Lucia Wealth Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 844 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

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 Q1 2018
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 610,365$51,991,00023.72%
Stokes & Hubbell Capital Management, LLC 600,423$51,144,00019.89%
Stanford Investment Group, Inc. 440,441$37,517,00018.28%
Homrich & Berg 1,918,872$163,449,00014.78%
HM Capital Management, LLC 151,998$12,950,00013.18%
Bryn Mawr Capital Management, LLC 149,994$12,776,00013.02%
E&G Advisors, LP 258,021$21,978,00013.02%
MML INVESTORS SERVICES, LLC 133,892$11,405,00012.78%
Retirement Planning Group, LLC 345,086$29,394,0009.40%
Stearns Financial Services Group 405,746$34,561,0008.97%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders