RAYMOND JAMES & ASSOCIATES VIG — D VANGUARD SPECIALIZED PORTFOL DIV APP ETF

Ownership history in RAYMOND JAMES & ASSOCIATES  ·  61 quarters on record

AI Ownership Summary

RAYMOND JAMES & ASSOCIATES reported D VANGUARD SPECIALIZED PORTFOL DIV APP ETF (VIG) in 61 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.45% in 2024 Q3. The latest visible filing shows VIG at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES & ASSOCIATES's position in D VANGUARD SPECIALIZED PORTFOL DIV APP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

VIG was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIG stock page RAYMOND JAMES & ASSOCIATES fund profile RAYMOND JAMES & ASSOCIATES full holdings
How RAYMOND JAMES & ASSOCIATES held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 3,698,942 +178,450 +5.1% 0.45% $732.6M 2024-11-14 (Est.) $195.18
2024 Q2 REDUCED — — — 3,520,492 -17,207 -0.5% 0.42% $642.7M 2024-07-19 $181.90
2024 Q1 ADDED — — — 3,537,699 +1,309,672 +58.8% 0.44% $646.0M 2024-04-22 $169.53
2023 Q4 ADDED — — — 2,228,027 +89,008 +4.2% 0.28% $379.7M 2024-01-16 $163.31
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIG

As of 2026 Q1 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 29.36% Ball & Co Wealth Management Inc. 22.32% Reality Financial Planning Services, LLC 16.67% Granite FO LLC 15.44% GEN Financial Management, INC. 15.14% Ariston Services Group 15.08% FIDELIS iM, LLC 3Y 14.5% Paragon Capital Management Ltd 3Y 7Y 13.65% Aurdan Capital Management, LLC 12.86% FLYWHEEL PRIVATE WEALTH LLC 12.33%

FAQ About RAYMOND JAMES & ASSOCIATES and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAYMOND JAMES & ASSOCIATES reported owning VIG?

RAYMOND JAMES & ASSOCIATES reported VIG across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VIG position in RAYMOND JAMES & ASSOCIATES's portfolio?

The largest reported portfolio weight for VIG was 0.45% in 2024 Q3.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2024 Q3, when RAYMOND JAMES & ASSOCIATES reported 3,698,942 shares, equal to 0.45% of portfolio, with an estimated market value of $732.6M.

What does the chart on this VIG ownership page compare?

The chart compares RAYMOND JAMES & ASSOCIATES's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RAYMOND JAMES & ASSOCIATES time their VIG position?

Based on 13F filing dates vs. subsequent VIG price moves, RAYMOND JAMES & ASSOCIATES correctly timed 39 out of 60 reported position changes (65%). The annualised alpha on VIG relative to SPY over the holding period was -1.3%.

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