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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
Institute for Wealth Management, LLC.5,480$1.07M0.13%-3713F-HRTimeline
LOWE BROCKENBROUGH & CO INC5,474$1.07M0.07%013F-HRTimeline
Blossom Wealth Management5,472$1.07M2.06%+9613F-HRTimeline
BlueChip Wealth Advisors LLC5,442$1.07M0.59%+3,42013F-HRTimeline
Coppell Advisory Solutions LLC5,429$1.06M0.15%+17413F-HRTimeline
Sage Capital Advisors,llc5,411$1.06M0.28%+313F-HRTimeline
LINCOLN CAPITAL CORP5,395$1.06M0.43%013F-HRTimeline
Christensen, King & Associates Investme…5,298$1.06M0.49%+53213F-HRTimeline
Front Row Advisors LLC5,381$1.05M0.36%+24213F-HRTimeline
BALANCED WEALTH GROUP LLC5,186$1.05M0.47%+2613F-HRTimeline
SLT Holdings LLC5,343$1.05M0.99%13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,985$1.04M0.14%013F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC5,311$1.04M0.6%013F-HRTimeline
Financial Partners Group, Inc5,307$1.04M0.15%-18813F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,307$1.04M0.06%-3113F-HRTimeline
Elser Financial Planning, Inc5,303$1.04M0.08%013F-HRTimeline
Claris Financial LLC5,268$1.03M0.68%13F-HRTimeline
J. W. Coons Advisors, LLC5,268$1.03M0.26%-2,09513F-HRTimeline
O'ROURKE & COMPANY, Inc5,253$1.03M0.5%-8113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC5,238$1.03M0.11%013F-HRTimeline
Roxbury Financial LLC4,991$1.02M0.99%13F-HRTimeline
Almitas Capital LLC5,214$1.02M0.22%new13F-HRTimeline
Ridgewood Investments LLC5,191$1.02M0.49%+58913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,178$1.01M0.15%+3013F-HRTimeline
Accredited Investors Inc.5,129$1M0.06%-15413F-HRTimeline
Michael A. Dubis Financial Planning, LLC5,104$999K0.97%13F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC5,075$994K0.14%013F-HRTimeline
TAGStone Capital, Inc.5,072$993K0.49%+4313F-HRTimeline
Revolve Wealth Partners, LLC5,066$992K0.15%+57713F-HR/ATimeline
Independent Wealth Network Inc.5,026$984K0.4%-5013F-HRTimeline
Marble Harbor Investment Counsel, LLC5,015$982K0.11%+47013F-HRTimeline
Wells Financial Advisors INC5,002$980K1.33%-29813F-HRTimeline
Indiana Trust & Investment Management Co4,995$978K0.33%013F-HRTimeline
Santori & Peters, Inc.4,990$977K0.37%+3513F-HRTimeline
McAdam, LLC4,979$975K0.05%-3013F-HRTimeline
CFS Investment Advisory Services, LLC4,968$973K0.09%+16513F-HRTimeline
Maple Capital Management, Inc.4,962$972K0.07%+4813F-HRTimeline
Newman Dignan & Sheerar, Inc.4,957$971K0.25%new13F-HRTimeline
Broyhill Asset Management, LLC4,937$967K0.85%13F-HRTimeline
MA Private Wealth4,926$965K0.18%013F-HRTimeline
Wealth Dimensions Group, Ltd.4,919$963K0.24%+1,64013F-HRTimeline
Ignite Planners, LLC4,908$963K0.21%+7313F-HRTimeline
Fiduciary Group, LLC4,911$962K0.1%-13513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC4,901$960K0.31%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,897$959K0.01%013F-HRTimeline
VICUS CAPITAL4,876$955K0.08%-6713F-HRTimeline
American State Bank (Iowa)4,873$954K0.58%013F-HRTimeline
Texas Yale Capital Corp.4,871$954K0.04%+8013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,870$954K1.01%+7213F-HRTimeline
Rockingstone Advisors LLC4,866$953K0.42%013F-HRTimeline
BlueStem Wealth Partners, LLC4,817$943K0.12%13F-HRTimeline
TruWealth Advisors, LLC4,814$943K0.06%013F-HRTimeline
Keeley-Teton Advisors, LLC4,808$942K0.11%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,795$939K0.02%-36613F-HRTimelineGroup
Morling Financial Advisors, LLC4,772$935K0.33%-54813F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC4,759$932K0.27%-37413F-HRTimeline
Towerpoint Wealth, LLC4,746$929K0.46%+3713F-HRTimeline
Occidental Asset Management, LLC4,744$929K0.15%+413F-HRTimeline
PARK NATIONAL CORP /OH/4,740$928K0.03%-14013F-HRTimeline
JRM Investment Counsel, LLC4,733$927K0.33%-22813F-HRTimeline
Mason Investment Advisory Services, Inc.4,730$926K0.05%+513F-HRTimeline
GK Wealth Management LLC4,726$925K1.17%13F-HRTimeline
Flagship Private Wealth, LLC4,705$921K0.44%+1013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,701$921K0.26%-22713F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,695$919K0.03%-12513F-HRTimeline
XY Planning Network, Inc.4,678$916K0.69%13F-HRTimeline
Bluespring Wealth Management, LLC4,675$916K0.09%-10713F-HRTimeline
LongView Wealth Management4,655$912K0.28%+26413F-HRTimeline
CAMDEN NATIONAL BANK4,629$906K0.14%-16613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAGE RHINO CAPITAL LLC4,622$905K0.2%+213F-HRTimeline
Successful Portfolios LLC4,617$904K0.6%+4613F-HRTimeline
J2 Capital Management Inc4,613$903K0.85%13F-HRTimeline
Silver Lake Advisory, LLC4,600$901K0.4%+5613F-HRTimeline
ANDERSON HOAGLAND & CO4,505$897K0.09%-513F-HRTimeline
Integris Wealth Management, LLC4,578$897K0.25%+68213F-HRTimeline
Callan Capital, LLC4,565$894K0.07%-3,17213F-HRTimeline
WILLNER & HELLER, LLC4,555$892K0.78%-1813F-HRTimeline
RTD Financial Advisors, Inc.4,553$892K0.11%013F-HRTimeline
Fiduciary Alliance LLC4,539$889K0.09%+35313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,530$887K<0.01%+72613F-HRTimelineGroup
Wolfstich Capital, LLC4,528$887K0.79%13F-HRTimeline
Sage Mountain Advisors LLC4,527$887K0.06%+3,17813F-HRTimeline
Anson Capital, Inc.4,517$885K0.77%+13113F-HRTimeline
Canal Capital Management, LLC4,509$883K0.14%-12513F-HRTimeline
Westmount Partners, LLC4,505$882K0.27%-26413F-HRTimeline
Aureus Asset Management, LLC4,497$881K0.06%+1,08113F-HRTimeline
KOM Wealth Management Group, LLC4,493$880K0.65%-3213F-HRTimeline
HMS Capital Management, LLC4,492$880K0.43%-2113F-HRTimeline
Carson Advisory Inc.4,474$876K0.61%-27313F-HRTimeline
PATTEN & PATTEN INC/TN4,465$874K0.06%-74313F-HRTimeline
HTLF Bank4,462$874K0.1%-8413F-HRTimeline
Nicholson Wealth Management Group, LLC4,456$873K0.58%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,446$871K0.05%+1513F-HRTimeline
Eagle Strategies LLC4,445$871K0.15%+7813F-HRTimeline
Richard W. Paul & Associates, LLC4,442$870K0.32%-36613F-HRTimeline
Headlands Technologies LLC4,442$870K0.09%+2,62213F-HRTimeline
Medallion Wealth Advisors, LLC4,444$870K0.43%13F-HRTimeline
Agate Pass Investment Management, LLC4,440$869K0.39%-7513F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,418$865K0.02%-38813F-HRTimeline
Summit Financial Wealth Advisors, LLC4,284$864K0.17%+313F-HRTimeline
SOL Capital Management CO4,410$864K0.1%-7213F-HRTimeline
Missouri Trust & Investment Co4,404$862K0.3%+10413F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,400$862K0.15%013F-HRTimeline
Future Financial Wealth Managment LLC4,386$859K0.63%-53813F-HRTimeline
Legacy Financial Strategies, LLC4,400$858K0.18%+20113F-HRTimeline
Savvy Advisors, Inc.4,367$855K0.1%+1,34313F-HRTimeline
Coho Partners, Ltd.4,356$853K0.04%new13F-HRTimeline
Clarity Wealth Development LLC4,203$850K0.92%13F-HRTimeline
Core Wealth Advisors, Inc.4,318$846K0.28%+39613F-HRTimeline
Grey Ledge Advisors, LLC4,290$840K0.22%-47613F-HRTimeline
Chancellor Financial Group WB LP4,287$840K0.68%13F-HRTimeline
John W. Brooker & Co., CPAs4,262$835K0.36%+1713F-HRTimeline
Trust Co4,241$831K0.1%013F-HRTimeline
Thrive Wealth Management, LLC4,240$830K0.15%+14713F-HRTimeline
GWN SECURITIES INC.4,162$830K0.22%13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,238$830K0.56%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,220$826K0.11%+55913F-HRTimeline
Nautilus Advisors LLC4,214$825K0.66%13F-HRTimeline
Telos Capital Management, Inc.4,206$824K0.09%+78513F-HRTimeline
Atlas Legacy Advisors, LLC4,200$822K0.2%13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC4,196$822K0.03%+213F-HRTimeline
Legacy Private Trust Co.4,192$821K0.05%+68013F-HRTimeline
Passumpsic Savings Bank4,192$821K0.51%+4513F-HRTimeline
Berger Financial Group, Inc4,130$809K0.06%+25713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,120$807K0.07%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP4,118$806K0.22%013F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…4,116$806K0.16%-3,20313F-HRTimeline
Flagstone Financial Management4,108$804K0.27%-92613F-HRTimeline
Capital Market Strategies LLC4,108$804K0.46%+1213F-HRTimeline
Valued Retirements, Inc.4,102$803K1.08%+7413F-HRTimeline
Sovran Advisors, LLC4,100$800K0.11%13F-HRTimeline
Hobart Private Capital, LLC4,084$800K0.2%+55813F-HRTimeline
TCI Wealth Advisors, Inc.4,069$797K0.07%+10713F-HRTimeline
ORG Partners LLC4,065$796K0.11%+3,55813F-HRTimeline
Willow Creek Wealth Management Inc.4,053$794K0.08%013F-HRTimeline
Ascent Wealth Partners, LLC4,028$789K0.11%+2513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,024$788K0.08%-2213F-HRTimeline
Financial Enhancement Group LLC4,044$785K0.12%-35113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,004$784K0.05%-3813F-HRTimelineGroup
REGIMEN WEALTH, LLC3,997$783K0.26%+2413F-HRTimeline
Wood Tarver Financial Group, LLC3,996$782K0.26%13F-HRTimeline
GERBER, LLC3,992$782K0.57%013F-HRTimeline
Sequent Planning LLC3,977$779K0.29%-9713F-HRTimeline
BFSG, LLC3,967$777K0.09%-2,27013F-HRTimeline
Dechtman Wealth Management, LLC3,953$774K0.15%+21513F-HRTimeline
Fulton Bank, N.A.3,952$774K0.03%+1,77213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,952$774K0.01%-16913F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,949$774K0.04%+4913F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,943$772K0.19%013F-HRTimeline
Bordeaux Wealth Advisors LLC3,941$772K0.12%013F-HR/ATimeline
PALO ALTO WEALTH ADVISORS, LLC3,925$769K0.27%+12713F-HRTimeline
RiverFront Investment Group, LLC3,910$766K0.02%+26213F-HRTimeline
Ring Mountain Capital, LLC3,892$762K0.51%13F-HRTimeline
BLACK POINT WEALTH MANAGEMENT3,877$759K0.88%+4713F-HRTimeline
Insight Wealth Strategies, LLC3,863$756K0.1%+21413F-HRTimeline
Pine Valley Investments Ltd Liability Co3,853$755K0.05%-14913F-HRTimeline
Wiser Wealth Management, Inc3,848$754K0.21%+1,01613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,845$753K0.09%-1,71313F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC3,837$751K0.56%+5513F-HRTimeline
Strategic Wealth Investment Group, LLC3,833$751K0.08%+63813F-HR/ATimeline
GREENLEAF TRUST3,822$748K0.01%+4513F-HRTimeline
Trademark Financial Management, LLC3,822$748K0.59%+16313F-HRTimeline
BAXTER BROS INC3,808$746K0.1%+81313F-HRTimeline
Koa Wealth Management, LLC3,804$745K0.61%-6813F-HRTimeline
Boltwood Capital Management3,802$745K0.23%-2713F-HRTimeline
INTRUST BANK NA3,799$744K0.08%013F-HRTimeline
Investment Planning Advisors, Inc.3,794$743K0.32%-26513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,789$742K0.07%+24013F-HRTimeline
Pasadena Private Wealth, LLC3,773$739K0.15%+9913F-HRTimeline
Bay Capital Advisors, LLC3,761$737K0.59%13F-HRTimeline
Lutz Financial Services LLC3,760$736K0.06%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,750$734K0.17%+1,05813F-HRTimeline
Fisher Asset Management, LLC3,749$734K<0.01%-6313F-HRTimeline
Capital Management Associates, Inc3,745$733K0.27%-18813F-HRTimeline
Wealth Group Ltd3,742$733K0.21%-6413F-HRTimeline
Seaside Wealth Management, Inc.3,735$731K0.27%+3213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,713$727K0.36%-5213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,706$726K0.15%+11413F-HRTimeline
Schrum Private Wealth Management LLC3,701$725K0.61%-2,22913F-HRTimeline
Bragg Financial Advisors, Inc3,700$725K0.03%-17013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,694$723K0.05%013F-HRTimelineGroup
Minot DeBlois Advisors LLC3,688$722K0.66%13F-HRTimeline
Wealthquest Corp3,678$720K0.06%-5013F-HRTimeline
Mechanics Bank Trust Department3,672$719K0.1%-513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,670$719K0.06%-813F-HRTimeline
Ellsworth Advisors, LLC3,665$718K0.19%+60913F-HRTimeline
BSW Wealth Partners3,660$717K0.11%+513F-HRTimeline
MN Wealth Advisors, LLC3,658$716K0.4%+16313F-HRTimeline
Smithfield Trust Co3,652$715K0.04%-3313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,649$715K0.38%-14213F-HRTimeline
Arcus Capital Partners, LLC3,913$715K0.23%-1013F-HRTimeline
Plante Moran Financial Advisors, LLC3,642$713K0.06%+46813F-HRTimeline
Cannell & Spears LLC3,632$711K0.01%+1213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC3,629$711K0.55%-4,00413F-HRTimeline
Grove Bank & Trust3,623$709K0.1%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,616$708K0.04%+1,99413F-HRTimelineGroup
Linden Thomas Advisory Services, LLC3,606$706K0.09%new13F-HRTimeline
MAIRS & POWER INC3,605$706K0.01%013F-HRTimeline
FF Advisors,LLC3,493$706K0.48%013F-HRTimeline
Leading Edge Financial Planning LLC3,597$705K0.23%-2113F-HRTimeline