Skip to content
Disclosery

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
WESCAP Management Group, Inc.8,083$1.65M0.38%+1,27913F-HRTimeline
Martin Worley Group8,076$1.65M0.81%+10313F-HRTimeline
Sand Hill Global Advisors, LLC8,071$1.65M0.06%-96413F-HRTimeline
Advisor Resource Council7,991$1.64M0.8%-89,33913F-HRTimeline
Bluespring Wealth Management, LLC7,953$1.63M0.16%+72913F-HRTimeline
WBH ADVISORY INC7,977$1.63M0.14%-80613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.7,942$1.62M0.85%-54413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,929$1.62M0.21%013F-HRTimeline
Impact Capital Partners LLC7,928$1.62M0.53%+1,02613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,880$1.61M<0.01%+3,78013F-HR/ATimelineGroup
Midwestern Financial, LLC /IA7,842$1.61M1.5%13F-HRTimeline
Madison Park Capital Advisors, LLC7,832$1.6M1.35%-1113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC7,777$1.59M1.53%+81613F-HRTimeline
DUNCKER STREETT & CO INC7,775$1.59M0.29%-71313F-HRTimeline
Savvy Advisors, Inc.7,770$1.59M0.11%+1,53813F-HRTimeline
AIMZ Investment Advisors, LLC7,742$1.58M0.53%-79213F-HRTimeline
EASTERN BANK7,738$1.58M0.03%013F-HRTimeline
Key Client Fiduciary Advisors, LLC7,722$1.58M0.65%+1,83613F-HRTimeline
Nadler Financial Group, Inc.7,669$1.57M0.16%013F-HRTimeline
SageView Advisory Group, LLC7,502$1.57M0.06%-1213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,630$1.56M0.23%-8513F-HRTimeline
Kelman-Lazarov, Inc.7,602$1.56M0.25%013F-HRTimeline
HRT FINANCIAL LP7,595$1.55M0.01%new13F-HRTimeline
Ironwood Investment Counsel, LLC7,586$1.55M0.24%-1,15113F-HRTimeline
Bienville Capital Management, LLC7,548$1.55M0.31%-67013F-HRTimeline
Atlantic Edge Private Wealth Management…7,578$1.55M0.43%-25013F-HRTimeline
Horst & Graben Wealth Management LLC7,559$1.55M0.26%-10313F-HRTimeline
Sachetta, LLC7,559$1.55M0.61%-4513F-HRTimeline
Note Advisors, LLC7,554$1.55M1.07%+55913F-HRTimeline
Birchcreek Wealth Management, LLC7,502$1.54M0.87%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC7,903$1.53M0.53%013F-HRTimeline
Montis Financial, LLC7,479$1.53M0.43%013F-HRTimeline
Lansing Street Advisors7,424$1.53M0.45%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,454$1.53M0.05%-2,62213F-HRTimelineGroup
Richard C. Young & CO., LTD.7,447$1.52M0.15%+44813F-HRTimeline
Old North State Wealth Management, LLC7,440$1.52M0.79%-5013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,425$1.52M0.02%-61913F-HRTimelineGroup
BOKF, NAin group BOKF, NA7,419$1.52M0.02%-1,95013F-HRTimelineGroup
Ridgewood Investments LLC7,414$1.52M0.66%+1,21413F-HRTimeline
Compass Financial Services Inc7,335$1.5M0.73%-10513F-HRTimeline
FIRST AMERICAN BANK7,334$1.5M0.1%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,326$1.5M0.14%+65413F-HRTimeline
Arbor Wealth Advisors LLC7,282$1.49M1.21%013F-HRTimeline
Saxony Capital Management, LLC7,272$1.49M1.14%+3,21313F-HRTimeline
One Charles Private Wealth Services, LLC7,256$1.49M0.42%-7613F-HRTimeline
Darrow Company, Inc.7,255$1.48M0.75%013F-HRTimeline
Mystic Asset Management, Inc.7,254$1.48M0.36%+3013F-HRTimeline
Larson Financial Group LLC7,246$1.48M0.06%-2113F-HRTimeline
TOWNSQUARE CAPITAL LLC7,226$1.48M0.14%-120,39313F-HRTimeline
Navis Wealth Advisors, LLC7,207$1.48M1.24%013F-HRTimeline
Manhattan West Asset Management, LLC7,164$1.47M0.34%+16913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,140$1.46M0.21%-5013F-HRTimeline
Fortis Capital Advisors, LLC7,099$1.45M0.26%+25413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC7,075$1.45M0.47%+77513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,049$1.44M0.15%+19113F-HRTimeline
Callan Family Office, LLC7,016$1.44M0.05%+30013F-HRTimeline
Well Done, LLC7,002$1.43M0.27%+1,16413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,994$1.43M0.02%+2813F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC6,976$1.43M0.49%-17013F-HRTimeline
Integras Partners LLC6,968$1.43M1.44%-45413F-HRTimeline
Piedmont Capital Management, LLC6,950$1.42M0.82%+11813F-HRTimeline
Avior Wealth Management, LLC6,941$1.42M0.05%+34413F-HRTimeline
Versant Capital Management, Inc6,940$1.42M0.22%013F-HRTimeline
Keystone Global Partners, LLC6,928$1.42M0.77%+4,11913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV6,909$1.41M0.51%+1013F-HRTimeline
Mascagni Wealth Management, Inc.6,874$1.41M1.2%-2813F-HRTimeline
Catalina Capital Group, LLC6,870$1.41M0.95%-113F-HRTimeline
Aries Wealth Management6,836$1.4M0.37%-2,35713F-HRTimeline
Philip James Wealth Mangement, LLC6,823$1.4M0.18%-2713F-HRTimeline
Klingman & Associates, LLC6,821$1.4M0.08%-7713F-HRTimeline
ORG Partners LLC6,742$1.39M0.3%-89113F-HRTimeline
Horan Securities, Inc.6,768$1.39M0.49%+1,00913F-HRTimeline
EVERETT HARRIS & CO /CA/6,765$1.38M0.02%-7513F-HRTimeline
Decker Retirement Planning Inc.6,742$1.38M0.8%+6,68413F-HRTimeline
Frank, Rimerman Advisors LLC6,715$1.37M0.09%+113F-HRTimeline
Community Bank, N.A.6,711$1.37M0.18%-14713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,701$1.37M0.15%-113F-HRTimeline
BAXTER BROS INC6,686$1.37M0.17%+1,36113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,627$1.36M0.17%-14713F-HRTimeline
Atria Investments, Inc6,646$1.36M0.02%+2,80913F-HRTimeline
WEIK CAPITAL MANAGEMENT6,625$1.36M0.54%-14013F-HRTimeline
Godshalk Welsh Capital Management, Inc.6,622$1.36M0.83%-56913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC6,613$1.35M0.81%013F-HRTimeline
Biltmore Family Office, LLC6,553$1.35M0.23%+3213F-HRTimeline
CRUX WEALTH ADVISORS6,576$1.35M0.57%+3713F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC6,541$1.34M0.96%+3313F-HRTimeline
TAGStone Capital, Inc.6,447$1.34M0.55%+93313F-HRTimeline
WEXFORD CAPITAL LP6,524$1.34M0.37%013F-HRTimeline
Valeo Financial Advisors, LLC6,490$1.33M0.03%-3313F-HR/ATimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,462$1.32M0.53%+34713F-HRTimeline
Austin Private Wealth, LLC6,449$1.32M0.1%-49413F-HRTimeline
Mayfair Advisory Group, LLC6,354$1.32M0.62%+1113F-HRTimeline
Black Diamond Financial, LLC6,424$1.31M0.2%-40213F-HRTimeline
Bluesphere Advisors LLC6,413$1.31M0.65%-32113F-HRTimeline
Pettinga Financial Advisors LLC6,412$1.31M0.29%-1,79513F-HRTimeline
Luminvest Wealth Management LLC6,364$1.3M0.47%-6013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,354$1.3M0.49%013F-HRTimeline
Syverson Strege & Co6,336$1.3M0.31%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD6,328$1.3M0.67%-1,34913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,290$1.29M0.09%013F-HRTimelineGroup
RVW Wealth, LLC6,272$1.28M0.11%013F-HRTimeline
RDA Financial Network6,266$1.28M0.35%+15113F-HRTimeline
Summit Wealth Partners, LLC6,252$1.28M0.24%013F-HRTimeline
Busey Bank6,248$1.28M0.04%-213F-HRTimeline
Nilsine Partners, LLC6,242$1.28M0.13%-80013F-HRTimeline
Dempze Nancy E6,231$1.28M0.74%013F-HRTimeline
Sunbelt Securities, Inc.6,508$1.27M0.11%-113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,221$1.27M0.01%+4613F-HRTimeline
MFA Wealth Services6,220$1.27M0.96%013F-HRTimeline
Patten Group, Inc.6,218$1.27M0.27%-18713F-HRTimeline
MAD RIVER INVESTORS6,200$1.27M0.57%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,188$1.27M0.31%013F-HRTimeline
Wolfstich Capital, LLC6,186$1.27M2.78%+1,65813F-HRTimeline
XML Financial, LLC6,183$1.27M0.11%+52013F-HRTimeline
Wolff Financial Management LLC6,183$1.26M0.33%013F-HRTimeline
Gallacher Capital Management LLC6,148$1.26M0.58%-63313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,147$1.26M0.02%+3613F-HRTimeline
Horizon Wealth Management, LLC6,144$1.26M0.22%+5013F-HRTimeline
BlueChip Wealth Advisors LLC6,122$1.25M0.56%+82513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…6,097$1.25M0.49%+28913F-HRTimeline
Highview Capital Management LLC/DE/6,109$1.25M0.48%-2613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,086$1.25M0.61%013F-HRTimeline
Everhart Financial Group, Inc.6,050$1.24M0.14%+4,20613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,045$1.24M<0.01%-65,68013F-HRTimelineGroup
Tenret Co LLC6,040$1.24M0.67%013F-HRTimeline
Sovereign Financial Group, Inc.6,034$1.23M0.25%+33713F-HRTimeline
Clear Point Advisors Inc.6,030$1.23M1.04%+7913F-HRTimeline
PRIVATE MANAGEMENT GROUP INC6,024$1.23M0.04%+1,95013F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,022$1.23M0.07%+40013F-HRTimeline
Ledgewood Wealth Advisors, LLC6,006$1.23M0.77%-10913F-HRTimeline
Gutierrez Wealth Advisory, LLC6,004$1.23M0.82%new13F-HRTimeline
VIAWEALTH, LLC6,001$1.23M0.73%-53213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,985$1.22M0.16%013F-HRTimelineGroup
Fortitude Advisory Group L.L.C.5,973$1.22M0.7%+24513F-HRTimeline
Ignite Planners, LLC5,926$1.22M0.21%+85113F-HR/ATimeline
Secure Asset Management, LLC5,959$1.22M0.23%+69013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.5,954$1.22M0.94%+8713F-HRTimeline
Invst, LLC5,927$1.21M0.15%+66413F-HRTimeline
Essex LLC5,924$1.21M0.24%013F-HRTimeline
Ethos Financial Group, LLC5,888$1.21M0.1%-3,91613F-HRTimeline
Objective Capital Management, LLC5,899$1.21M1.36%-19513F-HRTimeline
Great Diamond Partners, LLC5,833$1.19M0.25%-13113F-HRTimeline
Quaker Wealth Management, LLC5,831$1.19M0.4%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,826$1.19M0.03%-10,73613F-HRTimeline
Beacon Capital Management, LLC5,822$1.19M0.16%-97313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,819$1.19M0.05%+3313F-HRTimeline
Core Wealth Advisors, Inc.5,810$1.19M0.34%+60013F-HRTimeline
NOVUS ADVISORS, LLC5,772$1.18M1.8%-6,77513F-HRTimeline
Collaborative Wealth Managment Inc.5,770$1.18M0.52%-66713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,768$1.18M<0.01%new13F-HR/ATimelineGroup
Kathmere Capital Management, LLC5,768$1.18M0.09%+1,40913F-HRTimeline
Abacus Wealth Partners, LLC5,740$1.17M0.18%+1213F-HRTimeline
ERn Financial, LLC5,717$1.17M0.25%-2513F-HRTimeline
Silver Lake Advisory, LLC5,714$1.17M0.5%+59813F-HRTimeline
DBK Financial Counsel, LLC5,704$1.17M1.06%-1,23513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…5,701$1.17M0.23%+13813F-HRTimeline
Evernest Financial Advisors, LLC5,694$1.17M0.38%013F-HRTimeline
TSFG, LLC5,680$1.16M0.21%013F-HRTimeline
Evergreen Advisors, LLC5,673$1.16M0.31%-113F-HRTimeline
Coppell Advisory Solutions LLC5,664$1.15M0.14%+13813F-HR/ATimeline
Carson Advisory Inc.5,631$1.15M0.73%+3113F-HRTimeline
Trifecta Capital Advisors, LLC5,629$1.15M0.19%013F-HRTimeline
Palisade Asset Management, LLC5,625$1.15M0.11%-113F-HRTimeline
WealthCare Investment Partners, LLC5,527$1.15M0.41%-4513F-HRTimeline
Fiduciary Group, LLC5,601$1.15M0.11%-11913F-HRTimeline
IFG Advisors, LLC5,592$1.14M0.19%-34513F-HRTimeline
Barnes Wealth Management Group, Inc5,590$1.14M0.68%-29113F-HRTimeline
Front Row Advisors LLC5,540$1.14M0.4%+2913F-HRTimeline
Gradient Capital Advisors, LLC5,562$1.14M0.34%+3013F-HRTimeline
Blossom Wealth Management5,527$1.13M2%+18213F-HRTimeline
Claris Financial LLC5,523$1.13M0.85%+25513F-HRTimeline
Wiser Wealth Management, Inc5,520$1.13M0.28%-1,53813F-HRTimeline
Elmwood Wealth Management, Inc.5,513$1.13M0.45%-10013F-HRTimeline
First Bancorp, Inc /ME/5,508$1.13M0.65%-1513F-HRTimeline
Christensen, King & Associates Investme…5,501$1.13M0.52%+7413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,500$1.13M0.08%013F-HRTimeline
LINCOLN CAPITAL CORP5,495$1.12M0.43%013F-HRTimeline
Northwest Bancshares, Inc.5,493$1.12M0.2%013F-HRTimeline
Trademark Financial Management, LLC5,471$1.12M0.68%+95013F-HRTimeline
KOM Wealth Management Group, LLC5,470$1.12M0.89%+79413F-HRTimeline
Investment Planning Advisors, Inc.5,465$1.12M0.4%+1,24213F-HRTimeline
WEBSTER BANK, N. A.5,458$1.12M0.12%-8013F-HRTimeline
Successful Portfolios LLC5,434$1.11M0.68%+71113F-HRTimeline
Marble Harbor Investment Counsel, LLC5,433$1.11M0.12%+46213F-HRTimeline
Sage Capital Advisors,llc5,413$1.11M0.27%013F-HRTimeline
Simmons Bankin group Simmons Bank5,376$1.1M0.08%-1,47913F-HRTimelineGroup
Institute for Wealth Management, LLC.5,359$1.1M0.12%+313F-HRTimeline
ROCKLAND TRUST CO5,312$1.09M0.05%-97213F-HRTimeline
SUTTON PLACE INVESTORS LLC5,311$1.09M0.65%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,307$1.09M0.06%013F-HRTimeline
Wells Financial Advisors INC5,300$1.08M1.49%013F-HRTimeline
Towerpoint Wealth, LLC5,297$1.08M0.48%+19513F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC5,285$1.08M0.77%new13F-HRTimeline
O'ROURKE & COMPANY, Inc5,282$1.08M0.5%013F-HRTimeline
McAdam, LLC5,268$1.08M0.06%+99813F-HRTimeline
UNION SAVINGS BANK5,228$1.08M0.49%013F-HRTimeline
Financial Partners Group, Inc5,238$1.07M0.15%-9013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,220$1.07M0.15%-17813F-HRTimeline
Revolve Wealth Partners, LLC5,203$1.06M0.14%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,178$1.06M0.14%013F-HRTimeline