Skip to content

VIG VANGUARD SPECIALIZED FUNDS

Follow

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
Navis Wealth Advisors, LLC8,489$1.66M1.82%+1,23213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,213$1.66M0.25%+1,05513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC8,452$1.66M0.08%-1,95813F-HRTimeline
Prospect Financial Group LLC8,373$1.64M2.02%13F-HRTimeline
Atlantic Edge Private Wealth Management…8,362$1.64M0.51%-2313F-HRTimeline
Monterey Private Wealth, Inc.8,330$1.63M0.54%+48413F-HRTimeline
Founders Financial Alliance, LLC8,243$1.61M0.44%+30213F-HRTimeline
Arkadios Wealth Advisors8,240$1.61M0.09%+15513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,237$1.61M0.07%+89413F-HRTimeline
Bienville Capital Management, LLC8,212$1.61M0.39%+1113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,125$1.59M<0.01%new13F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,120$1.59M0.38%-10,30213F-HRTimelineGroup
Arkos Global Advisors8,111$1.59M0.23%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC8,104$1.59M0.6%-12513F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.8,102$1.59M0.12%-22513F-HRTimeline
Sand Hill Global Advisors, LLC8,096$1.59M0.07%+413F-HRTimeline
BluePointe Capital Management, LLC8,078$1.58M0.91%013F-HRTimeline
Martin Worley Group8,075$1.58M0.99%13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.8,050$1.58M0.88%13F-HRTimeline
MOTCO8,035$1.57M0.16%013F-HRTimeline
M.E. ALLISON & CO., INC.8,021$1.57M1.73%13F-HRTimeline
Beacon Capital Management, LLC8,018$1.57M0.2%-72313F-HRTimeline
Avior Wealth Management, LLC8,015$1.57M0.06%+8813F-HRTimeline
Bluesphere Advisors LLC7,988$1.56M0.77%-1,23613F-HRTimeline
Realta Investment Advisors7,969$1.56M0.64%+5,43013F-HRTimeline
AIMZ Investment Advisors, LLC7,960$1.56M0.54%-59913F-HRTimeline
Black Diamond Financial, LLC7,960$1.56M0.23%+15013F-HRTimeline
Madison Park Capital Advisors, LLC7,924$1.55M1.24%-74813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,929$1.55M0.22%013F-HRTimeline
WINTRUST INVESTMENTS LLC7,865$1.54M1.36%+15513F-HRTimeline
Wingate Wealth Advisors, Inc.7,804$1.53M1.5%13F-HRTimeline
VIAWEALTH, LLC7,751$1.52M0.92%-11813F-HRTimeline
NovaPoint Capital, LLC7,742$1.52M0.46%013F-HRTimeline
CAPITAL CITY TRUST CO/FL7,727$1.51M0.38%-63713F-HRTimeline
Sachetta, LLC7,721$1.51M0.6%-6813F-HRTimeline
BNC WEALTH MANAGEMENT, LLC7,718$1.51M0.5%-25813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD7,687$1.51M0.92%-7513F-HRTimeline
Horst & Graben Wealth Management LLC7,659$1.5M0.27%+1013F-HRTimeline
Objective Capital Management, LLC7,639$1.5M1%-9913F-HRTimeline
Lansing Street Advisors7,616$1.49M0.52%-15413F-HRTimeline
Strategic Investment Solutions, Inc. /IL8,452$1.49M0.5%-9,21613F-HRTimeline
Wallace Advisory Group, LLC7,512$1.49M1.03%new13F-HRTimeline
Compass Financial Services Inc7,579$1.48M0.84%13F-HRTimeline
Red Mountain Financial, LLC7,579$1.48M1.6%-30513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,267$1.48M0.54%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7,559$1.48M0.54%-3413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7,517$1.47M0.06%-1613F-HRTimeline
Integras Partners LLC7,514$1.47M1.26%13F-HRTimeline
Montis Financial, LLC7,509$1.47M0.45%+5,56113F-HRTimeline
EASTERN BANK7,448$1.46M0.03%013F-HRTimeline
SageView Advisory Group, LLC7,417$1.45M0.06%+99013F-HRTimeline
GTS SECURITIES LLC7,401$1.45M0.07%+2,92513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC7,315$1.44M0.11%+3,69713F-HRTimelineGroup
FIRST AMERICAN BANK7,334$1.44M0.1%013F-HRTimeline
Austin Private Wealth, LLC7,319$1.43M0.13%-5813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,291$1.43M0.23%+14913F-HRTimeline
Chicago Capital, LLC7,289$1.43M0.04%-1,19013F-HRTimeline
Arbor Wealth Advisors LLC7,271$1.42M1.27%+2013F-HRTimeline
WNY Asset Management, LLC7,265$1.42M0.18%-3,24713F-HRTimeline
Darrow Company, Inc.7,255$1.42M0.82%-7413F-HRTimeline
Old North State Wealth Management, LLC7,224$1.42M0.8%+35513F-HRTimeline
IRON Financial LLC7,211$1.41M0.79%-43913F-HRTimeline
TWO SIGMA SECURITIES, LLC7,180$1.41M0.25%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.7,167$1.4M0.91%-6613F-HRTimeline
Larson Financial Group LLC7,152$1.4M0.07%+2813F-HRTimeline
Kelman-Lazarov, Inc.7,139$1.4M0.25%+19813F-HRTimeline
Philip James Wealth Mangement, LLC7,107$1.39M0.18%+5813F-HRTimeline
Rappaport Reiches Capital Management, L…7,076$1.39M0.36%013F-HRTimeline
EPIQ Capital Group, LLC7,051$1.38M0.36%+6113F-HRTimeline
Nilsine Partners, LLC7,042$1.38M0.15%+1,15613F-HRTimeline
Birchcreek Wealth Management, LLC7,028$1.38M0.86%+5013F-HRTimeline
Nadler Financial Group, Inc.7,009$1.37M0.14%013F-HRTimeline
Versant Capital Management, Inc6,940$1.36M0.29%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC6,927$1.36M0.73%+1013F-HRTimeline
Manhattan West Asset Management, LLC6,889$1.35M0.36%-26813F-HRTimeline
Continuum Advisory, LLC6,875$1.35M0.17%+50613F-HRTimeline
Carlson Capital Management6,874$1.35M0.06%+6313F-HRTimeline
Catalina Capital Group, LLC6,873$1.35M0.44%-26313F-HRTimeline
BOK Financial Private Wealth, Inc.6,871$1.35M0.1%+5,16413F-HRTimeline
Jaffetilchin Investment Partners, LLC6,865$1.34M0.1%+1,03613F-HRTimeline
Community Bank, N.A.6,858$1.34M0.17%-25013F-HRTimeline
Simmons Bankin group Simmons Bank6,855$1.34M0.1%-12413F-HRTimelineGroup
MOKAN Wealth Management Inc.6,844$1.34M0.85%13F-HRTimeline
EVERETT HARRIS & CO /CA/6,840$1.34M0.02%-7513F-HRTimeline
Richard C. Young & CO., LTD.6,838$1.34M0.15%+43813F-HRTimeline
Mascagni Wealth Management, Inc.6,902$1.34M1.33%13F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.6,837$1.34M0.17%-31613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,831$1.34M0.52%+413F-HRTimeline
Piedmont Capital Management, LLC6,854$1.34M0.81%+47913F-HRTimeline
WESCAP Management Group, Inc.6,804$1.33M0.32%013F-HRTimeline
Gallacher Capital Management LLC6,774$1.33M0.66%+1313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,770$1.33M0.18%+813F-HRTimeline
Mystic Asset Management, Inc.6,764$1.32M0.36%new13F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC6,730$1.32M0.85%+113F-HRTimeline
Callan Family Office, LLC6,716$1.32M0.08%-30013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,713$1.31M0.14%+39313F-HRTimeline
Frank, Rimerman Advisors LLC6,709$1.31M0.1%+1013F-HRTimeline
Atria Investments, Inc6,685$1.31M0.02%-31913F-HRTimeline
Luminvest Wealth Management LLC6,674$1.31M0.53%-36913F-HRTimeline
WEIK CAPITAL MANAGEMENT6,655$1.3M0.53%-21013F-HRTimeline
Cynosure Group, LLC6,643$1.3M0.19%+2,47813F-HRTimeline
Patten Group, Inc.6,633$1.3M0.29%-13013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,626$1.3M0.24%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC6,612$1.29M1.12%13F-HRTimeline
Busey Bank6,610$1.29M0.04%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,601$1.29M0.13%-59813F-HRTimeline
Klingman & Associates, LLC6,583$1.29M0.08%+11113F-HRTimeline
Peninsula Wealth, LLC6,582$1.29M0.22%+1513F-HRTimeline
WEXFORD CAPITAL LP6,524$1.28M0.33%013F-HRTimeline
Biltmore Family Office, LLC6,521$1.28M0.21%-1,94013F-HRTimeline
Valeo Financial Advisors, LLC6,515$1.28M0.04%+95813F-HRTimeline
CRUX WEALTH ADVISORS6,508$1.27M0.71%13F-HRTimeline
Sunbelt Securities, Inc.6,508$1.27M0.11%+12013F-HRTimeline
One Charles Private Wealth Services, LLC6,505$1.27M0.43%+1,68413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,502$1.27M0.02%+17613F-HR/ATimelineGroup
HARMONY ASSET MANAGEMENT LLC6,454$1.26M0.5%+10513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,451$1.26M0.04%+47613F-HRTimelineGroup
Keel Point, LLC6,423$1.26M0.1%-14813F-HRTimeline
Collaborative Wealth Managment Inc.6,395$1.25M0.57%+1913F-HRTimeline
Syverson Strege & Co6,336$1.24M0.41%013F-HRTimeline
WESBANCO BANK INC6,316$1.24M0.04%+61413F-HRTimeline
Summit Wealth Partners, LLC6,292$1.23M0.25%+213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,290$1.23M0.09%013F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.6,287$1.23M0.79%+4313F-HRTimeline
Highview Capital Management LLC/DE/6,285$1.23M0.47%-4713F-HR/ATimeline
ROCKLAND TRUST CO6,284$1.23M0.06%013F-HRTimeline
Mayfair Advisory Group, LLC6,284$1.23M0.72%+1513F-HRTimeline
Fortitude Advisory Group L.L.C.6,263$1.23M0.74%+64813F-HRTimeline
Strategic Financial Services, Inc.6,257$1.23M0.07%-63913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,253$1.22M0.11%-4,08513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,236$1.22M0.69%013F-HRTimeline
Dempze Nancy E6,231$1.22M0.7%013F-HRTimeline
Fortis Capital Advisors, LLC6,216$1.22M0.42%013F-HRTimeline
Wolff Financial Management LLC6,214$1.22M0.34%-20713F-HRTimeline
RVW Wealth, LLC6,212$1.22M0.11%-2213F-HRTimeline
Herold Advisors, Inc.6,196$1.21M0.26%+68713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,187$1.21M0.33%013F-HRTimeline
MFA Wealth Services6,154$1.21M0.97%13F-HRTimeline
ALBION FINANCIAL GROUP /UT6,150$1.2M0.08%-1,29013F-HRTimeline
Pure Financial Advisors, LLC6,138$1.2M0.03%+2,94513F-HRTimeline
TRUE Private Wealth Advisors6,129$1.2M0.15%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC6,125$1.2M0.7%13F-HRTimeline
RDA Financial Network6,117$1.2M0.35%-2213F-HRTimeline
Ledgewood Wealth Advisors, LLC6,115$1.2M0.77%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,113$1.2M<0.01%+3,35313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO6,111$1.2M0.02%013F-HRTimeline
Horizon Wealth Management, LLC6,093$1.19M0.21%-2413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,092$1.19M0.56%-88013F-HRTimeline
Abacus Wealth Partners, LLC6,083$1.19M0.18%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …6,074$1.19M0.17%13F-HRTimeline
Clear Point Advisors Inc.6,072$1.19M1.02%+4413F-HRTimeline
Tenret Co LLC6,040$1.18M0.75%013F-HRTimeline
Note Advisors, LLC6,028$1.18M1.05%13F-HRTimeline
Great Diamond Partners, LLC6,026$1.18M0.31%-7513F-HRTimeline
ERn Financial, LLC6,024$1.18M0.18%-15013F-HRTimeline
Bristlecone Advisors, LLC5,981$1.17M0.09%-16113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,964$1.17M0.05%-24813F-HR/ATimeline
Greenspring Advisors, LLC5,937$1.16M0.25%-2,13213F-HRTimeline
IFG Advisors, LLC5,919$1.16M0.23%+15213F-HRTimeline
Millennium Capital Advisors, LLC5,903$1.16M0.79%-12713F-HRTimeline
Impact Capital Partners LLC5,897$1.15M0.41%13F-HRTimeline
Essex LLC5,896$1.15M0.24%+4713F-HRTimeline
Well Done, LLC5,829$1.15M0.21%013F-HRTimeline
Cranbrook Wealth Management, LLC5,875$1.15M0.27%013F-HRTimeline
MPS Loria Financial Planners, LLC5,870$1.15M0.34%+3113F-HRTimeline
Brown Miller Wealth Management, LLC5,825$1.14M0.44%+71813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…5,811$1.14M0.49%13F-HRTimeline
Cable Hill Partners, LLC5,776$1.13M0.11%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,762$1.13M0.01%+75613F-HRTimeline
TSFG, LLC5,716$1.12M0.23%-16913F-HRTimeline
Barnes Wealth Management Group, Inc5,704$1.12M0.75%13F-HRTimeline
First Bancorp, Inc /ME/5,684$1.11M0.76%013F-HRTimeline
Evernest Financial Advisors, LLC5,675$1.11M0.29%+3213F-HRTimeline
Key Client Fiduciary Advisors, LLC5,665$1.11M0.5%+1613F-HRTimeline
Sovereign Financial Group, Inc.5,663$1.11M0.25%-4213F-HRTimeline
UNION SAVINGS BANK5,652$1.11M0.54%013F-HRTimeline
Evergreen Advisors, LLC5,648$1.11M0.3%+4413F-HRTimeline
National Wealth Management Group, LLC5,647$1.11M0.74%-26713F-HRTimeline
Trifecta Capital Advisors, LLC5,623$1.1M0.22%-713F-HRTimeline
Gradient Capital Advisors, LLC5,620$1.1M0.35%-11113F-HRTimeline
Capital Asset Advisory Services LLC5,604$1.1M0.05%-9013F-HRTimeline
Elmwood Wealth Management, Inc.5,613$1.1M0.44%013F-HRTimeline
XML Financial, LLC5,599$1.1M0.1%-31413F-HRTimeline
Signal Advisors Wealth, LLC5,596$1.1M0.12%+1,93513F-HRTimeline
Cadence Bank5,589$1.09M0.07%-39413F-HRTimeline
Palisade Asset Management, LLC5,581$1.09M0.11%013F-HRTimeline
Safeguard Financial, LLC5,578$1.09M0.24%-12713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.5,561$1.09M0.98%13F-HRTimeline
Integrity Financial Corp /WA5,554$1.09M0.63%+56313F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,542$1.09M0.06%013F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…5,539$1.08M0.25%-913F-HRTimeline
WEBSTER BANK, N. A.5,538$1.08M0.12%-23813F-HRTimeline
WealthCare Investment Partners, LLC5,548$1.08M0.47%+1113F-HRTimeline
Lantern Wealth Advisors, LLC5,510$1.08M0.7%+77513F-HRTimeline
Smartleaf Asset Management LLC5,507$1.08M0.11%+65413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC5,505$1.08M0.23%-5613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,500$1.08M<0.01%-2,36013F-HR/ATimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA5,500$1.08M0.07%013F-HRTimeline
Northwest Bancshares, Inc.5,493$1.08M0.2%013F-HRTimeline
Invst, LLC5,487$1.07M0.13%-35413F-HRTimeline