Skip to content

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,579 managers (2,604 13F filers) reported a position in VIG shares at 2026-06-30, 218,554,177 shares in all. 135 filers opened a position and 69 filers sold out during the quarter.

Managers
2,579
13F filers
2,604
New
135
Added
1,051
Reduced
947
Sold out
69
Shares held by filers
218,554,177

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Bucket List Wealth Management, LLC1,129$267K0.13%+113F-HRTimeline
ORBA Wealth Advisors, L.L.C.1,128$267K0.23%new13F-HRTimeline
Bernicke Wealth Management, Ltd.1,125$266K0.03%+15713F-HRTimeline
ETF Store, Inc.1,125$266K0.22%+313F-HRTimeline
KFA Private Wealth Group, LLC1,124$266K0.06%-1,53613F-HRTimeline
REAP Financial Group, LLC1,111$263K0.04%-9613F-HRTimeline
Keebeck Wealth Management1,105$261K0.03%013F-HRTimeline
NFSG Corp1,103$261K0.03%-4013F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,097$260K0.04%013F-HRTimeline
Mraz, Amerine & Associates, Inc.1,096$259K0.04%-3513F-HRTimeline
FIRST AMERICAN TRUST, FSB1,090$258K0.02%+113F-HRTimeline
AMARILLO NATIONAL BANK1,090$258K0.04%-41513F-HRTimeline
Headlands Technologies LLC1,090$258K0.03%-18213F-HRTimeline
Cross Staff Investments Inc1,089$258K0.15%+9213F-HRTimeline
Pioneer Wealth Management Group1,089$258K0.06%-30013F-HRTimeline
CITY HOLDING CO1,088$257K0.03%-16513F-HRTimeline
Optimus Capital Advisors, LLC1,081$256K0.14%-113F-HRTimeline
Triangle Securities Wealth Management1,080$256K0.05%-6113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
W.H. Cornerstone Investments Inc.1,077$255K0.14%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,076$255K0.03%+213F-HRTimelineGroup
Piedmont Capital Management, LLC/NC1,070$253K0.15%013F-HRTimeline
Hidden Cove Wealth Management, LLC1,068$253K0.14%+7413F-HRTimeline
AA Financial Advisors, LLC1,067$252K0.03%013F-HRTimeline
Fortis Capital Management LLC1,067$252K0.03%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,066$252K0.06%new13F-HRTimeline
55 North Private Wealth, LLC1,066$252K0.05%+213F-HRTimeline
CHILTON INVESTMENT CO INC.1,065$252K0.01%013F-HRTimeline
Napier Financial, LLC1,063$252K0.05%013F-HRTimeline
WPWealth LLP1,062$251K0.04%+3313F-HRTimeline
Red Door Wealth Management, LLC1,061$251K0.02%-1013F-HRTimeline
McGinn Penninger Investment Management,…1,062$251K0.15%-9213F-HRTimeline
Omega Financial Group, LLC1,060$251K0.08%-28913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,059$250K0.01%013F-HRTimelineGroup
Aspiring Ventures, LLC1,057$250K0.07%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,056$250K0.01%013F-HRTimeline
RESOLUTE CAPITAL, LLC1,055$250K0.09%+413F-HRTimeline
Ethic Inc.1,055$250K<0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC1,054$249K0.01%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,052$249K0.01%013F-HR/ATimeline
Vigil Wealth Management, LLC1,052$249K0.18%013F-HRTimeline
Campbell Deegan Wealth Management, LLC1,052$249K0.18%-6513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,047$248K0.06%-13113F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.1,046$248K0.05%013F-HRTimeline
Hibernia Wealth Partners, LLC1,044$247K0.13%-1,04213F-HRTimeline
ArchPoint Investors1,043$247K0.05%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,042$247K<0.01%013F-HRTimeline
ELCO Management Co., LLC1,040$246K0.11%013F-HRTimeline
FINANCIAL DISCOVERY GROUP INC1,040$246K0.52%new13F-HRTimeline
Balentine LLC1,039$246K0.01%-14413F-HRTimeline
WealthTrust Axiom LLC1,039$246K0.05%-4713F-HRTimeline
Crescent Sterling, Ltd.1,035$245K0.22%new13F-HRTimeline
Heritage Investment Group, Inc.1,033$244K0.03%013F-HRTimeline
Core Wealth Partners LLC1,033$244K0.1%013F-HRTimeline
Long Island Wealth Management, Inc.1,032$244K0.1%-1,30813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,030$244K<0.01%+61213F-HRTimeline
Rockline Wealth Management, LLC1,029$243K0.05%+913F-HRTimeline
SpringVest Wealth Management LLC1,028$243K0.15%-58013F-HRTimeline
Arjuna Capital1,028$243K0.05%013F-HRTimeline
CHAPIN DAVIS, INC.1,028$243K0.04%-47713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,028$243K0.09%+113F-HRTimeline
Kingsman Wealth Management, Inc.1,026$243K0.11%+413F-HRTimeline
Clarendon Private LLC1,025$242K0.16%+213F-HRTimeline
Coastline Trust Co1,022$242K0.02%+53313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fiduciary Wealth Partners, LLC1,021$242K0.13%013F-HRTimeline
First County Bank /CT/1,020$241K0.11%+2013F-HRTimeline
Redwood Financial Network Corp1,017$241K0.13%+713F-HRTimeline
Concentrum Wealth Management1,016$240K0.06%013F-HRTimeline
Sound Financial Strategies Group, LLC1,014$240K0.15%013F-HRTimeline
Colonial River Investments, LLC1,012$239K0.07%-10413F-HRTimeline
Ullmann Wealth Partners Group, LLC1,010$239K0.02%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.1,010$239K0.08%-5713F-HRTimeline
Osprey Private Wealth LLC1,005$238K0.06%+2013F-HRTimeline
Advance Capital Management, Inc.1,004$238K0.01%+6213F-HRTimeline
AVALON CAPITAL MANAGEMENT1,002$237K0.06%013F-HRTimeline
Legacy Wealth Partners, LLC1,002$237K0.05%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,000$237K0.03%013F-HRTimelineGroup
LEE DANNER & BASS INC1,001$237K0.01%+613F-HRTimeline
FIRST FINANCIAL CORP /IN/1,000$237K0.08%013F-HRTimeline
LMCG INVESTMENTS, LLC1,000$237K0.01%013F-HRTimeline
Solano Wealth Investment Advisors LLC1,000$237K0.11%013F-HRTimeline
Ares Financial Consulting, LLC1,000$237K0.17%+513F-HRTimeline
1832 Asset Management L.P.999$236K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC998$236K0.02%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP997$236K0.08%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT995$235K0.01%013F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC994$235K0.08%+113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC992$235K0.1%new13F-HRTimeline
Falcon Wealth Planning992$235K0.01%new13F-HRTimeline
CAPITAL MANAGEMENT CORP /VA990$234K0.04%013F-HRTimeline
Cloud Capital Management, LLC990$234K0.09%-2413F-HRTimeline
Northstar Financial Companies, Inc.989$234K0.16%013F-HRTimeline
Retirement Planning Co of New England, …988$234K0.08%-2413F-HRTimeline
Karras Company, Inc.987$233K0.21%-2513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC985$233K0.08%+113F-HRTimeline
Navigation Group, LLC985$233K0.05%013F-HRTimeline
Valley Brook Capital Group, Inc.983$233K0.13%+213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.977$231K0.02%013F-HRTimelineGroup
Trust Co of the South975$231K0.03%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.972$230K0.05%013F-HRTimeline
Clearwater Capital Advisors, LLC971$230K0.02%-5013F-HRTimeline
INVESTMENT HOUSE LLC971$230K0.01%013F-HR/ATimeline
GOLDEN ROAD ADVISORS LLC970$230K0.11%new13F-HRTimeline
Morangie Management LLC969$229K0.19%-113F-HRTimeline
Altiora Financial Group, LLC965$228K0.04%013F-HRTimeline
FINANCIAL CONSULATE, INC964$228K0.03%+313F-HRTimeline
CapWealth Advisors, LLC963$228K0.02%013F-HRTimeline
Vestment Financial LLC954$228K0.1%013F-HRTimeline
Nalls Sherbakoff Group, LLC962$228K0.16%013F-HRTimeline
Westhampton Capital, LLC954$226K0.09%+513F-HRTimeline
Evolution Wealth Advisors, LLC954$226K0.03%-1013F-HRTimeline
Northstar Advisory Group, LLC954$226K0.07%new13F-HRTimeline
Intergy Private Wealth, LLC954$226K0.05%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest954$226K0.12%013F-HRTimeline
Chesley Taft & Associates LLC953$225K0.01%013F-HRTimeline
Prostatis Group LLC953$225K0.05%new13F-HRTimeline
Windsor Advisory Group, LLC951$225K0.16%013F-HRTimeline
Geometric Wealth Advisors951$225K0.02%new13F-HRTimeline
Heritage Wealth Management, Inc./Texas950$225K0.09%013F-HRTimeline
Walleye Partners, LLC950$225K0.26%-14513F-HRTimeline
SeaBridge Investment Advisors LLC949$225K0.03%013F-HRTimeline
Headland Capital, LLC948$224K0.06%new13F-HRTimeline
Copia Wealth Management947$224K0.13%-1213F-HRTimeline
Optivise Advisory Services LLC934$221K0.11%-213F-HRTimeline
Salomon & Ludwin, LLC934$221K0.02%-4713F-HRTimeline
Kilter Group LLC931$220K0.08%013F-HRTimeline
WEALTHGARDEN F.S. LLC931$220K0.12%new13F-HRTimeline
Allen Capital Group, LLC930$220K0.02%new13F-HRTimeline
Grand Central Investment Group930$220K0.18%-18813F-HRTimeline
Nabity-Jensen Investment Management Inc927$219K0.13%new13F-HRTimeline
MWA Asset Management926$219K0.1%new13F-HRTimeline
Columbia Bank925$219K0.05%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC924$219K0.01%-513F-HRTimeline
Daviman Financial, LLC924$219K0.12%new13F-HRTimeline
Harbor Group, Inc.921$218K0.03%new13F-HRTimeline
APS Management Group, Inc.920$218K0.17%new13F-HRTimeline
IMA Advisory Services, Inc.916$217K0.01%new13F-HRTimeline
Athena Investment Management915$217K0.13%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC913$216K0.02%+22513F-HRTimeline
SOA Wealth Advisors, LLC.913$216K0.04%013F-HRTimeline
WEALTH ALLIANCE, LLC911$215K0.02%new13F-HRTimeline
Dynasty Wealth Management, LLC910$215K<0.01%new13F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.910$215K0.11%new13F-HRTimeline
Comprehensive Money Management Services…910$215K0.14%new13F-HRTimeline
Alternative Investment Advisors, LLC.909$215K0.08%new13F-HRTimeline
Hexagon Capital Partners LLC908$215K0.03%new13F-HRTimeline
EVERPAR ADVISORS LLC907$215K0.06%new13F-HRTimeline
Cynosure Group, LLC905$214K0.03%-54713F-HRTimeline
NTV Asset Management LLC900$213K0.02%new13F-HRTimeline
AVISO WEALTH MANAGEMENT900$213K0.07%new13F-HRTimeline
TFC Financial Management, Inc.899$213K0.02%+313F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC898$212K0.16%new13F-HRTimeline
Dynamic Wealth Strategies, LLC897$212K0.11%013F-HRTimeline
IF Advisors, LLC897$212K0.14%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…894$212K0.01%+6113F-HRTimelineGroup
Truvestments Capital LLC1,055$210K0.03%+54013F-HRTimeline
Warren Street Wealth Advisors, LLC888$210K0.05%new13F-HRTimeline
Hudock, Inc.885$209K0.03%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC885$209K0.01%new13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV883$209K0.04%new13F-HRTimeline
BRIGHTON SECURITIES CORP.880$208K0.09%-9213F-HRTimeline
Crusonia Wealth Advisors LLC880$208K0.03%new13F-HRTimeline
MORTON COMMUNITY BANK879$208K0.04%new13F-HRTimeline
Carmel Capital Partners, LLC878$208K0.07%new13F-HRTimeline
Prism Planning Partners LLC878$208K0.22%new13F-HRTimeline
Spartan Wealth Advisory Services LLC877$208K0.02%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.874$207K0.02%new13F-HRTimeline
4J Wealth Management LLC872$206K0.1%new13F-HRTimeline
VANCE WEALTH, LLC871$206K0.05%new13F-HRTimeline
MCDONALD PARTNERS LLC869$206K0.05%new13F-HRTimeline
FSA Advisors, Inc.867$205K0.09%new13F-HR/ATimeline
Drake & Associates, LLC866$205K0.03%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/865$205K0.13%new13F-HRTimeline
WealthPLAN Partners, LLC865$205K0.04%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…861$204K0.02%-44113F-HRTimeline
Opal Wealth Advisors, LLC861$204K0.04%+50013F-HRTimeline
Hippocratic Financial Advisors, LLC861$204K0.08%new13F-HRTimeline
Gilbert Capital Group, Inc.860$203K0.14%-7413F-HRTimeline
Rinkey Investments859$203K0.05%new13F-HRTimeline
Carolina Wealth Management Inc858$203K0.09%13F-HRTimeline
Winch Advisory Services, LLC857$203K0.04%+213F-HRTimeline
IPG Investment Advisors LLC857$203K0.03%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA857$203K<0.01%new13F-HRTimelineGroup
ENTRUST FINANCIAL LLC855$202K0.13%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC854$202K0.06%new13F-HRTimeline
Legacy Financial Group LLC852$202K0.02%new13F-HRTimeline
Ankerstar Wealth, LLC851$202K0.17%-513F-HRTimeline
Dodds Wealth, LLC851$201K0.05%new13F-HRTimeline
First Financial Bankshares Inc850$201K<0.01%new13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…850$201K0.03%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC849$201K0.07%new13F-HRTimeline
Parkside Financial Bank & Trust849$201K0.01%013F-HRTimeline
Foster Group, Inc.847$200K0.01%new13F-HRTimeline
SP Asset Management LLC846$200K0.02%new13F-HRTimeline
Parcion Private Wealth LLC846$200K0.01%new13F-HRTimeline
MASECO LLP840$199K0.01%+16413F-HRTimeline
Tidemark, LLC816$193K0.04%+49013F-HRTimeline
GeoWealth Management, LLC816$193K0.01%+11213F-HRTimeline
WELLINGTON-ALTUS USA INC.885$190K0.14%+44413F-HRTimeline
Dorato Capital Management789$188K0.13%013F-HRTimeline
Winthrop Capital Management, LLC784$186K0.04%013F-HRTimeline