Skip to content

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,275 managers (2,293 13F filers) reported a position in VIG shares at 2025-03-31, 204,779,572 shares in all. 91 filers opened a position and 101 filers sold out during the quarter.

Managers
2,275
13F filers
2,293
New
91
Added
939
Reduced
865
Sold out
101
Shares held by filers
204,779,572

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
National Philanthropic Trust101,722$19.7M0.32%+91,69013F-HRTimeline
Fusion Capital, LLC101,707$19.7M7.52%+1,74413F-HRTimeline
Family CFO Inc101,656$19.7M10.82%+2,31113F-HRTimeline
OneDigital Investment Advisors LLC101,481$19.7M0.23%-2,95213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.98,875$19.2M7.42%-1,35813F-HRTimeline
Family Manage LLC98,318$19.1M3.15%-2,79713F-HRTimeline
Focus Financial Network, Inc.98,083$19M0.78%+77613F-HRTimeline
LM Advisors LLC96,789$18.8M3.38%+3,15613F-HRTimeline
Clarity Wealth Advisors, LLC95,731$18.6M5.15%+2,68713F-HRTimeline
ROMANO BROTHERS AND COMPANY95,720$18.6M2.4%+2,65313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95,547$18.5M0.02%-12,94913F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding95,288$18.5M+4,299Timeline
Drucker Wealth 3.0, LLC95,270$18.5M4.07%+34,18613F-HRTimeline
Snowden Capital Advisors LLC95,120$18.5M0.59%+67913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC94,870$18.4M0.55%+33013F-HRTimelineGroup
IFP Advisors, Inc94,472$18.3M0.57%+41,41413F-HRTimeline
Mittelman Wealth Management93,934$18.2M16.44%+4,81813F-HRTimeline
Cornerstone Wealth Management, LLC93,819$18.2M1.23%-54913F-HRTimeline
Addison Advisors LLC93,802$18.2M4.96%-32713F-HRTimeline
BURNS J W & CO INC/NY92,407$17.9M2.32%+4,29713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…92,268$17.9M0.84%+4,92213F-HRTimeline
McCarthy & Cox91,818$17.8M7.76%-4,67313F-HRTimeline
Carnegie Investment Counsel101,324$17.8M0.42%+1,86313F-HRTimeline
Sound View Wealth Advisors Group, LLC91,598$17.8M1.46%-1,44813F-HRTimeline
Snider Financial Group90,395$17.5M5.7%-38213F-HRTimeline
Americana Partners, LLC90,377$17.5M0.68%+2,24813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC90,204$17.5M2.38%-2,04213F-HRTimeline
Venture Visionary Partners LLC89,741$17.4M0.73%+9,27413F-HRTimeline
Advisor Resource Council97,330$17.3M1.4%new13F-HRTimeline
Tyche Wealth Partners LLC89,288$17.3M3.75%+27,89313F-HRTimeline
Whitegate Investment Counselors, Inc.89,266$17.3M6.15%-3,32313F-HRTimeline
FAS Wealth Partners, Inc.89,177$17.3M1.41%-1,60013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC89,002$17.3M0.1%-91213F-HRTimelineGroup
DDFG, Inc88,727$17.2M4.77%-1,66513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC88,609$17.2M0.9%-50813F-HRTimeline
Coston, McIsaac & Partners88,474$17.2M5.01%-11413F-HRTimeline
SMITH, MOORE & CO.87,632$17M1.57%-1,05313F-HRTimeline
HANOVER ADVISORS INC87,614$17M7.37%-2,27313F-HRTimeline
CM WEALTH ADVISORS LLC86,278$16.7M5.35%+36113F-HRTimeline
FORBES J M & CO LLP86,153$16.7M1.62%+3,12813F-HRTimeline
Kingsview Wealth Management, LLC85,246$16.5M0.31%+67513F-HRTimeline
Hapanowicz & Associates Financial Servi…83,193$16.1M8.98%+2,80713F-HRTimeline
CRA Financial Services, LLC82,946$16.1M2.75%-2,33813F-HRTimeline
Smith Anglin Financial, LLC82,202$15.9M1.69%-13,59913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…82,200$15.9M0.34%+16,06513F-HRTimelineGroup
D.B. Root & Company, LLC82,066$15.9M5.14%+3,72113F-HRTimeline
Onyx Bridge Wealth Group LLC82,018$15.9M2.28%-33213F-HRTimeline
ROTHSCHILD INVESTMENT LLC81,812$15.9M1.06%+1,48913F-HRTimeline
Gladstone Institutional Advisory LLC81,186$15.7M0.73%+1,12113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…80,716$15.7M0.31%-2,52113F-HRTimelineGroup
AMARA FINANCIAL, LLC.79,500$15.4M14.25%+70513F-HRTimeline
Carr Financial Group Corp79,306$15.4M5.04%+3,12813F-HRTimeline
Asset Management Group, Inc.79,248$15.4M2.84%+13213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC78,995$15.3M3.3%-4,93513F-HRTimeline
Employees' Retirement Fund of the City …78,051$15.1M7.46%013F-HRTimeline
Main Street Financial Solutions, LLC77,970$15.1M1.31%+16,64113F-HRTimeline
Flywheel Private Wealth LLC77,808$15.1M13.76%+1,25713F-HRTimeline
Martel Wealth Advisors LLC77,475$15M2.99%-5,76413F-HRTimeline
Aptus Capital Advisors, LLC77,295$15M0.17%+5,78813F-HRTimeline
Wealthspire Advisors, LLC77,000$14.9M0.09%+37,77713F-HRTimeline
Wheelhouse Advisory Group LLC76,908$14.9M8.52%+4,16613F-HRTimeline
Family Investment Center, Inc.76,772$14.9M3.64%-38013F-HRTimeline
SYON CAPITAL LLC76,331$14.8M1.21%+5,15913F-HRTimeline
Aspen Grove Capital, LLC76,300$14.8M2.85%+513F-HRTimeline
INTEGRITY ALLIANCE, LLC.75,902$14.7M0.58%+37,11313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC75,828$14.7M0.02%+21,16513F-HRTimelineGroup
Journey Advisory Group, LLC75,814$14.7M1.2%+3,77713F-HRTimeline
KITCHING PARTNERS, LLC74,984$14.5M16.73%+6,43413F-HRTimeline
HBK Sorce Advisory LLC74,873$14.5M0.43%-41513F-HRTimeline
Cascades Capital Asset Management, LLC74,864$14.5M7.84%+6,43513F-HRTimeline
High Net Worth Advisory Group LLC74,514$14.5M4.08%+27313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…74,407$14.4M0.35%+3,38813F-HRTimelineGroup
Visionary Wealth Advisors73,601$14.3M0.86%+1,47413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers73,076$14.2M0.03%+1,22413F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC72,978$14.2M1.41%-35013F-HRTimeline
FRG Family Wealth Advisors LLC72,529$14.1M2.72%-1,13713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS71,881$13.9M0.01%+2,16013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC71,725$13.9M0.04%+65,61213F-HRTimelineGroup
PLANNING DIRECTIONS INC70,955$13.8M5.89%-3,73613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV70,700$13.7M4.41%-3,23713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…69,858$13.6M0.86%13F-HRTimeline
Dakota Wealth Management69,758$13.5M0.32%-59613F-HRTimeline
OLD NATIONAL BANCORP /IN/69,341$13.5M0.35%+2,26413F-HRTimeline
Accretive Wealth Partners, LLC69,303$13.2M4.67%+10,90913F-HRTimeline
HHM Wealth Advisors, LLC67,958$13.2M1.77%+96813F-HRTimeline
MOTIVE WEALTH ADVISORS67,667$13.1M7.02%-97213F-HRTimeline
Paradigm Capital Management, LLC/NV67,523$13.1M13.39%-5,79713F-HRTimeline
Composition Wealth, LLC67,432$13.1M0.26%-1,60213F-HRTimeline
Circle Wealth Management, LLC67,300$13.1M0.3%013F-HRTimeline
WHITTIER TRUST CO67,167$13M0.18%-52113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC66,974$13M2.49%-30713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC66,722$12.9M0.43%-1,49913F-HRTimeline
Advisory Services Network, LLC66,699$12.9M0.25%-38,58013F-HRTimeline
COUNTRY CLUB BANK67,232$12.9M0.87%+3,51513F-HRTimeline
SWAN Capital LLC66,434$12.9M5.95%-2,48213F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC66,199$12.8M10.44%-12,17013F-HRTimeline
Oak Harvest Investment Services65,943$12.8M1.79%-2,11913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…65,879$12.8M0.96%+13513F-HRTimeline
J.W. COLE ADVISORS, INC.65,766$12.8M0.4%-46,26013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.65,545$12.7M4.06%+3,63513F-HRTimeline
Merit Financial Group, LLC65,419$12.7M0.19%+9,76213F-HRTimeline
MGO ONE SEVEN LLC65,087$12.6M0.49%-29,08213F-HRTimeline
JFS WEALTH ADVISORS, LLC65,020$12.6M0.85%-1,23013F-HRTimeline
SYNOVUS FINANCIAL CORP64,989$12.6M0.16%+5,65913F-HRTimeline
Kraft, Davis & Associates, LLC68,399$12.6M4.06%-14013F-HRTimeline
Perigon Wealth Management, LLC64,602$12.5M0.32%-1,68613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding64,448$12.5M-6,226Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…63,972$12.4M0.33%+8,15313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC63,934$12.4M0.28%+4,28213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.71,356$12.4M0.03%+5,28413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding63,533$12.4M-30,493Timeline
Quantinno Capital Management LP63,485$12.3M0.08%+20,01513F-HRTimeline
NWF Advisory Services Inc.63,384$12.3M1.73%-2,01713F-HRTimeline
Curi Capital, LLC63,298$12.3M0.3%-15,97713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC63,043$12.2M0.88%+1,90313F-HRTimeline
MATHER GROUP, LLC.62,635$12.2M0.14%-2,04613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.62,564$12.1M2.02%+2,21913F-HRTimeline
Mendel Capital Management LLC62,555$12.1M7.34%+1,53613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC62,368$12.1M0.17%+5,37413F-HRTimeline
Strategic Financial Concepts, LLC62,334$12.1M2.27%+1,84513F-HRTimeline
Meridian Wealth Advisors, LLC62,077$12M2.04%-78313F-HRTimeline
Evergreen Wealth Management, LLC61,948$12M7.18%+7,91413F-HRTimeline
Bryn Mawr Trust Advisors, LLC61,670$12M0.72%-37613F-HRTimeline
LS Investment Advisors, LLC61,642$12M1.84%+3,12613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.61,477$11.9M0.59%+32413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,906$11.8M0.18%+48313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO60,645$11.8M0.22%+22413F-HRTimeline
Garde Capital, Inc.60,571$11.8M0.67%-6,56313F-HRTimeline
SimpliFi, Inc.59,915$11.6M5.33%+32213F-HRTimeline
M3 Advisory Group, LLC59,823$11.6M9.17%+2,62513F-HRTimeline
Apella Capital, LLC62,191$11.6M0.4%+50613F-HRTimeline
Rehmann Capital Advisory Group59,471$11.5M0.73%-32413F-HRTimeline
Allred Capital Management, LLC59,471$11.5M4.61%+38213F-HRTimeline
WASHINGTON TRUST Co59,123$11.5M0.44%-30313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.58,906$11.4M6.04%-53413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC58,244$11.3M0.11%+47513F-HRTimeline
Destiny Wealth Partners, LLC58,178$11.3M1.79%-6413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP58,042$11.3M0.28%-1,19413F-HRTimeline
TD Waterhouse Canada Inc.58,155$11.2M0.09%+2,64913F-HRTimeline
Parallel Advisors, LLC57,761$11.2M0.25%-24113F-HRTimeline
Trek Financial, LLC57,165$11.1M0.8%-88413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…57,137$11.1M0.1%+1,06313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC57,106$11.1M0.02%+13,89713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.56,783$11M0.31%+1,11713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC56,221$10.9M0.28%-6213F-HRTimeline
Strategies Wealth Advisors, LLC55,991$10.9M1.33%+1,53613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding55,723$10.8M+25,887Timeline
Sebold Capital Management, Inc.55,589$10.8M7.09%+2,54813F-HRTimeline
Segment Wealth Management, LLC55,346$10.7M0.73%-1,02913F-HRTimeline
Strategic Blueprint, LLC55,197$10.7M0.58%+1,16213F-HRTimeline
WealthShield Partners, LLC55,141$10.7M1.38%+5,54913F-HRTimeline
Global Wealth Management, LLC54,754$10.6M6.13%+26813F-HRTimeline
Capital Investment Advisors, LLC54,697$10.6M0.21%-35913F-HRTimeline
Blackston Financial Advisory Group, LLC54,178$10.5M7.13%-3,33313F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…54,753$10.5M0.04%+5,87313F-HRTimelineGroup
PECAUT & CO.53,824$10.4M3.55%+3,72213F-HRTimeline
Cerro Pacific Wealth Advisors LLC53,231$10.4M3.39%+1,29813F-HRTimeline
Regal Investment Advisors LLC53,459$10.4M0.84%-15,00113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,295$10.3M0.39%+6,02413F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC53,289$10.3M0.75%+8,96813F-HRTimeline
BOSTON FAMILY OFFICE LLC53,038$10.3M0.73%-13813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC52,873$10.2M1.37%-9,05413F-HRTimelineGroup
Farther Finance Advisors, LLC52,733$10.2M0.26%+4,80113F-HRTimeline
VPR Management LLC52,630$10.2M4.96%013F-HRTimeline
First Horizon Advisors, Inc.52,507$10.2M0.29%+5,54513F-HRTimeline
Thomasville National Bank52,185$10.1M0.74%-52813F-HRTimeline
Safir Wealth Advisors, LLC51,932$10.1M7.99%+1,15613F-HRTimeline
Global Wealth Strategies & Associates51,704$10M3.04%+2,03213F-HRTimeline
Crestwood Advisors Group, LLC51,448$9.98M0.19%-47913F-HRTimeline
Sandy Cove Advisors, LLC51,364$9.96M4%-2,42913F-HRTimeline
Bigelow Investment Advisors, LLC51,177$9.93M4.72%-1,07713F-HRTimeline
White Lighthouse Investment Management …51,016$9.9M1.77%-2,57713F-HRTimeline
B. Riley Wealth Advisors, Inc.50,892$9.87M0.3%+9,02113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC50,682$9.83M3.36%+48,16013F-HRTimeline
Pinnacle Financial Partners Inc50,481$9.8M0.2%+8,68513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC49,947$9.69M0.23%-86413F-HRTimeline
IFG Advisory, LLC49,570$9.62M0.53%+1,31713F-HRTimeline
Choate Investment Advisors49,452$9.59M0.24%-1,33713F-HRTimeline
CWS Financial Advisors, LLC49,314$9.57M3.02%+1,14713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC49,206$9.55M0.36%+1,32313F-HRTimeline
Security Financial Services, INC.49,180$9.54M1.89%-6,22513F-HRTimeline
Gotham Asset Management, LLC48,946$9.5M0.08%+28,28713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT48,782$9.46M0.16%-54513F-HRTimeline
Rooted Wealth Advisors, Inc.53,219$9.42M4.06%+72713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.48,572$9.42M4.26%+2,93413F-HRTimeline
Prospera Financial Services Inc48,331$9.38M0.22%+1,19813F-HRTimeline
CVA Family Office, LLC48,263$9.36M1.44%+4,01113F-HRTimeline
Modern Wealth Management, LLC48,176$9.35M0.3%+20,99713F-HR/ATimeline
WIMMER ASSOCIATES 1, LLC47,453$9.32M4.92%-5,65013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.47,955$9.3M7.4%-5,06813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC47,690$9.25M2.25%+17,05413F-HR/ATimeline
DAGCO, INC.46,764$9.07M2.93%+2,96213F-HRTimeline
Vestmark Advisory Solutions, Inc.46,722$9.06M0.23%+4,97713F-HRTimeline
Jordan Park Group LLC46,634$9.05M0.66%-4,33913F-HRTimeline
West Financial Advisors, LLC46,597$9.04M1.72%-1,19113F-HRTimeline
Prentice Wealth Management LLC46,569$9.03M2.61%-3,79613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC46,302$8.98M2.12%+18013F-HRTimeline
Sandbox Financial Partners, LLC46,241$8.97M3.17%-1,70013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC46,123$8.95M0.08%-2,76513F-HR/ATimelineGroup
SPC Financial, Inc.46,083$8.94M0.79%+16013F-HRTimeline