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 | No change | 3,413 | 295 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FULTON BANK, N.A. | History | New | 3,031 | 262 | 0.01% | — | 2 | +3,031 | New | Q2 2026 | Jul 09, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,896 | 253 | 0.02% | 0.02% | 3 | -149 | -4.89% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,758 | 152 | 0.03% | 0.0% | 4 | +1,621 | 1183.21% | Q2 2026 | Aug 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 767 | 61 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NBT BANK, N.A. | History | New | 670 | 57 | 0.0% | — | 6 | +670 | New | Q2 2026 | Jul 29, 2026 |