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VANGUARD SPECIALIZED FUNDS
VANGUARD SPECIALIZED FUNDS. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 530 Institutional holders with a total value of $7,418,838,345.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 JBF Capital, Inc. 280,756 22,786,000 0.31%
52 Berkshire Money Management, Inc. 279,497 22,684,000 0.31%
53 BRR OpCo, LLC 268,809 21,817,000 0.29%
54 Stanford Investment Group, Inc. 265,261 21,529,000 0.29%
55 AMERICAN INTERNATIONAL GROUP, INC. 265,258 21,528,316 0.29%
56 LINCOLN NATIONAL CORP 251,019 20,373,000 0.27%
57 TD Capital Management LLC 246,352 19,994,000 0.27%
58 FOSTER DYKEMA CABOT & CO INC/MA 242,767 19,703,000 0.27%
59 INTERACTIVE FINANCIAL ADVISORS, INC. 229,813 18,652,000 0.25%
60 HM PAYSON & CO 211,262 17,146,000 0.23%
61 RAYMOND JAMES & ASSOCIATES 189,866 15,409,000 0.21%
62 UNITED SERVICES AUTOMOBILE ASSOCIATION 186,782 15,159,000 0.20%
63 BANK OF HAWAII 183,205 14,869,000 0.20%
64 COLDSTREAM CAPITAL MANAGEMENT INC 179,497 14,568,000 0.20%
65 WMS Partners, LLC 179,374 14,558,000 0.20%
66 HM Capital Management, LLC 176,986 14,362,000 0.19%
67 Retirement Planning Group, LLC 173,034 14,043,000 0.19%
68 BANK OF NOVA SCOTIA 172,651 14,012,000 0.19%
69 CREDIT SUISSE AG/ 170,615 13,847,000 0.19%
70 FARMERS & MERCHANTS INVESTMENTS INC 169,112 13,725,000 0.19%
71 Cetera Advisor Networks LLC 167,117 13,540,000 0.18%
72 Guild Investment Management, Inc. 160,558 13,031,000 0.18%
73 BOSTON PRIVATE BANK & TRUST CO 152,801 12,401,000 0.17%
74 Jacobus Wealth Management, Inc. 150,791 12,238,000 0.16%
75 UNITED CAPITAL FINANCIAL ADVISORS, LLC 143,075 11,612,000 0.16%
76 Ruggie Capital Group 133,878 10,774,000 0.15%
77 New England Private Wealth Advisors LLC 131,537 10,671,000 0.14%
78 Modera Wealth Management, LLC 129,245 10,490,000 0.14%
79 BEACON FINANCIAL GROUP 124,718 10,221,000 0.14%
80 Janney Montgomery Scott LLC 122,233 9,920,464 0.13%
81 NORTH AMERICAN MANAGEMENT CORP 121,129 9,831,000 0.13%
82 FOUNDERS BANK & TRUST 119,882 9,729,000 0.13%
83 Nadler Financial Group, Inc. 117,954 9,573,000 0.13%
84 SIGNET FINANCIAL MANAGEMENT, LLC 117,702 9,553,000 0.13%
85 WHITTIER TRUST CO 116,397 9,445,000 0.13%
86 Paracle Advisors, LLC 114,339 9,279,000 0.13%
87 CITIGROUP INC 113,031 9,173,000 0.12%
88 MSI Financial Services Inc 110,439 8,963,000 0.12%
89 CONDOR CAPITAL MANAGEMENT 109,786 8,910,000 0.12%
90 SCOTIA CAPITAL INC. 109,607 8,885,000 0.12%
91 CAPTRUST FINANCIAL ADVISORS 108,275 8,788,000 0.12%
92 Ancora Advisors LLC 106,762 8,665,000 0.12%
93 Drexel Morgan & Co. 103,830 8,427,000 0.11%
94 Capital Advisors, Ltd. LLC 103,283 8,382,000 0.11%
95 EMERSON INVESTMENT MANAGEMENT, LLC 103,254 8,380,000 0.11%
96 Covington Capital Management 102,908 8,352,000 0.11%
97 MONTAG A & ASSOCIATES INC 102,726 8,337,000 0.11%
98 Asset Management Group, Inc. 101,708 8,255,000 0.11%
99 Ledyard National Bank 100,276 8,139,000 0.11%
100 Pinnacle Summer Investments, Inc. 102,898 8,069,000 0.11%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.