VANGUARD SPECIALIZED FUNDS (VIG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,508
Reporting holders
$51.3B
Reported value
0.3%
Held as options
+74
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $5.1B | 21,358,826 | 0.33% | 31q | -1.5%-$75.5M |
| MORGAN STANLEY | $3.1B | 13,212,733 | 0.17% | 35q | +1.5%+$46.0M |
| Vanguard Global Advisers, LLC | $2.5B | 10,667,534 | 1.18% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $2.4B | 10,056,282 | 0.39% | 31q | -53.4%-$2.7B |
| Wealthfront Advisers LLC | $2.2B | 9,471,819 | 4.31% | 31q | +5.3%+$112.3M |
| LPL Financial LLC | $1.7B | 7,131,746 | 0.38% | 31q | +1.8%+$30.6M |
| RAYMOND JAMES FINANCIAL INC | $1.5B | 6,364,215 | 0.41% | 7q | +11.2%+$152.2M |
| UBS Group AG | $1.5B | 6,245,312 | 0.19% | 31q | -1.4%-$20.2M |
| HB Wealth Management, LLC | $1.4B | 5,857,815 | 7.69% | 19q | +1.6%+$22.1M |
| ROYAL BANK OF CANADA | $989.0M | 4,179,545 | 0.15% | 31q | +0.9%+$9.0M |
| JPMORGAN CHASE & CO | $753.8M | 3,194,824 | 0.04% | 31q | HELD |
| Corient Private Wealth LP | $713.8M | 3,016,529 | 0.46% | 15q | +95.3%+$348.3M |
| ENVESTNET ASSET MANAGEMENT INC | $609.8M | 2,577,266 | 0.14% | 31q | +3.2%+$19.0M |
| HighTower Advisors, LLC | $557.6M | 2,356,586 | 0.54% | 22q | HELD |
| PRUDENTIAL FINANCIAL INC | $547.5M | 2,313,712 | 0.60% | 26q | -7.0%-$41.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $544.8M | 2,302,544 | 0.69% | 31q | -3.0%-$16.9M |
| AMERIPRISE FINANCIAL INC | $544.4M | 2,300,589 | 0.11% | 31q | -53.0%-$613.4M |
| JONES FINANCIAL COMPANIES LLLP | $544.0M | 2,318,930 | 0.22% | 31q | +12.8%+$61.7M |
| SIGNATUREFD, LLC | $540.3M | 2,283,297 | 7.22% | 31q | +3.6%+$18.9M |
| OSAIC HOLDINGS, INC. | $529.8M | 2,237,985 | 0.62% | 26q | +14.5%+$67.1M |
| Modera Wealth Management, LLC | $392.7M | 1,659,600 | 4.19% | 31q | +2.9%+$11.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $359.6M | 1,519,922 | 0.19% | 31q | -4.3%-$16.0M |
| Joel Isaacson & Co., LLC | $324.5M | 1,371,589 | 9.39% | 31q | +1.7%+$5.3M |
| Waverly Advisors, LLC | $324.5M | 1,371,321 | 1.88% | 16q | +9.3%+$27.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $319.9M | 1,346,092 | 0.54% | 31q | +17.3%+$47.3M |
| Cetera Investment Advisers | $304.1M | 1,285,097 | 0.28% | 31q | +9.5%+$26.4M |
| Mariner, LLC | $293.8M | 1,241,734 | 0.31% | 31q | -8.9%-$28.8M |
| MAI Capital Management | $293.0M | 1,238,223 | 1.10% | 31q | +26.9%+$62.0M |
| CAPTRUST FINANCIAL ADVISORS | $292.8M | 1,237,628 | 0.45% | 31q | HELD |
| Howard Capital Management, LLC | $284.4M | 1,201,957 | 3.39% | 11q | HELD |
| Creative Planning | $283.0M | 1,196,126 | 0.17% | 31q | -0.7%-$2.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $280.0M | 1,183,416 | 0.17% | 30q | +102.1%+$141.5M |
| STIFEL FINANCIAL CORP | $247.6M | 1,046,300 | 0.21% | 31q | +1.1%+$2.6M |
| DAVENPORT & Co LLC | $234.9M | 992,810 | 1.15% | 31q | +16.3%+$32.9M |
| Confluence Wealth Services, Inc. | $234.2M | 989,945 | 6.70% | 17q | +21.2%+$40.9M |
| Cerity Partners LLC | $233.9M | 988,361 | 0.28% | 31q | +5.9%+$13.0M |
| BROWN ADVISORY INC | $232.7M | 983,479 | 0.36% | 31q | HELD |
| ASPIRIANT, LLC | $226.0M | 955,047 | 5.58% | 31q | HELD |
| Bank of New York Mellon Corp | $224.4M | 948,167 | 0.04% | 31q | -1.8%-$4.2M |
| Rockefeller Capital Management L.P. | $199.0M | 840,863 | 0.31% | 31q | +2.0%+$3.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $192.7M | 1,506,493 | 0.15% | 31q | +90.4%+$91.5M |
| TRUIST FINANCIAL CORP | $191.4M | 809,037 | 0.23% | 31q | -2.7%-$5.2M |
| Cresset Asset Management, LLC | $184.6M | 780,274 | 0.67% | 31q | +1.9%+$3.4M |
| Robertson Stephens Wealth Management, LLC | $181.8M | 768,127 | 4.48% | 2q | +7.1%+$12.0M |
| Nicholas Hoffman & Company, LLC. | $177.8M | 751,455 | 3.75% | 31q | HELD |
| Diversified Enterprises, LLC | $170.3M | 719,567 | 8.24% | 7q | +4.2%+$6.9M |
| BLAIR WILLIAM & CO/IL | $170.0M | 718,567 | 0.44% | 31q | +4.5%+$7.3M |
| GOLDMAN SACHS GROUP INC | $166.5M | 703,627 | 0.01% | 31q | +0.8%+$1.3M |
| Kestra Advisory Services, LLC | $166.0M | 701,711 | 0.54% | 24q | +20.1%+$27.8M |
| Focus Partners Wealth | $165.8M | 700,902 | 0.17% | 11q | +1.8%+$2.9M |
| BANK OF MONTREAL /CAN/ | $161.4M | 682,120 | 0.05% | 31q | -0.7%-$1.1M |
| Baird Financial Group, Inc. | $150.6M | 636,627 | 0.21% | 31q | +2.1%+$3.1M |
| &PARTNERS | $143.6M | 607,172 | 0.59% | 11q | +6.4%+$8.6M |
| Private Advisor Group, LLC | $141.4M | 597,388 | 0.65% | 31q | +0.6%+$880.9K |
| MML INVESTORS SERVICES, LLC | $137.6M | 581,667 | 0.28% | 31q | +17.9%+$20.9M |
| FIFTH THIRD BANCORP | $134.1M | 566,771 | 0.22% | 31q | -3.0%-$4.2M |
| TRUST POINT INC. | $131.7M | 556,557 | 11.18% | 11q | -1.5%-$2.1M |
| GLENMEDE TRUST CO NA | $129.3M | 546,238 | 0.57% | 29q | -3.2%-$4.3M |
| FMR LLC | $124.7M | 527,214 | 0.01% | 31q | +5.5%+$6.5M |
| Sanctuary Advisors, LLC | $119.0M | 502,877 | 0.55% | 9q | +2.6%+$3.0M |
| Beacon Pointe Advisors, LLC | $118.6M | 501,401 | 0.55% | 28q | +32.3%+$29.0M |
| Steward Partners Investment Advisory, LLC | $117.4M | 496,181 | 0.60% | 31q | +0.7%+$812.1K |
| TD PRIVATE CLIENT WEALTH LLC | $105.4M | 445,642 | 1.94% | 27q | -4.7%-$5.2M |
| 360 Financial, Inc. | $100.1M | 423,147 | 25.43% | 27q | +6.7%+$6.3M |
| PNC Financial Services Group, Inc. | $100.1M | 423,010 | 0.05% | 31q | +3.8%+$3.7M |
| Haverford Trust Co | $93.9M | 396,730 | 0.81% | 31q | -1.5%-$1.4M |
| FRANKLIN RESOURCES INC | $88.0M | 371,880 | 0.02% | 25q | +3.3%+$2.8M |
| Sequoia Financial Advisors, LLC | $87.9M | 371,405 | 0.44% | 19q | +2.7%+$2.3M |
| IEQ CAPITAL, LLC | $87.2M | 368,338 | 0.40% | 27q | -1.6%-$1.5M |
| Brookstone Capital Management | $85.7M | 362,292 | 0.86% | 24q | +6.6%+$5.3M |
| Systematic Alpha Investments, LLC | $83.5M | 353,000 | 2.24% | 23q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $81.9M | options only | 0.01% | 31q | OPTIONS |
| RWA WEALTH PARTNERS, LLC | $80.2M | 339,068 | 0.77% | 31q | +8.1%+$6.0M |
| Hubbell Strickland Wealth Management, LLC | $80.2M | 338,905 | 28.94% | 28q | -1.1%-$854.7K |
| Baltimore-Washington Financial Advisors, Inc. | $79.7M | 336,751 | 2.98% | 24q | +3.2%+$2.5M |
| NewEdge Advisors, LLC | $78.3M | 330,832 | 0.23% | new | NEW |
| Performance Wealth Partners, LLC | $76.5M | 323,157 | 1.90% | 19q | +1.8%+$1.4M |
| US BANCORP \DE\ | $76.0M | 321,033 | 0.08% | 31q | HELD |
| SAPIENT CAPITAL LLC | $75.2M | 317,664 | 0.49% | 11q | +102.4%+$38.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $71.8M | 303,630 | 0.01% | 2q | -6.2%-$4.7M |
| Human Investing LLC | $71.7M | 317,497 | 4.92% | 25q | +97.4%+$35.4M |
| Equitable Holdings, Inc. | $71.3M | 301,234 | 0.43% | 27q | -3.8%-$2.8M |
| Vise Technologies, Inc. | $71.2M | 300,872 | 0.81% | 7q | +77.4%+$31.1M |
| Paragon Capital Management Ltd | $69.8M | 295,185 | 13.23% | 31q | -2.3%-$1.7M |
| PDS Planning, Inc | $69.4M | 293,378 | 4.02% | 31q | +3.6%+$2.4M |
| Advisor OS, LLC | $66.8M | 282,286 | 4.46% | 25q | +2.2%+$1.4M |
| Berkshire Money Management, Inc. | $66.0M | 278,890 | 6.03% | 31q | HELD |
| True Link Financial Advisors, LLC | $65.9M | 554,716 | 3.76% | 23q | +102.9%+$33.4M |
| MJP ASSOCIATES INC /ADV | $64.7M | 273,439 | 7.08% | 23q | +1.9%+$1.2M |
| AQR CAPITAL MANAGEMENT LLC | $60.9M | 257,239 | 0.02% | 10q | +18.6%+$9.6M |
| Wealth Architects, LLC | $60.8M | 256,927 | 4.80% | 31q | +2.3%+$1.3M |
| Provenance Wealth Advisors, LLC | $60.1M | 254,170 | 5.73% | 12q | -0.5%-$302.9K |
| Stokes Family Office, LLC | $58.8M | 248,453 | 6.86% | 27q | -29.8%-$25.0M |
| Quantinno Capital Management LP | $58.7M | 248,110 | 0.07% | 13q | +32.6%+$14.4M |
| D.A. DAVIDSON & CO. | $57.7M | 243,915 | 0.32% | 31q | HELD |
| GLOBALT Investments LLC / GA | $56.6M | 239,042 | 1.91% | 11q | -1.7%-$994.7K |
| Noble Family Wealth, LLC | $55.8M | 235,981 | 9.99% | 14q | +5.1%+$2.7M |
| Concurrent Investment Advisors, LLC | $55.6M | 235,116 | 0.47% | 11q | +23.4%+$10.5M |
| FOUNDERS FINANCIAL SECURITIES LLC | $55.0M | 232,260 | 2.82% | 31q | +2.5%+$1.4M |
| Intellus Advisors LLC | $53.8M | 227,409 | 6.53% | 7q | +1.9%+$1.0M |
Showing the largest 100 of 2,590 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,508 | $51.3B | 217,138,145 | 131 | 762 | 785 | 0.3% |
| Q1 2026 | 2,434 | $48.1B | 223,318,139 | 102 | 739 | 783 | 0.2% |
| Q4 2025 | 2,439 | $47.2B | 214,314,973 | 116 | 795 | 682 | 0.2% |
| Q3 2025 | 2,242 | $44.6B | 206,045,426 | 99 | 671 | 717 | 0.3% |
| Q2 2025 | 2,199 | $42.0B | 204,477,813 | 96 | 721 | 667 | 0.3% |
| Q1 2025 | 2,187 | $38.3B | 196,780,264 | 85 | 683 | 760 | 0.4% |
| Q4 2024 | 2,211 | $38.7B | 196,893,317 | 88 | 691 | 632 | 0.4% |
| Q3 2024 | 1,998 | $37.5B | 188,602,381 | 104 | 621 | 622 | 0.5% |
| Q2 2024 | 1,948 | $33.6B | 183,704,432 | 77 | 593 | 663 | 0.3% |
| Q1 2024 | 1,922 | $37.9B | 206,628,727 | 100 | 569 | 649 | 0.4% |
| Q4 2023 | 1,890 | $34.0B | 198,165,033 | 102 | 603 | 565 | 0.6% |
| Q3 2023 | 1,692 | $27.0B | 172,841,427 | 71 | 551 | 518 | 0.5% |
| Q2 2023 | 1,656 | $28.4B | 173,685,032 | 73 | 469 | 609 | 0.5% |
| Q1 2023 | 1,607 | $26.3B | 170,437,931 | 67 | 479 | 567 | 0.5% |
| Q4 2022 | 1,531 | $26.6B | 174,711,020 | 92 | 489 | 439 | 0.9% |
| Q3 2022 | 1,645 | $24.7B | 180,568,149 | 55 | 580 | 485 | 1.1% |
| Q2 2022 | 1,686 | $26.2B | 180,972,607 | 70 | 594 | 514 | 0.9% |
| Q1 2022 | 1,718 | $28.9B | 176,693,598 | 80 | 616 | 522 | 0.9% |
| Q4 2021 | 1,720 | $30.8B | 179,343,522 | 89 | 576 | 420 | 0.7% |
| Q3 2021 | 1,488 | $26.4B | 171,628,516 | 68 | 561 | 420 | 0.6% |
| Q2 2021 | 1,483 | $25.6B | 164,929,234 | 92 | 552 | 424 | 0.4% |
| Q1 2021 | 1,441 | $23.8B | 161,162,924 | 82 | 505 | 485 | 0.3% |
| Q4 2020 | 1,416 | $23.4B | 164,062,274 | 93 | 530 | 364 | 1.0% |
| Q3 2020 | 1,249 | $20.4B | 157,468,431 | 95 | 442 | 393 | 0.8% |
| Q2 2020 | 1,201 | $18.0B | 153,140,595 | 93 | 422 | 414 | 0.4% |
| Q1 2020 | 1,160 | $15.2B | 150,143,719 | 74 | 435 | 407 | 0.3% |
| Q4 2019 | 1,186 | $17.1B | 137,056,264 | 56 | 416 | 261 | 0.3% |
| Q3 2019 | 1,054 | $15.2B | 127,120,812 | 57 | 392 | 290 | 0.3% |
| Q2 2019 | 1,029 | $14.0B | 120,971,685 | 52 | 390 | 300 | 0.3% |
| Q1 2019 | 1,025 | $12.8B | 116,466,132 | 77 | 349 | 334 | 0.2% |
| Q4 2018 | 990 | $11.7B | 118,979,697 | 9 | 18 | 14 | 0.2% |