DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SPECIALIZED FUNDS (VIG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,612
Reporting holders
$51.8B
Reported value
0.2%
Calls
0.0%
Puts
+65
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -6.8%-$173.8M |
| 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 |
| 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 | -6.0%-$34.5M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $413.1M | 1,745,944 | 0.47% | 31q | +104.2%+$210.8M |
| 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 |
| Corient Private Wealth LP | $348.1M | 1,471,305 | 0.48% | 15q | -4.7%-$17.3M |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $140.0M | 591,708 | 0.17% | 30q | +1.1%+$1.5M |
| MML INVESTORS SERVICES, LLC | $137.6M | 581,667 | 0.28% | 31q | +17.9%+$20.9M |
| Janney Montgomery Scott LLC | $137.2M | 580,039 | 0.27% | 31q | -1.0%-$1.4M |
| 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 |
| HOWARD FINANCIAL SERVICES, LTD. | $92.8M | 392,181 | 4.81% | 31q | +95.5%+$45.3M |
| PARK AVENUE SECURITIES LLC | $89.5M | 378,079 | 0.56% | 5q | +9.3%+$7.6M |
| 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 CALL+PUT | 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% | 31q | +3.5%+$2.6M |
| 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 |
| WELLINGTON MANAGEMENT GROUP LLP | $71.8M | 303,630 | 0.01% | 2q | -6.2%-$4.7M |
| 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 | $65.6M | 277,358 | 3.79% | 23q | +1.4%+$929.2K |
| MJP ASSOCIATES INC /ADV | $64.7M | 273,439 | 7.08% | 23q | +1.9%+$1.2M |
| Evensky & Katz LLC | $61.9M | 261,759 | 3.20% | 31q | HELD |
| 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 |
Showing the largest 100 of 2,616 reported holders. The count of 2,612 above leaves out 4 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,612 managers that file Form 13F reported holding Vanguard Specialized Funds (VIG), $51.8B in all. 175 managers opened a position and 110 sold out completely, against 2,547 holders the quarter before. Largest holders: Bank Of America Corp /De/, Morgan Stanley and Vanguard Global Advisers, Llc. Largest new positions: Ifg Advisory, Llc ($24.8M), J.W. Cole Advisors, Inc. ($23.6M) and University Of Illinois Foundation ($10.0M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,227 | $9.7B | 41,668,378 | 50 | 352 | 388 | 0.0% |
| Q2 2026 | 2,612 | $51.8B | 219,268,837 | 133 | 779 | 828 | 0.3% |
| Q1 2026 | 2,547 | $46.3B | 214,721,405 | 108 | 765 | 824 | 0.2% |
| Q4 2025 | 2,544 | $48.3B | 218,885,367 | 117 | 826 | 710 | 0.2% |
| Q3 2025 | 2,342 | $46.1B | 213,296,233 | 108 | 702 | 744 | 0.3% |
| Q2 2025 | 2,305 | $43.6B | 212,402,378 | 99 | 747 | 701 | 0.3% |
| Q1 2025 | 2,298 | $39.8B | 204,653,133 | 93 | 714 | 788 | 0.4% |
| Q4 2024 | 2,329 | $40.3B | 205,109,527 | 99 | 727 | 662 | 0.4% |
| Q3 2024 | 2,112 | $39.1B | 196,665,470 | 114 | 655 | 654 | 0.5% |
| Q2 2024 | 2,065 | $35.9B | 201,865,250 | 87 | 625 | 702 | 0.3% |
| Q1 2024 | 2,048 | $39.7B | 216,428,010 | 105 | 609 | 688 | 0.4% |
| Q4 2023 | 2,028 | $35.6B | 207,634,411 | 111 | 655 | 607 | 0.6% |
| Q3 2023 | 1,834 | $28.6B | 183,178,289 | 86 | 600 | 557 | 0.5% |
| Q2 2023 | 1,808 | $30.0B | 183,821,721 | 79 | 510 | 674 | 0.5% |
| Q1 2023 | 1,790 | $28.3B | 182,859,054 | 84 | 527 | 634 | 0.5% |
| Q4 2022 | 1,801 | $64.7B | 425,412,229 | 105 | 550 | 592 | 0.4% |
| Q3 2022 | 1,633 | $275.0B | 2,032,554,292 | 54 | 571 | 488 | 0.1% |
| Q2 2022 | 1,681 | $302.1B | 2,104,496,514 | 70 | 592 | 517 | 0.1% |
| Q1 2022 | 1,715 | $328.8B | 2,026,274,865 | 79 | 616 | 522 | 0.1% |
| Q4 2021 | 1,718 | $341.0B | 1,985,701,137 | 89 | 575 | 420 | 0.1% |
| Q3 2021 | 1,488 | $288.2B | 1,875,069,412 | 68 | 559 | 421 | 0.1% |
| Q2 2021 | 1,483 | $282.3B | 1,821,851,910 | 92 | 551 | 427 | 0.0% |
| Q1 2021 | 1,437 | $248.1B | 1,686,317,947 | 82 | 504 | 483 | 0.0% |
| Q4 2020 | 1,415 | $229.4B | 1,623,844,791 | 93 | 528 | 366 | 0.1% |
| Q3 2020 | 1,248 | $178.0B | 1,381,411,201 | 94 | 443 | 394 | 0.1% |
| Q2 2020 | 1,200 | $148.1B | 1,262,746,103 | 92 | 422 | 415 | 0.1% |
| Q1 2020 | 1,160 | $120.3B | 1,166,473,323 | 74 | 436 | 406 | 0.0% |
| Q4 2019 | 1,185 | $124.4B | 997,328,433 | 55 | 414 | 263 | 0.0% |
| Q3 2019 | 1,051 | $80.9B | 676,461,264 | 56 | 386 | 294 | 0.1% |
| Q2 2019 | 1,024 | $94.8B | 822,484,308 | 52 | 387 | 299 | 0.0% |
| Q1 2019 | 1,023 | $87.8B | 800,484,057 | 77 | 350 | 332 | 0.0% |
| Q4 2018 | 988 | $56.2B | 573,176,280 | 9 | 18 | 14 | 0.0% |