News + Filings Key Docs Charts Holdings Ownership
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VANGUARD SPECIALIZED FUNDS (VIG)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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BANK OF AMERICA CORP /DE/
| 22,516,408 | 494,102 | 3,657,340,148,000 | 0.38 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 11,135,128 | 119,344 | 1,808,679,150,000 | 0.18 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 10,392,074 | -71,390 | 1,687,984,573,000 | 0.47 | |
Hist
| 06/30/2023 |
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VANGUARD GROUP INC
| 7,694,998 | 333,571 | 1,249,898,573,000 | 0.03 | |
Hist
| 06/30/2023 |
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Wealthfront Advisers LLC
| 6,363,316 | 639,097 | 1,033,593,440,000 | 4.38 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 6,185,270 | -177,096 | 1,004,673,406,000 | 0.34 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 4,986,113 | 1,410 | 767,911,286,000 | 0.60 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 3,615,102 | -75,753 | 587,201,000,000 | 0.15 | |
Hist
| 06/30/2023 |
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HB Wealth Management, LLC
| 3,565,002 | 187,958 | 579,063,312,000 | 9.24 | |
Hist
| 06/30/2023 |
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CITIGROUP INC
| 2,939,389 | -170,017 | 477,444,942,000 | 0.31 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 2,345,246 | 27,249 | 380,930,153,000 | 0.12 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 2,386,212 | 58,139 | 362,349,646,000 | 0.73 | |
Hist
| 12/31/2022 |
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Bank of New York Mellon Corp
| 1,997,188 | -3,543 | 324,403,268,000 | 0.07 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 1,959,045 | -104,345 | 318,119,000,000 | 0.63 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 1,919,827 | 47,393 | 311,837,573,000 | 0.14 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 1,748,509 | -1,753 | 265,513,856,000 | 0.24 | |
Hist
| 12/31/2022 |
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TRUIST FINANCIAL CORP
| 1,711,108 | 78,269 | 259,831,765,000 | 0.46 | |
Hist
| 12/31/2022 |
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SIGNATUREFD, LLC
| 1,683,008 | 2,649 | 259,200,057,000 | 7.08 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 1,589,984 | 9,238 | 258,164,973,000 | | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 1,425,292 | 107,503 | 231,510,254,000 | 0.30 | |
Hist
| 06/30/2023 |
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MANUFACTURERS LIFE INSURANCE COMPANY, THE
| 1,421,241 | -329,754 | 230,852,176,000 | 0.13 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 1,294,693 | -50,380 | 210,293,940,000 | 0.56 | |
Hist
| 06/30/2023 |
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Corient Private Wealth LLC
| 1,137,878 | 1,137,878 | 185,014,271,000 | 0.43 | |
Hist
| 06/30/2023 |
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Modera Wealth Management, LLC
| 1,088,299 | 32,871 | 176,772,480,000 | 3.21 | |
Hist
| 06/30/2023 |
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CAPTRUST FINANCIAL ADVISORS
| 1,105,267 | -60,339 | 170,222,246,000 | 0.75 | |
Hist
| 03/31/2023 |
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BROWN ADVISORY INC
| 1,028,643 | -205,987 | 158,421,245,000 | 0.27 | |
Hist
| 03/31/2023 |
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ASPIRIANT, LLC
| 983,657 | -69,386 | 149,367,728,000 | 7.61 | |
Hist
| 12/31/2022 |
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Joel Isaacson & Co., LLC
| 970,073 | 40,421 | 147,305,635,000 | 11.34 | |
Hist
| 12/31/2022 |
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STIFEL FINANCIAL CORP
| 899,469 | 54,245 | 146,104,291,000 | 0.20 | |
Hist
| 06/30/2023 |
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Stokes Family Office, LLC
| 674,631 | -6,102 | 109,580,306,000 | 12.66 | |
Hist
| 06/30/2023 |
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BLAIR WILLIAM & CO/IL
| 667,917 | 12,224 | 108,489,726,000 | 0.40 | |
Hist
| 06/30/2023 |
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LINCOLN NATIONAL CORP
| 713,527 | 17,897 | 108,349,031,000 | 2.45 | |
Hist
| 12/31/2022 |
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FIFTH THIRD BANCORP
| 681,574 | 105,787 | 103,497,012,000 | 0.50 | |
Hist
| 12/31/2022 |
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Retirement Planning Group
| 635,658 | -37,918 | 96,524,784,000 | 11.03 | |
Hist
| 12/31/2022 |
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GOLDMAN SACHS GROUP INC
| 611,018 | -16,431 | 94,102,849,000 | 0.02 | |
Hist
| 03/31/2023 |
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