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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
Gilliland Jeter Wealth Management LLC46,489$9.1M3.07%+67613F-HRTimeline
180 WEALTH ADVISORS, LLC46,414$9.09M1.42%-35813F-HRTimeline
Alpha Cubed Investments, LLC46,277$9.06M0.41%+39913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC46,122$9.03M2.16%-6,14913F-HRTimeline
BEACON FINANCIAL GROUP45,953$9M0.97%-4,40713F-HRTimeline
SPC Financial, Inc.45,923$8.99M0.78%-53213F-HRTimeline
Souders Financial Advisors45,675$8.94M1.25%-5,26313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.45,638$8.94M3.88%+2,92613F-HRTimeline
Cascade Financial Partners, LLC45,611$8.93M1.16%+1,23213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…45,580$8.93M1.32%-76913F-HRTimeline
Integrated Wealth Concepts LLC45,176$8.85M0.1%+6,01413F-HRTimeline
WARNER FINANCIAL, INC45,109$8.83M3.8%+41213F-HRTimeline
North Star Investment Management Corp.45,084$8.83M0.61%-3,02913F-HRTimeline
WEALTHSPAN PARTNERS, LLC45,028$8.82M4.21%-1,61113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC44,360$8.69M0.64%-85413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC44,321$8.68M0.62%+1,93713F-HRTimeline
CVA Family Office, LLC44,252$8.67M1.37%+2,34913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC44,177$8.65M0.5%-2,23813F-HRTimeline
Orion Capital Management LLC44,045$8.63M3.79%-2,80013F-HRTimeline
GC Wealth Management RIA, LLC43,930$8.6M1.51%-6,25813F-HRTimeline
Financial Perspectives, Inc43,926$8.6M2.89%-2,69213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.43,904$8.6M0.02%new13F-HRTimelineGroup
DAGCO, INC.43,802$8.58M2.84%+7,59713F-HRTimeline
Garden State Investment Advisory Servic…43,584$8.57M2.64%+18013F-HRTimeline
Quantinno Capital Management LP43,470$8.51M0.08%+13,17913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC43,209$8.46M0.01%+3,25413F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC43,123$8.44M1.25%+25513F-HRTimeline
Capstone Financial Advisors, Inc.43,041$8.43M0.52%-26213F-HRTimeline
Compass Ion Advisors, LLC42,886$8.4M1%-60513F-HRTimeline
KWMG, LLC42,864$8.39M0.86%-53113F-HRTimeline
Yoder Wealth Management, Inc.42,615$8.35M4.61%-63213F-HRTimeline
Stokes Capital Advisors, LLC42,607$8.34M2.16%+15413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.42,464$8.32M0.46%+5,77913F-HR/ATimelineGroup
Western Pacific Wealth Management, LP42,243$8.27M6.67%+2013F-HRTimeline
Vigilare Wealth Management42,206$8.27M3.36%+1013F-HRTimeline
Aberdeen Wealth Management LLC42,099$8.24M5.65%+12813F-HRTimeline
New Perspectives, Inc41,907$8.21M4.4%-60313F-HRTimeline
B. Riley Wealth Advisors, Inc.41,871$8.2M0.27%-9,64713F-HRTimeline
Pinnacle Financial Partners Inc41,796$8.2M0.17%+4,38513F-HRTimeline
Vestmark Advisory Solutions, Inc.41,745$8.17M0.28%+3,88913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,599$8.15M0.27%+24613F-HRTimeline
Moors & Cabot, Inc.41,207$8.07M0.38%+36513F-HRTimeline
Pathway Financial Advisors LLC41,207$8.07M1.86%-9713F-HRTimeline
PINNACLE ASSOCIATES LTD40,927$8.01M0.11%+12,03413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC40,746$7.98M0.09%-2,29613F-HRTimelineGroup
White Wing Wealth Management40,733$7.98M5.93%+2,88513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC40,635$7.96M2.92%+2013F-HRTimeline
Northstar Group, Inc.40,430$7.92M1.33%-11613F-HRTimeline
Koshinski Asset Management, Inc.40,376$7.91M0.71%+2,19513F-HRTimeline
Plotkin Financial Advisors, LLC40,343$7.9M4.69%+63713F-HRTimeline
CIBC WORLD MARKET INC.40,285$7.89M0.02%+6,12113F-HRTimeline
PMG Wealth Management, Inc.40,259$7.88M7.18%13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC40,107$7.85M1.33%-8913F-HRTimeline
WEST PACES ADVISORS INC.39,830$7.8M1.9%+37,69513F-HRTimeline
NorthRock Partners, LLC39,664$7.77M0.25%-1,93613F-HR/ATimeline
Windward Private Wealth Management Inc.39,456$7.73M3.01%-2,54813F-HRTimeline
Alexis Investment Partners, LLC39,277$7.69M3.76%13F-HRTimeline
Wealthspire Advisors, LLC39,223$7.68M0.08%+89213F-HRTimeline
Litman Gregory Wealth Management LLC39,041$7.65M0.66%013F-HRTimeline
Ledyard National Bank38,847$7.61M0.72%-1,31613F-HRTimeline
INTEGRITY ALLIANCE, LLC.38,789$7.6M0.82%13F-HRTimeline
Kagan Cocozza Asset Management38,732$7.58M6.3%13F-HRTimeline
Sigma Planning Corp38,730$7.58M0.24%+3913F-HRTimeline
Prosperity Consulting Group, LLC38,697$7.58M0.57%+16413F-HRTimeline
FreeGulliver LLC38,538$7.55M3.94%+83413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC38,447$7.53M0.06%+23,92113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO38,400$7.52M0.05%-57313F-HRTimelineGroup
IHT Wealth Management, LLC38,326$7.51M0.24%-11,67413F-HRTimeline
Tide Cove Capital Partners LLC38,346$7.47M6.43%13F-HR/ATimeline
Arete Wealth Advisors, LLC37,717$7.39M0.53%-6813F-HRTimeline
Aspen Wealth Management LLC37,682$7.38M2.19%-43,87913F-HRTimeline
McNamara Financial Services, Inc.37,439$7.33M1.72%-1,29713F-HRTimeline
Raab & Moskowitz Asset Management LLC37,432$7.33M1.8%+51013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,289$7.3M0.3%-16,11413F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…37,115$7.27M2.2%+5,43213F-HRTimeline
Weaver Consulting Group37,036$7.25M2.23%+1,49013F-HRTimeline
NWAM LLC36,793$7.21M0.45%-3,63013F-HRTimeline
Leo Wealth, LLC36,736$7.19M0.64%+26713F-HRTimeline
Cambridge Advisors Inc.36,603$7.17M1.6%-10113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC36,222$7.09M0.1%-15013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36,199$7.09M0.29%+30413F-HRTimeline
Bridgewater Advisors Inc.36,191$7.06M0.74%+8,32613F-HRTimeline
Good Life Advisors, LLC35,842$7.02M0.51%+73313F-HRTimeline
IAG Wealth Partners, LLC35,638$6.98M1.23%-1,98313F-HRTimeline
AE Wealth Management LLC35,630$6.98M0.06%-3,92913F-HRTimeline
San Luis Wealth Advisors LLC35,443$6.94M1.31%+3,51913F-HRTimeline
Keystone Financial Group, Inc.35,299$6.91M5.6%13F-HRTimeline
Verum Partners LLC35,249$6.9M1.99%-32713F-HRTimeline
FSC Wealth Advisors, LLC34,951$6.84M4.41%+4,62613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD34,531$6.84M0.39%-7513F-HRTimeline
Meridian Wealth Management, LLC34,865$6.83M0.32%-4513F-HRTimeline
Sloy Dahl & Holst, LLC34,579$6.77M0.86%+18013F-HRTimeline
BRIGHTON JONES LLC34,563$6.77M0.2%+16,60613F-HR/ATimeline
Hurlow Wealth Management Group, Inc.34,370$6.73M2.1%-1,23913F-HRTimeline
Curran Financial Partners, LLC34,264$6.71M1.76%+1,66013F-HRTimeline
City State Bank34,109$6.68M2.36%+1,69413F-HRTimeline
Asset Allocation Strategies LLC32,826$6.67M1.61%+1,03513F-HRTimeline
CARDIFF PARK ADVISORS, LLC34,060$6.67M0.64%+12113F-HRTimeline
Csenge Advisory Group33,830$6.62M0.36%+1,52413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC33,821$6.62M2.2%+2,21413F-HRTimeline
One Degree Advisors Inc32,351$6.61M2.69%-2,68213F-HRTimeline
Clear Creek Financial Management, LLC33,696$6.6M0.71%+1,81813F-HRTimeline
Kaizen Financial Strategies33,461$6.55M3.71%-9,23113F-HRTimeline
DAVIS R M INC33,424$6.55M0.13%+74013F-HRTimeline
HEADINVEST, LLC33,364$6.53M1.23%+10413F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC33,248$6.51M0.99%+2,94413F-HRTimeline
Watts Gwilliam & Co., LLC33,285$6.5M1.37%-26713F-HRTimeline
Benchmark Wealth Management, LLC33,178$6.5M3.2%+1513F-HRTimeline
Creekside Partners33,113$6.48M3.36%-36713F-HRTimeline
CIDEL ASSET MANAGEMENT INC33,060$6.47M0.44%013F-HRTimeline
Certified Advisory Corp32,931$6.45M0.7%+65613F-HRTimeline
SkyOak Wealth, LLC32,861$6.44M1.38%+1,02613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV32,861$6.43M2.05%+14613F-HRTimeline
ROMAN BUTLER FULLERTON & CO31,865$6.43M2.04%+1,86013F-HRTimeline
CPC Advisors, LLC32,850$6.43M0.88%+67113F-HRTimeline
Westside Investment Management, Inc.32,803$6.42M1.35%+16613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.31,729$6.42M0.3%-13,97313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.32,738$6.41M2.5%+38313F-HRTimeline
BIP Wealth, LLC32,627$6.39M0.43%-70413F-HRTimeline
McGlone Suttner Wealth Management, Inc.32,457$6.36M1.06%+3,33513F-HRTimeline
Moser Wealth Advisors, LLC32,274$6.32M3.29%+75613F-HRTimeline
Ranch Capital Advisors Inc.32,263$6.32M2.98%+29213F-HRTimeline
Grove Street Fiduciary, LLC32,177$6.3M3.31%13F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC32,169$6.3M4.41%+9513F-HR/ATimeline
Colony Family Offices, LLC31,837$6.23M1.96%-11213F-HRTimeline
Chris Bulman Inc31,512$6.17M3.94%-4,97913F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC31,432$6.16M5.07%-27213F-HRTimeline
Bay Rivers Group31,309$6.13M2.97%+1113F-HRTimeline
Marcum Wealth, LLC31,297$6.13M0.53%+3313F-HRTimeline
Sowell Financial Services LLC31,252$6.12M0.32%-60213F-HRTimeline
Keystone Financial Group31,169$6.1M0.6%+14913F-HRTimeline
Brightwater Advisory LLC31,136$6.1M4.78%-3,37113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC31,039$6.08M0.12%+62113F-HRTimeline
Summit Financial, LLC31,025$6.08M0.21%-1,66213F-HRTimeline
TRUST CO OF VERMONT30,973$6.07M0.29%+2,43813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,837$6.04M0.19%+2,61413F-HRTimelineGroup
Councilmark Asset Management, LLC30,820$6.04M4.05%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC30,636$6M1.66%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.30,238$5.92M2.44%+3513F-HRTimeline
NorthCoast Asset Management LLC30,185$5.91M0.03%+5,54113F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC30,060$5.89M1.37%013F-HRTimeline
GPS Wealth Strategies Group, LLC30,051$5.88M0.76%-1,65013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC29,871$5.85M1.47%+27713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding29,836$5.84M+24,214Timeline
HOWARD WEALTH MANAGEMENT, LLC29,796$5.84M3.16%-21813F-HRTimeline
Hoese & Co LLP29,763$5.83M5.06%+2,34613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC29,637$5.8M0.46%-413F-HRTimeline
WealthBridge Capital Management, LLC29,414$5.76M1.6%+68413F-HRTimeline
JMAC ENTERPRISES LLC29,402$5.76M0.9%+15313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC29,371$5.75M1.43%-28813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC29,348$5.75M0.43%+7,39313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC29,275$5.73M3.11%-14613F-HRTimeline
Arcataur Capital Management LLC29,266$5.73M1.93%-16513F-HRTimeline
Tennessee Valley Asset Management Partn…29,203$5.72M0.96%-1,71813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC29,557$5.7M1.25%-97013F-HRTimeline
Gibson Capital, LLC28,944$5.67M1.16%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC28,897$5.66M3.12%13F-HRTimeline
Royal Fund Management, LLC28,740$5.66M0.61%-13613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA28,880$5.66M0.02%-7013F-HRTimelineGroup
Fortis Advisors, LLC28,854$5.65M3.71%+41613F-HRTimeline
Caprock Group, LLC28,659$5.61M0.18%+6,02413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding29,081$5.61M-18Timeline
Tandem Investment Partners LLC28,562$5.59M5.35%13F-HRTimeline
Hofer & Associates. Inc28,294$5.54M3.72%-50613F-HRTimeline
Pinnacle Financial Group, LLC / IL28,084$5.5M2.15%-12613F-HRTimeline
Seven Springs Wealth Group, LLC28,041$5.49M2.04%-9713F-HRTimeline
Riverview Capital Advisers, LLC27,990$5.48M1.65%+67413F-HRTimeline
Amplius Wealth Advisors, LLC27,704$5.43M0.56%-23113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,686$5.42M0.05%+3,82913F-HRTimeline
Frederick Financial Consultants, LLC27,685$5.42M4.33%13F-HRTimeline
Qube Research & Technologies Ltd27,619$5.41M0.01%-29,64913F-HRTimeline
Acorn Wealth Advisors, LLC27,605$5.41M2.23%+7713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.27,582$5.4M3.73%13F-HRTimeline
One Day In July LLC27,535$5.39M0.57%-71013F-HRTimeline
Forum Private Client Group LLC27,509$5.39M2.4%-1,27713F-HRTimeline
Modern Wealth Management, LLC27,179$5.32M0.2%+25,05513F-HR/ATimeline
Foundations Investment Advisors, LLC27,094$5.31M0.1%+15,82713F-HRTimeline
Beacon Financial Advisory LLC27,000$5.29M1.72%+33513F-HRTimeline
Investment Advisory Group, LLC26,959$5.28M1.77%-4913F-HRTimeline
Centerpoint Advisory Group26,938$5.28M5.1%13F-HRTimeline
STALEY CAPITAL ADVISERS INC26,528$5.2M0.23%+11613F-HRTimeline
Verdence Capital Advisors LLC26,472$5.18M0.42%-1313F-HRTimeline
HM PAYSON & CO26,393$5.17M0.09%+26013F-HRTimeline
Independent Family Office, LLC26,297$5.15M2.68%-3,84513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC26,274$5.15M0.14%13F-HRTimeline
Detalus Advisors, LLC26,225$5.14M1.69%+67213F-HRTimeline
StrongBox Wealth, LLC26,126$5.12M2.17%-41613F-HRTimeline
PFG Investments, LLC26,066$5.1M0.32%+11,69413F-HRTimeline
Ausdal Financial Partners, Inc.25,976$5.09M0.44%+9,12113F-HRTimeline
Schechter Investment Advisors, LLC25,884$5.07M0.39%-8413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI25,767$5.05M0.27%+59413F-HRTimeline
Oxler Private Wealth LLC25,629$5.02M1.65%-10113F-HRTimeline
Vermillion Wealth Management, Inc.25,602$5.01M2.57%13F-HRTimeline
Vise Technologies, Inc.25,450$4.98M0.42%+13113F-HRTimeline
Morton Capital Management LLC/CA25,351$4.96M0.94%+113F-HRTimeline
TFB Advisors LLC25,278$4.95M1.42%+10713F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC25,072$4.91M1.92%+4,56813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…25,071$4.91M0.02%-34313F-HRTimelineGroup
Tempus Wealth Planning, LLC24,983$4.89M1.49%-94113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC24,887$4.87M0.1%new13F-HRTimeline