Joseph P. Lucia & Associates, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,014,434
-4.7%
12,965
-0.4%
1.41%
-0.6%
Q2 2023$2,114,687
-2.1%
13,019
-7.2%
1.42%
-5.9%
Q1 2023$2,160,617
-3.0%
14,029
-4.3%
1.50%
-9.8%
Q4 2022$2,227,118
-1.7%
14,667
-12.5%
1.67%
-6.2%
Q3 2022$2,265,000
-7.6%
16,757
-1.9%
1.78%
+2.8%
Q2 2022$2,451,000
-4.6%
17,082
+7.8%
1.73%
+10.7%
Q1 2022$2,569,000
+77.7%
15,843
+88.2%
1.56%
+70.1%
Q4 2021$1,446,000
+92.5%
8,418
+72.1%
0.92%
+106.5%
Q3 2021$751,000
+67.6%
4,892
+69.2%
0.44%
+66.0%
Q2 2021$448,000
+4.4%
2,892
-0.8%
0.27%
+40.3%
Q1 2021$429,000
+20.5%
2,915
+15.7%
0.19%
-23.0%
Q4 2020$356,000
+6.0%
2,520
-3.6%
0.25%
-21.0%
Q3 2020$336,000
+13.5%
2,615
+3.4%
0.31%
+18.0%
Q2 2020$296,000
+27.0%
2,530
+12.2%
0.27%
+2.7%
Q1 2020$233,000
-16.8%
2,255
+0.2%
0.26%
+1.6%
Q4 2019$280,000
+4.5%
2,250
+0.2%
0.26%
-7.6%
Q3 2019$268,000
+12.6%
2,245
+8.5%
0.28%
+10.4%
Q2 2019$238,000
-88.0%
2,070
-99.1%
0.25%
+70.1%
Q1 2019$1,980,000219,7110.15%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2020
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