VANGUARD SPECIALIZED FUNDS - VDIGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Reduced | 244,895 | 7,711 | 0.24% | 0.31% | 1 | -60,014 | -19.68% | Q2 2026 | Jul 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 168,994 | 5,321 | 0.75% | 0.78% | 2 | +62,878 | 59.25% | Q2 2026 | Aug 06, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 56,239 | 1,631 | 0.7% | 0.7% | 3 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dempze Nancy E | History | No change | 40,634 | 1,279 | 0.61% | 0.65% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 15,738 | 495 | 0.1% | 0.11% | 5 | -923 | -5.54% | Q2 2026 | Aug 12, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 15,636 | 492 | 0.29% | 0.06% | 6 | -3,125 | -16.66% | Q2 2026 | Aug 20, 2026 |
| Arvest Bank Trust Division | History | No change | 11,447 | 360 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | New | 10,683 | 336 | 0.0% | — | 8 | +10,683 | New | Q2 2026 | Aug 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 8,601 | 270 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,616 | 46 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Fairfield Financial Advisors, LTD | History | Closed out | 0 | 0 | — | 3.52% | — | -346,119 | -100.0% | Q2 2026 | Aug 11, 2026 |