Lucia Wealth Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 986 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

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 Q4 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