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Of the 10 tracked institutions holding VIG, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.2pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, VIG (VANGUARD SPECIALIZED FUNDS) is held with a combined value of $2.67B across 12,031,506 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.35B (0.03% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$2.67B
Total Shares Held
12,031,506
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.35B | 0.03% | +1.2% |
| 2 | FMR LLC | $124.75M | 0.01% | +5.5% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $71.84M | 0.01% | -6.2% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $60.87M | 0.02% | +18.6% |
| 5 | BlackRock, Inc. | $29.77M | 0.00% | +5.5% |
| 6 | Gotham Asset Management, LLC | $15.52M | 0.04% | -24.7% |
| 7 | CITADEL ADVISORS LLC | $11.34M | 0.01% | New |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $1.74M | 0.00% | -24.2% |
| 9 | Fisher Asset Management, LLC | $1.12M | 0.00% | -28.4% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $320.00K | 0.00% | -10.0% |
| Member | Type | Date |
|---|---|---|
| Thomas R Carper | Buy | May 16, 2024 |
| Lindsey Graham | Sell | Dec 28, 2023 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of VIG with a position worth $2.35B, representing 0.03% of their portfolio. In total, 10 institutional investors hold VIG with a combined value of $2.67B.
In the most recent quarter, 1 fund opened a new position in VIG. Additionally, 4 increased their holdings and 5 reduced their positions.
Institutional investors hold $2.67B worth of VIG stock across 10 positions. The largest institutional holder is VANGUARD GROUP INC with $2.35B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For VIG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their VIG positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$235.05
2026-10-02
YTD
+7.8%
71% of 52-week range
