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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
Glen Eagle Advisors, LLC14,636$2.87M0.48%+3,24713F-HRTimeline
SAX WEALTH ADVISORS, LLC14,631$2.87M0.22%+62113F-HRTimeline
Mayflower Financial Advisors, LLC14,588$2.86M0.43%-2913F-HRTimeline
Landmark Wealth Management, LLC14,585$2.86M1.27%+413F-HRTimeline
WINCAP FINANCIAL LLC14,462$2.83M2.89%13F-HRTimeline
SC&H Financial Advisors, Inc.14,458$2.83M0.58%+2613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,454$2.83M<0.01%+5,92113F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC14,443$2.83M1.18%-99813F-HRTimeline
Cannon Wealth Management Services, LLC13,984$2.82M2.43%+2,17513F-HRTimeline
UPTICK PARTNERS, LLC14,315$2.8M1.02%-48413F-HRTimeline
Wealthspire Retirement, LLC14,263$2.79M0.22%-89413F-HRTimeline
WEDBUSH SECURITIES INC14,222$2.79M0.1%+5,50913F-HRTimeline
Linscomb Wealth, Inc.14,215$2.78M0.14%-3413F-HRTimeline
Patton Albertson Miller Group, LLC14,203$2.78M0.37%-2,59813F-HRTimeline
Sunpointe, LLC14,120$2.77M1.39%+8,09713F-HRTimeline
Compound Planning, Inc.14,057$2.75M0.14%+3,32613F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV14,052$2.75M6.17%13F-HRTimeline
Beacon Bridge Wealth Partners, LLC14,045$2.75M1.17%-36913F-HRTimeline
BURLING WEALTH PARTNERS, LLC14,031$2.75M0.56%13F-HRTimeline
ADVISORY RESEARCH INC13,985$2.74M0.46%013F-HRTimeline
Geneos Wealth Management Inc.13,963$2.73M0.1%+1,74013F-HRTimeline
Opus Capital Group, LLC13,954$2.73M0.35%-17213F-HRTimeline
Petix & Botte Co13,900$2.72M0.72%-41813F-HRTimeline
Citizens National Bank Trust Department13,898$2.72M0.58%-2013F-HRTimeline
Accel Wealth Management13,859$2.71M1.03%+43513F-HRTimeline
EQ WEALTH ADVISORS, LLC13,820$2.71M2.6%13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC13,708$2.68M0.51%-11713F-HRTimeline
CGN Advisors LLC13,623$2.67M0.26%-2,66113F-HRTimeline
Affiance Financial, LLC13,615$2.67M0.64%+1713F-HRTimeline
Sandy Spring Bank13,600$2.66M0.11%-17513F-HRTimeline
SRH ADVISORS, LLC13,493$2.64M0.78%+113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC13,438$2.63M2.34%13F-HRTimeline
LeClair Wealth Partners LLC13,406$2.63M1.75%13F-HRTimeline
Arax Advisory Partners13,395$2.62M0.17%-46613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …13,342$2.61M0.04%-3813F-HRTimelineGroup
Clear Harbor Asset Management, LLC13,318$2.61M0.21%+6,72013F-HRTimeline
Advisors Capital Management, LLC13,254$2.6M0.04%+2,28013F-HRTimeline
SONATA CAPITAL GROUP INC13,207$2.59M1.07%-30013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,188$2.58M1.01%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC13,168$2.58M1.2%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT13,114$2.57M0.08%+1,76013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.13,076$2.56M0.33%-1,05113F-HRTimeline
Belpointe Asset Management LLC13,006$2.55M0.15%+5513F-HRTimeline
Proficio Capital Partners LLC13,008$2.55M0.21%+71413F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.12,972$2.54M1.18%-14013F-HRTimeline
Wellspring Financial Advisors, LLC12,928$2.53M0.27%+2313F-HRTimeline
Tarbox Family Office, Inc.12,928$2.53M0.42%-10413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,959$2.53M0.21%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,894$2.52M0.15%-46713F-HRTimeline
Jacobi Capital Management LLC12,827$2.51M0.19%+11313F-HRTimeline
Innova Wealth Partners12,816$2.51M1.58%new13F-HRTimeline
OPTIMA CAPITAL LLC12,809$2.51M1.73%13F-HRTimeline
Crescent Grove Advisors, LLC12,799$2.51M0.25%+8813F-HRTimeline
DMKC Advisory Services, LLC12,773$2.5M2.27%13F-HRTimeline
Anchor Investment Management, LLC12,756$2.5M0.23%-10013F-HRTimeline
Pekin Hardy Strauss, Inc.12,749$2.5M0.32%+35613F-HRTimeline
Aviance Capital Partners, LLC12,693$2.49M0.34%-17513F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV12,685$2.48M1.33%+98713F-HRTimeline
Sunburst Financial Group, LLC12,649$2.48M0.61%-1,25113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,073$2.46M0.91%+16713F-HRTimeline
Caldwell Trust Co12,543$2.46M0.26%-64013F-HRTimeline
Centricity Wealth Management, LLC12,523$2.45M2.29%13F-HRTimeline
NOVUS ADVISORS, LLC12,500$2.45M2.44%13F-HRTimeline
LaSalle St. Investment Advisors, LLC12,457$2.44M0.76%+55713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,447$2.44M0.05%+3,28013F-HRTimelineGroup
Lion Street Advisors, LLC12,440$2.44M0.78%013F-HRTimeline
Insight Advisors, LLC/ PA12,432$2.43M0.42%-3,13813F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,414$2.43M1.08%+22413F-HRTimeline
Evercore Wealth Management, LLC12,387$2.43M0.04%+2,14413F-HRTimeline
Duncan Williams Asset Management, LLC12,320$2.41M0.95%013F-HRTimeline
Roundview Capital LLC12,318$2.41M0.17%+11413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.12,314$2.41M0.21%+3213F-HRTimeline
Cornell Pochily Investment Advisors, In…12,312$2.41M0.84%+713F-HRTimeline
Joseph P. Lucia & Associates, LLC12,308$2.41M1.07%-3613F-HRTimeline
Vantage Financial Partners, LLC12,250$2.4M0.6%-2,65413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…12,214$2.39M0.08%-1,44113F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC12,171$2.38M0.09%+71613F-HRTimeline
GREAT LAKES ADVISORS, LLC12,100$2.37M0.02%-42313F-HRTimeline
Oliver Luxxe Assets LLC11,935$2.36M0.43%013F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.12,050$2.36M1.17%-19213F-HRTimeline
Maiden Cove Capital, LLC12,018$2.35M2.2%+5,71213F-HRTimeline
Strategic Wealth Partners, Ltd.11,494$2.35M0.19%+60513F-HRTimeline
Perennial Investment Advisors, LLC11,980$2.35M0.28%+29313F-HRTimeline
Latitude Advisors, LLC11,884$2.33M1.31%+87813F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.11,866$2.32M1.57%-74013F-HRTimeline
ROBERTS GLORE & CO INC /IL/11,863$2.32M0.69%-3813F-HRTimeline
Smith Salley Wealth Management11,843$2.32M0.15%+53613F-HRTimeline
SAPIENT CAPITAL LLC11,842$2.32M0.04%+13013F-HRTimeline
XPONANCE LLC11,650$2.31M0.02%013F-HRTimeline
MKT Advisors LLC11,567$2.3M1%-59613F-HRTimeline
First National Trust Co11,711$2.29M0.09%+1313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,694$2.29M1.74%13F-HR/ATimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC11,686$2.29M0.64%013F-HRTimeline
STOCK YARDS BANK & TRUST CO11,572$2.27M0.08%-1,68913F-HRTimeline
Reynders McVeigh Capital Management, LLC11,561$2.26M0.12%-1113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding11,548$2.26M+725Timeline
Southeast Asset Advisors, LLC11,540$2.26M0.28%+213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC11,520$2.26M0.07%013F-HRTimeline
Ashton Thomas Private Wealth, LLC11,509$2.25M0.09%-21013F-HRTimeline
SteelPeak Wealth, LLC11,472$2.25M0.09%+35413F-HRTimeline
Fortis Group Advisors, LLC11,421$2.24M0.42%+6,37913F-HRTimeline
LexAurum Advisors, LLC11,371$2.23M0.44%-56313F-HRTimeline
Raub Brock Capital Management LP11,358$2.22M0.47%+6,83713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC11,522$2.22M0.2%+74013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC11,306$2.21M0.45%-13513F-HRTimeline
L.M. KOHN & COMPANY11,303$2.21M0.57%+1,12013F-HRTimeline
First PREMIER Bank11,296$2.21M0.56%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,292$2.21M0.02%-1,18913F-HRTimelineGroup
PRIVATE TRUST CO NA11,265$2.21M0.23%+69913F-HRTimeline
WEST BANCORPORATION INC11,260$2.21M1.45%+1,24713F-HRTimeline
Weinberger Asset Management, Inc11,252$2.2M0.92%-23813F-HRTimeline
Bath Savings Trust Co11,251$2.2M0.22%+17613F-HRTimeline
Galvin, Gaustad & Stein, LLC11,206$2.19M0.2%-113F-HRTimeline
Eldridge Investment Advisors, Inc.11,186$2.19M0.51%+33913F-HRTimeline
Williams Jones Wealth Management, LLC.11,137$2.18M0.03%-2,94713F-HRTimeline
Capital Investment Advisory Services, L…11,118$2.18M0.21%+1,55613F-HRTimeline
Breed's Hill Capital LLC11,112$2.18M1.14%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC10,769$2.17M0.22%-50513F-HRTimeline
FC Advisory LLC10,849$2.12M0.71%-1913F-HRTimeline
Spinnaker Investment Group, LLC10,840$2.12M0.51%-4113F-HRTimeline
Krilogy Financial LLC10,787$2.11M0.14%-66413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,766$2.11M0.06%-11513F-HRTimeline
Plan Group Financial, LLC10,738$2.1M1.11%+1,39813F-HRTimeline
Bleakley Financial Group, LLC10,715$2.1M0.06%-7313F-HRTimeline
Proquility Private Wealth Partners, LLC10,698$2.09M0.67%+2,64613F-HRTimeline
Matthew Goff Investment Advisor, LLC10,694$2.09M0.39%-913F-HRTimeline
Joseph Group Capital Management10,681$2.09M0.82%+17513F-HRTimeline
DURANTE & WATERS, LLC10,674$2.09M1.73%-31013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC10,573$2.07M0.57%+14613F-HRTimeline
Sagace Wealth Management LLC10,564$2.07M1.55%-2,51813F-HRTimeline
Relyea Zuckerberg Hanson LLC10,538$2.06M0.28%+46313F-HRTimeline
PITTENGER & ANDERSON INC10,519$2.06M0.07%+1,43013F-HRTimeline
FineMark National Bank & Trust10,466$2.05M0.07%+5013F-HRTimeline
Verity & Verity, LLC10,460$2.05M0.19%+72413F-HRTimeline
Tudor Financial Inc.10,460$2.05M1.2%-81213F-HRTimeline
Apexium Financial, LP10,457$2.05M0.12%+8,00913F-HRTimeline
Finward Bancorp10,427$2.04M1.77%13F-HRTimeline
Miramar Capital, LLC10,399$2.04M0.49%+26813F-HRTimeline
Gateway Wealth Partners, LLC10,345$2.03M0.52%+1,05313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,340$2.02M0.09%+2,92613F-HRTimeline
Meridian Financial Advisors, LLC10,321$2.02M1.4%-42113F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,310$2.02M0.05%-28213F-HRTimeline
Cambridge Financial Group, LLC10,299$2.02M0.86%-1,11013F-HRTimeline
SAXON INTERESTS, INC.10,297$2.02M0.89%-813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC10,243$2.01M1.33%-2013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…10,238$2M0.69%-8813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC10,225$2M0.67%013F-HRTimeline
CJM Wealth Advisers, Ltd.10,222$2M0.67%013F-HRTimeline
waypoint wealth counsel10,109$1.98M1.29%+83713F-HRTimeline
Bridgewealth Advisory Group, LLC9,632$1.97M0.56%-13113F-HRTimeline
National Philanthropic Trust10,032$1.96M0.03%+4,11713F-HRTimeline
Round Rock Advisors LLC10,020$1.96M0.4%-89013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,983$1.95M1.66%013F-HRTimeline
Pitti Group Wealth Management, LLC9,979$1.95M1.98%-50913F-HRTimeline
Comprehensive Financial Consultants Ins…9,922$1.94M0.71%-4313F-HRTimeline
Planning Center, Inc.9,839$1.93M0.24%-75013F-HRTimeline
MEMBERS WEALTH LLC9,472$1.93M1.44%13F-HRTimeline
TrueWealth Advisors, LLC9,831$1.93M0.64%-113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,795$1.92M0.03%+2,19013F-HRTimelineGroup
IMS Capital Management9,783$1.92M0.89%013F-HRTimeline
Cornerstone Management, Inc.9,781$1.92M0.37%-7213F-HRTimeline
Ethos Financial Group, LLC9,770$1.91M0.25%+19913F-HRTimeline
HBC Financial Services, PLLC9,764$1.91M1.17%-22613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC9,738$1.91M0.16%+30213F-HRTimeline
LRI Investments, LLC9,722$1.9M0.18%013F-HRTimeline
TFG Advisers LLC9,703$1.9M0.68%-6913F-HRTimeline
Fairhaven Wealth Management, LLC9,645$1.89M0.59%+2113F-HRTimeline
Turn8 Private Wealth Inc.9,532$1.87M1.33%13F-HRTimeline
Cassaday & Co Wealth Management LLC9,365$1.83M0.05%+31113F-HRTimeline
BOKF, NAin group BOKF, NA9,501$1.83M0.03%-1,21513F-HRTimelineGroup
Baring Financial LLC9,297$1.82M1.62%13F-HRTimeline
Stanich Group LLC9,252$1.81M1.35%13F-HRTimeline
BOS Asset Management, LLC9,233$1.81M0.65%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,190$1.8M0.22%-7,43613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK9,080$1.8M0.16%013F-HRTimeline
Blue Trust, Inc.9,162$1.79M0.02%+2,29213F-HR/ATimeline
Aries Wealth Management9,104$1.78M0.49%-2,05213F-HRTimeline
MAD RIVER INVESTORS9,065$1.78M0.82%013F-HRTimeline
Pettinga Financial Advisors LLC9,032$1.77M0.4%+3,63513F-HRTimeline
Tradewinds, LLC.8,673$1.77M0.49%-13213F-HRTimeline
Emerald Advisors, LLC9,019$1.77M0.24%-113F-HRTimeline
TPG Advisors LLC8,991$1.76M1.38%+39013F-HRTimeline
RPG Investment Advisory, LLC8,987$1.76M0.24%-13713F-HRTimeline
Ironwood Investment Counsel, LLC8,983$1.76M0.3%-1713F-HRTimeline
Cypress Wealth Services, LLC8,955$1.75M0.35%+5413F-HRTimeline
GM Advisory Group, LLC8,947$1.75M0.1%+74313F-HRTimeline
Nova R Wealth, Inc.8,946$1.75M0.88%+7413F-HRTimeline
Keudell/Morrison Wealth Management8,850$1.73M0.45%+9513F-HRTimeline
Sepio Capital, LP8,833$1.73M0.14%-2,81613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,826$1.73M0.14%-1013F-HRTimelineGroup
MSH Capital Advisors LLC8,815$1.73M0.54%+47813F-HRTimeline
WBH ADVISORY INC8,789$1.72M0.16%-9713F-HRTimeline
CAPITAL ADVISORS INC/OK8,781$1.72M0.03%+22513F-HRTimeline
KDT Advisors, LLC8,700$1.7M2.5%13F-HRTimeline
Talisman Wealth Advisors LLC8,696$1.7M1.81%+4013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,638$1.69M0.14%+60113F-HRTimeline
MONECO ADVISORS, LLC8,629$1.69M0.18%+2313F-HR/ATimeline
DF DENT & CO INC8,599$1.68M0.02%-20013F-HRTimeline
Roger Wittlin Investment Advisory, LLC8,583$1.68M0.94%+7413F-HRTimeline
DUNCKER STREETT & CO INC8,548$1.67M0.31%-48013F-HRTimeline