Skip to content
Disclosery

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,514 managers (2,537 13F filers) reported a position in VIG shares at 2026-03-31, 214,591,858 shares in all. 104 filers opened a position and 98 filers sold out during the quarter.

Managers
2,514
13F filers
2,537
New
104
Added
988
Reduced
942
Sold out
98
Shares held by filers
214,591,858

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Focus Financial Network, Inc.109,276$23.5M0.84%+3,52713F-HRTimeline
Western Wealth Management, LLC108,062$23.2M0.89%+6,43913F-HR/ATimeline
SimpliFi, Inc.105,848$22.8M9.56%+1,00013F-HRTimeline
BURNS J W & CO INC/NY105,378$22.7M2.6%+2,16413F-HRTimeline
NewEdge Wealth, LLC105,375$22.7M0.27%-4,37913F-HRTimeline
IFP Advisors, Inc104,744$22.5M0.47%-1,23513F-HRTimeline
J. R. Prunier Capital Management LLC104,559$22.5M9.56%-2,56613F-HRTimeline
Family CFO Inc104,268$22.4M10.04%+50913F-HRTimeline
Coston, McIsaac & Partners104,250$22.4M5.06%-2,56713F-HRTimeline
Clarity Wealth Advisors, LLC104,132$22.4M4.61%+2,36813F-HRTimeline
Snowden Capital Advisors LLC102,428$22M0.59%+1,28613F-HRTimeline
SBI Securities Co., Ltd.101,275$21.8M0.6%+17013F-HRTimeline
Coastline Complete Wealth LLC100,968$21.7M13.46%+12,43013F-HRTimeline
Wingate Wealth Advisors, Inc.100,909$21.7M11.6%+12,46513F-HRTimeline
Flywheel Private Wealth LLC100,687$21.7M12.33%+1,14413F-HRTimeline
OneDigital Investment Advisors LLC100,684$21.7M0.21%-1,02913F-HRTimeline
Mittelman Wealth Management100,578$21.6M13.49%+2,62113F-HRTimeline
ROMANO BROTHERS AND COMPANY100,496$21.6M2.46%+1,10813F-HRTimeline
Fusion Capital, LLC100,421$21.6M5.83%-1,77613F-HRTimeline
JT Stratford LLC100,322$21.6M2.75%-35513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.99,950$21.5M7.18%-43813F-HRTimeline
Roof Eidam Maycock Peralta, LLC99,608$21.4M4.91%+1,88713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC99,483$21.4M0.08%-4,33013F-HRTimelineGroup
SCS Capital Management LLC99,206$21.3M0.23%-10,72513F-HRTimeline
Retirement Planning Group, LLC97,861$21M0.65%-12,27413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC97,742$21M0.49%+64513F-HRTimelineGroup
Addison Advisors LLC97,666$21M4.64%+1,35113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp97,368$20.9M0.55%-61413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers97,329$20.9M0.03%+4,84213F-HRTimelineGroup
Juno Financial Group LLC97,163$20.9M8.19%+2,32813F-HRTimeline
Tradition Wealth Management, LLC96,745$20.8M1.48%+95913F-HRTimeline
Global Wealth Strategies & Associates96,128$20.7M5.08%+34,52013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC95,461$20.5M0.97%+4,33313F-HRTimeline
Carnegie Investment Counsel95,201$20.5M0.4%-8,82113F-HRTimeline
AMARA FINANCIAL, LLC.95,132$20.5M14.1%-2,82713F-HRTimeline
Gladstone Institutional Advisory LLC94,263$20.3M0.75%+2,65413F-HRTimeline
Family Manage LLC93,105$20M2.4%-63613F-HRTimeline
Wheelhouse Advisory Group LLC92,795$20M6.61%+1,94813F-HRTimeline
JNBA Financial Advisors92,589$19.9M1.66%-3,63013F-HRTimeline
Snider Financial Group91,924$19.8M5.97%-4,73913F-HRTimeline
HBK Sorce Advisory LLC86,583$19.7M0.4%+5,13313F-HRTimeline
Aprio Wealth Management, LLC91,693$19.7M1.08%+90,34113F-HRTimeline
FORBES J M & CO LLP90,424$19.4M1.64%+2,55913F-HRTimeline
Gerald Baker Financial Group LLC90,256$19.4M6.15%13F-HR/ATimeline
FAS Wealth Partners, Inc.90,227$19.4M1.21%+24613F-HRTimeline
SMITH, MOORE & CO.88,675$19.1M1.39%+72213F-HRTimeline
Hapanowicz & Associates Financial Servi…88,671$19.1M7.58%+2,07913F-HRTimeline
CENTRAL TRUST Co88,246$19M0.37%-2,48313F-HRTimeline
Curi Capital, LLC87,616$18.8M0.34%+90413F-HRTimeline
Whitegate Investment Counselors, Inc.87,462$18.8M5.98%-90113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC87,449$18.8M0.83%-20813F-HRTimeline
Sound View Wealth Advisors Group, LLC87,389$18.8M1.28%-47413F-HRTimeline
Gotham Asset Management, LLC87,108$18.7M0.06%+4,31613F-HRTimeline
Annex Advisory Services, LLC86,655$18.6M0.35%-4,57813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…85,861$18.5M0.05%-10,17913F-HR/ATimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…85,732$18.4M0.26%-4,13813F-HRTimelineGroup
Cornerstone Wealth Management, LLC85,149$18.3M0.92%-10,87813F-HRTimeline
ROTHSCHILD INVESTMENT LLC85,124$18.3M0.96%+82713F-HRTimeline
BIP Wealth, LLC84,482$18.2M0.74%-6,84713F-HRTimeline
Aptus Capital Advisors, LLC83,628$18M0.15%+4,19513F-HRTimeline
Councilmark Asset Management, LLC83,309$17.9M10.28%+5,26913F-HRTimeline
Merit Financial Group, LLC83,151$17.9M0.13%+6,54113F-HRTimeline
CM WEALTH ADVISORS LLC82,795$17.8M3.79%-3,52313F-HRTimeline
HANOVER ADVISORS INC82,606$17.8M7.22%-12513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC81,343$17.5M1.89%-1,80513F-HRTimeline
VestGen Advisors, LLC75,886$17.4M0.49%+67,96413F-HRTimeline
Reality Financial Planning Services, LLC80,348$17.3M16.67%-2713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…80,244$17.3M0.11%+3,66713F-HRTimelineGroup
Onyx Bridge Wealth Group LLC79,683$17.1M1.84%+613F-HRTimeline
Summit Financial, LLC79,498$17.1M0.22%+41,26713F-HRTimeline
Kraft, Davis & Associates, LLC73,434$16.8M3.58%+1,76513F-HRTimeline
Visionary Wealth Advisors77,370$16.6M0.74%+1,65813F-HRTimeline
High Net Worth Advisory Group LLC77,367$16.6M3.88%+1,15313F-HRTimeline
D.B. Root & Company, LLC76,501$16.5M3.93%-1,37713F-HRTimeline
Accretive Wealth Partners, LLC76,443$16.4M4.64%+2,85213F-HRTimeline
Asset Management Group, Inc.76,408$16.4M2.66%-1,89913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…76,303$16.4M0.3%-6,80213F-HRTimelineGroup
CRA Financial Services, LLC76,285$16.4M2.13%-3,88413F-HRTimeline
HHM Wealth Advisors, LLC75,730$16.3M1.88%-14013F-HRTimeline
KITCHING PARTNERS, LLC75,521$16.2M14.94%-4,05013F-HRTimeline
Martel Wealth Advisors LLC75,362$16.2M2.76%-2,40513F-HRTimeline
World Investment Advisors74,387$16M0.26%+1,38813F-HRTimeline
Journey Advisory Group, LLC74,267$16M1.37%-1,74213F-HRTimeline
Circle Wealth Management, LLC73,810$15.9M0.23%-2,06713F-HRTimeline
WASHINGTON TRUST Co73,467$15.8M0.53%+1,65213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC72,581$15.6M0.33%-1,05613F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC72,105$15.5M11.01%+19413F-HRTimeline
Aspen Grove Capital, LLC71,957$15.5M3.01%+24713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.71,846$15.5M0.02%13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC71,337$15.3M1.21%-47613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…71,135$15.3M0.99%-4,38913F-HRTimeline
SWAN Capital LLC70,892$15.2M5.6%+11,45313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC70,824$15.2M0.11%+3,82413F-HRTimeline
Strategic Financial Concepts, LLC70,622$15.2M3.74%+68,91213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.70,341$15.1M3.76%+1,12813F-HRTimeline
CONQUIS FINANCIAL LLC66,208$15.1M12.5%+4,12713F-HRTimeline
Advisory Services Network, LLC69,973$15M0.2%+1,24113F-HRTimeline
MOTIVE WEALTH ADVISORS69,171$14.9M6.99%-5,39613F-HRTimeline
Family Investment Center, Inc.69,163$14.9M2.86%-1,61213F-HRTimeline
PLANNING DIRECTIONS INC69,009$14.8M7.51%+94913F-HRTimeline
NWF Advisory Services Inc.68,983$14.8M1.68%+70913F-HRTimeline
Marble Wealth, LLC68,917$14.8M2.59%-2,60813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC68,199$14.7M0.32%+44013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA69,513$14.7M0.45%+32713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP67,890$14.6M0.31%+3,69013F-HRTimeline
AlphaCore Capital LLC67,863$14.6M0.35%-4,68913F-HRTimeline
Evergreen Wealth Management, LLC67,679$14.6M7.51%+1,66113F-HRTimeline
Macco Financial Group, Inc.67,533$14.5M11%+19,12513F-HRTimeline
FRG Family Wealth Advisors LLC67,389$14.5M2.38%-45513F-HRTimeline
Strategies Wealth Advisors, LLC67,226$14.5M1.45%-1,54313F-HRTimeline
Dakota Wealth Management66,828$14.4M0.31%+11613F-HR/ATimeline
Drucker Wealth 3.0, LLC66,519$14.3M2.5%+1,77813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC66,284$14.3M1.36%+3,78213F-HRTimeline
MGO ONE SEVEN LLC65,802$14.2M0.28%+16213F-HRTimeline
Integrated Wealth Concepts LLC65,122$14M0.11%+32,81313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC64,673$13.9M2.22%-68813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC64,589$13.9M0.91%+1,00513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…64,288$13.8M0.28%-3013F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC63,924$13.7M3.93%+4,42613F-HRTimeline
BOSTON FAMILY OFFICE LLC63,914$13.7M0.91%+6,68113F-HRTimeline
Arkadios Wealth Advisors63,632$13.7M0.23%-9,14613F-HRTimeline
M3 Advisory Group, LLC63,599$13.7M8.43%+83713F-HRTimeline
WHITTIER TRUST CO62,982$13.7M0.15%-9613F-HRTimeline
Integrated Advisors Network LLC62,832$13.5M0.71%-40,31413F-HRTimeline
JFS WEALTH ADVISORS, LLC62,431$13.4M0.75%-1,29413F-HRTimeline
Oak Harvest Investment Services62,250$13.4M1.4%-1,99313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT61,758$13.3M0.21%+1,46713F-HR/ATimeline
Allred Capital Management, LLC61,655$13.3M4.83%+70813F-HRTimeline
Apella Capital, LLC58,280$13.3M0.2%-3,52913F-HRTimeline
Composition Wealth, LLC61,594$13.2M0.18%-13,43513F-HRTimeline
Meridian Wealth Advisors, LLC61,520$13.2M1.75%-1,28613F-HRTimeline
GreatBanc Trust CO61,485$13.2M9.25%+1,00713F-HRTimeline
Rehmann Capital Advisory Group61,247$13.2M0.69%+47713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding61,163$13.2M-676Timeline
Garde Capital, Inc.60,904$13.1M0.78%013F-HRTimeline
Perigon Wealth Management, LLC60,841$13.1M0.24%-3,83713F-HRTimeline
Mendel Capital Management LLC60,700$13.1M6.56%13F-HRTimeline
Patriot Financial Group Insurance Agenc…60,396$13M0.73%+26,36013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.60,359$13M6.12%+9,15413F-HRTimeline
Wealthspire Advisors, LLC60,209$12.9M0.1%+2,46213F-HRTimeline
Destiny Wealth Partners, LLC60,201$12.9M1.42%-15113F-HRTimeline
OLD NATIONAL BANCORP /IN/60,115$12.9M0.22%-1,38413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…59,976$12.9M0.02%-4,49013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC59,933$12.9M0.06%+14,96013F-HRTimeline
Paradigm Capital Management, LLC/NV59,053$12.7M11.64%+44113F-HRTimeline
Bryn Mawr Trust Advisors, LLC58,803$12.6M0.61%-23313F-HRTimeline
NOVEM GROUP58,557$12.6M1.45%-79,96213F-HRTimeline
Aberdeen Wealth Management LLC58,417$12.6M5.73%+11,20413F-HRTimeline
Parallel Advisors, LLC58,338$12.5M0.23%+3,16713F-HR/ATimeline
CHATHAM CAPITAL GROUP, INC.58,335$12.5M1.82%-58013F-HRTimeline
ALBION FINANCIAL GROUP /UT58,102$12.5M0.81%+8513F-HRTimeline
DDFG, Inc57,993$12.5M2.69%-2,56613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC57,967$12.5M1.09%+4,92813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…57,921$12.5M0.8%-41313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC57,886$12.4M0.1%+1,42713F-HRTimeline
Wealth Analytics Partners, LLC57,720$12.4M5.05%-91913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.57,590$12.4M0.51%+7513F-HRTimeline
Regal Investment Advisors LLC57,460$12.4M0.71%-1,06613F-HRTimeline
PECAUT & CO.57,236$12.3M4%-1,20113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC56,471$12.1M0.12%-16913F-HRTimelineGroup
Curran Financial Partners, LLC56,029$12M2.16%+4,46113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC55,529$12M0.25%-99413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC55,983$12M1.77%+1,26413F-HRTimelineGroup
Arax Advisory Partners55,978$12M0.34%+1,69413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC55,935$12M0.06%+6,23413F-HRTimelineGroup
DAGCO, INC.55,642$12M2.59%+2,83213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO55,255$11.9M0.18%-1,19013F-HRTimeline
WealthShield Partners, LLC55,047$11.8M1.32%+21213F-HRTimeline
Dala Group, LLC54,877$11.8M9.87%+8,15813F-HRTimeline
CWS Financial Advisors, LLC54,731$11.8M3.02%+10113F-HRTimeline
Capital Investment Advisors, LLC54,689$11.8M0.17%-2,81113F-HR/ATimeline
Sherman Wealth Management LLC54,219$11.7M10.02%+2,57013F-HRTimeline
Western Pacific Wealth Management, LP53,637$11.5M11.73%+7713F-HRTimeline
Safir Wealth Advisors, LLC53,611$11.5M8.34%+87813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,546$11.5M0.3%-3,60113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding53,349$11.5M+595Timeline
FINANCIAL ADVISORY PARTNERS, LLC53,277$11.5M3.24%+3,72013F-HRTimeline
VPR Management LLC52,630$11.3M4.52%013F-HRTimeline
White Lighthouse Investment Management …52,339$11.3M1.56%-25713F-HRTimeline
CVA Family Office, LLC52,337$11.3M1.19%+97313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…52,252$11.2M0.29%new13F-HRTimelineGroup
Kovack Advisors, Inc.51,418$11.2M0.6%+50613F-HRTimeline
Main Street Financial Solutions, LLC52,006$11.2M0.82%+58713F-HRTimeline
White Wing Wealth Management51,963$11.2M6.71%+5,00113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC51,869$11.2M1.28%+6,90313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC51,793$11.1M0.89%+1,35113F-HRTimeline
HM PAYSON & CO51,640$11.1M0.16%-31,04513F-HRTimeline
M3 Wealth Management, LLC51,328$11M8.5%+3,34713F-HRTimeline
Global Wealth Management, LLC51,175$11M6%-1,92713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO51,012$11M0.06%-52113F-HRTimelineGroup
FIDELITY D & D BANCORP INC50,714$10.9M4.37%+3,32113F-HRTimeline
Bigelow Investment Advisors, LLC50,504$10.9M4.35%-53013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC50,306$10.8M0.86%+40,86213F-HRTimeline
Security Financial Services, INC.49,696$10.7M1.69%-52213F-HRTimeline
NorthRock Partners, LLC49,661$10.7M0.17%-1,73813F-HRTimeline
Sigma Planning Corp49,479$10.6M0.3%+6,27213F-HRTimeline
Crestwood Advisors Group, LLC49,333$10.6M0.18%-77013F-HRTimeline
Choate Investment Advisors49,254$10.6M0.21%-1,30513F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC49,082$10.6M5.72%+1,98113F-HRTimeline
LS Investment Advisors, LLC48,765$10.5M1.57%-9,63013F-HRTimeline