Lucia Wealth Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2020$2,549,000
+7.3%
19,815
-2.2%
0.60%
-4.8%
Q2 2020$2,375,000
+22.0%
20,270
+7.6%
0.63%
-2.5%
Q1 2020$1,947,000
-6.2%
18,836
+13.1%
0.64%
+1.1%
Q4 2019$2,076,000
+29.8%
16,654
+24.6%
0.64%
+19.7%
Q3 2019$1,599,000
+18.4%
13,369
+14.0%
0.53%
+14.4%
Q2 2019$1,351,000
+12.1%
11,731
+6.8%
0.46%
+12.6%
Q1 2019$1,205,000
+731.0%
10,986
+644.3%
0.41%
+507.4%
Q4 2018$145,000
-36.7%
1,476
-28.7%
0.07%
-4.2%
Q3 2018$229,000
+51.7%
2,071
+38.9%
0.07%
+44.9%
Q1 2018$151,0001,4910.05%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders