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Get Institutions for : 
Vanguard Specialized Portfolios (VGSI.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    2
Total shares held : 
7,884  
% of shares held : 
0.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
-3,682  
% of shares held change : 
  -0.41%  
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
 3,398
 43.1%
 
Increased Positions :
2
 51
 0.65%
 
Unchanged Positions :
1
 68
 0.86%
 
Decreased Positions :
1
-7,131
-90.45%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Garde Capital Inc. 80 - 2023-12-31 8,507 $1,078,000 120
   ENCOMPASS WEALTH ADVISORS LLC 89 - 2023-12-31 4,097 $513,000 50
   DIVERSIFIED TRUST CO 735 - 2024-03-31 1,651 $202,000 4
   Strategic Investment Solutions Inc. /IL 386 - 2023-12-31 117 $15,000 -7,131
   Coston McIsaac & Partners 404 - 2024-03-31 68 $8,000 0
   Grey Fox Wealth Advisors LLC 101 *Closed 2024-03-31 0 $0 -1,751
   PSI Advisors LLC 814 *Closed 2024-03-31 0 $0 -204

  7 Records found
  1    
  Page 1 of 1
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