Skip to content
Disclosery

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,307 managers (2,323 13F filers) reported a position in VIG shares at 2024-12-31, 204,754,534 shares in all. 98 filers opened a position and 63 filers sold out during the quarter.

Managers
2,307
13F filers
2,323
New
98
Added
904
Reduced
750
Sold out
63
Shares held by filers
204,754,534

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LYELL WEALTH MANAGEMENT, LP1,810$354K0.03%+6713F-HRTimeline
Faithward Advisors, LLC1,805$353K0.06%+18113F-HRTimeline
Benchmark Investment Advisors LLC1,795$351K0.23%+413F-HRTimeline
ASSET PLANNING CORPORATION1,788$350K0.22%-14413F-HRTimeline
COURIER CAPITAL LLC1,785$350K0.02%+24013F-HRTimeline
Holland Advisory Services, Inc.1,780$349K0.46%013F-HRTimeline
NFSG Corp1,777$348K0.09%new13F-HRTimeline
Carl P. Sherr & Co., LLC1,776$348K0.18%013F-HRTimeline
Indie Asset Partners, LLC1,768$346K0.27%-2413F-HRTimeline
NCM Capital Management, LLC1,761$345K0.16%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…1,758$344K0.17%+913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,752$343K0.06%+51613F-HRTimeline
Clayton Financial Group LLC1,751$343K0.12%-4313F-HRTimeline
NAVELLIER & ASSOCIATES INC1,750$343K0.04%+1513F-HRTimeline
B & T Capital Management DBA Alpha Capi…1,749$343K0.06%+4713F-HRTimeline
Fairman Group, LLC1,741$341K0.28%+1413F-HRTimeline
Williams & Novak Wealth Management, LLC1,734$340K0.33%013F-HRTimeline
Shorepoint Capital Partners LLC1,724$338K0.08%+2913F-HRTimeline
Lynx Investment Advisory1,719$337K0.23%+513F-HRTimeline
Trinity Financial Advisors LLC1,722$336K0.13%-40713F-HRTimeline
Outlook Wealth Advisors, LLC1,709$335K0.1%-4813F-HRTimeline
Private Wealth Group, LLC1,709$335K0.16%013F-HRTimeline
CHAPIN DAVIS, INC.1,681$333K0.11%013F-HRTimeline
Delta Investment Management, LLC1,698$332K0.06%+3113F-HRTimeline
LJI Wealth Management, LLC1,695$332K0.07%-1,04113F-HRTimeline
Paulson Wealth Management Inc.1,692$331K0.09%-2613F-HRTimeline
Summit Asset Management, LLC1,689$331K0.06%013F-HRTimeline
Mendota Financial Group, LLC1,678$329K0.21%-99513F-HRTimeline
Aspire Growth Partners LLC1,677$328K0.32%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,677$328K0.02%013F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC1,672$327K0.15%13F-HRTimeline
Mraz, Amerine & Associates, Inc.1,672$327K0.06%013F-HR/ATimeline
Blue Zone Wealth Advisors, LLC1,671$327K0.09%+18313F-HRTimeline
Sageworth Trust Co1,666$326K0.02%013F-HRTimeline
TruNorth Capital Management, LLC1,665$326K0.09%013F-HRTimeline
Aurora Private Wealth, Inc.1,666$326K0.24%-10213F-HRTimeline
Optivise Advisory Services LLC1,665$326K0.18%+10313F-HRTimeline
West Branch Capital LLC1,664$326K0.1%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC1,663$326K0.1%-3413F-HRTimeline
GatePass Capital, LLC1,655$324K0.35%13F-HRTimeline
Sather Financial Group Inc1,651$323K0.02%+49513F-HRTimeline
Stockman Wealth Management, Inc.1,648$323K0.05%+7413F-HRTimeline
Lineweaver Wealth Advisors, LLC1,637$321K0.06%+1113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,633$320K0.02%-18713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC1,632$320K0.01%+13813F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.1,624$318K0.22%-14113F-HRTimeline
Lakeside Advisors, INC.1,623$318K0.21%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,622$318K0.03%+913F-HRTimeline
Lake Hills Wealth Management, LLC1,622$318K0.22%013F-HRTimeline
Diversified Enterprises, LLC1,622$318K0.03%new13F-HRTimeline
My Personal CFO, LLC1,621$317K0.16%+113F-HRTimeline
Shum Financial Group, Inc.1,618$317K0.27%+3813F-HRTimeline
GAMMA Investing LLC1,617$317K0.03%013F-HRTimeline
Glassman Wealth Services1,616$316K0.05%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,603$314K<0.01%013F-HR/ATimelineGroup
Intergy Private Wealth, LLC1,603$314K0.12%013F-HRTimeline
SpringVest Wealth Management LLC1,600$313K0.27%13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.1,600$313K0.17%013F-HRTimeline
Fragasso Financial Advisors Inc1,599$313K0.02%+813F-HRTimeline
Cornerstone Wealth Group, LLC1,598$313K0.03%new13F-HRTimeline
Sensible Money, LLC1,596$313K0.14%013F-HRTimeline
Narus Financial Partners, LLC1,594$312K0.11%-6013F-HRTimeline
Weaver Capital Management LLC1,590$311K0.09%new13F-HRTimeline
Acropolis Investment Management, LLC1,586$311K0.02%+313F-HRTimeline
Whitener Capital Management, Inc.1,583$310K0.09%+15913F-HRTimeline
Manchester Capital Management LLC1,580$309K0.04%-2013F-HRTimeline
NIXON PEABODY TRUST CO1,575$308K0.03%new13F-HRTimeline
Horan Securities, Inc.1,575$308K0.12%+213F-HRTimeline
Truepoint, Inc.1,571$308K0.01%-24913F-HRTimeline
Wealth Management Associates, Inc.1,568$307K0.13%+113F-HRTimeline
Watchman Group, Inc.1,566$307K0.08%+4113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,566$307K0.16%-23913F-HRTimeline
LEIGH BALDWIN & CO., LLC1,565$306K0.26%13F-HR/ATimeline
Bouchey Financial Group, Ltd.1,564$306K0.03%-10013F-HRTimeline
Kilter Group LLC1,563$306K0.2%13F-HRTimeline
Legacy Capital Wealth Partners, LLC1,560$306K0.08%-1413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,558$305K0.04%-30713F-HRTimeline
High Falls Advisors, Inc1,555$305K0.07%013F-HRTimeline
SeaBridge Investment Advisors LLC1,554$304K0.06%new13F-HRTimeline
Tortoise Investment Management, LLC1,554$304K0.03%-21013F-HR/ATimeline
Aspiring Ventures, LLC1,528$304K0.19%13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,554$304K0.01%-40413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,543$302K0.03%-52913F-HRTimeline
Caitlin John, LLC1,541$302K0.2%+513F-HRTimeline
Waterfront Wealth Inc.1,540$302K0.07%-3513F-HRTimeline
Intrepid Financial Planning Group LLC1,540$302K0.13%013F-HRTimeline
Kings Path Partners LLC1,538$301K0.13%-10713F-HRTimeline
Regent Peak Wealth Advisors LLC1,531$300K0.07%+15613F-HR/ATimeline
Hamilton Capital, LLC1,522$298K0.02%-1413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,522$298K0.06%+313F-HRTimeline
Provident Wealth Management, LLC1,521$298K0.1%+1113F-HRTimeline
Ipswich Investment Management Co., Inc.1,521$298K0.07%013F-HRTimeline
WP Advisors, LLC1,520$298K0.1%+513F-HRTimeline
Bernardo Wealth Planning LLC1,540$297K0.07%+113F-HRTimeline
Asio Capital, LLC1,516$297K0.06%013F-HRTimeline
Community Financial Services Group, LLC1,507$295K0.06%-94713F-HRTimeline
MWA Asset Management1,506$295K0.2%-19013F-HRTimeline
New World Advisors LLC1,504$295K0.07%-4813F-HRTimeline
BBR PARTNERS, LLC1,501$294K0.02%013F-HRTimeline
Omega Financial Group, LLC1,501$294K0.11%+113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,500$294K0.02%013F-HRTimeline
Fort Point Capital Partners LLC1,500$294K0.03%-55513F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,500$294K0.15%13F-HRTimeline
ADIRONDACK TRUST CO1,500$294K0.11%+19813F-HRTimeline
Keebeck Wealth Management1,496$293K0.04%-3013F-HRTimeline
GGM Financial LLC1,488$291K0.31%+8813F-HRTimeline
CFO4Life Group, LLC1,482$290K0.05%+513F-HRTimeline
One Capital Management, LLC1,476$289K0.01%+22513F-HRTimeline
Towne Trust Company, N.A1,470$288K0.1%new13F-HRTimeline
BANTAMAC CAPITAL, LLC1,470$288K0.13%013F-HRTimeline
Hendershot Investments Inc.1,464$287K0.04%013F-HRTimeline
Sonoma Private Wealth LLC1,464$287K0.46%-613F-HRTimeline
Adero Partners, LLC1,456$285K0.02%+5413F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,458$285K0.11%13F-HRTimeline
SENTINEL TRUST CO LBA1,455$285K0.03%013F-HRTimeline
Clarity Capital Advisors, LLC1,455$285K0.19%+113F-HRTimeline
Texas Capital Bancshares Inc/TX1,453$285K0.11%013F-HRTimeline
Dash Acquisitions Inc.1,411$284K0.06%+8913F-HRTimeline
McHugh Group, LLC1,450$284K0.21%13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,449$284K0.13%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,446$283K0.06%013F-HRTimeline
Goelzer Investment Management, Inc.1,445$283K0.02%-5913F-HRTimeline
Crew Capital Management, Ltd1,444$283K0.23%new13F-HRTimeline
Suncoast Equity Management1,441$282K0.03%new13F-HRTimeline
Granite Harbor Advisors, Inc.1,432$280K0.16%+1213F-HRTimeline
LifeWealth Investments, LLC1,430$280K0.19%13F-HRTimeline
EPG Wealth Management LLC1,428$280K0.07%-67813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,426$279K0.1%new13F-HRTimeline
GHP Investment Advisors, Inc.1,425$279K0.01%-7413F-HRTimeline
Bruce G. Allen Investments, LLC1,425$279K0.23%+5313F-HRTimeline
Main Street Group, LTD1,419$278K0.1%+1213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,416$277K0.03%013F-HRTimeline
Gleason Group, Inc.1,416$277K0.05%+1313F-HRTimeline
PETRA FINANCIAL ADVISORS INC1,415$277K0.19%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,409$276K0.02%+30313F-HRTimeline
Checchi Capital Advisers, LLC1,407$276K0.02%013F-HRTimeline
Wrenne Financial Planning LLC1,405$275K0.16%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,403$275K0.12%+1213F-HRTimeline
Alternative Investment Advisors, LLC.1,402$275K0.14%+313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,400$274K0.16%new13F-HRTimeline
Enhancing Capital LLC1,400$274K0.22%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,395$273K0.02%-10013F-HRTimeline
West Coast Financial LLC1,391$272K0.03%-74413F-HRTimeline
Parcion Private Wealth LLC1,391$272K0.02%013F-HRTimeline
Comprehensive Money Management Services…1,390$272K0.22%13F-HRTimeline
SwitchPoint Financial Planning, LLC1,388$272K0.26%13F-HRTimeline
Uptown Financial Advisors LLC1,384$271K0.29%13F-HRTimeline
Smith & Howard Wealth Management, LLC1,382$271K0.08%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,375$269K0.02%013F-HRTimeline
Mission Creek Capital Partners, Inc.1,370$268K0.06%+5013F-HRTimeline
Compass Advisory Group LLC1,368$268K0.1%+15913F-HRTimeline
Baron Financial Group, LLC1,367$268K0.17%013F-HRTimeline
Signature Wealth Management Partners, L…1,365$267K0.18%+2913F-HRTimeline
5T Wealth, LLC1,356$266K0.15%13F-HRTimeline
Old Port Advisors1,350$264K0.08%-2513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC1,336$262K0.06%013F-HRTimeline
Kropog Financial Group, LLC1,336$262K0.24%13F-HRTimeline
Wayfinding Financial, LLC1,334$261K0.14%new13F-HRTimeline
Clearview Wealth Advisors LLC1,331$261K0.2%+2213F-HRTimeline
Tenon Financial LLC1,336$260K0.17%new13F-HRTimeline
New Republic Capital, LLC1,329$260K0.17%+28613F-HRTimeline
Triangle Securities Wealth Management1,328$260K0.07%-1,21813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dominguez Wealth Management Solutions, …1,326$260K0.19%+413F-HRTimeline
Bay Harbor Wealth Management, LLC1,323$259K0.08%-22913F-HRTimeline
WOLFF WIESE MAGANA LLC1,322$259K0.17%+613F-HRTimeline
Caerus Investment Advisors, LLC1,320$258K0.24%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,318$258K0.24%13F-HRTimeline
Windsor Capital Management, LLC1,316$258K0.08%-1813F-HRTimeline
Lodestone Wealth Management LLC1,315$258K0.13%-10913F-HRTimeline
Iowa State Bank1,315$258K0.05%013F-HRTimeline
Reyes Financial Architecture, Inc.1,312$257K0.2%13F-HRTimeline
Olistico Wealth, LLC1,307$256K0.15%+213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,305$256K0.04%+613F-HRTimelineGroup
Baker Avenue Asset Management, LP1,304$255K0.01%013F-HRTimeline
Financial Synergies Wealth Advisors, In…1,302$255K0.03%-15513F-HRTimeline
Corus Family Wealth Advisors1,301$255K0.17%013F-HRTimeline
True Link Financial Advisors, LLC1,299$254K0.02%+23413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH1,293$253K0.07%013F-HRTimeline
Prasad Wealth Partners, LLC1,290$253K0.08%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,285$252K0.03%013F-HRTimeline
Mirador Capital Partners LP1,284$251K0.05%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,284$251K0.11%+16913F-HRTimeline
Empirical Asset Management, LLC6,508$251K0.08%013F-HRTimeline
Procyon Advisors, LLC1,282$251K0.02%new13F-HRTimeline
Weitzel Financial Services, Inc.1,267$250K0.12%-4713F-HRTimeline
PKS Advisory Services, LLC1,259$247K0.06%13F-HRTimeline
First Financial Bankshares Inc1,254$246K0.01%-2613F-HRTimeline
Oldfather Financial Services, LLC1,252$245K0.09%-14813F-HRTimeline
Colonial River Investments, LLC1,251$245K0.12%-6013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,250$245K0.05%-2513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,250$245K0.19%013F-HRTimeline
Altus Wealth Management, LLC1,248$244K0.11%013F-HRTimeline
AllSquare Wealth Management LLC1,239$243K0.14%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC1,238$243K0.14%+513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,237$242K0.01%013F-HRTimeline
Rinkey Investments1,230$241K0.08%-50013F-HRTimeline
Abound Wealth Management1,226$240K0.08%013F-HRTimeline
Matrix Trust Co1,227$240K0.04%+9013F-HRTimeline
Zullo Investment Group, Inc.1,225$240K0.1%013F-HRTimeline
FARMERS TRUST CO1,224$240K0.04%013F-HRTimeline