WFA of San Diego, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,182 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2020. The put-call ratio across all filers is 0.97 and the average weighting 1.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,195,650
-12.3%
7,695
-8.4%
1.24%
-7.7%
Q2 2023$1,363,925
-43.4%
8,397
-46.4%
1.34%
-46.8%
Q1 2023$2,411,724
+5.2%
15,660
+3.8%
2.52%
+43.7%
Q4 2022$2,291,799
+12.2%
15,093
-0.1%
1.75%
-4.7%
Q3 2022$2,042,000
+8.3%
15,106
+14.9%
1.84%
+13.9%
Q2 2022$1,886,000
-10.1%
13,147
+1.6%
1.62%
+1.1%
Q1 2022$2,099,000
-6.9%
12,945
-1.4%
1.60%
+22.0%
Q4 2021$2,254,000
+16.6%
13,123
+4.3%
1.31%
-3.1%
Q3 2021$1,933,000
+2.0%
12,587
+2.8%
1.35%
-8.1%
Q2 2021$1,895,000
+13.0%
12,245
+7.4%
1.47%
+5.6%
Q1 2021$1,677,000
+1089.4%
11,402
-8.3%
1.39%
+3565.8%
Q4 2020$141,000
-92.0%
12,431
-9.6%
0.04%
-97.7%
Q3 2020$1,768,000
+37.2%
13,747
+24.9%
1.67%
+454.0%
Q2 2020$1,289,00011,0030.30%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2020
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