VANGUARD SPECIALIZED FUNDS - VGHAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | Reduced | 3,283 | 283 | 0.0% | 0.0% | 1 | -1,275 | -27.97% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,947 | 254 | 0.02% | 0.02% | 2 | -792 | -21.18% | Q4 2025 | Jan 20, 2026 |
| FULTON BANK, N.A. | History | New | 2,460 | 212 | 0.01% | — | 3 | +2,460 | New | Q4 2025 | Jan 08, 2026 |
| RFP Financial Group LLC | History | New | 2,331 | 201 | 0.1% | — | 4 | +2,331 | New | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 806 | 69 | 0.01% | — | 5 | +806 | New | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | New | 494 | 42 | 0.01% | — | 6 | +494 | New | Q4 2025 | Feb 03, 2026 |