Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vanguard Specialized Portfolios (VGHA.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    2
Total shares held : 
11,318  
% of shares held : 
1.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-2,130  
% of shares held change : 
  -0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 3,865
 34.15%
 
Increased Positions :
1
 77
 0.68%
 
Unchanged Positions :
2
 5,346
 47.23%
 
Decreased Positions :
1
-6,072
-53.65%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOFEN & GLOSSBERG LLC /IL/ 250 - 2022-12-31 10,053 $903,000 -1,351
   ROTHSCHILD INVESTMENT CORP /IL 284 - 2023-09-30 4,826 $415,000 0
   Ethos Financial Group LLC 179 *New 2023-12-31 3,148 $278,000 3,148
   FULTON BANK, N.A. 476 - 2024-03-31 2,700 $243,000 0
   Williams Jones Wealth Management LLC. 450 - 2023-12-31 2,646 $233,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 137 - 2024-03-31 2,063 $186,000 58
   Garde Capital Inc. 212 - 2023-12-31 1,870 $165,000 -275
   ORG Partners LLC 419 *New 2023-12-31 717 $63,000 717
   Strategic Investment Solutions Inc. /IL 440 - 2023-12-31 102 $9,000 -6,072

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results