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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
OPTIMA CAPITAL LLC14,019$2.72M1.73%+1,21013F-HRTimeline
First Command Advisory Services, Inc.14,019$2.72M0.03%-5,65313F-HRTimeline
Clear Harbor Asset Management, LLC14,002$2.72M0.22%+68413F-HRTimeline
W1M Asset Management Ltd13,963$2.71M0.23%new13F-HRTimeline
Opus Capital Group, LLC13,954$2.71M0.35%013F-HRTimeline
Innova Wealth Partners13,951$2.71M1.68%+1,13513F-HRTimeline
Beacon Bridge Wealth Partners, LLC13,950$2.71M1.15%-9513F-HRTimeline
Petix & Botte Co13,901$2.7M0.71%+113F-HRTimeline
Accel Wealth Management13,748$2.67M0.96%-11113F-HRTimeline
Citizens National Bank Trust Department13,735$2.66M0.57%-16313F-HRTimeline
BURLING WEALTH PARTNERS, LLC13,711$2.66M0.56%-32013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,631$2.64M0.1%+1,46013F-HRTimeline
Affiance Financial, LLC13,615$2.64M0.62%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC13,439$2.61M0.51%-26913F-HRTimeline
SAPIENT CAPITAL LLC13,389$2.6M0.05%+1,54713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …13,343$2.59M0.04%+113F-HRTimelineGroup
Next Capital Management LLC13,342$2.59M1.24%-1,95713F-HRTimeline
LeClair Wealth Partners LLC13,323$2.58M1.86%-8313F-HRTimeline
Pekin Hardy Strauss, Inc.13,240$2.57M0.31%+49113F-HRTimeline
Arlington Financial Advisors, LLC13,193$2.56M0.45%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.13,176$2.56M0.32%+10013F-HRTimeline
Patton Albertson Miller Group, LLC13,171$2.56M0.38%-1,03213F-HR/ATimeline
Roundview Capital LLC13,170$2.55M0.18%+85213F-HRTimeline
Proficio Capital Partners LLC13,152$2.55M0.2%+14413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.13,115$2.54M1.21%+14313F-HRTimeline
Breed's Hill Capital LLC13,112$2.54M1.37%+2,00013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT13,088$2.54M0.08%-2613F-HRTimeline
Arkadios Wealth Advisors13,080$2.54M0.1%+4,84013F-HRTimeline
SONATA CAPITAL GROUP INC13,043$2.53M1.1%-16413F-HRTimeline
Crescent Grove Advisors, LLC13,000$2.52M0.26%+20113F-HRTimeline
Arax Advisory Partners12,999$2.52M0.16%-39613F-HRTimeline
Tarbox Family Office, Inc.12,923$2.51M0.42%-513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,898$2.5M0.16%+413F-HRTimeline
Orion Porfolio Solutions, LLC12,878$2.5M0.02%-3,52313F-HRTimeline
Orion Portfolio Solutions, LLC12,878$2.5M0.02%-3,52313F-HR/ATimeline
ADVISORY RESEARCH INC12,868$2.5M0.44%-1,11713F-HRTimeline
SRH ADVISORS, LLC12,863$2.5M0.77%-63013F-HRTimeline
Fortis Group Advisors, LLC12,805$2.48M0.48%+1,38413F-HRTimeline
PITTENGER & ANDERSON INC12,790$2.48M0.09%+2,27113F-HRTimeline
Anchor Investment Management, LLC12,760$2.48M0.23%+413F-HRTimeline
Wellspring Financial Advisors, LLC12,741$2.47M0.28%-18713F-HRTimeline
Aviance Capital Partners, LLC12,706$2.46M0.35%+1313F-HRTimeline
CGN Advisors LLC12,681$2.46M0.24%-94213F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,663$2.46M1.1%+24913F-HRTimeline
Centricity Wealth Management, LLC12,650$2.45M2.23%+12713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,095$2.45M0.01%-9,35313F-HR/ATimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.12,614$2.45M0.21%+30013F-HRTimeline
Sunburst Financial Group, LLC12,611$2.45M0.6%-3813F-HRTimeline
Leeward Financial Partners, LLC12,570$2.44M0.91%-2,97813F-HRTimeline
NOVUS ADVISORS, LLC12,547$2.43M2.45%+4713F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC12,526$2.43M3.22%13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC12,473$2.42M1.12%-69513F-HRTimeline
L.M. KOHN & COMPANY12,443$2.41M0.63%+1,14013F-HRTimeline
Caldwell Trust Co12,417$2.41M0.26%-12613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,396$2.4M0.21%-56313F-HRTimeline
Evercore Wealth Management, LLC12,387$2.4M0.04%013F-HRTimeline
Oliver Luxxe Assets LLC12,374$2.4M0.45%+43913F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV12,365$2.4M1.34%-32013F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,352$2.4M0.06%+2,04213F-HRTimeline
Federation des caisses Desjardins du Qu…12,341$2.39M0.01%-8,21413F-HRTimeline
Van Hulzen Asset Management, LLC12,304$2.39M0.22%-2,79213F-HRTimeline
Sandy Spring Bank12,241$2.37M0.1%-1,35913F-HRTimeline
Cornell Pochily Investment Advisors, In…12,238$2.37M0.83%-7413F-HRTimeline
Lion Street Advisors, LLC12,152$2.36M0.75%-28813F-HRTimeline
Joseph P. Lucia & Associates, LLC12,147$2.36M1.08%-16113F-HRTimeline
Capital Investment Advisory Services, L…12,139$2.35M0.21%+1,02113F-HRTimeline
PRIVATE TRUST CO NA12,027$2.33M0.24%+76213F-HRTimeline
DMKC Advisory Services, LLC12,012$2.33M2.1%-76113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.11,806$2.29M1.15%-24413F-HRTimeline
Bath Savings Trust Co11,776$2.28M0.24%+52513F-HRTimeline
GREAT LAKES ADVISORS, LLC11,754$2.28M0.02%-34613F-HRTimeline
WEST BANCORPORATION INC11,749$2.28M1.55%+48913F-HRTimeline
FLOW TRADERS U.S. LLC11,721$2.27M0.1%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,694$2.27M1.81%013F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/11,638$2.26M0.69%-22513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding11,610$2.25M+62Timeline
Bleakley Financial Group, LLC11,575$2.25M0.07%+86013F-HRTimeline
Weinberger Asset Management, Inc11,540$2.24M0.96%+28813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC11,520$2.23M0.07%013F-HRTimeline
STOCK YARDS BANK & TRUST CO11,512$2.23M0.08%-6013F-HRTimeline
First National Trust Co11,508$2.23M0.09%-20313F-HRTimeline
Duncan Williams Asset Management, LLC11,480$2.23M0.8%-84013F-HRTimeline
Reynders McVeigh Capital Management, LLC11,475$2.23M0.12%-8613F-HRTimeline
Southeast Asset Advisors, LLC11,456$2.22M0.27%-8413F-HRTimeline
Krilogy Financial LLC11,443$2.22M0.14%+65613F-HRTimeline
Eldridge Investment Advisors, Inc.11,439$2.22M0.51%+25313F-HRTimeline
Walkner Condon Financial Advisors LLC11,435$2.22M0.45%+12913F-HRTimeline
Latitude Advisors, LLC11,421$2.22M1.29%-46313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,083$2.21M0.91%+1013F-HRTimeline
Galvin, Gaustad & Stein, LLC11,353$2.2M0.2%+14713F-HRTimeline
Perennial Investment Advisors, LLC11,314$2.19M0.25%-66613F-HRTimeline
Verity & Verity, LLC11,279$2.19M0.19%+81913F-HRTimeline
Spinnaker Investment Group, LLC11,256$2.18M0.49%+41613F-HRTimeline
Belpointe Asset Management LLC11,252$2.18M0.11%-1,75413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,223$2.18M0.05%-1,22413F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…11,222$2.18M0.07%-99213F-HRTimelineGroup
Smith Salley Wealth Management11,122$2.16M0.14%-72113F-HRTimeline
First PREMIER Bank11,104$2.15M0.55%-19213F-HRTimeline
FC Advisory LLC11,042$2.14M0.72%+19313F-HRTimeline
Williams Jones Wealth Management, LLC.11,038$2.14M0.03%-9913F-HRTimeline
Miramar Capital, LLC11,029$2.14M0.51%+63013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,988$2.13M0.07%+22213F-HRTimeline
SteelPeak Wealth, LLC10,916$2.12M0.09%-55613F-HRTimeline
Round Rock Advisors LLC10,895$2.11M0.39%+87513F-HRTimeline
FineMark National Bank & Trust10,886$2.11M0.08%+42013F-HRTimeline
Insight Advisors, LLC/ PA10,849$2.1M0.37%-1,58313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,850$2.1M0.02%-44213F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.10,789$2.09M1.52%-1,07713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC11,506$2.09M0.21%-1613F-HRTimelineGroup
Beacon Bank & Trust10,758$2.09M0.51%new13F-HRTimeline
LexAurum Advisors, LLC10,750$2.09M0.4%-62113F-HRTimeline
Blue Edge Capital, LLC10,718$2.08M0.33%-11,34213F-HRTimeline
Matthew Goff Investment Advisor, LLC10,686$2.07M0.38%-813F-HRTimeline
DURANTE & WATERS, LLC10,681$2.07M1.74%+713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC10,672$2.07M0.56%+9913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,651$2.07M0.09%+31113F-HRTimeline
NWAM LLC10,620$2.06M0.18%-26,17313F-HRTimeline
Relyea Zuckerberg Hanson LLC10,541$2.04M0.28%+313F-HRTimeline
Finward Bancorp10,540$2.04M1.77%+11313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC10,769$2.03M0.22%013F-HRTimeline
Tudor Financial Inc.10,444$2.03M1.22%-1613F-HRTimeline
Cambridge Financial Group, LLC10,433$2.01M0.86%+13413F-HRTimeline
Meridian Financial Advisors, LLC10,350$2.01M1.41%+2913F-HRTimeline
waypoint wealth counsel10,345$2.01M1.26%+23613F-HRTimeline
SAXON INTERESTS, INC.10,324$2M0.94%+2713F-HRTimeline
Almitas Capital LLC10,314$2M0.66%+5,10013F-HRTimeline
Sagace Wealth Management LLC10,281$1.99M1.51%-28313F-HRTimeline
POWER WEALTH MANAGEMENT LLC10,275$1.99M0.81%-4,16813F-HRTimeline
Pitti Group Wealth Management, LLC10,250$1.99M2.04%+27113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC10,231$1.98M1.33%-1213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC10,225$1.98M0.71%013F-HRTimeline
CJM Wealth Advisers, Ltd.10,222$1.98M0.7%013F-HRTimeline
MEMBERS WEALTH LLC10,184$1.98M1.49%+71213F-HRTimeline
LRI Investments, LLC10,135$1.97M0.19%+41313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC10,129$1.96M1.64%+14613F-HR/ATimeline
MKT Advisors LLC11,174$1.96M0.92%-39313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,378$1.96M0.17%+4,12513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,076$1.95M0.07%+3,62513F-HRTimelineGroup
Joseph Group Capital Management10,060$1.95M0.75%-62113F-HRTimeline
Comprehensive Financial Consultants Ins…9,970$1.93M0.69%+4813F-HRTimeline
Cassaday & Co Wealth Management LLC9,940$1.93M0.05%+57513F-HRTimeline
KDT Advisors, LLC9,940$1.93M2.84%+1,24013F-HRTimeline
Emerald Advisors, LLC9,922$1.92M0.26%+90313F-HRTimeline
Ethos Financial Group, LLC9,804$1.92M0.18%+3413F-HRTimeline
Planning Center, Inc.9,864$1.91M0.23%+2513F-HRTimeline
TrueWealth Advisors, LLC9,833$1.91M0.63%+213F-HRTimeline
Gateway Wealth Partners, LLC9,819$1.9M0.43%-52613F-HRTimeline
IMS Capital Management9,813$1.9M0.96%+3013F-HRTimeline
TFG Advisers LLC9,715$1.88M0.68%+1213F-HRTimeline
BluePointe Capital Management, LLC9,713$1.88M0.72%+1,63513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,589$1.86M0.66%-64913F-HRTimeline
MSH Capital Advisors LLC9,552$1.85M0.57%+73713F-HRTimeline
LANARK FINANCIAL, INC.9,542$1.85M0.16%+9,53413F-HRTimeline
WNY Asset Management, LLC9,478$1.84M0.22%+2,21313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,475$1.84M0.08%+7,16013F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC9,459$1.83M0.16%-27913F-HRTimeline
CAPITAL ADVISORS INC/OK9,456$1.83M0.04%+67513F-HRTimeline
Vantage Financial Partners, LLC9,456$1.83M0.46%-2,79413F-HRTimeline
Founders Financial Alliance, LLC9,429$1.83M0.44%+1,18613F-HRTimeline
BOKF, NAin group BOKF, NA9,369$1.82M0.03%-13213F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK9,080$1.8M0.16%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,231$1.79M<0.01%-14,87313F-HRTimelineGroup
Aries Wealth Management9,193$1.78M0.48%+8913F-HRTimeline
Stanich Group LLC9,118$1.77M1.31%-13413F-HRTimeline
Cornerstone Management, Inc.9,053$1.76M0.33%-72813F-HRTimeline
Realta Investment Advisors9,048$1.76M0.8%+1,07913F-HRTimeline
Nova R Wealth, Inc.9,038$1.75M0.87%+9213F-HRTimeline
Sand Hill Global Advisors, LLC9,035$1.75M0.07%+93913F-HRTimeline
GM Advisory Group, LLC8,968$1.74M0.09%+2113F-HRTimeline
TPG Advisors LLC8,844$1.72M1.35%-14713F-HRTimeline
Sepio Capital, LP8,833$1.71M0.14%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,827$1.71M0.14%+113F-HRTimelineGroup
Keudell/Morrison Wealth Management8,805$1.71M0.4%-4513F-HRTimeline
WBH ADVISORY INC8,783$1.7M0.16%-613F-HRTimeline
BOS Asset Management, LLC8,745$1.7M0.58%-48813F-HRTimeline
Ironwood Investment Counsel, LLC8,737$1.69M0.29%-24613F-HRTimeline
Talisman Wealth Advisors LLC8,715$1.69M1.74%+1913F-HRTimeline
Cypress Wealth Services, LLC8,702$1.69M0.34%-25313F-HRTimeline
Smartleaf Asset Management LLC8,782$1.69M0.16%+3,27513F-HRTimeline
MONECO ADVISORS, LLC8,683$1.68M0.17%+5413F-HR/ATimeline
Roger Wittlin Investment Advisory, LLC8,590$1.67M0.98%+713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,561$1.66M0.13%-7713F-HRTimeline
AIMZ Investment Advisors, LLC8,534$1.66M0.58%+57413F-HRTimeline
Turn8 Private Wealth Inc.8,418$1.65M1.29%-1,11413F-HRTimeline
DUNCKER STREETT & CO INC8,488$1.65M0.33%-6013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.8,486$1.65M0.79%+43613F-HRTimeline
Baring Financial LLC8,444$1.64M1.38%-85313F-HRTimeline
M.E. ALLISON & CO., INC.8,428$1.63M1.62%+40713F-HRTimeline
Tradewinds, LLC.8,401$1.63M0.46%-27213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC8,324$1.61M0.19%-86613F-HRTimeline
Capital Management Associates, Inc8,314$1.61M0.37%+4,56913F-HRTimeline
Monterey Private Wealth, Inc.8,301$1.61M0.47%-2913F-HRTimeline
Hartmann Taylor Wealth Management, LLC8,269$1.6M1.44%13F-HRTimeline
Jaffetilchin Investment Partners, LLC8,232$1.6M0.12%+1,36713F-HRTimeline
Bienville Capital Management, LLC8,218$1.59M0.39%+613F-HRTimeline
Pettinga Financial Advisors LLC8,207$1.59M0.37%-82513F-HRTimeline
Wingate Wealth Advisors, Inc.8,169$1.58M1.82%+36513F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.8,127$1.58M0.13%+2513F-HRTimeline
CAPITAL CITY TRUST CO/FL8,118$1.57M0.43%+39113F-HRTimeline
MOTCO8,109$1.57M0.17%+7413F-HRTimeline