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Disclosery

VIG VANGUARD SPECIALIZED FUNDS

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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
CONSOLIDATED CAPITAL MANAGEMENT, LLC101,726$19.9M8.69%+88713F-HRTimeline
Tradition Wealth Management, LLC100,323$19.6M1.73%-6,11813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.100,233$19.6M7.55%+97113F-HRTimeline
Fusion Capital, LLC99,963$19.6M7.89%+2,34613F-HRTimeline
Family Manage LLC101,115$19.6M3.17%-1,44613F-HRTimeline
Carnegie Investment Counsel99,461$19.5M0.56%+1,70713F-HRTimeline
Family CFO Inc99,345$19.5M10.71%+3,23413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding98,947$19.4M+18,702Timeline
Associated Banc-Corpin group Associated Banc-Corp98,897$19.4M0.58%+9,33913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…98,760$19.3M0.03%+75,36113F-HRTimelineGroup
PFG Advisors98,467$19.3M1.18%-2,35613F-HRTimeline
Focus Financial Network, Inc.97,307$19.1M0.76%+7,41613F-HRTimeline
McCarthy & Cox96,491$18.9M6.56%-1,53813F-HRTimeline
Smith Anglin Financial, LLC95,801$18.8M1.76%-4,74013F-HRTimeline
Integrated Advisors Network LLC95,176$18.6M0.89%+7,39413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC94,540$18.5M0.57%+8,51813F-HRTimelineGroup
Snowden Capital Advisors LLC94,441$18.5M0.57%+22113F-HRTimeline
Cornerstone Wealth Management, LLC94,368$18.5M1.25%-1,17113F-HRTimeline
MGO ONE SEVEN LLC94,169$18.4M0.71%+29,61213F-HRTimeline
Addison Advisors LLC94,129$18.4M5.13%+6313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…94,026$18.4M0.64%+34,65913F-HRTimelineGroup
LM Advisors LLC93,633$18.3M3.28%+8,51613F-HR/ATimeline
ROMANO BROTHERS AND COMPANY93,067$18.2M2.3%+1,44113F-HRTimeline
Sound View Wealth Advisors Group, LLC93,046$18.2M1.47%+1,33713F-HRTimeline
Clarity Wealth Advisors, LLC93,044$18.2M4.97%+5,09913F-HRTimeline
Whitegate Investment Counselors, Inc.92,589$18.1M6.22%-15,32713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC92,246$18.1M2.45%-2,46713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding90,989$17.8M+7,454Timeline
FAS Wealth Partners, Inc.90,777$17.8M1.49%-4,93513F-HRTimeline
Snider Financial Group90,777$17.8M5.51%+23813F-HRTimeline
DDFG, Inc90,392$17.7M5.11%-85413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC89,914$17.6M0.11%+38613F-HRTimelineGroup
HANOVER ADVISORS INC89,887$17.6M7.39%+69613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC89,117$17.5M0.92%+2,39513F-HRTimeline
Mittelman Wealth Management89,116$17.5M16.24%-75,54613F-HRTimeline
Zions Bancorporation, N.A.88,789$17.4M1.1%+23,40913F-HRTimeline
SMITH, MOORE & CO.88,685$17.4M1.59%-3,34913F-HRTimeline
Coston, McIsaac & Partners88,588$17.3M5.14%-1,54213F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding88,252$17.3M-4,691Timeline
Americana Partners, LLC88,129$17.3M0.7%+5,28813F-HRTimeline
BURNS J W & CO INC/NY88,110$17.3M2.2%+8,77813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…87,346$17.1M0.74%+3,61913F-HRTimeline
CM WEALTH ADVISORS LLC85,917$16.8M5.5%+25213F-HRTimeline
CRA Financial Services, LLC85,284$16.7M2.87%-5,50413F-HRTimeline
Kingsview Wealth Management, LLC84,571$16.6M0.32%-9413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC83,930$16.4M3.23%-7,28113F-HRTimeline
Martel Wealth Advisors LLC83,239$16.3M3.18%-2,95513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…83,237$16.3M0.32%-53413F-HRTimelineGroup
FORBES J M & CO LLP83,025$16.3M1.56%+43613F-HRTimeline
Onyx Bridge Wealth Group LLC82,350$16.1M2.32%+25713F-HRTimeline
Venture Visionary Partners LLC80,467$15.8M0.67%+1,23913F-HR/ATimeline
Hapanowicz & Associates Financial Servi…80,386$15.7M7.91%-27413F-HRTimeline
ROTHSCHILD INVESTMENT LLC80,323$15.7M1.03%+86813F-HRTimeline
Gladstone Institutional Advisory LLC80,065$15.7M0.73%+3,62013F-HRTimeline
Curi Capital, LLC79,275$15.5M0.36%-1,08313F-HRTimeline
Asset Management Group, Inc.79,116$15.5M2.75%+17413F-HRTimeline
AMARA FINANCIAL, LLC.78,795$15.4M14.24%+2,67013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC78,369$15.3M11.01%-69613F-HRTimeline
D.B. Root & Company, LLC78,345$15.3M4.88%+46513F-HRTimeline
Employees' Retirement Fund of the City …78,051$15.3M7.13%013F-HRTimeline
Family Investment Center, Inc.77,152$15.1M3.83%-613F-HRTimeline
Flywheel Private Wealth LLC76,551$15M13.78%13F-HRTimeline
Aspen Grove Capital, LLC76,295$14.9M3.17%+1,13713F-HRTimeline
Carr Financial Group Corp76,178$14.9M4.69%-11,02013F-HRTimeline
HBK Sorce Advisory LLC75,288$14.7M0.44%-2,93813F-HRTimeline
PLANNING DIRECTIONS INC74,691$14.6M8.49%-3,12013F-HRTimeline
High Net Worth Advisory Group LLC74,241$14.5M4.06%-2,97113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV73,937$14.5M5.21%-5,52813F-HRTimeline
FRG Family Wealth Advisors LLC73,666$14.4M2.62%-2,85713F-HRTimeline
COZAD ASSET MANAGEMENT INC73,328$14.4M1.34%-10313F-HRTimeline
Paradigm Capital Management, LLC/NV73,320$14.4M13.42%+90413F-HRTimeline
Wheelhouse Advisory Group LLC72,742$14.2M8.46%+3,19813F-HRTimeline
Visionary Wealth Advisors72,127$14.1M0.83%+5,61813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers71,852$14.1M0.03%+9,08413F-HRTimelineGroup
Aptus Capital Advisors, LLC71,507$14M0.17%+6,98613F-HRTimeline
SYON CAPITAL LLC71,172$13.9M1.25%-5,81113F-HRTimeline
Kraft, Davis & Associates, LLC68,539$13.9M3.97%+5,53113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,019$13.9M0.38%-3,24113F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding70,674$13.8M+4,913Timeline
SVB WEALTH LLC70,644$13.8M0.26%new13F-HRTimeline
Dakota Wealth Management70,354$13.8M0.32%+4,82513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS69,721$13.7M0.01%-4,84213F-HRTimelineGroup
Composition Wealth, LLC69,034$13.5M0.27%-6,05313F-HRTimeline
SWAN Capital LLC68,916$13.5M6.58%+10,86113F-HRTimeline
MOTIVE WEALTH ADVISORS68,639$13.4M7.22%+1,38113F-HRTimeline
KITCHING PARTNERS, LLC68,550$13.4M17.17%+2,81913F-HRTimeline
Regal Investment Advisors LLC68,460$13.4M1.01%-62513F-HRTimeline
Cascades Capital Asset Management, LLC68,429$13.4M7.15%+6,97713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC68,221$13.4M0.43%-49013F-HRTimeline
Oak Harvest Investment Services68,062$13.3M1.86%-4,04413F-HRTimeline
WHITTIER TRUST CO67,688$13.3M0.17%-1,47913F-HRTimeline
Circle Wealth Management, LLC67,300$13.2M0.28%-38313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC67,281$13.2M2.41%-91513F-HRTimeline
Journey Advisory Group, LLC72,037$13.2M1.57%013F-HRTimeline
Garde Capital, Inc.67,134$13.1M0.87%-7,49113F-HRTimeline
OLD NATIONAL BANCORP /IN/67,077$13.1M0.31%+5,42313F-HRTimeline
HHM Wealth Advisors, LLC66,990$13.1M1.78%+33313F-HRTimeline
Perigon Wealth Management, LLC66,288$13.1M0.32%+1,33313F-HRTimeline
JFS WEALTH ADVISORS, LLC66,250$13M0.89%-47113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…66,135$13M0.29%+1,19813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.66,072$12.9M0.02%-13,08213F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…65,744$12.9M0.96%-1,41613F-HRTimeline
NWF Advisory Services Inc.65,401$12.8M1.88%+5,02513F-HRTimeline
MATHER GROUP, LLC.64,681$12.7M0.16%+313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64,427$12.6M0.83%+1,42613F-HRTimelineGroup
Global Retirement Partners, LLC63,856$12.5M0.36%+3,63013F-HRTimeline
COUNTRY CLUB BANK63,717$12.5M0.83%+10,46913F-HRTimeline
Meridian Wealth Advisors, LLC62,860$12.3M2.03%-6413F-HRTimeline
Bryn Mawr Trust Advisors, LLC62,046$12.2M0.66%-8,45713F-HR/ATimeline
INTEGRAL INVESTMENT ADVISORS, INC.61,910$12.1M3.93%+2,92913F-HRTimeline
Apella Capital, LLC61,685$12.1M0.46%-1,64813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC61,927$12.1M1.94%-15,32313F-HRTimelineGroup
Tyche Wealth Partners LLC61,395$12M2.54%-70613F-HRTimeline
Main Street Financial Solutions, LLC61,329$12M1.18%-14,28813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.61,153$12M0.59%-19013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC61,140$12M0.86%+34013F-HRTimeline
Drucker Wealth 3.0, LLC61,084$12M2.76%+48,02013F-HR/ATimeline
Mendel Capital Management LLC61,019$11.9M7.24%+57513F-HRTimeline
Strategic Financial Concepts, LLC60,489$11.8M2.27%+7,51013F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,423$11.8M0.18%+2,39313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO60,421$11.8M0.22%-87313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.60,345$11.8M1.94%-86513F-HRTimeline
Archford Capital Strategies, LLC60,194$11.8M1.78%+86813F-HRTimeline
Rehmann Capital Advisory Group59,795$11.7M0.74%+97113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC59,652$11.7M0.26%-70313F-HRTimelineGroup
SimpliFi, Inc.59,593$11.7M5.34%-51113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.59,440$11.6M6.1%-44313F-HRTimeline
WASHINGTON TRUST Co59,426$11.6M0.42%+93113F-HRTimeline
SYNOVUS FINANCIAL CORP59,330$11.6M0.15%-32,96313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP59,236$11.6M0.28%-1,83113F-HRTimeline
Allred Capital Management, LLC59,089$11.6M4.48%-1,77013F-HRTimeline
LS Investment Advisors, LLC58,516$11.5M1.68%+2,15713F-HRTimeline
Accretive Wealth Partners, LLC58,394$11.4M4.85%+41213F-HRTimeline
Destiny Wealth Partners, LLC58,242$11.4M1.86%+413F-HRTimeline
Trek Financial, LLC58,049$11.4M0.85%-4,82713F-HRTimeline
Parallel Advisors, LLC58,002$11.4M0.26%-3,42313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC57,769$11.3M0.11%+86113F-HRTimeline
Blackston Financial Advisory Group, LLC57,511$11.3M5.61%-6,68113F-HRTimeline
M3 Advisory Group, LLC57,198$11.2M8.02%+2,37513F-HRTimeline
Kades & Cheifetz LLC57,053$11.2M5.72%+1,73713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC56,994$11.2M0.16%+9,28113F-HRTimeline
Strategies Wealth Advisors, LLC54,455$11.1M1.38%+213F-HRTimeline
Segment Wealth Management, LLC56,375$11M0.75%-1,56413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC56,283$11M0.27%-11613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…56,074$11M0.09%-3,19313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…55,819$10.9M0.27%+2,06813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.55,666$10.9M0.31%+5,06213F-HRTimeline
Merit Financial Group, LLC55,657$10.9M0.2%-1,69013F-HRTimeline
TD Waterhouse Canada Inc.55,506$10.9M0.09%+3,69613F-HRTimeline
Security Financial Services, INC.55,405$10.8M2.21%-1,66013F-HRTimeline
Capital Investment Advisors, LLC55,056$10.8M0.22%+1,50413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC54,663$10.7M0.01%+26,16513F-HRTimelineGroup
Global Wealth Management, LLC54,486$10.7M6.81%+18213F-HRTimeline
Strategic Blueprint, LLC54,035$10.6M0.63%+2,33413F-HRTimeline
Evergreen Wealth Management, LLC54,034$10.6M6.25%-46813F-HRTimeline
Sandy Cove Advisors, LLC53,793$10.5M4.14%+1,13513F-HRTimeline
White Lighthouse Investment Management …53,593$10.5M1.84%-2,62413F-HRTimeline
PETERSON WEALTH MANAGEMENT53,212$10.4M6.2%+3,77713F-HRTimeline
Mascoma Wealth Management LLC53,204$10.4M2.62%-1,26313F-HRTimeline
BOSTON FAMILY OFFICE LLC53,176$10.4M0.71%+3,13713F-HRTimeline
Financial Advocates Investment Manageme…53,134$10.4M0.59%+10,70613F-HRTimeline
WIMMER ASSOCIATES 1, LLC53,103$10.4M5.14%-92413F-HRTimeline
IFP Advisors, Inc53,058$10.4M0.34%+27613F-HRTimeline
Sebold Capital Management, Inc.53,041$10.4M6.96%-61913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.53,023$10.4M8.2%-54513F-HRTimeline
Thomasville National Bank52,713$10.3M0.74%+43413F-HRTimeline
VPR Management LLC52,630$10.3M5.37%-76,80013F-HRTimeline
Cerro Pacific Wealth Advisors LLC51,933$10.3M3.4%-2,05013F-HRTimeline
Rooted Wealth Advisors, Inc.52,492$10.2M4.01%+5,76013F-HRTimeline
Bigelow Investment Advisors, LLC52,254$10.2M4.8%+58813F-HRTimeline
Crestwood Advisors Group, LLC51,927$10.2M0.19%-11513F-HRTimeline
Jordan Park Group LLC50,973$9.98M0.74%-18,15813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC50,811$9.95M0.23%-32313F-HRTimeline
Choate Investment Advisors50,789$9.95M0.24%-75113F-HRTimeline
Safir Wealth Advisors, LLC50,776$9.94M7.67%+1,31213F-HRTimeline
Prentice Wealth Management LLC50,365$9.86M2.85%-3213F-HRTimeline
PECAUT & CO.50,102$9.81M3.39%+3,23413F-HRTimeline
AAFMAA Wealth Management & Trust LLC49,974$9.79M4.29%+2,09713F-HRTimeline
Global Wealth Strategies & Associates49,672$9.73M3.04%+1,55213F-HRTimeline
WealthShield Partners, LLC49,592$9.71M1.38%-4,69913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT49,327$9.66M0.16%+5,86713F-HRTimeline
First Heartland Consultants, Inc.49,004$9.6M0.98%-14,03913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC48,888$9.57M0.08%+3,15313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…48,880$9.57M0.04%-2,70013F-HRTimelineGroup
IFG Advisory, LLC48,253$9.45M0.54%-1,83513F-HRTimeline
CWS Financial Advisors, LLC48,167$9.43M3.05%+2,74313F-HRTimeline
Heritage Wealth Advisors48,062$9.41M0.47%+14613F-HRTimeline
Sandbox Financial Partners, LLC47,941$9.39M3.13%-2,14013F-HRTimeline
Farther Finance Advisors, LLC47,932$9.39M0.34%+12,35713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC47,883$9.38M0.36%+2,52413F-HRTimeline
West Financial Advisors, LLC47,788$9.36M1.8%-1,84913F-HRTimeline
Cascade Wealth Advisors, Inc47,637$9.33M6.31%+53413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC47,506$9.3M1.19%+1,34513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.47,352$9.27M0.1%+3,36213F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC47,271$9.26M0.37%+14913F-HRTimelineGroup
Prospera Financial Services Inc47,133$9.23M0.22%+1,66613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP47,055$9.21M0.13%+1,33813F-HRTimeline
First Horizon Advisors, Inc.46,962$9.2M0.26%-1,87813F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC46,801$9.16M0.28%+25813F-HRTimeline
Brio Consultants, LLC46,708$9.15M1.43%-1,98213F-HRTimeline