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Disclosery

VIG VANGUARD SPECIALIZED FUNDS

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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
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.45,788$8.88M0.15%-1,56413F-HRTimelineGroup
180 WEALTH ADVISORS, LLC45,737$8.86M1.41%-67713F-HRTimeline
Gilliland Jeter Wealth Management LLC45,633$8.85M3.13%-85613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC45,565$8.84M1.37%+2,44213F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC45,275$8.78M4.51%+13,10613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC45,081$8.75M0.63%+72113F-HRTimeline
Alpha Cubed Investments, LLC44,834$8.7M0.39%-1,44313F-HRTimeline
Cascade Financial Partners, LLC44,825$8.7M1.1%-78613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC44,820$8.69M1.17%-2,68613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…45,101$8.66M1.32%-47913F-HRTimeline
Brio Consultants, LLC44,424$8.62M1.35%-2,28413F-HR/ATimeline
Heritage Wealth Advisors44,373$8.61M0.44%-3,68913F-HRTimeline
Cascade Wealth Advisors, Inc46,217$8.6M5.95%-1,42013F-HRTimeline
North Star Investment Management Corp.44,186$8.57M0.62%-89813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.43,350$8.41M0.46%+88613F-HR/ATimelineGroup
Financial Perspectives, Inc43,016$8.34M2.86%-91013F-HRTimeline
Orion Capital Management LLC42,939$8.33M3.51%-1,10613F-HRTimeline
First Heartland Consultants, Inc.42,894$8.32M0.86%-6,11013F-HRTimeline
Compass Ion Advisors, LLC42,868$8.32M0.98%-1813F-HRTimeline
Stokes Capital Advisors, LLC42,825$8.31M2.11%+21813F-HRTimeline
WARNER FINANCIAL, INC42,752$8.29M3.67%-2,35713F-HRTimeline
WEALTHSPAN PARTNERS, LLC42,693$8.28M3.83%-2,33513F-HRTimeline
Northstar Group, Inc.42,682$8.28M1.34%+2,25213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42,589$8.26M0.06%+4,18913F-HRTimelineGroup
Integrated Wealth Concepts LLC42,411$8.23M0.1%-2,76513F-HRTimeline
Capstone Financial Advisors, Inc.42,387$8.22M0.52%-65413F-HRTimeline
GC Wealth Management RIA, LLC42,255$8.2M1.5%-1,67513F-HRTimeline
Vigilare Wealth Management42,208$8.19M3.27%+213F-HRTimeline
Western Pacific Wealth Management, LP42,178$8.18M7.4%-6513F-HRTimeline
Souders Financial Advisors42,174$8.18M1.14%-3,50113F-HRTimeline
Aberdeen Wealth Management LLC42,129$8.17M5.64%+3013F-HRTimeline
BEACON FINANCIAL GROUP42,015$8.15M0.89%-3,93813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP41,975$8.14M0.12%-5,08013F-HRTimeline
Koshinski Asset Management, Inc.41,751$8.1M0.69%+1,37513F-HRTimeline
White Wing Wealth Management44,029$8.1M6.31%+3,29613F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC41,615$8.07M0.47%-2,56213F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC41,348$8.02M2.68%+7,52713F-HRTimeline
New Perspectives, Inc41,144$7.98M4.26%-76313F-HRTimeline
Pathway Financial Advisors LLC40,988$7.95M1.43%-21913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD40,971$7.95M0.46%+6,44013F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC40,746$7.9M0.09%013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD40,708$7.9M0.12%-21913F-HRTimeline
Plotkin Financial Advisors, LLC40,693$7.89M4.85%+35013F-HRTimeline
Yoder Wealth Management, Inc.40,480$7.85M4.42%-2,13513F-HRTimeline
PMG Wealth Management, Inc.40,442$7.85M8.33%+18313F-HRTimeline
CIBC WORLD MARKET INC.40,439$7.84M0.02%+15413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,035$7.77M0.27%-1,56413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC39,930$7.75M1.29%-17713F-HRTimeline
Alexis Investment Partners, LLC40,179$7.73M3.7%+90213F-HRTimeline
NorthRock Partners, LLC39,797$7.72M0.26%+13313F-HRTimeline
AE Wealth Management LLC39,551$7.67M0.06%+3,92113F-HRTimeline
Yukon Wealth Management, Inc.39,518$7.67M3.18%13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC39,460$7.65M2.76%-1,17513F-HRTimeline
Litman Gregory Wealth Management LLC39,191$7.6M0.65%+15013F-HRTimeline
Kagan Cocozza Asset Management39,076$7.58M6.19%+34413F-HRTimeline
Sigma Planning Corp39,013$7.57M0.24%+28313F-HRTimeline
PETERSON WEALTH MANAGEMENT38,917$7.55M5.08%-14,29513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…38,506$7.47M2.25%+1,39113F-HRTimeline
City State Bank38,478$7.46M2.46%+4,36913F-HRTimeline
Tide Cove Capital Partners LLC38,461$7.46M6.49%+11513F-HRTimeline
IHT Wealth Management, LLC38,087$7.39M0.23%-23913F-HRTimeline
VestGen Advisors, LLC37,934$7.36M0.33%13F-HRTimeline
Windward Private Wealth Management Inc.37,866$7.35M2.86%-1,59013F-HRTimeline
Financial Advocates Investment Manageme…37,759$7.32M0.51%-15,37513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,425$7.26M0.3%+13613F-HRTimelineGroup
Mascoma Wealth Management LLC37,313$7.24M1.8%-15,89113F-HRTimeline
Curran Financial Partners, LLC37,313$7.24M1.78%+3,04913F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC37,016$7.18M1.48%+3,76813F-HRTimeline
San Luis Wealth Advisors LLC36,922$7.16M1.62%+1,47913F-HR/ATimeline
Good Life Advisors, LLC36,793$7.14M0.5%+95113F-HRTimeline
Ledyard National Bank36,765$7.13M0.71%-2,08213F-HRTimeline
Weaver Consulting Group36,729$7.12M2.15%-30713F-HRTimeline
McNamara Financial Services, Inc.36,665$7.11M1.53%-77413F-HRTimeline
Keystone Financial Group, Inc.37,124$7.08M4.99%+1,82513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36,372$7.06M0.31%+17313F-HRTimeline
Raab & Moskowitz Asset Management LLC36,280$7.04M1.77%-1,15213F-HRTimeline
Moors & Cabot, Inc.36,115$7.01M0.36%-5,09213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,068$7M0.06%+8,38213F-HRTimeline
Cambridge Advisors Inc.36,009$6.99M1.53%-59413F-HRTimeline
Aspen Wealth Management LLC35,819$6.95M1.97%-1,86313F-HRTimeline
Bridgewater Advisors Inc.36,193$6.88M0.6%+213F-HRTimeline
Leo Wealth, LLC35,473$6.88M0.99%-1,26313F-HRTimeline
FreeGulliver LLC35,298$6.85M3.47%-3,24013F-HRTimeline
Geneos Wealth Management Inc.35,015$6.82M0.1%+21,05213F-HRTimeline
Chicago Partners Investment Group LLC35,512$6.82M0.23%+20,19113F-HRTimeline
Verum Partners LLC34,715$6.73M1.82%-53413F-HRTimeline
IAG Wealth Partners, LLC34,696$6.73M1.05%-94213F-HRTimeline
Sloy Dahl & Holst, LLC34,533$6.7M1.17%-4613F-HRTimeline
CARDIFF PARK ADVISORS, LLC34,285$6.65M0.64%+22513F-HRTimeline
FSC Wealth Advisors, LLC34,160$6.63M4.35%-79113F-HRTimeline
SkyOak Wealth, LLC33,843$6.57M1.44%+98213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV33,747$6.55M0.5%+19,00913F-HRTimeline
Moser Wealth Advisors, LLC33,681$6.53M3.42%+1,40713F-HRTimeline
Watts Gwilliam & Co., LLC33,519$6.5M1.41%+23413F-HRTimeline
McClarren Financial Advisors, Inc.24,459$6.48M4.29%new13F-HRTimeline
Meridian Wealth Management, LLC33,407$6.48M0.31%-1,45813F-HRTimeline
DAVIS R M INC33,387$6.48M0.13%-3713F-HRTimeline
Prosperity Consulting Group, LLC33,376$6.47M0.5%-5,32113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC33,318$6.46M0.1%-2,90413F-HRTimeline
Creekside Partners33,174$6.44M3.37%+6113F-HRTimeline
BIP Wealth, LLC32,966$6.4M0.42%+33913F-HRTimeline
Clear Creek Financial Management, LLC32,937$6.39M0.66%-75913F-HRTimeline
DHJJ Financial Advisors, Ltd.32,823$6.37M2.56%+8513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV32,801$6.36M2.09%-6013F-HRTimeline
CPC Advisors, LLC32,654$6.33M0.87%-19613F-HRTimeline
Westside Investment Management, Inc.32,557$6.31M1.35%-24613F-HRTimeline
Summit Financial, LLC32,520$6.31M0.18%+1,49513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC32,344$6.27M3.29%+3,06913F-HRTimeline
One Degree Advisors Inc32,346$6.27M2.58%-513F-HRTimeline
Hurlow Wealth Management Group, Inc.32,334$6.27M1.96%-2,03613F-HRTimeline
NorthCoast Asset Management LLC32,313$6.27M0.03%+2,12813F-HR/ATimeline
TRUST CO OF VERMONT32,295$6.26M0.31%+1,32213F-HRTimeline
Csenge Advisory Group33,915$6.24M0.35%+8513F-HRTimeline
HEADINVEST, LLC32,067$6.22M1.21%-1,29713F-HRTimeline
Benchmark Wealth Management, LLC31,971$6.2M3%-1,20713F-HRTimeline
McGlone Suttner Wealth Management, Inc.31,577$6.13M1.01%-88013F-HRTimeline
Colony Family Offices, LLC31,499$6.11M1.91%-33813F-HRTimeline
Ranch Capital Advisors Inc.31,374$6.09M2.89%-88913F-HRTimeline
CIDEL ASSET MANAGEMENT INC31,355$6.08M0.4%-1,70513F-HRTimeline
Marcum Wealth, LLC31,256$6.06M0.52%-4113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC31,169$6.05M5.14%-26313F-HRTimeline
Hoese & Co LLP30,980$6.01M5.21%+1,21713F-HRTimeline
Grove Street Fiduciary, LLC30,839$5.98M3.03%-1,33813F-HRTimeline
Councilmark Asset Management, LLC30,820$5.98M4.04%013F-HRTimeline
Caprock Group, LLC30,782$5.97M0.18%+2,12313F-HRTimeline
Bay Rivers Group30,542$5.92M3.11%-76713F-HRTimeline
Brightwater Advisory LLC30,298$5.88M4.65%-83813F-HR/ATimeline
ROMAN BUTLER FULLERTON & CO31,580$5.87M2.28%-28513F-HRTimeline
World Investment Advisors30,270$5.87M0.15%+15,29513F-HRTimeline
INVESTMENT PARTNERS, LTD.30,254$5.87M2.43%+1613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC30,245$5.87M3.11%+1,34813F-HRTimeline
Chris Bulman Inc30,187$5.86M3.7%-1,32513F-HRTimeline
Detalus Advisors, LLC30,142$5.85M1.84%+3,91713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC30,060$5.83M1.33%013F-HRTimeline
Keystone Financial Group30,040$5.83M0.59%-1,12913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC29,612$5.74M0.11%-1,42713F-HRTimeline
Arcataur Capital Management LLC29,593$5.74M1.96%+32713F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC29,558$5.73M0.06%-14,56813F-HRTimelineGroup
Tennessee Valley Asset Management Partn…29,480$5.72M0.93%+27713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC29,449$5.71M0.46%-18813F-HRTimeline
WealthBridge Capital Management, LLC29,439$5.71M1.61%+2513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC29,419$5.71M0.66%+9,64813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.29,309$5.68M3.86%+1,72713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,254$5.67M0.05%-9,19313F-HRTimelineGroup
Sowell Financial Services LLC29,187$5.66M0.26%-2,06513F-HRTimeline
Garden State Investment Advisory Servic…29,067$5.66M1.81%-14,51713F-HRTimeline
Riverview Capital Advisers, LLC29,168$5.66M1.78%+1,17813F-HRTimeline
Empowered Funds, LLC29,143$5.65M0.08%+26,26413F-HRTimeline
Arete Wealth Advisors, LLC29,064$5.64M0.43%-8,65313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC29,036$5.63M1.44%-33513F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC28,929$5.61M3.13%-86713F-HRTimeline
Fortis Advisors, LLC28,916$5.61M3.66%+6213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC28,735$5.57M2.18%+3,66313F-HRTimeline
Hofer & Associates. Inc28,576$5.54M3.76%+28213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC28,446$5.52M1.55%-1,42513F-HRTimeline
Pinnacle Financial Group, LLC / IL28,140$5.46M1.98%+5613F-HRTimeline
Tandem Investment Partners LLC27,994$5.43M5.36%-56813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA27,935$5.42M0.02%-94513F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC29,769$5.41M1.18%+21213F-HRTimeline
One Day In July LLC27,863$5.41M0.54%+32813F-HRTimeline
Seven Springs Wealth Group, LLC27,846$5.4M1.93%-19513F-HRTimeline
Acorn Wealth Advisors, LLC27,748$5.38M2.24%+14313F-HRTimeline
Frederick Financial Consultants, LLC27,733$5.38M3.88%+4813F-HRTimeline
Gibson Capital, LLC27,557$5.35M1.13%-1,38713F-HR/ATimeline
Amplius Wealth Advisors, LLC27,536$5.34M0.56%-16813F-HRTimeline
TFB Advisors LLC27,271$5.29M1.52%+1,99313F-HRTimeline
Shira Ridge Wealth Management27,215$5.28M2.63%+2,68813F-HRTimeline
Foundations Investment Advisors, LLC27,203$5.28M0.1%+10913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,999$5.24M0.07%+3,05613F-HRTimelineGroup
Investment Advisory Group, LLC26,997$5.24M1.75%+3813F-HRTimeline
Forum Private Client Group LLC26,850$5.21M2.26%-65913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,846$5.21M0.07%+3,81013F-HRTimelineGroup
Verdence Capital Advisors LLC26,489$5.14M0.39%+1713F-HRTimeline
Kellett Wealth Advisors, LLC26,486$5.14M3.56%+2,56113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC26,154$5.07M0.46%-3,19413F-HR/ATimeline
STALEY CAPITAL ADVISERS INC26,147$5.07M0.23%-38113F-HRTimeline
Beacon Financial Advisory LLC26,131$5.07M1.54%-86913F-HRTimeline
Ausdal Financial Partners, Inc.26,103$5.06M0.38%+12713F-HRTimeline
Dynamic Advisor Solutions LLC26,060$5.06M0.17%new13F-HRTimeline
Centerpoint Advisory Group26,033$5.05M4.97%-90513F-HRTimeline
Vermillion Wealth Management, Inc.26,001$5.04M1.48%+39913F-HRTimeline
GPS Wealth Strategies Group, LLC25,998$5.04M0.68%-4,05313F-HRTimeline
Independent Family Office, LLC25,997$5.04M2.65%-30013F-HRTimeline
HM PAYSON & CO25,945$5.03M0.09%-44813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC25,904$5.03M0.09%+1,01713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI25,849$5.01M0.27%+8213F-HRTimeline
GWN SECURITIES INC.25,632$4.99M0.28%+21,47013F-HRTimeline
StrongBox Wealth, LLC25,380$4.92M2.05%-74613F-HRTimeline
W ADVISORS, LLC25,217$4.89M3.06%+52613F-HRTimeline
Asset Allocation Strategies LLC25,216$4.89M1.22%-7,61013F-HRTimeline
Oxler Private Wealth LLC25,150$4.88M1.71%-47913F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co25,130$4.87M1.18%+94013F-HRTimeline
Accredited Wealth Management, LLC25,022$4.85M4.1%+2,27013F-HRTimeline
Golden State Wealth Management, LLC24,832$4.82M0.72%+2,10913F-HR/ATimeline
New Insight Wealth Advisors24,718$4.8M2.18%+1,24513F-HRTimeline
Brady Martz Wealth Solutions, LLC24,614$4.77M1.08%+50913F-HRTimeline
Infinity Wealth Counsel, LLC24,584$4.77M5.15%-21113F-HRTimeline
PFG Investments, LLC24,553$4.76M0.31%-1,51313F-HRTimeline
Fort Sheridan Advisors LLC24,491$4.75M0.72%+69113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC24,453$4.74M0.17%+35213F-HRTimeline