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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
Morton Capital Management LLC/CA24,321$4.72M0.91%-1,03013F-HRTimeline
Breakwater Investment Management24,229$4.7M2.01%-4313F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.24,038$4.66M0.5%+513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC24,029$4.66M0.12%-2,24513F-HRTimeline
MilWealth Group LLC23,945$4.65M1.28%-39413F-HRTimeline
Scott & Selber, Inc.23,886$4.63M1.48%-75913F-HRTimeline
Tempus Wealth Planning, LLC23,861$4.63M1.38%-1,12213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,848$4.63M0.15%-6,98913F-HRTimelineGroup
Certified Advisory Corp23,846$4.63M0.52%-9,08513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC23,841$4.62M1.03%-313F-HRTimeline
Miller Investment Management, LP23,831$4.62M0.51%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT23,772$4.61M0.57%-23713F-HRTimeline
Columbia River Financial Group, LLC23,681$4.59M3.07%-64713F-HRTimeline
Prospect Financial Services LLC23,432$4.55M2.52%-28513F-HRTimeline
Madison Wealth Partners, Inc23,304$4.52M1.12%+55913F-HRTimeline
Per Stirling Capital Management, LLC.23,278$4.52M0.65%+75813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC23,142$4.49M3.06%+29113F-HRTimeline
HUB Investment Partners, LLC23,105$4.48M0.18%+27713F-HRTimeline
S&CO INC23,067$4.47M0.3%+113F-HRTimeline
PHILADELPHIA TRUST CO22,988$4.46M0.38%-22813F-HRTimeline
CORA CAPITAL ADVISORS LLC22,980$4.46M2.14%+91213F-HRTimeline
Global Financial Private Client, LLC22,839$4.43M1.69%+6213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding23,245$4.42M-5,836Timeline
Wade Financial Advisory, Inc22,754$4.41M1.51%-1,77213F-HRTimeline
Financial Insights, Inc.22,689$4.4M1.75%-45413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,591$4.38M0.02%-2,48013F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC22,326$4.33M2.9%+2813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,317$4.33M-77Timeline
Stonebridge Financial Group, LLC22,233$4.31M0.46%-19313F-HRTimeline
AlphaCore Capital LLC22,153$4.3M0.37%new13F-HRTimeline
Abbot Financial Management, Inc.22,058$4.28M2.22%-30713F-HRTimeline
Private Capital Management, LLC22,038$4.28M0.48%+61113F-HRTimeline
FIDELITY D & D BANCORP INC22,026$4.27M2.81%+1,49913F-HRTimeline
Intelligent Financial Strategies21,995$4.27M2.23%-43713F-HRTimeline
First National Bank of Mount Dora, Trus…21,952$4.26M1.04%-8913F-HRTimeline
Resurgent Financial Advisors LLC21,945$4.26M2.56%+1,16513F-HRTimeline
CSM Advisors, LLC21,900$4.25M0.23%013F-HRTimeline
Hughes Financial Services, LLC21,908$4.24M0.83%-56313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.21,436$4.16M2.23%+19613F-HRTimeline
SkyView Investment Advisors, LLC21,335$4.14M0.62%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC21,292$4.13M0.91%+1,06013F-HRTimeline
Madden Advisory Services, Inc.21,255$4.12M1.92%-2813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC21,241$4.12M0.54%013F-HRTimeline
CHANNEL WEALTH LLC21,231$4.12M1.28%+7213F-HRTimeline
Financial Engines Advisors L.L.C.21,226$4.12M0.01%-1,14013F-HRTimeline
Northwest Financial Advisors21,131$4.1M3.4%+4413F-HRTimeline
Columbia Asset Management21,031$4.08M0.83%+5913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …20,923$4.06M0.83%+313F-HRTimeline
Consolidated Portfolio Review Corp20,892$4.05M0.65%+33213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,790$4.03M0.03%-90013F-HRTimelineGroup
CORDA Investment Management, LLC.20,685$4.01M0.32%+1,22113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC20,503$3.98M1.55%-313F-HRTimeline
Evanson Asset Management, LLC20,464$3.97M0.28%+3513F-HRTimeline
Trilogy Capital Inc.20,432$3.96M0.21%-10413F-HRTimeline
Garrett Wealth Advisory Group, LLC20,349$3.95M0.88%+49513F-HRTimeline
BRIGHTON JONES LLC20,225$3.92M0.13%-14,33813F-HRTimeline
D'Orazio & Associates, Inc.20,071$3.89M0.59%-3,52513F-HRTimeline
Kovack Advisors, Inc.20,049$3.89M0.41%+63213F-HRTimeline
Von Berge Wealth Management Group, LLC20,588$3.88M2.5%+2,48413F-HRTimeline
Calydon Capital19,945$3.87M0.72%+6013F-HRTimeline
Zhang Financial LLC19,943$3.87M0.2%+7113F-HRTimeline
Avant Capital LLC19,940$3.87M3.22%+10913F-HRTimeline
CIBC WORLD MARKETS CORP19,826$3.85M0.03%+1,84513F-HRTimeline
LaSalle St. Investment Advisors, LLC19,789$3.84M0.9%+7,33213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…19,688$3.82M0.12%-6413F-HRTimelineGroup
Keystone Wealth Services, LLC19,647$3.81M1.03%-13313F-HRTimeline
Heritage Trust Co19,617$3.81M0.46%-29013F-HRTimeline
Venturi Wealth Management, LLC19,596$3.8M0.2%+813F-HRTimeline
Tower View Wealth Management LLC19,531$3.79M2.21%+4813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC19,508$3.78M1.01%-213F-HRTimeline
Moloney Securities Asset Management, LLC19,377$3.76M0.51%+3,99713F-HRTimeline
BANK OF HAWAII19,346$3.75M0.22%-1,22213F-HRTimeline
JMG Financial Group, Ltd.19,345$3.75M0.13%-3913F-HRTimeline
Capital Planning LLC19,333$3.75M1.05%+59413F-HRTimeline
Bell Investment Advisors, Inc19,309$3.75M0.69%+48013F-HRTimeline
Kaydan Wealth Management, Inc.19,293$3.74M1.2%+15113F-HRTimeline
Forza Wealth Management, LLC19,256$3.74M1.68%+6613F-HRTimeline
CPA Asset Management Group, LLC19,229$3.73M1.64%+59713F-HRTimeline
Schechter Investment Advisors, LLC19,221$3.73M0.31%-6,66313F-HRTimeline
Archer Investment Corp19,173$3.72M0.96%-19913F-HRTimeline
Conservest Capital Advisors, Inc.19,113$3.71M0.39%-23313F-HRTimeline
PURSUE WEALTH PARTNERS LLC19,085$3.7M2.25%+1,03013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC19,025$3.69M2.53%-21313F-HRTimeline
Riverpoint Wealth Management Holdings, …19,009$3.69M0.95%+6813F-HRTimeline
Pathway Financial Advisers, LLC18,977$3.68M1.26%-17413F-HRTimeline
Stablepoint Partners, LLC18,917$3.67M0.66%-10113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18,859$3.66M0.17%-65413F-HRTimelineGroup
CoreFirst Bank & Trust18,836$3.65M2.35%+3313F-HRTimeline
Pallas Capital Advisors LLC18,789$3.64M0.15%+67813F-HRTimeline
FLC Capital Advisors18,783$3.64M0.82%013F-HRTimeline
Mill Creek Capital Advisors, LLC18,687$3.63M0.09%+56613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…18,656$3.62M0.02%-42113F-HRTimeline
KCM INVESTMENT ADVISORS LLC18,597$3.61M0.13%+5813F-HRTimeline
Novak & Powell Financial Services, Inc.18,592$3.61M2.24%-22013F-HRTimeline
Archford Capital Strategies, LLC18,577$3.6M0.53%-41,61713F-HRTimeline
GSG Advisors LLC19,307$3.6M1.18%-7813F-HRTimeline
Dentgroup LLC18,526$3.59M2.69%-5813F-HRTimeline
Baron Wealth Management LLC18,505$3.59M1.58%+2913F-HRTimeline
Safeguard Investment Advisory Group, LLC18,501$3.59M0.98%-19813F-HRTimeline
Embree Financial Group18,354$3.56M0.6%+2713F-HRTimeline
Charter Oak Capital Management, LLC18,342$3.56M0.33%-8813F-HRTimeline
EHRLICH FINANCIAL GROUP17,922$3.48M2.53%-26513F-HRTimeline
Wedmont Private Capital18,796$3.47M0.18%+83913F-HRTimeline
UMB Bank, n.a.17,816$3.46M0.06%-37213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMA Wealth Management, LLC16,957$3.44M2.65%-6813F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC17,754$3.44M0.8%-55013F-HRTimeline
Whipplewood Advisors, LLC3,352$3.44M2.46%-14,34613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,716$3.44M0.35%+80313F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC17,714$3.44M0.63%-40213F-HRTimeline
CENTAURUS FINANCIAL, INC.17,690$3.43M0.21%+89213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC17,682$3.43M0.99%+5,99613F-HRTimeline
Sunpointe, LLC17,664$3.43M1.83%+3,54413F-HRTimeline
Patriot Financial Group Insurance Agenc…18,306$3.42M0.46%-70313F-HRTimeline
ALBION FINANCIAL GROUP /UT17,627$3.42M0.24%+11,47713F-HRTimeline
KELLEHER FINANCIAL ADVISORS17,625$3.42M1.36%-1913F-HRTimeline
BARRETT & COMPANY, INC.17,624$3.42M1.47%+2,31613F-HRTimeline
SeaCrest Wealth Management, LLC17,617$3.42M0.39%+66613F-HRTimeline
Buttonwood Financial Advisors Inc.17,604$3.41M1.5%-59613F-HRTimeline
RPG Investment Advisory, LLC17,569$3.41M0.24%+8,58213F-HRTimeline
Sincerus Advisory, LLC17,477$3.39M3.58%-87413F-HRTimeline
CHOREO, LLC17,459$3.39M0.05%-1,14413F-HRTimeline
American Institute for Advanced Investm…17,405$3.38M2.58%-17513F-HRTimeline
Kaizen Financial Strategies17,318$3.36M1.94%-16,14313F-HRTimeline
Post Resch Tallon Group Inc.17,410$3.35M3.42%+36513F-HRTimeline
FINANCIAL COUNSELORS INC17,209$3.34M0.05%-13413F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.17,163$3.33M2.96%-1,10313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,154$3.33M0.32%+33913F-HRTimeline
Winthrop Advisory Group LLC17,128$3.32M0.4%-3,52413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17,103$3.32M1.08%+18213F-HRTimeline
Dupree Financial Group, LLC16,996$3.3M1.34%-16413F-HRTimeline
Gratus Wealth Advisors, LLC16,989$3.3M0.54%-7813F-HRTimeline
Apexium Financial, LP16,956$3.29M0.2%+6,49913F-HRTimeline
Financial Guidance Group, Inc.16,902$3.28M1.77%-3513F-HRTimeline
L. Roy Papp & Associates, LLP16,887$3.28M0.4%+96213F-HRTimeline
Fonville Wealth Management LLC16,883$3.27M0.96%-2,21713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC16,860$3.27M2.07%-30613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…16,790$3.26M0.3%-18213F-HRTimeline
Formidable Asset Management, LLC16,747$3.25M0.54%+69913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.16,736$3.25M0.16%-14,99313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC16,689$3.24M0.18%-21913F-HRTimeline
BridgePort Financial Solutions, LLC16,618$3.22M1.45%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC16,600$3.22M0.06%013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC18,330$3.22M0.72%+8813F-HRTimeline
Plan Group Financial, LLC16,579$3.22M1.15%+5,84113F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,562$3.21M0.1%+26513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,466$3.19M<0.01%+2,01213F-HRTimelineGroup
Farrell Financial LLC16,464$3.19M2.33%+4113F-HRTimeline
Centurion Wealth Management LLC16,241$3.18M0.99%013F-HRTimeline
Graypoint LLC16,390$3.18M0.2%013F-HRTimeline
Pinnacle Bancorp, Inc.16,356$3.17M1.03%-52613F-HRTimeline
Base Wealth Management LLC16,347$3.17M2.42%13F-HRTimeline
St. Clair Advisors, LLC16,323$3.17M0.89%-1,21913F-HRTimeline
Blue Chip Partners, LLC16,316$3.17M0.27%-12013F-HRTimeline
Sugar Maple Asset Management, LLC16,196$3.14M2.47%-17013F-HRTimeline
Aspetuck Financial Management LLC16,141$3.13M2.69%-8513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,106$3.12M1.16%-12213F-HRTimeline
TBH Global Asset Management, LLC16,086$3.12M0.6%+9613F-HRTimeline
Sterling Wealth Advisors Inc16,013$3.11M2.39%-36313F-HRTimeline
EQUITABLE TRUST CO15,960$3.1M0.17%+1,14713F-HRTimeline
Cannon Wealth Management Services, LLC16,108$3.09M2.76%+2,12413F-HRTimeline
Wilson & Boucher Capital Management, LLC15,919$3.09M2.3%+13613F-HRTimeline
Axis Wealth Partners, LLC15,889$3.08M2.28%+99713F-HRTimeline
Montecito Bank & Trust15,885$3.08M0.55%-2,03513F-HRTimeline
Glen Eagle Advisors, LLC15,827$3.07M0.51%+1,19113F-HRTimeline
Friday Financial15,710$3.06M1.83%+15913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,716$3.05M0.23%-52413F-HRTimeline
LGL PARTNERS, LLC15,709$3.05M1.47%-4,96613F-HRTimeline
CONQUIS FINANCIAL LLC15,693$3.04M3.16%+7313F-HRTimeline
Ashton Thomas Private Wealth, LLC15,685$3.04M0.12%+4,17613F-HRTimeline
Compound Planning, Inc.15,518$3.01M0.14%+1,46113F-HRTimeline
Argent Trust Co15,488$3M0.12%+14113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,391$2.99M0.08%+44113F-HRTimeline
Tranquility Partners, LLC15,270$2.96M1.14%+26913F-HRTimeline
KWMG, LLC15,147$2.94M0.3%-27,71713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14,970$2.93M0.23%013F-HRTimeline
Linscomb Wealth, Inc.15,100$2.93M0.15%+88513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.14,939$2.9M0.56%-32913F-HRTimeline
Royal Fund Management, LLC14,833$2.89M0.34%-13,90713F-HRTimeline
SAX WEALTH ADVISORS, LLC14,869$2.88M0.21%+23813F-HRTimeline
Stonegate Investment Group, LLC14,843$2.88M0.08%+2213F-HRTimeline
EQ WEALTH ADVISORS, LLC14,834$2.88M2.29%+1,01413F-HRTimeline
Jacobi Capital Management LLC14,821$2.88M0.21%+1,99413F-HRTimeline
Nicholson Meyer Capital Management, Inc.14,806$2.87M2.64%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,685$2.85M0.03%new13F-HRTimeline
RFG Advisory, LLC14,657$2.84M0.08%-2,05713F-HRTimeline
Mayflower Financial Advisors, LLC14,634$2.84M0.43%+4613F-HRTimeline
Johnson Bixby & Associates, LLC14,624$2.84M0.42%-2,06713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…15,260$2.84M0.03%013F-HRTimeline
Wilkins Miller Wealth Management, LLC14,578$2.83M2.13%+13,37813F-HRTimeline
Dorsey & Whitney Trust CO LLC14,503$2.81M0.16%-1,39413F-HRTimeline
SC&H Financial Advisors, Inc.14,470$2.81M0.55%+1213F-HRTimeline
Strategic Investment Solutions, Inc. /IL14,432$2.8M0.81%+5,98013F-HRTimeline
Gouws Capital LLC14,434$2.8M1.83%-1,12413F-HRTimeline
Wilmington Savings Fund Society, FSB14,384$2.79M0.05%-1,51913F-HRTimeline
Advisors Capital Management, LLC14,352$2.78M0.04%+1,09813F-HRTimeline
Landmark Wealth Management, LLC14,290$2.77M1.22%-29513F-HRTimeline
UPTICK PARTNERS, LLC14,261$2.77M0.94%-5413F-HRTimeline
Wealthspire Retirement, LLC14,251$2.76M0.22%-1213F-HRTimeline
WEDBUSH SECURITIES INC14,192$2.75M0.1%-3013F-HRTimeline
Empower Advisory Group, LLC14,142$2.74M0.01%-2,74013F-HRTimeline