13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
VIG

VANGUARD SPECIALIZED FUNDS

2,675 institutions still hold VANGUARD SPECIALIZED FUNDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921908844·Exchange Traded Fund·2,675 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$25.2B
65.0% inst. owned
of float
Holders
2,675
-99 QoQ
filers reporting
Activity
+97 / −27
+828 added · −778 reduced
this quarter
Concentration
18.52%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

2,675 institutions reported VIG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.5% of the visible book. -99 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4.7B21.7M0.34%Q1 202602
MORGAN STANLEY
CIK 0000895421
$2.8B13.0M0.17%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2.3B10.8M0.44%Q1 202604
Vanguard Global Advisers, LLC
CIK 0001811242· Index
$2.3B10.6M1.23%Q1 202605
Wealthfront Advisers LLC
CIK 0001763921
$1.9B9.0M4.25%Q1 202606
LPL Financial LLC
CIK 0001403438
$1.5B7.0M0.40%Q1 202607
UBS Group AG
CIK 0001610520
$1.4B6.3M0.20%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.2B5.7M0.38%Q1 202609
HB Wealth Management, LLC
CIK 0001911253
$1.2B5.8M7.94%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$891M4.1M0.16%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$673M3.2M0.04%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$537M2.5M0.14%Q1 202613
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$535M2.5M0.66%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$526M2.4M0.12%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$511M2.4M0.71%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$506M2.4M0.54%Q1 202617
SIGNATUREFD, LLC
CIK 0001456048
$474M2.2M7.26%Q1 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$433M2.1M0.21%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$420M2.0M0.62%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$341M1.6M0.21%Q1 2026
Page 1 of 134
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