Skip to content

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,514 managers (2,537 13F filers) reported a position in VIG shares at 2026-03-31, 214,591,858 shares in all. 104 filers opened a position and 98 filers sold out during the quarter.

Managers
2,514
13F filers
2,537
New
104
Added
988
Reduced
942
Sold out
98
Shares held by filers
214,591,858

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Castle Rock Wealth Management, LLC2,080$449K0.1%-2913F-HRTimeline
Triad Wealth Partners, LLC2,087$449K0.04%-17913F-HRTimeline
Hibernia Wealth Partners, LLC2,086$449K0.13%013F-HRTimeline
DAVIDSON TRUST CO2,072$446K0.19%013F-HRTimeline
Gilman Hill Asset Management, LLC2,070$445K0.07%013F-HRTimeline
Clarity Capital Advisors, LLC2,068$445K0.21%013F-HRTimeline
Trust Co2,068$445K0.04%+413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,066$444K0.06%-13013F-HRTimeline
Palumbo Wealth Management LLC2,064$444K0.11%+413F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,988$444K0.09%-28413F-HRTimeline
Caerus Investment Advisors, LLC2,063$444K0.19%-58613F-HRTimeline
Schneider Downs Wealth Management Advis…2,061$443K0.05%013F-HRTimeline
Shepherd Financial Partners LLC2,057$442K0.04%+113F-HRTimeline
First Bank & Trust2,056$442K0.07%-913F-HRTimeline
Chaney Capital Management, Inc.2,055$442K0.16%013F-HRTimeline
NCM Capital Management, LLC2,053$442K0.16%013F-HRTimeline
DOLIVER ADVISORS, LP2,050$441K0.1%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,050$441K0.15%-613F-HRTimeline
Abacus Planning Group, Inc.2,047$440K0.06%+513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,043$439K0.03%+613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,039$438K0.03%+1413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC2,034$437K0.2%-513F-HRTimeline
NESTEGG ADVISORS, INC.2,032$437K0.38%-513F-HRTimeline
Chemistry Wealth Management LLC2,031$437K0.08%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,908$437K0.16%-1713F-HRTimeline
Tempo Wealth, LLC2,004$431K0.08%+15813F-HRTimeline
Pacific Center for Financial Services2,002$430K0.11%-28113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,001$430K0.01%013F-HRTimeline
Finer Wealth Management, Inc.2,000$430K0.22%013F-HRTimeline
Carroll Advisory Group, LLC1,999$430K0.17%+13913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,997$429K0.13%-11013F-HRTimeline
Millington Financial Advisors, LLC1,900$429K0.18%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,987$427K0.08%-5813F-HRTimeline
Commonwealth Retirement Investments LLC1,985$427K0.13%+25413F-HRTimeline
Manske Wealth Management1,980$426K0.12%-25013F-HRTimeline
Old Peak Finance LLC1,975$425K0.25%013F-HRTimeline
Prasad Wealth Partners, LLC1,973$424K0.12%+15413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,964$422K0.05%+813F-HR/ATimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,957$421K0.09%013F-HRTimeline
First Western Trust Bank1,954$420K0.02%-20813F-HRTimeline
Santori & Peters, Inc.1,950$419K0.13%+213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC1,947$419K0.08%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC1,946$419K0.27%+2613F-HRTimeline
Aurora Private Wealth, Inc.1,925$418K0.3%-14013F-HRTimeline
Outlook Wealth Advisors, LLC1,942$418K0.1%013F-HRTimeline
Jupiter Wealth Management LLC1,821$416K0.16%013F-HRTimeline
Strategent Financial, LLC1,935$416K0.28%013F-HRTimeline
Acropolis Investment Management, LLC1,934$416K0.02%-1513F-HRTimeline
Shelter Rock Management, LLC1,932$416K0.44%+113F-HRTimeline
Sterling Investment Counsel, LLC1,932$415K0.12%013F-HRTimeline
GLR Partners, LLC1,931$415K0.23%13F-HRTimeline
tru Independence LLC1,928$415K0.21%-39513F-HRTimeline
Howard Capital Management Group, LLC1,926$414K0.03%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,925$414K0.18%+9713F-HRTimeline
Northwest Financial Advisors1,924$414K0.8%-1,08013F-HRTimeline
Symmetry Partners, LLC1,924$414K0.02%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,924$414K0.09%013F-HRTimeline
CURA WEALTH ADVISORS, LLC1,922$413K0.19%013F-HRTimeline
Sather Financial Group Inc1,922$413K0.03%+27113F-HRTimeline
Faithward Advisors, LLC1,922$413K0.06%-1313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,920$413K0.05%+32913F-HRTimeline
Smart Money Group LLC1,915$412K0.12%-5313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,912$411K0.22%013F-HRTimeline
Gallagher Capital Advisors, LLC2,569$411K0.28%+90813F-HRTimeline
Gen-Wealth Partners Inc1,910$411K0.13%-50313F-HRTimeline
Madrona Financial Services, LLC1,907$410K0.09%013F-HRTimeline
Disciplined Investments, LLC1,907$410K0.15%-2813F-HRTimeline
BostonPremier Wealth LLC1,906$410K0.21%013F-HRTimeline
FourThought Financial Partners, LLC1,896$408K0.04%013F-HRTimeline
LMG Wealth Partners, LLC1,893$407K0.07%-45013F-HRTimeline
Meramec Financial Planners, LLC1,788$406K0.16%-3713F-HRTimeline
Portland Financial Advisors Inc1,885$405K0.84%013F-HRTimeline
Millstone Evans Group, LLC1,883$405K0.24%013F-HRTimeline
Washington Trust Bank1,880$404K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INVESTORS ASSET MANAGEMENT OF GEORGIA I…1,878$404K0.17%+413F-HRTimeline
Manchester Capital Management LLC1,870$402K0.06%-1613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,864$401K0.27%-12013F-HRTimeline
SAGE FINANCIAL GROUP INC1,862$400K0.03%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,855$399K0.08%-7613F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC1,854$399K0.08%-20713F-HRTimeline
Vines Capital Management, LLC1,848$397K0.39%-13413F-HRTimeline
WILSEY ASSET MANAGEMENT INC1,846$397K0.06%013F-HRTimeline
WHITE PINE CAPITAL LLC1,840$396K0.11%013F-HR/ATimeline
Curtis Advisory Group, LLC1,840$396K0.09%-1313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,840$396K0.11%013F-HRTimeline
BLUELINE ADVISORS LLC1,838$395K0.31%-91513F-HRTimeline
Elite Financial, Inc.1,839$395K0.18%+413F-HRTimeline
Hamilton Capital, LLC1,827$393K0.02%+1713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,825$392K0.06%013F-HRTimeline
Ariadne Wealth Management, LP1,822$392K0.18%013F-HRTimeline
Veridan Wealth LLC1,821$392K0.15%+4113F-HRTimeline
Private Wealth Asset Management, LLC1,819$391K0.04%-12113F-HRTimeline
Cassady Wealth & Retirement Planning, L…1,707$390K0.2%013F-HRTimeline
Ellsworth Advisors, LLC1,815$390K0.07%+713F-HRTimeline
Whitener Capital Management, Inc.1,813$390K0.09%+4613F-HRTimeline
Seelaus Asset Management LLC1,812$390K0.28%+22613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,810$389K0.03%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,808$389K0.07%+45013F-HRTimeline
Intrua Financial, LLC1,807$389K0.04%-92613F-HRTimeline
Selective Wealth Management, Inc.1,721$388K0.12%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,804$388K0.03%+413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,804$388K0.11%-4713F-HRTimeline
Harbor Asset Planning, Inc.1,793$386K0.32%+513F-HRTimeline
NAVELLIER & ASSOCIATES INC1,780$383K0.04%013F-HRTimeline
Holland Advisory Services, Inc.1,780$383K0.51%013F-HRTimeline
Narus Financial Partners, LLC1,774$382K0.1%-6113F-HRTimeline
Level Wealth Management LLC1,774$381K0.18%013F-HRTimeline
Barnett & Company, Inc.1,771$381K0.3%013F-HRTimeline
Smith & Howard Wealth Management, LLC1,770$381K0.08%+34413F-HRTimeline
Interchange Capital Partners, LLC1,963$381K0.12%-14013F-HRTimeline
Astoria Portfolio Advisors LLC.1,681$380K0.08%-13013F-HRTimeline
Western Reserve Capital Management, LLC1,763$379K0.31%-1713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC1,761$379K0.08%+45713F-HRTimeline
Carl P. Sherr & Co., LLC1,760$379K0.18%013F-HRTimeline
Syntegra Private Wealth Group, LLC1,758$378K0.04%013F-HRTimeline
Teamwork Financial Advisors, LLC1,758$378K0.04%-4413F-HRTimeline
Shulman DeMeo Asset Management LLC1,758$378K0.08%-313F-HRTimeline
XY Planning Network, Inc.1,751$378K0.06%+36013F-HRTimeline
Waterfront Wealth Inc.1,756$378K0.07%-20913F-HRTimeline
Shum Financial Group, Inc.1,753$377K0.27%+813F-HRTimeline
Cairn Investment Group, Inc.1,752$377K0.19%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,753$376K0.12%-713F-HRTimeline
Victrix Investment Advisors1,748$376K0.14%+213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,748$376K0.2%new13F-HRTimeline
Bedell Frazier Investment Counselling, …1,747$376K0.08%-24013F-HRTimeline
Goldstone Financial Group, LLC1,746$376K0.04%+113F-HRTimeline
Trinity Financial Advisors LLC1,746$375K0.11%+513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,745$375K0.02%-4613F-HRTimeline
Fairman Group, LLC1,743$375K0.32%-2713F-HRTimeline
Serenus Wealth Advisors, LLC1,743$375K0.07%new13F-HRTimeline
BDFS Capital LLC1,738$374K0.18%013F-HRTimeline
Downshift Financial, LLC1,654$373K0.19%+29413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,734$373K0.04%013F-HRTimeline
Strait & Sound Wealth Management LLC1,732$373K0.14%013F-HRTimeline
Kropog Financial Group, LLC1,728$372K0.3%-12013F-HRTimeline
Eaton-Cambridge Inc.1,720$370K0.12%+3713F-HRTimeline
Summit Asset Management, LLC1,718$369K0.05%013F-HRTimeline
SPINNAKER TRUST1,712$368K0.02%-14113F-HRTimeline
Westfuller Advisors, LLC1,706$367K0.16%-14813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,706$367K0.04%+23213F-HRTimeline
RCW Management, LLC1,703$366K0.38%013F-HRTimeline
LJI Wealth Management, LLC1,696$365K0.06%+113F-HRTimeline
Lakeshore Financial Planning, Inc.1,695$365K0.13%+45113F-HRTimeline
Sonoma Allocations LLC1,681$364K0.13%-1513F-HRTimeline
Stockman Wealth Management, Inc.1,690$363K0.04%-3913F-HRTimeline
Quantum Financial Advisors, LLC1,685$362K0.04%-5213F-HRTimeline
CFO4Life Group, LLC1,675$360K0.05%+3513F-HRTimeline
Checchi Capital Advisers, LLC1,671$359K0.02%013F-HRTimeline
Caitlin John, LLC1,670$359K0.22%+10613F-HRTimeline
WINCAP FINANCIAL LLC1,666$358K0.24%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC1,666$358K0.17%+113F-HRTimeline
West Branch Capital LLC1,664$358K0.1%013F-HRTimeline
RHS Financial, LLC1,662$357K0.17%013F-HRTimeline
Regent Peak Wealth Advisors LLC1,657$356K0.07%+413F-HRTimeline
Ironwood Financial, llc1,656$356K0.06%+5013F-HRTimeline
Murphy Pohlad Asset Management LLC1,653$355K0.13%+5513F-HRTimeline
Index Fund Advisors, Inc.1,648$354K0.02%-32013F-HRTimeline
New Republic Capital, LLC1,642$353K0.12%+113F-HRTimeline
Lineweaver Wealth Advisors, LLC1,640$353K0.05%013F-HRTimeline
CrossGen Wealth, LLC1,636$352K0.31%+35713F-HRTimeline
J.Safra Asset Management Corp1,634$351K0.02%+613F-HRTimeline
Grandview Asset Management LLC1,631$351K0.1%-13113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,630$351K0.13%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,626$350K0.01%new13F-HRTimeline
GatePass Capital, LLC1,625$349K0.17%013F-HRTimeline
Causey Wealth LLC1,624$349K0.15%new13F-HRTimeline
Greenline Partners, LLC1,624$349K0.04%013F-HRTimeline
WJ Financial Advisors LLC1,623$349K0.28%+32013F-HRTimeline
Flagship Private Wealth, LLC1,622$349K0.14%-40813F-HRTimeline
Clarion Wealth Managment Partners, LLC1,621$349K0.32%-4613F-HRTimeline
Asio Capital, LLC1,616$348K0.05%013F-HRTimeline
Sensible Money, LLC1,614$347K0.11%-5413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,613$347K0.02%-25013F-HRTimelineGroup
Wealth Science Advisors LLC1,578$347K0.2%013F-HRTimeline
Weaver Capital Management LLC1,609$346K0.08%013F-HRTimeline
SpringVest Wealth Management LLC1,608$346K0.24%+1513F-HRTimeline
ARS Investment Partners, LLC1,604$345K0.02%-17613F-HRTimeline
LANDAAS & CO /WI /ADV1,598$344K0.08%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,596$343K0.03%+48513F-HRTimeline
Williams & Novak Wealth Management, LLC1,584$342K0.26%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,588$342K0.26%-79413F-HRTimeline
Lodestone Wealth Management LLC1,587$341K0.14%+413F-HR/ATimeline
OAKWORTH CAPITAL, INC.1,587$341K0.02%013F-HRTimeline
Weitzel Financial Services, Inc.1,579$341K0.13%+713F-HRTimeline
My Personal CFO, LLC1,584$341K0.15%-2313F-HRTimeline
Procyon Advisors, LLC1,584$341K0.02%+2513F-HRTimeline
Compass Advisory Group LLC1,582$340K0.09%+19013F-HRTimeline
Bouchey Financial Group, Ltd.1,519$339K0.02%013F-HRTimeline
MEANS INVESTMENT CO., INC.1,572$338K0.03%-2513F-HRTimeline
Wealth Management Associates, Inc.1,569$337K0.12%013F-HRTimeline
TruNorth Capital Management, LLC1,567$337K0.06%013F-HRTimeline
Fort Point Capital Partners LLC1,565$337K0.04%013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,564$336K0.07%-49613F-HRTimeline
Plancorp, LLC1,518$336K0.01%013F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC1,563$336K0.2%+4413F-HRTimeline
Beaumont Financial Advisors, LLC1,561$336K0.02%-94513F-HRTimeline
Stillwater Wealth Management Group1,557$335K0.21%+28413F-HRTimeline
Oxinas Partners, LLC1,554$334K0.15%+38313F-HRTimeline
FARMERS TRUST CO1,550$333K0.05%013F-HRTimeline
Commonwealth Financial Services, LLC1,550$333K0.05%+10013F-HRTimeline