Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DIV GRW FD
-
Total 13F shares
-
2,140,681
-
Share change
-
-149,276
-
Total reported value
-
$75,628,605
-
Price per share
-
$35.33
-
Number of holders
-
12
-
Value change
-
-$5,278,852
-
Number of buys
-
5
-
Number of sells
-
6
Institutional Holders of VANGUARD SPECIALIZED FUNDS - DIV GRW FD as of Q1 2025
As of 31 Mar 2025,
VANGUARD SPECIALIZED FUNDS - DIV GRW FD was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,140,681 shares.
The largest 10 holders included
Fulton Bank, N.A., Fairfield Financial Advisors, LTD, Dempze Nancy E, Redwood Wealth Management Group, LLC, GREAT LAKES ADVISORS, LLC, Jackson Wealth Management, LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Williams Jones Wealth Management, LLC., FIRST MERCHANTS CORP, and Coston, McIsaac & Partners.
This page lists
12
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.