DOSSIER · 13F Holders · Q3 2026
VGHAX

VANGUARD SPECIALIZED PORTFOLIO

5 institutions still hold VANGUARD SPECIALIZED PORTFOLIO as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921908885·5 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$980K
visible holders
Holders
5
filers reporting
Concentration
30.34%
Williams Jones Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q3 2026

5 institutions reported VGHAX in Q3 2026. Williams Jones Wealth Management, LLC. leads at 30.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Williams Jones Wealth Management, LLC.
CIK 0001788587
$297K3K0.00%Q3 2026
02
Ethos Financial Group, LLC
CIK 0001954242
$254K3K0.02%Q2 2026
03
FULTON BANK, N.A.
CIK 0000883782
$214K2K0.01%Q3 2026
04
Coston, McIsaac & Partners
CIK 0001945037
$153K2K0.03%Q3 2026
05
McIlrath & Eck, LLC
CIK 0001701714
$62K7670.00%Q1 2026