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 | Added to | 3,413 | 274 | 0.0% | 0.0% | 1 | +130 | 3.96% | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | Added to | 3,045 | 244 | 0.02% | 0.02% | 2 | +98 | 3.33% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | New | 767 | 61 | 0.0% | — | 3 | +767 | New | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 137 | 11 | 0.0% | 0.01% | 4 | -357 | -72.27% | Q1 2026 | Apr 22, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,460 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,331 | -100.0% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -806 | -100.0% | Q1 2026 | May 01, 2026 |