Skip to content

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,321 managers (2,338 13F filers) reported a position in VIG shares at 2025-09-30, 208,998,405 shares in all. 108 filers opened a position and 57 filers sold out during the quarter.

Managers
2,321
13F filers
2,338
New
108
Added
925
Reduced
854
Sold out
57
Shares held by filers
208,998,405

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SBI Securities Co., Ltd.101,978$22M0.56%-2,40913F-HRTimeline
Western Wealth Management, LLC101,886$22M1.16%-2,53713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.101,880$22M7.34%+25013F-HRTimeline
National Philanthropic Trust101,722$22M0.25%013F-HRTimeline
Fusion Capital, LLC101,008$21.9M6.38%-1,69013F-HRTimeline
BURNS J W & CO INC/NY101,149$21.8M2.47%+1,73613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp100,926$21.8M1%-1,04513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC100,469$21.8M0.09%+4,34013F-HRTimelineGroup
SAPIENT CAPITAL LLC100,948$21.8M0.33%+84,37313F-HRTimeline
Coston, McIsaac & Partners100,767$21.7M5.18%+11,35513F-HRTimeline
McCarthy & Cox100,386$21.7M4.94%+9,55713F-HRTimeline
Clarity Wealth Advisors, LLC100,113$21.6M4.76%+1,89613F-HRTimeline
Cascades Capital Asset Management, LLC100,047$21.6M9.5%+11,82213F-HRTimeline
LM Advisors LLC99,920$21.6M3.11%+2,68213F-HRTimeline
Focus Financial Network, Inc.98,896$21.4M0.76%+2,04113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…98,608$21.3M0.9%+1,21313F-HRTimeline
Snowden Capital Advisors LLC96,737$21M0.57%+1,29913F-HRTimeline
ROMANO BROTHERS AND COMPANY96,986$20.9M2.39%-1,30713F-HRTimeline
CENTRAL TRUST Co96,981$20.9M0.44%-11,30013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp96,810$20.9M0.55%-1,73613F-HRTimelineGroup
JNBA Financial Advisors96,797$20.9M1.9%-2,63413F-HRTimeline
Cornerstone Wealth Management, LLC96,533$20.8M1.15%+7913F-HRTimeline
Tradition Wealth Management, LLC96,523$20.8M1.54%-11,78213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC96,476$20.8M0.51%+1,31413F-HRTimelineGroup
Annex Advisory Services, LLC96,082$20.7M0.44%-2,92213F-HRTimeline
Roof Eidam Maycock Peralta, LLC95,881$20.7M5.03%-2,36113F-HRTimeline
Addison Advisors LLC95,711$20.7M4.79%+64213F-HRTimeline
RWA WEALTH PARTNERS, LLC95,332$20.6M0.23%-3,48413F-HRTimeline
Pinnacle Financial Partners Inc94,927$20.5M0.49%-5,71813F-HRTimeline
Family Manage LLC94,353$20.4M2.82%-3,04813F-HRTimeline
Vise Technologies, Inc.94,261$20.3M0.76%+19,27713F-HRTimeline
Ball & Co Wealth Management Inc.93,258$20.1M13.39%new13F-HRTimeline
Snider Financial Group93,031$20.1M5.48%+98913F-HRTimeline
FAS Wealth Partners, Inc.91,281$19.7M1.33%+83613F-HRTimeline
GEN Financial Management, INC.90,080$19.5M16.78%-10,47013F-HRTimeline
AMARA FINANCIAL, LLC.90,101$19.4M14.32%+9,64813F-HRTimeline
Kingsview Wealth Management, LLC89,403$19.3M0.29%+4,98013F-HRTimeline
Curi Capital, LLC88,726$19.2M0.35%+1,41513F-HRTimeline
Gladstone Institutional Advisory LLC88,438$19.1M0.73%+59613F-HRTimeline
Whitegate Investment Counselors, Inc.88,209$19M6.27%-1,54613F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding87,935$19M+18,723Timeline
FORBES J M & CO LLP87,751$18.9M1.57%+75013F-HRTimeline
Sound View Wealth Advisors Group, LLC87,596$18.9M1.3%-37313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…87,148$18.9M0.26%+1,74413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers87,007$18.8M0.03%+3,62313F-HRTimelineGroup
CM WEALTH ADVISORS LLC86,621$18.7M4.94%+47713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC86,822$18.7M2.13%-1,93613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC86,488$18.7M0.81%-55313F-HRTimeline
SMITH, MOORE & CO.86,039$18.6M1.42%-24213F-HRTimeline
Farther Finance Advisors, LLC85,891$18.5M0.28%+7,79313F-HRTimeline
Main Street Financial Solutions, LLC85,800$18.5M1.19%+3,73913F-HRTimeline
Hapanowicz & Associates Financial Servi…85,143$18.4M8.48%+1,55513F-HRTimeline
Wheelhouse Advisory Group LLC84,276$18.2M7.83%+4,36413F-HRTimeline
HANOVER ADVISORS INC83,947$18.1M7.03%-2,26613F-HRTimeline
Flywheel Private Wealth LLC83,485$18M14.07%+5,43013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…83,304$18M0.36%-69813F-HRTimelineGroup
HBK Sorce Advisory LLC82,436$17.9M0.45%+4,33313F-HR/ATimeline
Aptus Capital Advisors, LLC82,170$17.7M0.16%+4,29813F-HRTimeline
ROTHSCHILD INVESTMENT LLC81,263$17.5M0.99%+11413F-HRTimeline
CRA Financial Services, LLC81,247$17.5M2.4%-1,19913F-HRTimeline
Wealthspire Advisors, LLC80,894$17.5M0.09%+4,81613F-HRTimeline
KITCHING PARTNERS, LLC80,868$17.5M16.48%+1,60913F-HRTimeline
SYNOVUS FINANCIAL CORP80,116$17.3M0.2%+3,79113F-HRTimeline
Onyx Bridge Wealth Group LLC79,630$17.2M1.87%-21713F-HRTimeline
D.B. Root & Company, LLC78,818$17M4.32%-2413F-HRTimeline
Asset Management Group, Inc.78,753$17M2.78%+18913F-HRTimeline
Martel Wealth Advisors LLC77,630$16.8M2.93%-1,48013F-HRTimeline
High Net Worth Advisory Group LLC76,446$16.5M3.97%+1,25813F-HRTimeline
Composition Wealth, LLC75,115$16.2M0.24%+12,74213F-HRTimeline
MOTIVE WEALTH ADVISORS74,927$16.2M6.97%+1,17513F-HRTimeline
Strategic Blueprint, LLC74,841$16.1M0.71%+22,26613F-HRTimeline
Accretive Wealth Partners, LLC74,325$16M4.89%+2,92913F-HRTimeline
Journey Advisory Group, LLC74,046$16M1.18%-5,16613F-HRTimeline
Circle Wealth Management, LLC73,810$15.9M0.31%+6,51013F-HRTimeline
Merit Financial Group, LLC73,321$15.8M0.15%+1,39613F-HR/ATimeline
Family Investment Center, Inc.72,891$15.7M3.27%-1,24413F-HRTimeline
COZAD ASSET MANAGEMENT INC72,271$15.6M1.24%-47913F-HRTimeline
Kraft, Davis & Associates, LLC71,555$15.6M3.79%+39013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…71,708$15.5M0.76%-4,89313F-HRTimeline
HHM Wealth Advisors, LLC71,656$15.5M1.79%+313F-HRTimeline
WASHINGTON TRUST Co71,368$15.4M0.51%+8,21113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC71,216$15.4M0.31%+2,63313F-HRTimelineGroup
SYON CAPITAL LLC71,132$15.3M0.82%+2,55113F-HRTimeline
NWF Advisory Services Inc.70,760$15.3M1.68%+5,95513F-HRTimeline
Tyche Wealth Partners LLC70,444$15.2M2.67%+1,07813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …70,375$15.2M0.19%+5,88213F-HRTimelineGroup
Aspen Grove Capital, LLC69,800$15.1M2.54%013F-HRTimeline
MGO ONE SEVEN LLC69,896$15.1M0.35%+4,15813F-HRTimeline
Visionary Wealth Advisors69,726$15M0.7%-4,00113F-HRTimeline
Global Retirement Partners, LLC69,425$15M0.34%+2,81713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC69,087$15M0.36%+84413F-HRTimeline
Vestmark Advisory Solutions, Inc.69,211$14.9M0.28%-33,44113F-HRTimeline
Drucker Wealth 3.0, LLC68,780$14.8M2.64%-13,55113F-HRTimeline
Strategies Wealth Advisors, LLC68,760$14.8M1.54%-4,90913F-HRTimeline
FRG Family Wealth Advisors LLC68,326$14.7M2.37%-2,88813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP68,000$14.7M0.3%-11,51213F-HRTimeline
Advisory Services Network, LLC67,822$14.6M0.21%-55713F-HRTimeline
PLANNING DIRECTIONS INC67,664$14.6M7.62%-49513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.67,608$14.6M3.93%+2,44713F-HRTimeline
HM PAYSON & CO67,031$14.5M0.21%+38,02713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC66,789$14.4M10.26%+59013F-HRTimeline
Dakota Wealth Management66,526$14.4M0.29%-4,43713F-HR/ATimeline
PETTYJOHN, WOOD & WHITE, INC66,191$14.3M2.36%-38813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…65,587$14.2M0.3%+2,16313F-HRTimelineGroup
Perigon Wealth Management, LLC65,522$14.1M0.29%+15813F-HRTimeline
TD Waterhouse Canada Inc.64,995$14.1M0.09%+7,60313F-HRTimeline
Strategic Financial Concepts, LLC64,881$14M2.03%+2,96113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC64,848$14M0.16%+15,56313F-HRTimelineGroup
COUNTRY CLUB BANK64,713$13.9M0.82%-37613F-HRTimeline
Oak Harvest Investment Services64,053$13.8M1.61%-36013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…63,946$13.8M0.9%-1,26913F-HRTimeline
Trek Financial, LLC63,862$13.8M0.82%+1,17813F-HRTimeline
WHITTIER TRUST CO63,138$13.8M0.16%-2,79113F-HRTimeline
JFS WEALTH ADVISORS, LLC63,542$13.7M0.8%-46113F-HRTimeline
M3 Advisory Group, LLC62,499$13.5M8.41%+1,56113F-HRTimeline
OLD NATIONAL BANCORP /IN/62,424$13.5M0.23%-2,55813F-HRTimeline
Meridian Wealth Advisors, LLC62,300$13.4M1.91%-51913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding62,294$13.4M-5,403Timeline
DDFG, Inc62,211$13.4M3.1%-30,66313F-HRTimeline
Apella Capital, LLC62,261$13.4M0.3%+1,57113F-HRTimeline
Evergreen Wealth Management, LLC61,985$13.4M7.01%+81713F-HRTimeline
Bryn Mawr Trust Advisors, LLC60,824$13.1M0.65%+5013F-HRTimeline
ALBION FINANCIAL GROUP /UT60,768$13.1M0.79%+42,57313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC60,724$13.1M0.1%-1,81913F-HRTimeline
Mendel Capital Management LLC60,577$13.1M6.86%+3113F-HRTimeline
Garde Capital, Inc.60,571$13.1M0.66%013F-HRTimeline
Allred Capital Management, LLC60,433$13M4.54%-49713F-HRTimeline
Rehmann Capital Advisory Group60,372$13M0.71%+53713F-HRTimeline
PETERSON WEALTH MANAGEMENT60,361$13M9.02%-9,95313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC60,024$13M0.84%+4,87813F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC60,005$12.9M1.91%+12,76513F-HRTimeline
GreatBanc Trust CO59,994$12.9M8.86%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC59,992$12.9M0.91%-84413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC59,073$12.8M1.89%+10613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…59,329$12.8M0.04%+6,27613F-HRTimelineGroup
Global Wealth Strategies & Associates59,287$12.8M3.29%+2,98513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT59,282$12.8M0.19%+3,26413F-HRTimeline
SimpliFi, Inc.59,122$12.8M5.46%-81713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO59,095$12.8M0.19%-3,69713F-HRTimeline
Destiny Wealth Partners, LLC58,959$12.7M1.56%+83713F-HRTimeline
Councilmark Asset Management, LLC58,694$12.7M7.26%+27,00913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.58,390$12.6M1.81%-2,42013F-HRTimeline
LS Investment Advisors, LLC58,313$12.6M1.77%-1,58413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.58,036$12.6M0.53%-2,92213F-HRTimeline
Rooted Wealth Advisors, Inc.57,639$12.6M3.83%+3,32613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC57,998$12.5M3.75%+3,63813F-HRTimeline
Paradigm Capital Management, LLC/NV57,924$12.5M12.39%-6,23013F-HRTimeline
PECAUT & CO.57,671$12.4M4%+2,92413F-HRTimeline
HARBOUR INVESTMENTS, INC.57,262$12.4M0.28%+58013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC57,214$12.3M1.3%+4113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC57,171$12.3M0.1%-52413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…56,991$12.3M0.09%+30513F-HRTimelineGroup
Regal Investment Advisors LLC56,453$12.2M0.79%+2,30813F-HRTimeline
Parallel Advisors, LLC56,261$12.1M0.22%-1,31813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC55,859$12.1M0.35%+2,08513F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC55,375$11.9M0.76%+73713F-HRTimeline
Global Wealth Management, LLC55,055$11.9M6.24%-55013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC54,347$11.8M0.25%-22313F-HRTimeline
CWS Financial Advisors, LLC54,774$11.8M3.28%+80013F-HRTimeline
Capital Investment Advisors, LLC54,713$11.8M0.19%-32413F-HRTimeline
WealthShield Partners, LLC54,603$11.8M1.34%-1,16113F-HRTimeline
GC Wealth Management RIA, LLC54,384$11.7M0.39%+14,29913F-HRTimeline
CONQUIS FINANCIAL LLC53,279$11.5M10.93%+2,72413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV53,237$11.5M3.18%+14,90413F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.53,198$11.5M<0.01%+31,30413F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC53,094$11.5M0.98%+49,93013F-HRTimeline
SWAN Capital LLC52,889$11.4M4.63%+20,12213F-HRTimeline
VPR Management LLC52,630$11.4M5.16%013F-HRTimeline
Safir Wealth Advisors, LLC52,540$11.3M8.01%-27713F-HRTimeline
DAGCO, INC.51,929$11.2M2.82%+1,11913F-HRTimeline
Gotham Asset Management, LLC51,520$11.1M0.05%013F-HRTimeline
Yukon Wealth Management, Inc.51,481$11.1M3.64%+2,53113F-HRTimeline
CVA Family Office, LLC51,360$11.1M1.43%+14213F-HRTimeline
White Lighthouse Investment Management …51,029$11M1.68%-81513F-HRTimeline
Bigelow Investment Advisors, LLC50,987$11M4.44%-11413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC50,927$11M0.07%+3,03713F-HR/ATimelineGroup
Crestwood Advisors Group, LLC50,830$11M0.19%-21113F-HRTimeline
Cerro Pacific Wealth Advisors LLC50,663$10.9M2.99%-5,73613F-HRTimeline
Choate Investment Advisors50,559$10.9M0.23%-2513F-HRTimeline
NorthRock Partners, LLC50,006$10.8M0.2%+1,18113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA50,000$10.8M0.02%new13F-HRTimelineGroup
Security Financial Services, INC.49,956$10.8M1.74%+1,01913F-HRTimeline
Blackston Financial Advisory Group, LLC49,946$10.8M6.4%-1,31513F-HR/ATimeline
SPRENG CAPITAL MANAGEMENT, INC.49,900$10.8M4.29%-1313F-HRTimeline
Modern Wealth Management, LLC49,608$10.7M0.21%-67613F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC49,529$10.7M3.12%+2,68813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC49,506$10.7M0.21%-78913F-HRTimeline
Western Pacific Wealth Management, LP49,365$10.7M10.4%+1,91313F-HRTimeline
Integrated Wealth Concepts LLC48,831$10.5M0.09%+38313F-HRTimeline
Curran Financial Partners, LLC48,186$10.4M2.06%+5,51613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,176$10.4M0.06%+9,82513F-HRTimeline
Sandy Cove Advisors, LLC47,440$10.2M3.27%-1,16213F-HRTimeline
WIMMER ASSOCIATES 1, LLC47,308$10.2M4.91%+23813F-HRTimeline
Sandbox Financial Partners, LLC47,178$10.2M2.91%+1,21913F-HRTimeline
San Luis Wealth Advisors LLC46,980$10.1M1.83%+5,78213F-HR/ATimeline
Thomasville National Bank46,936$10.1M0.64%-85113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC46,885$10.1M2.34%+15813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC46,887$10.1M4.73%+1,25613F-HRTimeline
White Wing Wealth Management46,366$10.1M6.24%+1,42513F-HRTimeline
FIRST HORIZON CORP46,473$10M0.47%13F-HRTimeline