 2023$3,172,427
+5.4%
19,531
-0.1%
1.09%
-2.9%
Q1 2023$3,011,056
+14.9%
19,551
+13.3%
1.13%
+2.6%
Q4 2022$2,620,201
+21.7%
17,255
+8.3%
1.10%
+8.4%
Q3 2022$2,153,000
-7.3%
15,934
-1.6%
1.01%
-7.9%
Q2 2022$2,323,000
-7.0%
16,196
+5.2%
1.10%
-8.7%
Q1 2022$2,497,000
-5.7%
15,399
-0.1%
1.20%
+20.0%
Q4 2021$2,647,000
+17.2%
15,412
+4.8%
1.00%
+1.4%
Q3 2021$2,259,000
-2.0%
14,708
-1.2%
0.99%
-6.2%
Q2 2021$2,304,000
+5.3%
14,885
+0.0%
1.06%
-7.6%
Q1 2021$2,189,000
+10.2%
14,884
+5.7%
1.14%
-2.7%
Q4 2020$1,987,000
+11.4%
14,075
+1.5%
1.18%
-9.9%
Q3 2020$1,784,000
+48.0%
13,866
+34.8%
1.30%
+29.6%
Q2 2020$1,205,000
+27.6%
10,285
+20.5%
1.01%
+42.7%
Q3 2018$944,000
+29.0%
8,532
+18.5%
0.70%
+7.8%
Q2 2018$732,000
+5.8%
7,203
+5.1%
0.65%
-12.9%
Q1 2018$692,000
+0.4%
6,853
+1.4%
0.75%
+21.1%
Q4 2017$689,0006,7610.62%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2018
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders