VANGUARD SPECIALIZED FUNDS - VIG

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$48.33B

QoQ value delta ($000)

+$4.602B (+10.52%)

Implied price effect (QoQ)

+3.48%

Total shares

216,647,210

QoQ shares delta

+13,809,613 (+6.81%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 16 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	5,437,286	24,739,680	0.4%
MORGAN STANLEY	2,807,476	12,774,029	0.17%
WELLS FARGO & COMPANY/MN	2,376,736	10,814,160	0.43%
VANGUARD GROUP INC	2,349,601	10,690,700	0.03%
Wealthfront Advisers LLC	2,171,248	9,879,191	4.85%
LPL Financial LLC	1,518,640	6,909,821	0.41%
UBS Group AG	1,375,570	6,258,850	0.22%
HB Wealth Management, LLC	1,241,057	5,705,891	8.03%
RAYMOND JAMES FINANCIAL INC	1,228,967	5,591,809	0.38%
ROYAL BANK OF CANADA	914,105	4,159,179	0.15%
JPMORGAN CHASE & CO	713,109	3,244,650	0.04%
PRUDENTIAL FINANCIAL INC	598,055	2,700,391	0.72%
AMERIPRISE FINANCIAL INC	575,528	2,617,848	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	565,144	2,571,410	0.75%
HighTower Advisors, LLC	518,227	2,357,937	0.57%
ENVESTNET ASSET MANAGEMENT INC	505,002	2,297,764	0.15%
McCarthy & Cox	497,429	2,263	6.03%
SIGNATUREFD, LLC	471,905	2,147,173	7.21%
OSAIC HOLDINGS, INC.	415,194	1,888,222	0.61%
JONES FINANCIAL COMPANIES LLLP	381,579	1,736,188	0.23%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	352,393	1,572,682	0.48%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	346,445	1,576,329	0.22%
Corient Private Wealth LLC	345,760	1,573,180	0.47%
Modera Wealth Management, LLC	340,829	1,550,778	3.94%
Mariner, LLC	306,000	1,392,298	0.36%