Skip to content

VIG VANGUARD SPECIALIZED FUNDS

Follow

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
Breakwater Investment Management24,480$5.01M1.94%+25113F-HRTimeline
AlphaCore Capital LLC24,321$5M0.19%+2,16813F-HRTimeline
BARRETT & COMPANY, INC.24,379$4.99M1.87%+6,75513F-HRTimeline
Arkadios Wealth Advisors24,149$4.94M0.15%+11,06913F-HRTimeline
STALEY CAPITAL ADVISERS INC24,094$4.93M0.21%-2,05313F-HRTimeline
Asset Allocation Strategies LLC24,079$4.93M1.09%-1,13713F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.24,038$4.92M0.48%013F-HRTimeline
Fort Sheridan Advisors LLC23,938$4.9M0.7%-55313F-HRTimeline
MilWealth Group LLC23,885$4.89M1.26%-6013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC23,888$4.89M0.99%+4713F-HRTimeline
Scott & Selber, Inc.23,886$4.89M1.36%013F-HRTimeline
Winthrop Advisory Group LLC23,772$4.89M0.47%+6,64413F-HRTimeline
Miller Investment Management, LP23,831$4.88M0.51%013F-HRTimeline
Madison Wealth Partners, Inc23,775$4.87M1.06%+47113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT23,742$4.86M0.57%-3013F-HRTimeline
Horizon Investments, LLC23,724$4.86M0.08%+23,62113F-HRTimeline
Morton Capital Management LLC/CA23,574$4.82M0.86%-74713F-HRTimeline
CORA CAPITAL ADVISORS LLC23,272$4.76M2.12%+29213F-HRTimeline
HUB Investment Partners, LLC23,195$4.75M0.17%+9013F-HRTimeline
Ashton Thomas Private Wealth, LLC23,071$4.74M0.17%+7,38613F-HRTimeline
Global Financial Private Client, LLC23,092$4.73M1.77%+25313F-HRTimeline
S&CO INC23,067$4.72M0.3%013F-HRTimeline
Von Berge Wealth Management Group, LLC22,697$4.7M2.64%+2,10913F-HRTimeline
Stonebridge Financial Group, LLC22,936$4.69M0.46%+70313F-HRTimeline
Oxler Private Wealth LLC22,636$4.63M1.46%-2,51413F-HRTimeline
Hughes Financial Services, LLC22,319$4.62M0.79%+41113F-HRTimeline
Financial Insights, Inc.22,443$4.59M1.68%-24613F-HRTimeline
First National Bank of Mount Dora, Trus…22,386$4.58M1.03%+43413F-HRTimeline
PHILADELPHIA TRUST CO22,343$4.57M0.35%-64513F-HRTimeline
Prospect Financial Services LLC22,319$4.57M2.85%-1,11313F-HR/ATimeline
SARD WEALTH MANAGEMENT GROUP, LLC22,284$4.56M2.81%-4213F-HRTimeline
Private Capital Management, LLC22,226$4.55M0.46%+18813F-HRTimeline
Abbot Financial Management, Inc.22,114$4.53M2.09%+5613F-HRTimeline
Intelligent Financial Strategies21,995$4.52M2.4%013F-HRTimeline
Garden State Investment Advisory Servic…21,850$4.5M1.22%-7,21713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.21,894$4.48M<0.01%+5,42813F-HRTimelineGroup
Stephens Consulting, LLC21,753$4.45M1.06%+18,38513F-HRTimeline
Resurgent Financial Advisors LLC21,745$4.45M2.44%-20013F-HRTimeline
Evanson Asset Management, LLC21,675$4.44M0.28%+1,21113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,603$4.42M0.1%-2,42613F-HRTimeline
Consolidated Portfolio Review Corp21,452$4.39M0.61%+56013F-HRTimeline
EARNED WEALTH ADVISORS, LLC21,292$4.36M0.85%013F-HRTimeline
SkyView Investment Advisors, LLC21,335$4.35M0.62%013F-HRTimeline
Northwest Financial Advisors21,172$4.33M6.05%+4113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,117$4.32M0.03%+32713F-HRTimelineGroup
CHANNEL WEALTH LLC21,104$4.32M1.22%-12713F-HRTimeline
CSM Advisors, LLC21,100$4.32M0.13%-80013F-HRTimeline
Per Stirling Capital Management, LLC.21,057$4.31M0.56%-2,22113F-HRTimeline
Moloney Securities Asset Management, LLC20,985$4.3M0.53%+1,60813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …20,923$4.28M0.82%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.20,783$4.25M2.02%-65313F-HRTimeline
Kovack Advisors, Inc.20,763$4.25M0.42%+71413F-HRTimeline
Arrowroot Family Office, LLC20,619$4.22M1.89%13F-HRTimeline
Madden Advisory Services, Inc.20,510$4.2M1.79%-74513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC20,479$4.19M1.52%-2413F-HRTimeline
Laird Norton Wetherby Wealth Management…20,391$4.17M0.19%13F-HRTimeline
CORDA Investment Management, LLC.20,326$4.16M0.31%-35913F-HRTimeline
Financial Engines Advisors L.L.C.20,252$4.14M0.01%-97413F-HRTimeline
CIBC WORLD MARKETS CORP20,246$4.14M0.03%+42013F-HRTimeline
Capital Planning LLC20,151$4.14M1.3%+81813F-HRTimeline
Trilogy Capital Inc.20,127$4.12M0.2%-30513F-HRTimeline
Zhang Financial LLC20,122$4.12M0.19%+17913F-HRTimeline
Avant Capital LLC19,997$4.09M3.17%+5713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,930$4.08M0.01%+16,33613F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC19,921$4.08M1.12%+13213F-HRTimeline
Sunpointe, LLC19,795$4.07M1.61%+2,13113F-HRTimeline
Heritage Trust Co19,852$4.06M0.47%+23513F-HRTimeline
Pathway Financial Advisers, LLC19,712$4.03M1.31%+73513F-HRTimeline
PURSUE WEALTH PARTNERS LLC19,675$4.03M2.29%+59013F-HRTimeline
Garrett Wealth Advisory Group, LLC19,642$4.02M0.85%-70713F-HRTimeline
SVB WEALTH LLC19,574$4.01M0.21%new13F-HRTimeline
Tower View Wealth Management LLC19,545$4M2.07%+1413F-HRTimeline
Columbia Asset Management19,475$3.99M0.78%-1,55613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC19,438$3.98M0.92%-7013F-HRTimeline
Venturi Wealth Management, LLC19,356$3.96M0.2%-24013F-HRTimeline
GSG Advisors LLC19,280$3.95M1.14%-2713F-HRTimeline
Bell Investment Advisors, Inc19,266$3.94M0.68%-4313F-HRTimeline
21 West Wealth Management LLC19,260$3.94M3.98%13F-HRTimeline
Forza Wealth Management, LLC19,236$3.94M1.61%-2013F-HRTimeline
Plan Group Financial, LLC19,230$3.94M1.29%+2,65113F-HRTimeline
CPA Asset Management Group, LLC19,229$3.94M1.65%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,213$3.93M0.14%-4,63513F-HRTimelineGroup
Pallas Capital Advisors LLC19,132$3.92M0.15%+34313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19,125$3.91M0.17%+26613F-HRTimelineGroup
Kaydan Wealth Management, Inc.19,119$3.91M1.28%-17413F-HRTimeline
Archer Investment Corp19,072$3.9M0.93%-10113F-HRTimeline
Wedmont Private Capital18,863$3.9M0.17%+6713F-HRTimeline
Conservest Capital Advisors, Inc.19,015$3.89M0.38%-9813F-HRTimeline
Riverpoint Wealth Management Holdings, …18,968$3.88M0.91%-4113F-HRTimeline
Sincerus Advisory, LLC18,511$3.87M3.64%+1,03413F-HRTimeline
Midwest Trust Co18,905$3.87M0.05%13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC18,895$3.87M2.39%-13013F-HRTimeline
Geneos Wealth Management Inc.18,894$3.87M0.09%-16,12113F-HRTimeline
DMKC Advisory Services, LLC18,706$3.87M2.02%+6,69413F-HRTimeline
JMG Financial Group, Ltd.18,825$3.85M0.12%-52013F-HRTimeline
FLC Capital Advisors18,783$3.84M0.79%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18,782$3.84M0.11%-90613F-HRTimelineGroup
CoreFirst Bank & Trust18,730$3.83M2.16%-10613F-HRTimeline
KCM INVESTMENT ADVISORS LLC18,697$3.83M0.13%+10013F-HRTimeline
KELLEHER FINANCIAL ADVISORS18,675$3.82M1.33%+1,05013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC18,350$3.81M0.68%+2013F-HRTimeline
Novak & Powell Financial Services, Inc.18,521$3.79M2.63%-7113F-HRTimeline
Safeguard Investment Advisory Group, LLC18,420$3.77M0.94%-8113F-HRTimeline
Baron Wealth Management LLC18,416$3.77M1.34%-8913F-HRTimeline
Embree Financial Group18,354$3.76M0.57%013F-HRTimeline
Whipplewood Advisors, LLC18,237$3.73M2.05%+14,88513F-HRTimeline
Stablepoint Partners, LLC18,235$3.73M0.63%-68213F-HRTimeline
ALBION FINANCIAL GROUP /UT18,195$3.72M0.24%+56813F-HRTimeline
Sugar Maple Asset Management, LLC18,044$3.69M2.88%+1,84813F-HRTimeline
Keystone Wealth Services, LLC18,035$3.69M0.89%-1,61213F-HRTimeline
D'Orazio & Associates, Inc.17,851$3.65M0.52%-2,22013F-HRTimeline
Charter Oak Capital Management, LLC17,832$3.65M0.31%-51013F-HRTimeline
UMB Bank, n.a.17,801$3.64M0.06%-1513F-HR/ATimeline
Mill Creek Capital Advisors, LLC17,762$3.64M0.08%-92513F-HRTimeline
Archford Capital Strategies, LLC17,749$3.63M0.46%-82813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,647$3.61M0.02%-1,00913F-HRTimeline
Buttonwood Financial Advisors Inc.17,506$3.58M1.44%-9813F-HRTimeline
BANK OF HAWAII17,496$3.58M0.19%-1,85013F-HRTimeline
Dentgroup LLC17,484$3.58M2.48%-1,04213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,428$3.57M0.33%-28813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…18,078$3.57M0.41%-22813F-HRTimeline
BAILARD, INC.17,342$3.55M0.08%+13,62113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.17,320$3.54M0.26%+4,70613F-HRTimeline
SeaCrest Wealth Management, LLC17,301$3.54M0.38%-31613F-HRTimeline
Post Resch Tallon Group Inc.17,275$3.54M3.41%-13513F-HRTimeline
FMA Wealth Management, LLC17,271$3.53M2.62%+31413F-HRTimeline
American Institute for Advanced Investm…17,257$3.53M2.5%-14813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17,077$3.5M0.94%-2613F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC17,077$3.5M0.79%-67713F-HRTimeline
CHOREO, LLC16,986$3.49M0.05%-47313F-HRTimeline
UPTICK PARTNERS, LLC17,038$3.49M1%+2,77713F-HRTimeline
Gratus Wealth Advisors, LLC16,989$3.48M0.53%013F-HRTimeline
Dupree Financial Group, LLC16,901$3.46M1.36%-9513F-HRTimeline
L. Roy Papp & Associates, LLP16,878$3.45M0.41%-913F-HRTimeline
Financial Guidance Group, Inc.16,872$3.45M1.68%-3013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC16,850$3.45M1.85%-1013F-HRTimeline
Centurion Wealth Management LLC16,801$3.44M0.99%+56013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.16,783$3.44M2.84%-38013F-HRTimeline
CENTAURUS FINANCIAL, INC.16,750$3.43M0.2%-94013F-HRTimeline
Certified Advisory Corp16,668$3.41M0.35%-7,17813F-HRTimeline
BridgePort Financial Solutions, LLC16,658$3.41M1.13%+4013F-HRTimeline
Cannon Wealth Management Services, LLC16,649$3.41M2.78%+54113F-HRTimeline
SAPIENT CAPITAL LLC16,575$3.41M0.06%+3,18613F-HRTimeline
Fonville Wealth Management LLC16,625$3.4M0.86%-25813F-HRTimeline
Pinnacle Bancorp, Inc.16,567$3.39M1.05%+21113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC16,466$3.37M0.06%-13413F-HRTimelineGroup
Farrell Financial LLC16,459$3.37M2.26%-513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,411$3.36M0.22%+69513F-HRTimeline
Blue Chip Partners, LLC16,394$3.36M0.27%+7813F-HRTimeline
Pure Financial Advisors, LLC16,372$3.35M0.06%+9,63413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…16,371$3.35M0.28%-41913F-HRTimeline
SIMON QUICK ADVISORS, LLC16,314$3.34M0.17%-37513F-HR/ATimeline
Beacon Bank & Trust16,265$3.33M0.76%+5,50713F-HRTimeline
Kaizen Financial Strategies16,253$3.33M1.69%-1,06513F-HRTimeline
OPTIMA CAPITAL LLC16,116$3.31M1.78%+2,09713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,122$3.3M0.29%-1,03213F-HRTimeline
Wilson & Boucher Capital Management, LLC15,994$3.27M2.28%+7513F-HRTimeline
EQUITABLE TRUST CO15,960$3.27M0.16%013F-HRTimeline
Argent Trust Co15,953$3.27M0.12%+46513F-HRTimeline
Friday Financial15,948$3.26M1.66%+23813F-HRTimeline
Advisors Capital Management, LLC15,914$3.26M0.04%+1,56213F-HRTimeline
SAX WEALTH ADVISORS, LLC15,897$3.25M0.2%+1,02813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,892$3.25M1.09%-21413F-HRTimeline
Formidable Asset Management, LLC16,747$3.25M0.54%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC15,832$3.24M0.82%-1,85013F-HRTimeline
St. Clair Advisors, LLC15,823$3.24M0.85%-50013F-HRTimeline
Aspetuck Financial Management LLC15,736$3.22M2.43%-40513F-HRTimeline
Compound Planning, Inc.15,586$3.19M0.12%+6813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,520$3.18M0.08%+12913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.15,443$3.17M0.14%-1,29313F-HRTimelineGroup
Sterling Wealth Advisors Inc15,408$3.17M2.25%-60513F-HRTimeline
Glen Eagle Advisors, LLC15,484$3.17M0.49%-34313F-HRTimeline
Axis Wealth Partners, LLC15,471$3.17M2.08%-41813F-HRTimeline
Tranquility Partners, LLC15,459$3.16M1.13%+18913F-HRTimeline
LOM Asset Management Ltd15,449$3.16M1.07%13F-HR/ATimeline
LGL PARTNERS, LLC15,259$3.14M1.4%-45013F-HRTimeline
Wilkins Miller Wealth Management, LLC15,175$3.11M2.11%+59713F-HRTimeline
Stonegate Investment Group, LLC15,032$3.08M0.08%+18913F-HRTimeline
Innova Wealth Partners14,981$3.07M1.8%+1,03013F-HRTimeline
Royal Fund Management, LLC14,941$3.06M0.33%+10813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,956$3.06M0.53%-2,75813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.14,912$3.05M0.52%-2713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14,819$3.03M0.23%-15113F-HRTimeline
Jacobi Capital Management LLC14,815$3.03M0.2%-613F-HRTimeline
Simplicity Wealth,LLC14,685$3.01M0.13%+9,84313F-HRTimeline
Clear Harbor Asset Management, LLC14,638$3M0.23%+63613F-HRTimeline
Mayflower Financial Advisors, LLC14,585$2.99M0.42%-4913F-HRTimeline
WEDBUSH SECURITIES INC14,560$2.98M0.1%+36813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…14,535$2.97M0.03%-72513F-HRTimeline
SC&H Financial Advisors, Inc.14,470$2.96M0.51%013F-HRTimeline
Gouws Capital LLC14,428$2.95M1.8%-613F-HRTimeline
TBH Global Asset Management, LLC14,424$2.95M0.63%-1,66213F-HRTimeline
KWMG, LLC14,420$2.95M0.28%-72713F-HRTimeline
Apexium Financial, LP14,301$2.94M0.16%-2,65513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC14,297$2.93M0.52%+85813F-HRTimeline
Sovran Advisors, LLC14,105$2.91M0.3%+9,83013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.14,183$2.9M1.33%+1,06813F-HRTimeline
FineMark National Bank & Trust14,166$2.9M0.1%+3,28013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,146$2.9M0.15%-35713F-HRTimeline
Nicholson Meyer Capital Management, Inc.14,142$2.89M2.45%-66413F-HRTimeline