Institutional Ownership
Vanguard Specialized Portfolio
CUSIP 921908885MFVGHAXQ1 2026
Institutional Holders
4
13F filers
Shares Held
7.4K
Aggregate institutional
Institutional Value
$580.1K
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased1
Sold out3
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 3.4K | $274.0K | +130 | Added |
| 2 | Ethos Financial Group, LLC | 3.0K | $244.5K | +98 | Added |
| 3 | Mcilrath & Eck, LLC | 767 | $61.6K | +767 | New |
| 4 | Coston, Mcisaac & Partners | 137 | $11 | −357 | Reduced |