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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
Infinity Wealth Counsel, LLC24,795$4.86M5.18%13F-HRTimeline
W ADVISORS, LLC24,691$4.84M2.99%+4613F-HRTimeline
Scott & Selber, Inc.24,645$4.83M1.45%-42913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…23,932$4.81M0.27%+30713F-HRTimeline
Shira Ridge Wealth Management24,527$4.8M2.35%+1,09813F-HRTimeline
Wade Financial Advisory, Inc24,526$4.8M1.63%-68813F-HRTimeline
MilWealth Group LLC24,339$4.77M1.3%-24413F-HRTimeline
Columbia River Financial Group, LLC24,328$4.76M3.27%13F-HRTimeline
Breakwater Investment Management24,272$4.75M2.02%-713F-HR/ATimeline
NORTHSTAR ASSET MANAGEMENT Co24,190$4.74M1.09%+24513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,104$4.72M<0.01%+5,85313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC24,101$4.72M0.15%+35113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LEVIN CAPITAL STRATEGIES, L.P.24,033$4.71M0.45%+813F-HRTimeline
Brady Martz Wealth Solutions, LLC24,105$4.7M1.13%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT24,009$4.7M0.57%-25413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,943$4.69M0.06%013F-HRTimelineGroup
Kellett Wealth Advisors, LLC23,925$4.69M3.22%+1,66213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC23,844$4.67M1.03%+3,57813F-HRTimeline
Miller Investment Management, LP23,831$4.67M0.51%013F-HRTimeline
Fort Sheridan Advisors LLC23,800$4.66M0.68%+22013F-HRTimeline
Prospect Financial Services LLC23,717$4.64M2.54%+1,61213F-HRTimeline
D'Orazio & Associates, Inc.23,596$4.62M0.68%-1,24713F-HRTimeline
New Insight Wealth Advisors23,473$4.6M2.3%+1,83413F-HRTimeline
PHILADELPHIA TRUST CO23,216$4.55M0.33%-60013F-HRTimeline
Financial Insights, Inc.23,143$4.53M1.68%-1,06213F-HRTimeline
S&CO INC23,066$4.52M0.31%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,036$4.51M0.06%+6,58213F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC22,851$4.47M3.09%+8613F-HRTimeline
HUB Investment Partners, LLC22,828$4.47M0.19%+1,13313F-HRTimeline
Global Financial Private Client, LLC22,777$4.46M1.67%+12213F-HRTimeline
Arrowroot Family Office, LLC22,756$4.46M2.32%+2,21713F-HRTimeline
Accredited Wealth Management, LLC22,752$4.46M3.9%13F-HRTimeline
Madison Wealth Partners, Inc22,745$4.45M1.24%-19813F-HRTimeline
Golden State Wealth Management, LLC22,723$4.45M0.67%13F-HRTimeline
Per Stirling Capital Management, LLC.22,520$4.41M0.63%-9113F-HRTimeline
Hughes Financial Services, LLC22,471$4.4M0.9%13F-HRTimeline
Intelligent Financial Strategies22,432$4.39M2.43%-18013F-HRTimeline
Stonebridge Financial Group, LLC22,426$4.39M0.48%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,394$4.39M-501Timeline
Financial Engines Advisors L.L.C.22,366$4.38M0.01%+58013F-HRTimeline
Abbot Financial Management, Inc.22,365$4.38M2.18%+3613F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC22,298$4.37M2.93%+26513F-HRTimeline
Compass Investment Advisers LLC22,110$4.33M12.57%13F-HRTimeline
CORA CAPITAL ADVISORS LLC22,068$4.32M2.08%-51313F-HRTimeline
Blue Edge Capital, LLC22,060$4.32M0.68%-64513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd22,045$4.32M0.09%new13F-HRTimelineGroup
First National Bank of Mount Dora, Trus…22,041$4.32M1.01%013F-HRTimeline
Smart Money Group LLC22,035$4.32M1.49%-45813F-HRTimeline
CSM Advisors, LLC21,900$4.29M0.2%013F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,448$4.29M0.01%-1,44513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK21,690$4.25M0.03%-51613F-HRTimelineGroup
Private Capital Management, LLC21,427$4.2M0.45%-23613F-HRTimeline
SkyView Investment Advisors, LLC21,335$4.18M0.67%013F-HRTimeline
Madden Advisory Services, Inc.21,283$4.17M1.93%+80713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC21,241$4.16M0.52%-4613F-HRTimeline
Mid-American Wealth Advisory Group, Inc.21,240$4.16M2.45%-2,63913F-HRTimeline
CHANNEL WEALTH LLC21,159$4.14M1.35%+32213F-HRTimeline
Northwest Financial Advisors21,087$4.13M3.41%+1113F-HRTimeline
Columbia Asset Management20,972$4.11M0.79%-1,30813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …20,920$4.1M0.89%+713F-HRTimeline
Resurgent Financial Advisors LLC20,780$4.07M2.4%+43813F-HRTimeline
LGL PARTNERS, LLC20,675$4.05M0.59%+10413F-HRTimeline
Gotham Asset Management, LLC20,659$4.05M0.04%new13F-HRTimeline
Winthrop Advisory Group LLC20,652$4.04M0.49%+2,97013F-HRTimeline
BANK OF HAWAII20,568$4.03M0.22%013F-HRTimeline
Consolidated Portfolio Review Corp20,560$4.03M0.64%+11,50313F-HRTimeline
Federation des caisses Desjardins du Qu…20,555$4.03M0.02%+213F-HRTimeline
Trilogy Capital Inc.20,536$4.02M0.21%-3313F-HRTimeline
FIDELITY D & D BANCORP INC20,527$4.02M2.68%+5,55713F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC20,506$4.02M1.55%+213F-HRTimeline
Sequoia Financial Advisors, LLC20,469$4.01M0.04%+5,66413F-HR/ATimeline
Laird Norton Wetherby Wealth Management…20,461$4.01M0.19%+32513F-HRTimeline
Evanson Asset Management, LLC20,429$4M0.27%+72313F-HRTimeline
EARNED WEALTH ADVISORS, LLC20,232$3.96M1.27%013F-HRTimeline
Heritage Trust Co19,907$3.9M0.46%13F-HRTimeline
Calydon Capital19,885$3.89M0.77%-19,48113F-HRTimeline
Zhang Financial LLC19,872$3.89M0.22%+6,22913F-HRTimeline
Garrett Wealth Advisory Group, LLC19,854$3.89M0.88%-68913F-HRTimeline
Avant Capital LLC19,831$3.88M3.22%13F-HRTimeline
Keystone Wealth Services, LLC19,780$3.87M1.03%+4,45213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,771$3.87M0.45%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…19,752$3.87M0.12%-91713F-HRTimelineGroup
First Command Advisory Services, Inc.19,672$3.85M0.04%-3,26713F-HRTimeline
Venturi Wealth Management, LLC19,588$3.84M0.19%+2,31513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19,513$3.82M0.17%-17313F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC19,510$3.82M0.96%-8013F-HRTimeline
Tower View Wealth Management LLC19,483$3.82M2.02%+7313F-HRTimeline
CORDA Investment Management, LLC.19,464$3.81M0.3%-7613F-HRTimeline
WealthPlan Investment Management, LLC19,454$3.81M0.38%+15,18913F-HRTimeline
Kovack Advisors, Inc.19,417$3.8M0.37%-88113F-HRTimeline
GSG Advisors LLC19,385$3.8M1.2%+1,69913F-HRTimeline
JMG Financial Group, Ltd.19,384$3.8M0.13%+1,05313F-HRTimeline
Archer Investment Corp19,372$3.79M1.01%-64613F-HRTimeline
Conservest Capital Advisors, Inc.19,346$3.79M0.39%-76613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC19,238$3.77M2.63%-26013F-HRTimeline
St. Louis Trust Co19,220$3.76M0.54%013F-HRTimeline
Forza Wealth Management, LLC19,190$3.76M1.71%-15613F-HRTimeline
Pathway Financial Advisers, LLC19,151$3.75M1.26%+62413F-HRTimeline
Kaydan Wealth Management, Inc.19,142$3.75M1.25%+4113F-HRTimeline
Fonville Wealth Management LLC19,100$3.74M1.24%-18713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…19,077$3.74M0.02%-1,50013F-HRTimeline
Stablepoint Partners, LLC19,018$3.72M0.68%+1,98013F-HRTimeline
Riverpoint Wealth Management Holdings, …18,941$3.71M0.97%+2013F-HRTimeline
Secure Asset Management, LLC18,904$3.7M0.56%+51213F-HRTimeline
Bell Investment Advisors, Inc18,829$3.69M0.69%-37013F-HRTimeline
Novak & Powell Financial Services, Inc.18,812$3.68M2.19%-14713F-HRTimeline
CoreFirst Bank & Trust18,803$3.68M2.19%-28813F-HRTimeline
FLC Capital Advisors18,783$3.68M0.85%-3,57813F-HRTimeline
Von Berge Wealth Management Group, LLC18,104$3.67M2.22%+24213F-HRTimeline
Capital Planning LLC18,739$3.67M0.96%+1,69413F-HRTimeline
Safeguard Investment Advisory Group, LLC18,699$3.66M1%-63613F-HRTimeline
CPA Asset Management Group, LLC18,632$3.65M1.7%-1313F-HRTimeline
CHOREO, LLC18,603$3.64M0.05%-46013F-HRTimeline
Dentgroup LLC18,584$3.64M2.78%-28413F-HRTimeline
KCM INVESTMENT ADVISORS LLC18,539$3.63M0.13%-59913F-HRTimeline
Baron Wealth Management LLC18,476$3.62M1.7%+10213F-HRTimeline
Charter Oak Capital Management, LLC18,430$3.61M0.34%-28313F-HRTimeline
Patriot Financial Group Insurance Agenc…19,009$3.59M0.48%+49013F-HRTimeline
Sincerus Advisory, LLC18,351$3.59M3.85%13F-HRTimeline
Embree Financial Group18,327$3.59M0.61%+31713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC18,304$3.58M0.87%+20513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC18,242$3.58M0.74%-6813F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.18,266$3.58M3.04%13F-HRTimeline
Buttonwood Financial Advisors Inc.18,200$3.56M1.57%-75513F-HRTimeline
UMB Bank, n.a.18,188$3.56M0.06%-37,43113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EHRLICH FINANCIAL GROUP18,187$3.56M2.53%+2513F-HRTimeline
Mill Creek Capital Advisors, LLC18,121$3.55M0.09%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC18,116$3.55M0.62%-10513F-HRTimeline
Pallas Capital Advisors LLC18,111$3.55M0.15%-2413F-HRTimeline
PURSUE WEALTH PARTNERS LLC18,055$3.54M2.02%+3,35513F-HRTimeline
CIBC WORLD MARKETS CORP17,981$3.52M0.02%-8013F-HRTimeline
Montecito Bank & Trust17,920$3.51M0.61%-1,03713F-HRTimeline
Whipplewood Advisors, LLC17,698$3.47M1.97%13F-HRTimeline
Wedmont Private Capital17,957$3.46M0.18%-44013F-HRTimeline
KELLEHER FINANCIAL ADVISORS17,644$3.46M1.3%+10113F-HRTimeline
American Institute for Advanced Investm…17,580$3.44M2.57%-46013F-HRTimeline
Alliance Wealth Advisors, LLC /UT17,544$3.44M0.89%+90113F-HRTimeline
St. Clair Advisors, LLC17,542$3.44M0.99%+813F-HRTimeline
FINANCIAL COUNSELORS INC17,343$3.4M0.05%-47213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC17,166$3.36M2.15%-1,57113F-HRTimeline
Dupree Financial Group, LLC17,160$3.36M1.54%-52513F-HRTimeline
Gratus Wealth Advisors, LLC17,067$3.34M0.53%-1,45913F-HRTimeline
Private Portfolio Partners LLC17,055$3.34M0.61%-53013F-HRTimeline
FMA Wealth Management, LLC17,025$3.33M2.48%+13213F-HRTimeline
BridgePort Financial Solutions, LLC16,618$3.33M1.51%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…16,972$3.32M0.31%+1,34213F-HRTimeline
Post Resch Tallon Group Inc.17,045$3.32M3.2%13F-HRTimeline
SeaCrest Wealth Management, LLC16,951$3.32M0.35%+3613F-HRTimeline
Financial Guidance Group, Inc.16,937$3.32M1.82%-66513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC16,921$3.31M1.03%-21213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,913$3.31M0.33%+1,81813F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC16,908$3.31M0.2%+25413F-HRTimeline
Pinnacle Bancorp, Inc.16,882$3.31M1.08%+50313F-HRTimeline
Empower Advisory Group, LLC16,882$3.31M0.01%+2,24513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,815$3.29M0.31%+1,30413F-HRTimeline
CENTAURUS FINANCIAL, INC.16,798$3.29M0.2%+1,72013F-HRTimeline
RFG Advisory, LLC16,714$3.27M0.09%-2,27513F-HRTimeline
Johnson Bixby & Associates, LLC16,691$3.27M0.5%-11013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC16,600$3.25M0.05%+6,73013F-HRTimelineGroup
Blue Chip Partners, LLC16,436$3.22M0.28%+2213F-HRTimeline
Farrell Financial LLC16,423$3.22M2.3%-2213F-HRTimeline
Orion Porfolio Solutions, LLC16,401$3.21M0.03%-43,02213F-HRTimeline
Orion Portfolio Solutions, LLC16,401$3.21M0.03%-43,02213F-HRTimeline
Graypoint LLC16,390$3.21M0.19%-1,54513F-HRTimeline
Sterling Wealth Advisors Inc16,376$3.21M2.52%13F-HRTimeline
Sugar Maple Asset Management, LLC16,366$3.21M2.44%+2,32613F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,297$3.19M0.1%+3,18313F-HRTimeline
Centurion Wealth Management LLC16,241$3.18M0.99%+12113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,240$3.18M0.24%-3,68613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,228$3.18M1.27%+63013F-HRTimeline
Aspetuck Financial Management LLC16,226$3.18M2.48%13F-HRTimeline
Formidable Asset Management, LLC16,048$3.14M0.52%+3,34813F-HRTimeline
TBH Global Asset Management, LLC15,990$3.13M0.74%-64613F-HRTimeline
L. Roy Papp & Associates, LLP15,925$3.12M0.36%+19113F-HRTimeline
Wilmington Savings Fund Society, FSB15,903$3.11M0.06%+2,32213F-HRTimeline
Dorsey & Whitney Trust CO LLC15,897$3.11M0.17%+45813F-HRTimeline
Aurdan Capital Management, LLC15,840$3.1M1.19%13F-HRTimeline
Wilson & Boucher Capital Management, LLC15,783$3.09M2.19%+70213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…15,260$3.08M0.03%013F-HRTimeline
CONQUIS FINANCIAL LLC15,620$3.06M3.13%13F-HRTimeline
Gouws Capital LLC15,558$3.05M2.09%-1,30013F-HRTimeline
Friday Financial15,551$3.05M2.1%13F-HRTimeline
Leeward Financial Partners, LLC15,548$3.04M1.09%013F-HRTimeline
Portside Wealth Group, LLC15,470$3.03M0.5%-16613F-HR/ATimeline
Moloney Securities Asset Management, LLC15,380$3.01M0.4%-26913F-HRTimeline
Argent Trust Co15,347$3.01M0.12%+2,56313F-HRTimeline
Chicago Partners Investment Group LLC15,321$3M0.1%+5213F-HRTimeline
BARRETT & COMPANY, INC.15,308$3M1.26%+1,12013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC15,300$3M0.02%+8,34013F-HRTimelineGroup
Next Capital Management LLC15,299$3M1.23%+213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.15,268$2.99M0.6%-18213F-HRTimeline
Van Hulzen Asset Management, LLC15,096$2.96M0.22%-67613F-HRTimeline
Tranquility Partners, LLC15,001$2.95M1.11%-42113F-HRTimeline
World Investment Advisors14,975$2.93M0.08%+4,82513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14,970$2.93M0.23%+30013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,950$2.93M0.07%+2,83113F-HRTimeline
Axis Wealth Partners, LLC14,892$2.92M2.46%13F-HRTimeline
Stonegate Investment Group, LLC14,821$2.9M0.08%+12413F-HRTimeline
EQUITABLE TRUST CO14,813$2.9M0.16%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,738$2.89M0.21%-4,75513F-HRTimeline