SEC 13F Intelligence

Moser Wealth Advisors, LLC / VIG

Moser Wealth Advisors, LLC’s Vanguard Specialized Funds Position

Does Moser Wealth Advisors, LLC own Vanguard Specialized Funds (VIG)? Yes — 33.9K shares worth $7M (+3.33% of its 13F portfolio) as of Q2 2025, up from 33.7K shares the prior filed quarter.

Position Value
$7M
Q2 2025
Shares
33.9K
% of Portfolio
+3.33%
Quarters Held
22
currently held

Position History VIG

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $7MQ2 ’25: $7MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202533.9K$7M+3.33%
Q1 202533.7K$7M+3.42%
Q4 202432.3K$6M+3.29%
Q3 202431.5K$6M+3.24%
Q2 202431.0K$6M+3.08%
Q1 202429.6K$5M+3.01%
Q4 202328.0K$5M+3.05%
Q3 202329.3K$5M+3.19%
Q2 202328.3K$5M+3.09%
Q4 202229.6K$4M+3.39%
Q3 202229.6K$4M+3.12%
Q2 202229.9K$4M+3.19%
Q1 202230.6K$5M+3.10%
Q4 202129.7K$5M+3.08%
Q3 202129.8K$5M+2.93%
Q2 202128.7K$4M+2.86%
Q1 202128.6K$4M+2.96%
Q4 202027.5K$4M+2.87%
Q3 202027.5K$4M+2.82%
Q2 202028.3K$3M+3.16%
Q1 202028.1K$3M+3.38%
Q4 201927.4K$3M+3.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moser Wealth Advisors, LLC’s full portfolio or all institutional holders of VIG.