Lucia Wealth Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 855 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2018. The put-call ratio across all filers is 0.41 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 Q2 2018
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 707,346$55,138,00038.35%
Paragon Capital Management Ltd 512,816$39,973,969,00027.52%
HM Capital Management, LLC 172,358$13,436,00016.49%
Sigma Investment Management Co 304,090$23,704,00016.25%
HT Partners LLC 374,554$29,368,779,00015.33%
E&G Advisors, LP 293,068$22,845,00014.76%
Homrich & Berg 1,584,268$123,494,00014.00%
MDE Group 779,443$60,758,00013.98%
Stearns Financial Services Group 396,496$30,907,00011.33%
Berkshire Money Management, Inc. 204,302$15,925,361,00011.11%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders