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Disclosery

VIG VANGUARD SPECIALIZED FUNDS

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SHS (fund)

2,283 managers (2,302 13F filers) reported a position in VIG shares at 2025-06-30, 208,323,364 shares in all. 98 filers opened a position and 82 filers sold out during the quarter.

Managers
2,283
13F filers
2,302
New
98
Added
822
Reduced
812
Sold out
82
Shares held by filers
208,323,364

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
West Financial Advisors, LLC46,172$9.45M1.64%-42513F-HRTimeline
Financial Perspectives, Inc46,121$9.44M2.85%+3,10513F-HRTimeline
Sandbox Financial Partners, LLC45,959$9.41M2.97%-28213F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC45,631$9.34M4.57%+35613F-HRTimeline
Gilliland Jeter Wealth Management LLC45,612$9.34M3.04%-2113F-HRTimeline
SPC Financial, Inc.45,395$9.29M0.78%-68813F-HRTimeline
Cascade Financial Partners, LLC45,225$9.26M1.11%+40013F-HRTimeline
180 WEALTH ADVISORS, LLC44,987$9.21M1.28%-75013F-HRTimeline
Prentice Wealth Management LLC44,949$9.2M2.42%-1,62013F-HRTimeline
White Wing Wealth Management44,941$9.2M6.23%+91213F-HRTimeline
Koshinski Asset Management, Inc.44,908$9.19M0.69%+3,15713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.44,840$9.18M0.15%-94813F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC44,828$9.17M1.28%-73713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…44,715$9.15M1.26%-38613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP44,195$9.04M0.13%+2,22013F-HRTimeline
Jordan Park Group LLC44,169$9.04M0.59%-2,46513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC44,130$9.03M0.33%-5,07613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.43,940$9.03M0.44%+59013F-HRTimelineGroup
North Star Investment Management Corp.43,736$8.95M0.62%-45013F-HRTimeline
Alpha Cubed Investments, LLC43,703$8.94M0.34%-1,13113F-HRTimeline
Heritage Wealth Advisors43,645$8.93M0.42%-72813F-HRTimeline
Prospera Financial Services Inc43,409$8.89M0.17%-4,92213F-HRTimeline
Souders Financial Advisors43,270$8.86M1.13%+1,09613F-HRTimeline
Brio Consultants, LLC43,171$8.84M1.29%-1,25313F-HRTimeline
Orion Capital Management LLC42,986$8.8M3.35%+4713F-HRTimeline
Compass Ion Advisors, LLC42,815$8.76M0.95%-5313F-HRTimeline
Curran Financial Partners, LLC42,670$8.73M1.93%+5,35713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC42,569$8.71M1.09%-2,25113F-HRTimeline
AE Wealth Management LLC42,383$8.67M0.06%+2,83213F-HRTimeline
Aberdeen Wealth Management LLC42,129$8.62M5.73%013F-HRTimeline
WARNER FINANCIAL, INC42,097$8.62M3.56%-65513F-HRTimeline
PMG Wealth Management, Inc.41,912$8.58M7.08%+1,47013F-HRTimeline
Northstar Group, Inc.41,652$8.52M1.32%-1,03013F-HRTimeline
Plotkin Financial Advisors, LLC41,452$8.48M4.68%+75913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD41,226$8.44M0.45%+25513F-HRTimeline
San Luis Wealth Advisors LLC41,198$8.43M1.81%+4,27613F-HRTimeline
CIBC WORLD MARKET INC.41,098$8.41M0.02%+65913F-HRTimeline
Pathway Financial Advisors LLC40,988$8.39M1.23%013F-HRTimeline
Capstone Financial Advisors, Inc.40,941$8.38M0.49%-1,44613F-HRTimeline
Gleason Group, Inc.40,834$8.36M0.91%+39,41213F-HRTimeline
World Investment Advisors40,779$8.35M0.19%+10,50913F-HRTimeline
First Heartland Consultants, Inc.40,726$8.34M0.74%-2,16813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,692$8.33M0.23%+65713F-HRTimeline
WEALTHSPAN PARTNERS, LLC40,685$8.33M3.46%-2,00813F-HRTimeline
Keystone Financial Group, Inc.40,398$8.33M5.3%+3,27413F-HRTimeline
Qube Research & Technologies Ltd40,568$8.3M0.01%-71,05813F-HRTimeline
GC Wealth Management RIA, LLC40,085$8.2M0.67%-2,17013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC40,082$8.2M1.18%+15213F-HRTimeline
New Perspectives, Inc40,049$8.2M4.05%-1,09513F-HRTimeline
Alexis Investment Partners, LLC40,256$8.19M3.53%+7713F-HRTimeline
Yoder Wealth Management, Inc.39,852$8.16M4.25%-62813F-HRTimeline
Kagan Cocozza Asset Management39,783$8.14M6.24%+70713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC39,778$8.14M0.43%-1,83713F-HRTimeline
Sigma Planning Corp39,774$8.14M0.24%+76113F-HRTimeline
Tide Cove Capital Partners LLC38,986$8.14M6.44%+52513F-HRTimeline
Litman Gregory Wealth Management LLC39,710$8.13M0.64%+51913F-HRTimeline
Calydon Capital39,676$8.12M0.8%+19,73113F-HRTimeline
BEACON FINANCIAL GROUP39,231$8.03M0.84%-2,78413F-HRTimeline
City State Bank38,935$7.97M2.5%+45713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…38,799$7.94M2.31%+29313F-HRTimeline
B. Riley Wealth Advisors, Inc.38,577$7.9M0.38%-12,31513F-HRTimeline
Mascoma Wealth Management LLC38,536$7.89M1.83%+1,22313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC38,361$7.85M2.58%-1,09913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,351$7.85M0.05%+2,28313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV38,333$7.85M2.38%-32,36713F-HRTimeline
NWAM LLC37,981$7.81M0.45%+27,36113F-HR/ATimeline
PINNACLE ASSOCIATES LTD38,129$7.8M0.11%-2,57913F-HRTimeline
VestGen Advisors, LLC37,941$7.77M0.31%+713F-HRTimeline
Windward Private Wealth Management Inc.37,716$7.72M2.78%-15013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC37,710$7.72M0.1%+11,80613F-HRTimeline
Watts Gwilliam & Co., LLC35,790$7.72M1.27%+2,27113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC37,622$7.7M4.06%+5,27813F-HRTimeline
Good Life Advisors, LLC37,482$7.67M0.48%+68913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,321$7.64M0.28%-10413F-HRTimelineGroup
Leo Wealth, LLC37,287$7.63M0.59%+1,81413F-HRTimeline
Chicago Partners Investment Group LLC36,099$7.52M0.22%+58713F-HRTimeline
Moors & Cabot, Inc.36,640$7.5M0.35%+52513F-HRTimeline
Weaver Consulting Group36,550$7.48M2.07%-17913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36,372$7.44M0.32%013F-HRTimeline
Summit Financial, LLC36,126$7.43M0.17%+3,60613F-HRTimeline
McNamara Financial Services, Inc.35,742$7.32M1.45%-92313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,541$7.27M0.5%+1,79413F-HRTimeline
Cambridge Advisors Inc.35,510$7.27M1.52%-49913F-HRTimeline
Raab & Moskowitz Asset Management LLC35,301$7.22M1.72%-97913F-HRTimeline
IHT Wealth Management, LLC35,290$7.22M0.2%-2,79713F-HRTimeline
Sloy Dahl & Holst, LLC34,854$7.13M0.99%+32113F-HRTimeline
Grove Street Fiduciary, LLC34,772$7.12M3.43%+3,93313F-HRTimeline
IAG Wealth Partners, LLC34,604$7.08M0.94%-9213F-HRTimeline
NorthCoast Asset Management LLC34,243$7.04M0.03%+1,93013F-HRTimeline
CARDIFF PARK ADVISORS, LLC34,129$6.99M0.6%-15613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC34,099$6.98M0.53%+23,72113F-HRTimeline
Moser Wealth Advisors, LLC33,925$6.94M3.33%+24413F-HRTimeline
Verum Partners LLC33,881$6.93M1.6%-83413F-HRTimeline
SkyOak Wealth, LLC33,843$6.93M1.39%013F-HRTimeline
Ledyard National Bank33,480$6.85M0.65%-3,28513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC33,318$6.85M0.1%013F-HRTimeline
Prosperity Consulting Group, LLC33,376$6.83M0.5%013F-HRTimeline
Westside Investment Management, Inc.33,277$6.82M1.26%+72013F-HRTimeline
DHJJ Financial Advisors, Ltd.33,174$6.79M2.45%+35113F-HRTimeline
TRUST CO OF VERMONT33,115$6.78M0.32%+82013F-HRTimeline
Bleakley Financial Group, LLC32,878$6.73M0.17%+21,30313F-HRTimeline
Creekside Partners32,855$6.72M3.19%-31913F-HRTimeline
McClarren Financial Advisors, Inc.32,809$6.71M4.37%+8,35013F-HRTimeline
SWAN Capital LLC32,767$6.71M2.91%-33,66713F-HRTimeline
Aspen Wealth Management LLC32,740$6.7M1.66%-3,07913F-HRTimeline
DAVIS R M INC32,640$6.68M0.12%-74713F-HRTimeline
HEADINVEST, LLC32,622$6.68M1.42%+55513F-HRTimeline
Arax Advisory Partners13,202$6.67M0.31%+20313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV32,546$6.66M2.06%-25513F-HRTimeline
Csenge Advisory Group33,477$6.63M0.35%-43813F-HRTimeline
Colony Family Offices, LLC32,187$6.62M1.71%+68813F-HRTimeline
CPC Advisors, LLC32,297$6.61M0.83%-35713F-HRTimeline
One Degree Advisors Inc32,247$6.6M2.35%-9913F-HRTimeline
Ranch Capital Advisors Inc.32,125$6.59M2.86%+75113F-HRTimeline
ROMAN BUTLER FULLERTON & CO31,528$6.59M1.94%-5213F-HRTimeline
Benchmark Wealth Management, LLC32,162$6.58M2.93%+19113F-HRTimeline
Hoese & Co LLP32,112$6.57M5.3%+1,13213F-HRTimeline
BIP Wealth, LLC32,083$6.57M0.4%-88313F-HRTimeline
Meridian Wealth Management, LLC31,769$6.5M0.28%-1,63813F-HRTimeline
Councilmark Asset Management, LLC31,685$6.48M4.11%+86513F-HRTimeline
McGlone Suttner Wealth Management, Inc.31,510$6.45M0.97%-6713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC31,469$6.44M3.03%+1,22413F-HRTimeline
CIDEL ASSET MANAGEMENT INC31,355$6.42M0.39%013F-HRTimeline
Summit Trail Advisors, LLC31,014$6.37M0.11%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.30,987$6.34M1.79%-1,34713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC30,931$6.33M1.53%+2,48513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,825$6.31M0.63%+1,40613F-HRTimeline
Bay Rivers Group30,824$6.31M2.89%+28213F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC30,777$6.3M5.01%-39213F-HRTimeline
Keystone Financial Group30,750$6.29M0.57%+71013F-HRTimeline
Sowell Financial Services LLC30,484$6.24M0.25%+1,29713F-HRTimeline
Clear Creek Financial Management, LLC30,268$6.2M0.59%-2,66913F-HRTimeline
Riverview Capital Advisers, LLC30,255$6.19M1.77%+1,08713F-HRTimeline
INVESTMENT PARTNERS, LTD.30,254$6.19M2.34%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding29,944$6.17M-25,779Timeline
RAFFA WEALTH MANAGEMENT, LLC30,060$6.15M1.23%013F-HRTimeline
Brightwater Advisory LLC29,948$6.13M4.41%-35013F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC29,697$6.12M1.11%-7213F-HRTimeline
Detalus Advisors, LLC29,789$6.1M1.77%-35313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC29,546$6.05M0.1%-6613F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC29,465$6.03M2.08%+73013F-HRTimeline
WealthBridge Capital Management, LLC29,459$6.03M1.53%+2013F-HRTimeline
Arcataur Capital Management LLC29,368$6.01M1.88%-22513F-HRTimeline
Chris Bulman Inc29,245$5.99M3.41%-94213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC29,233$5.98M0.42%-21613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,958$5.95M1.65%-7813F-HRTimelineGroup
Hofer & Associates. Inc29,036$5.94M3.71%+46013F-HRTimeline
HM PAYSON & CO29,004$5.94M0.09%+3,05913F-HRTimeline
Fortis Advisors, LLC28,813$5.9M3.78%-10313F-HRTimeline
Arete Wealth Advisors, LLC28,803$5.89M0.42%-26113F-HRTimeline
Frederick Financial Consultants, LLC28,641$5.86M3.64%+90813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.28,650$5.84M3.96%-65913F-HRTimeline
One Day In July LLC28,345$5.8M0.53%+48213F-HRTimeline
Tandem Investment Partners LLC28,177$5.77M5.03%+18313F-HRTimeline
Acorn Wealth Advisors, LLC28,047$5.74M2.14%+29913F-HRTimeline
Pinnacle Financial Group, LLC / IL27,947$5.72M1.91%-19313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC27,927$5.72M2.89%-1,00213F-HRTimeline
Seven Springs Wealth Group, LLC27,761$5.68M1.41%-8513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,564$5.64M0.07%+71813F-HRTimelineGroup
Amplius Wealth Advisors, LLC27,558$5.64M0.52%+2213F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,540$5.64M0.31%-48,36213F-HRTimeline
Gibson Capital, LLC27,539$5.64M1.11%-1813F-HRTimeline
Stokes Capital Advisors, LLC27,520$5.63M1.38%-15,30513F-HRTimeline
TFB Advisors LLC27,105$5.55M1.45%-16613F-HRTimeline
PFG Investments, LLC27,019$5.53M0.32%+2,46613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA26,998$5.53M0.01%-93713F-HRTimelineGroup
Investment Advisory Group, LLC26,997$5.53M1.67%013F-HRTimeline
Kellett Wealth Advisors, LLC26,961$5.52M3.6%+47513F-HRTimeline
Vermillion Wealth Management, Inc.26,961$5.52M2.63%+96013F-HRTimeline
Beacon Financial Advisory LLC26,952$5.52M1.43%+82113F-HRTimeline
Golden State Wealth Management, LLC26,802$5.49M0.67%+1,97013F-HRTimeline
Ausdal Financial Partners, Inc.26,456$5.41M0.36%+35313F-HRTimeline
Forum Private Client Group LLC26,309$5.38M2.08%-54113F-HRTimeline
Columbia River Financial Group, LLC26,031$5.38M3.48%+2,35013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI26,259$5.37M0.33%+41013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…26,231$5.37M0.02%+3,64013F-HRTimelineGroup
Shira Ridge Wealth Management26,122$5.35M2.44%-1,09313F-HRTimeline
BRIGHTON JONES LLC26,095$5.34M0.14%+5,87013F-HRTimeline
Vigilare Wealth Management26,008$5.32M2%-16,20013F-HRTimeline
W ADVISORS, LLC25,909$5.3M3.04%+69213F-HRTimeline
Centerpoint Advisory Group25,868$5.29M4.59%-16513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co25,822$5.28M0.07%-1,17713F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,790$5.28M0.16%-27013F-HRTimeline
StrongBox Wealth, LLC25,631$5.25M1.99%+25113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding25,497$5.22M-38,036Timeline
Independent Family Office, LLC25,497$5.22M2.42%-50013F-HRTimeline
GPS Wealth Strategies Group, LLC25,405$5.2M0.6%-59313F-HRTimeline
Accredited Wealth Management, LLC25,230$5.19M4.2%+20813F-HRTimeline
New Insight Wealth Advisors25,337$5.19M2.13%+61913F-HRTimeline
Verdence Capital Advisors LLC25,328$5.18M0.35%-1,16113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC25,103$5.16M0.16%+65013F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC25,171$5.15M0.41%-98313F-HRTimeline
FIDELITY D & D BANCORP INC25,026$5.12M3.14%+3,00013F-HRTimeline
Brady Martz Wealth Solutions, LLC24,958$5.11M0.99%+34413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC24,895$5.1M0.03%-4,35913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding24,338$5.08M+1,093Timeline
NORTHSTAR ASSET MANAGEMENT Co24,810$5.08M1.17%-32013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC24,717$5.06M2.6%+1,57513F-HRTimeline
Infinity Wealth Counsel, LLC24,659$5.05M5.1%+7513F-HRTimeline
Tempus Wealth Planning, LLC24,518$5.02M1.25%+65713F-HRTimeline