VANGUARD SPECIALIZED FUNDS - VDADX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | New | 7,414 | 476 | 0.0% | — | 1 | +7,414 | New | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 3,515 | 227 | 0.02% | 0.02% | 2 | -71 | -1.98% | Q2 2026 | Aug 07, 2026 |
| Dempze Nancy E | History | New | 3,254 | 209 | 0.1% | — | 3 | +3,254 | New | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | New | 643 | 41 | 0.01% | — | 4 | +643 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 641 | 37 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |