DOSSIER · 13F Holders · Q2 2026
VGHAX

VANGUARD SPECIALIZED PORTFOLIO

6 institutions still hold VANGUARD SPECIALIZED PORTFOLIO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921908885·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$973K
visible holders
Holders
6
filers reporting
Concentration
30.35%
Williams Jones Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported VGHAX in Q2 2026. Williams Jones Wealth Management, LLC. leads at 30.4% 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
$295K3K0.00%Q2 2026
02
FULTON BANK, N.A.
CIK 0000883782
$262K3K0.01%Q2 2026
03
Ethos Financial Group, LLC
CIK 0001954242
$254K3K0.02%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$62K7670.00%Q1 2026
05
NBT BANK N A /NY
CIK 0000898413
$58K6700.00%Q2 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$42K4940.01%Q4 2025