Skip to content
Disclosery

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
Snowden Capital Advisors LLC110,601$26.2M0.62%+8,17313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp110,414$26.1M1.09%-1,12113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC109,958$26M0.33%-4,79513F-HRTimeline
IFP Advisors, Inc109,943$26M0.47%+5,19913F-HRTimeline
Western Wealth Management, LLC109,776$26M0.85%+1,71413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding109,339$25.9M-2,957Timeline
Markowski Investments107,534$25.4M5.6%13F-HRTimeline
Arax Advisory Partners106,915$25.3M0.17%+50,93713F-HRTimeline
BURNS J W & CO INC/NY106,884$25.3M2.64%+1,50613F-HRTimeline
SimpliFi, Inc.106,855$25.3M9.99%+1,00713F-HRTimeline
Global Wealth Strategies & Associates106,556$25.2M4.78%+10,42813F-HRTimeline
Clarity Wealth Advisors, LLC105,705$25M4.41%+1,57313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…105,682$25M0.28%-5,46813F-HRTimelineGroup
IFG Advisory, LLC104,996$24.8M0.87%new13F-HRTimeline
Wealthspire Advisors, LLC104,486$24.7M0.14%+44,27713F-HRTimeline
Family CFO Inc104,202$24.7M9.49%-6613F-HRTimeline
Wharton Business Group, LLC104,183$24.7M0.82%-9,79013F-HRTimeline
JT Stratford LLC102,873$24.3M2.67%+2,55113F-HRTimeline
Flywheel Private Wealth LLC102,806$24.3M11.99%+2,11913F-HRTimeline
NewEdge Wealth, LLC101,715$24.1M0.24%-3,66013F-HRTimeline
ROMANO BROTHERS AND COMPANY101,024$23.9M2.4%+52813F-HRTimeline
Juno Financial Group LLC100,746$23.8M8.45%+3,58313F-HRTimeline
SBI Securities Co., Ltd.100,660$23.8M0.54%-61513F-HRTimeline
LM Advisors LLC100,570$23.8M2.75%+78,82713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding99,880$23.6M+46,531Timeline
J.W. COLE ADVISORS, INC.99,741$23.6M0.41%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC99,618$23.6M0.08%+13513F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC98,637$23.3M4.6%-97113F-HRTimeline
Tradition Wealth Management, LLC98,217$23.2M1.42%+1,47213F-HRTimeline
Fusion Capital, LLC97,999$23.2M5.39%-2,42213F-HRTimeline
Gladstone Institutional Advisory LLC97,990$23.2M0.73%+3,72713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.97,629$23.1M7.17%-2,32113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC97,311$23M0.93%+1,85013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp97,120$23M0.55%-24813F-HRTimelineGroup
SCS Capital Management LLC96,591$22.9M0.22%-2,61513F-HRTimeline
AMARA FINANCIAL, LLC.96,523$22.8M13.67%+1,39113F-HRTimeline
Wheelhouse Advisory Group LLC96,222$22.8M6.43%+3,42713F-HRTimeline
Family Manage LLC94,506$22.4M2.35%+1,40113F-HRTimeline
Accretive Wealth Partners, LLC94,443$22.3M5.43%+18,00013F-HRTimeline
HBK Sorce Advisory LLC90,563$22.1M0.43%+3,98013F-HRTimeline
Retirement Planning Group, LLC92,401$21.9M0.56%-5,46013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC92,269$21.8M0.47%-5,47313F-HRTimelineGroup
FAS Wealth Partners, Inc.91,173$21.6M1.12%+94613F-HRTimeline
Gerald Baker Financial Group LLC90,854$21.5M6.12%+59813F-HRTimeline
JNBA Financial Advisors90,466$21.4M1.62%-2,12313F-HRTimeline
Whitegate Investment Counselors, Inc.90,225$21.3M6.08%+2,76313F-HRTimeline
FORBES J M & CO LLP89,951$21.3M1.67%-47313F-HRTimeline
Hapanowicz & Associates Financial Servi…89,640$21.2M6.6%+96913F-HRTimeline
Integrated Advisors Network LLC89,423$21.2M0.97%+26,59113F-HRTimeline
Diana Davis Spencer Foundation88,754$21M38.03%+44,02413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC88,411$20.9M0.8%+96213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…87,802$20.8M0.25%+2,07013F-HRTimelineGroup
Snider Financial Group87,738$20.8M5.28%-4,18613F-HRTimeline
SMITH, MOORE & CO.86,920$20.6M1.34%-1,75513F-HRTimeline
OneDigital Investment Advisors LLC86,874$20.6M0.17%-13,81013F-HRTimeline
CENTRAL TRUST Co86,619$20.5M0.37%-1,62713F-HRTimeline
Summit Financial, LLC86,579$20.5M0.22%+7,08113F-HRTimeline
TD Waterhouse Canada Inc.86,391$20.4M0.05%-49,19413F-HRTimeline
Curi Capital, LLC86,125$20.4M0.32%-1,49113F-HRTimeline
ROTHSCHILD INVESTMENT LLC85,747$20.3M0.76%+62313F-HRTimeline
Carnegie Investment Counsel85,341$20.2M0.4%-9,86013F-HRTimeline
Annex Advisory Services, LLC84,964$20.1M0.34%-1,69113F-HRTimeline
Councilmark Asset Management, LLC83,740$19.8M10.49%+43113F-HRTimeline
Sound View Wealth Advisors Group, LLC83,264$19.7M1.22%-4,12513F-HRTimeline
Integrated Wealth Concepts LLC83,181$19.7M0.13%+18,05913F-HR/ATimeline
CM WEALTH ADVISORS LLC82,631$19.6M3.53%-16413F-HRTimeline
Mittelman Wealth Management15,197$19.5M12.92%-85,38113F-HRTimeline
Aptus Capital Advisors, LLC82,239$19.5M0.14%-1,38913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC81,857$19.4M0.18%+25,38613F-HRTimelineGroup
Merit Financial Group, LLC81,124$19.2M0.12%-2,02713F-HR/ATimeline
HANOVER ADVISORS INC81,004$19.2M6.9%-1,60213F-HRTimeline
Onyx Bridge Wealth Group LLC80,141$19M1.71%+45813F-HRTimeline
D.B. Root & Company, LLC80,066$18.9M4.02%+3,56513F-HRTimeline
Visionary Wealth Advisors80,014$18.9M0.75%+2,64413F-HRTimeline
Reality Financial Planning Services, LLC79,591$18.8M18.18%-75713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC78,228$18.5M1.78%-3,11513F-HRTimeline
Cornerstone Wealth Management, LLC78,197$18.5M0.8%-6,95213F-HRTimeline
SWAN Capital LLC77,910$18.4M6.31%+7,01813F-HRTimeline
High Net Worth Advisory Group LLC77,641$18.4M3.9%+27413F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …77,453$18.3M6.3%13F-HRTimeline
Journey Advisory Group, LLC77,346$18.3M1.4%+3,07913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,464$18.1M0.1%-3,78013F-HRTimelineGroup
KITCHING PARTNERS, LLC75,866$18M15.42%+34513F-HRTimeline
HHM Wealth Advisors, LLC75,800$17.9M1.81%+7013F-HRTimeline
WASHINGTON TRUST Co75,392$17.8M0.55%+1,92513F-HRTimeline
CRA Financial Services, LLC75,328$17.8M2.05%-95713F-HRTimeline
Asset Management Group, Inc.74,999$17.7M2.6%-1,40913F-HRTimeline
Martel Wealth Advisors LLC74,740$17.7M2.78%-62213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…74,635$17.7M0.28%-1,66813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC74,612$17.7M0.13%+3,78813F-HRTimeline
Kraft, Davis & Associates, LLC73,518$17.5M3.65%+8413F-HRTimeline
Circle Wealth Management, LLC73,810$17.5M0.22%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC73,531$17.4M0.5%+25,79813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC73,207$17.3M11.08%+1,10213F-HRTimeline
COZAD ASSET MANAGEMENT INC73,070$17.3M1.12%+1,73313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.72,446$17.1M3.78%+2,10513F-HRTimeline
Marble Wealth, LLC72,199$17.1M2.62%+3,28213F-HRTimeline
Aspen Grove Capital, LLC71,910$17M2.45%-4713F-HRTimeline
NWF Advisory Services Inc.70,857$16.8M1.58%+1,87413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.70,408$16.7M0.02%-1,43813F-HRTimelineGroup
Drucker Wealth 3.0, LLC70,363$16.6M2.63%+3,84413F-HRTimeline
MOTIVE WEALTH ADVISORS70,324$16.6M6.84%+1,15313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC70,298$16.6M4.26%+6,37413F-HRTimeline
Advisory Services Network, LLC70,296$16.6M0.19%+32313F-HRTimeline
Composition Wealth, LLC69,473$16.4M0.19%+7,87913F-HRTimeline
Vigilare Wealth Management69,399$16.4M5.03%+43,45413F-HRTimeline
Strategic Financial Concepts, LLC69,265$16.4M4.88%-1,35713F-HRTimeline
Global Retirement Partners, LLC69,130$16.4M0.25%13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC68,497$16.3M2.53%+12,51413F-HRTimelineGroup
Evergreen Wealth Management, LLC69,053$16.3M7.66%+1,37413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…68,885$16.3M0.98%-2,25013F-HRTimeline
Aprio Wealth Management, LLC68,637$16.2M0.8%-23,05613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC68,389$16.2M0.31%-4,19213F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA68,297$16.1M0.45%-1,21613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC68,080$16.1M0.28%-11913F-HRTimeline
PLANNING DIRECTIONS INC67,945$16.1M7.45%-1,06413F-HRTimeline
Family Investment Center, Inc.67,575$16M2.66%-1,58813F-HRTimeline
MGO ONE SEVEN LLC66,717$15.8M0.26%+91513F-HRTimeline
ALBION FINANCIAL GROUP /UT66,703$15.8M0.91%+8,60113F-HRTimeline
World Investment Advisors70,587$15.8M0.26%-3,80013F-HRTimeline
CONQUIS FINANCIAL LLC66,527$15.7M12.69%+31913F-HRTimeline
M3 Advisory Group, LLC66,470$15.7M8.16%+2,87113F-HRTimeline
Dakota Wealth Management66,266$15.7M0.3%-56213F-HRTimeline
SAX WEALTH ADVISORS, LLC72,700$15.6M0.64%+27,40213F-HRTimeline
Gotham Asset Management, LLC65,571$15.5M0.04%-21,53713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…65,011$15.4M0.03%-20,85013F-HRTimelineGroup
Strategies Wealth Advisors, LLC64,655$15.3M1.37%-2,57113F-HRTimeline
WHITTIER TRUST CO63,743$15.2M0.15%+76113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC64,042$15.2M2.2%-63113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC64,034$15.2M0.89%-55513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT64,021$15.1M0.21%+2,26313F-HRTimeline
Aberdeen Wealth Management LLC62,952$14.9M7.15%+4,53513F-HRTimeline
Allred Capital Management, LLC62,938$14.9M4.89%+1,28313F-HRTimeline
JFS WEALTH ADVISORS, LLC62,667$14.8M0.74%+23613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC62,557$14.8M1.15%+4,59013F-HRTimeline
Meridian Wealth Advisors, LLC62,517$14.8M1.68%+99713F-HRTimeline
Perigon Wealth Management, LLC62,406$14.8M0.23%+1,56513F-HRTimeline
AlphaCore Capital LLC62,017$14.7M0.27%-5,84613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.61,513$14.6M5.29%+1,15413F-HRTimeline
Curran Financial Partners, LLC61,459$14.5M2.16%+5,43013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding61,385$14.5M+222Timeline
Rehmann Capital Advisory Group60,707$14.4M0.66%-54013F-HRTimeline
PETERSON WEALTH MANAGEMENT60,505$14.3M6.67%+15,32613F-HRTimeline
Oak Harvest Investment Services60,209$14.2M1.33%-2,04113F-HRTimeline
Mendel Capital Management LLC60,179$14.2M6.41%-52113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC59,527$14.1M0.1%+1,64113F-HRTimeline
GreatBanc Trust CO59,236$14M8.69%-2,24913F-HRTimeline
BOSTON FAMILY OFFICE LLC58,935$13.9M0.85%-4,97913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC58,475$13.8M0.18%+28,10013F-HRTimeline
NOVEM GROUP58,462$13.8M1.4%-9513F-HRTimeline
Bryn Mawr Trust Advisors, LLC58,437$13.8M0.6%-36613F-HRTimeline
Parallel Advisors, LLC58,196$13.8M0.21%-14213F-HRTimeline
DAGCO, INC.58,138$13.8M2.54%+2,49613F-HRTimeline
Paradigm Capital Management, LLC/NV57,871$13.7M11.78%-1,18213F-HRTimeline
Apella Capital, LLC57,311$13.7M0.19%-96913F-HRTimeline
PECAUT & CO.57,622$13.6M4.15%+38613F-HRTimeline
Garde Capital, Inc.57,369$13.6M0.61%-3,53513F-HRTimeline
DDFG, Inc57,336$13.6M2.69%-65713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.57,182$13.5M0.49%-40813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…57,172$13.5M0.78%-74913F-HRTimeline
Wealth Analytics Partners, LLC56,876$13.5M4.9%-84413F-HRTimeline
Kovack Advisors, Inc.56,876$13.5M0.65%+5,45813F-HRTimeline
Arkadios Wealth Advisors56,820$13.4M0.21%-6,81213F-HRTimeline
OLD NATIONAL BANCORP /IN/56,704$13.4M0.27%-3,41113F-HRTimeline
White Wing Wealth Management56,630$13.4M6.99%+4,66713F-HRTimeline
Addison Advisors LLC56,605$13.4M6.32%-41,06113F-HRTimeline
Bluespring Wealth Management, LLC56,256$13.3M0.26%+48,46413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC55,529$13.3M0.25%013F-HRTimeline
Dala Group, LLC55,891$13.2M10.9%+1,01413F-HRTimeline
Sherman Wealth Management LLC55,736$13.2M9.93%+1,51713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC55,607$13.2M0.02%+23,61213F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.55,485$13.1M1.68%-2,85013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO55,158$13.1M0.16%-9713F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC54,884$13M3.39%+1,60713F-HRTimeline
Western Pacific Wealth Management, LP54,660$12.9M11.69%+1,02313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC54,629$12.9M0.24%+7,42213F-HRTimeline
Regal Investment Advisors LLC54,452$12.9M0.67%-3,00813F-HRTimeline
CVA Family Office, LLC54,431$12.9M1.17%+2,09413F-HRTimeline
Safir Wealth Advisors, LLC54,411$12.9M8.37%+80013F-HRTimeline
Bleakley Financial Group, LLC54,359$12.9M0.16%+18,82213F-HRTimeline
M3 Wealth Management, LLC54,281$12.8M8.33%+2,95313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…53,781$12.7M0.02%-6,19513F-HRTimelineGroup
CWS Financial Advisors, LLC53,381$12.6M2.8%-1,35013F-HRTimeline
Yukon Wealth Management, Inc.53,209$12.6M3.6%+18,77313F-HRTimeline
WealthShield Partners, LLC53,156$12.6M1.92%-1,89113F-HRTimeline
FIDELITY D & D BANCORP INC53,051$12.6M4.31%+2,33713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC52,948$12.5M0.29%-59813F-HRTimelineGroup
Cascade Wealth Advisors, Inc51,017$12.5M5.03%+9,94613F-HRTimeline
VPR Management LLC52,630$12.5M5%013F-HRTimeline
Adirondack Capital Advisors, LLC52,568$12.4M6.67%+13,71313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC52,476$12.4M1.26%+60713F-HRTimeline
Capital Investment Advisors, LLC52,234$12.4M0.16%-2,45513F-HRTimeline
White Lighthouse Investment Management …51,946$12.3M1.53%-39313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC51,904$12.3M0.83%+11113F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC51,673$12.2M6.12%+2,59113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC51,631$12.2M0.99%-14,65313F-HRTimeline
Main Street Financial Solutions, LLC51,478$12.2M0.78%-52813F-HRTimeline
Global Wealth Management, LLC51,235$12.1M6.17%+6013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…51,233$12.1M0.22%-13,05513F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC51,078$12.1M5.46%+3,77013F-HRTimeline