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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
UNION SAVINGS BANK5,228$1.01M0.5%-42413F-HRTimeline
Core Wealth Advisors, Inc.5,210$1.01M0.32%+89213F-HRTimeline
Revolve Wealth Partners, LLC5,203$1.01M0.15%+13713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,178$1M0.14%013F-HRTimeline
WealthCare Investment Partners, LLC5,572$1M0.43%+2413F-HRTimeline
Eagle Strategies LLC5,168$1M0.17%+72313F-HRTimeline
J. W. Coons Advisors, LLC5,148$999K0.26%-12013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC5,125$994K0.2%-38013F-HRTimeline
Silver Lake Advisory, LLC5,116$992K0.43%+51613F-HRTimeline
Michael A. Dubis Financial Planning, LLC5,105$990K0.96%+113F-HRTimeline
Towerpoint Wealth, LLC5,102$990K0.49%+35613F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC5,075$984K0.13%013F-HRTimeline
Elser Financial Planning, Inc5,069$983K1.36%-23413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP5,052$980K0.02%new13F-HRTimeline
Maple Capital Management, Inc.5,022$974K0.08%+6013F-HRTimeline
Brown Miller Wealth Management, LLC5,008$971K0.34%-81713F-HRTimeline
Indiana Trust & Investment Management Co4,995$969K0.35%013F-HRTimeline
Ignite Planners, LLC5,075$965K0.19%+16713F-HRTimeline
Marble Harbor Investment Counsel, LLC4,971$964K0.11%-4413F-HRTimeline
Herold Advisors, Inc.4,969$964K0.21%-1,22713F-HRTimeline
Raub Brock Capital Management LP4,966$963K0.22%-6,39213F-HRTimeline
Broyhill Asset Management, LLC4,937$958K0.78%013F-HRTimeline
MA Private Wealth4,926$956K0.18%013F-HRTimeline
Independent Wealth Network Inc.4,906$952K0.38%-12013F-HRTimeline
Millennium Capital Advisors, LLC4,903$951K0.7%-1,00013F-HRTimeline
Cranbrook Wealth Management, LLC4,901$951K0.22%-97413F-HRTimeline
Greenspring Advisors, LLC4,899$950K0.23%-1,03813F-HRTimeline
TCI Wealth Advisors, Inc.4,879$946K0.08%+81013F-HRTimeline
American State Bank (Iowa)4,873$945K0.57%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,868$944K1.07%-213F-HRTimeline
Portside Wealth Group, LLC4,855$942K0.15%-10,61513F-HR/ATimeline
Simplicity Wealth,LLC4,842$939K0.07%+1,63313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,795$939K0.02%013F-HRTimelineGroup
SLT Holdings LLC4,828$937K0.88%-51513F-HRTimeline
Keeley-Teton Advisors, LLC4,808$933K0.11%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC4,798$931K0.04%-3,43913F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV9,002$931K1.25%-5,05013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,781$927K0.01%-11613F-HRTimeline
LongView Wealth Management4,779$927K0.28%+12413F-HRTimeline
TruWealth Advisors, LLC4,778$927K0.06%-3613F-HRTimeline
Fiduciary Alliance LLC4,765$924K0.09%+22613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,754$922K0.09%+2,80813F-HRTimelineGroup
Mason Investment Advisory Services, Inc.4,743$920K0.06%+1313F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,733$918K0.02%+31513F-HRTimeline
Successful Portfolios LLC4,723$916K0.62%+10613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,715$915K0.11%-52313F-HRTimeline
Occidental Asset Management, LLC4,712$914K0.14%-3213F-HRTimeline
Berger Financial Group, Inc4,709$914K0.06%+57913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,701$912K0.25%013F-HRTimeline
Wealth Dimensions Group, Ltd.4,695$911K0.22%-22413F-HRTimeline
Grey Ledge Advisors, LLC4,684$909K0.24%+39413F-HRTimeline
Rossmore Private Capital4,679$908K0.11%+3,60013F-HRTimeline
KOM Wealth Management Group, LLC4,676$907K0.79%+18313F-HRTimeline
Newman Dignan & Sheerar, Inc.4,667$905K0.25%-29013F-HR/ATimeline
Morling Financial Advisors, LLC4,666$905K0.31%-10613F-HRTimeline
Clark Asset Management, LLC4,665$905K0.15%+1,15613F-HRTimeline
Summit Financial Wealth Advisors, LLC4,664$905K0.18%+38013F-HRTimeline
Legacy Trust4,661$904K0.22%+1,47713F-HRTimeline
Signal Advisors Wealth, LLC4,634$899K0.09%-96213F-HRTimeline
CALTON & ASSOCIATES, INC.4,624$897K0.2%new13F-HR/ATimeline
SAGE RHINO CAPITAL LLC4,622$897K0.21%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,597$892K0.05%+15113F-HRTimeline
Integris Wealth Management, LLC4,578$888K0.25%013F-HRTimeline
PARK NATIONAL CORP /OH/4,560$885K0.03%-18013F-HRTimeline
RTD Financial Advisors, Inc.4,553$883K0.12%013F-HRTimeline
SOL Capital Management CO4,535$880K0.1%+12513F-HRTimeline
Pasadena Private Wealth, LLC4,536$880K0.17%+76313F-HRTimeline
Wolfstich Capital, LLC4,528$878K0.79%013F-HR/ATimeline
J2 Capital Management Inc4,527$878K0.81%-8613F-HRTimeline
Sage Mountain Advisors LLC4,527$878K0.06%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC4,525$878K0.27%-23413F-HRTimeline
Trademark Financial Management, LLC4,521$877K0.67%+69913F-HRTimeline
Chancellor Financial Group WB LP4,520$877K0.73%+23313F-HRTimeline
Legacy Financial Strategies, LLC4,515$876K0.19%+11513F-HRTimeline
JRM Investment Counsel, LLC4,513$876K0.3%-22013F-HRTimeline
Telos Capital Management, Inc.4,476$868K0.09%+27013F-HRTimeline
PATTEN & PATTEN INC/TN4,468$867K0.06%+313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,466$866K0.11%+62113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.4,453$864K0.06%-2,41813F-HRTimeline
Agate Pass Investment Management, LLC4,440$861K0.37%013F-HRTimeline
Callan Capital, LLC4,431$860K0.06%-13413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,425$858K0.07%+30513F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,400$854K0.15%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,382$850K0.02%-31313F-HRTimeline
Schrum Private Wealth Management LLC4,376$849K0.75%+67513F-HRTimeline
Anson Capital, Inc.4,368$847K0.73%-14913F-HRTimeline
Kathmere Capital Management, LLC4,359$846K0.07%+1,81713F-HRTimeline
Canal Capital Management, LLC4,343$842K0.14%-16613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE4,338$842K0.16%13F-HRTimeline
Rockingstone Advisors LLC4,336$841K0.38%-53013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,330$840K0.11%+11013F-HRTimeline
BlueStem Wealth Partners, LLC4,327$839K0.11%-49013F-HRTimeline
Mechanics Bank Trust Department4,312$836K0.11%+64013F-HRTimeline
National Wealth Management Group, LLC4,310$836K0.55%-1,33713F-HRTimeline
Shepherd Financial Partners LLC4,307$835K0.1%+2,25413F-HRTimeline
Foster Victor Wealth Advisors, LLC4,491$830K0.07%new13F-HRTimeline
John W. Brooker & Co., CPAs4,272$829K0.34%+1013F-HRTimeline
McAdam, LLC4,270$828K0.05%-70913F-HRTimeline
Prospera Capital Management, LLC4,266$827K0.53%new13F-HR/ATimeline
MELFA WEALTH MANAGEMENT, INC.4,248$824K0.56%+1013F-HRTimeline
Hobart Private Capital, LLC4,248$824K0.21%+16413F-HRTimeline
Investment Planning Advisors, Inc.4,223$819K0.33%+42913F-HRTimeline
CAMDEN NATIONAL BANK4,214$817K0.12%-41513F-HRTimeline
Bragg Financial Advisors, Inc4,211$817K0.03%+51113F-HRTimeline
Westmount Partners, LLC4,195$814K0.25%-31013F-HRTimeline
Trueblood Wealth Management, LLC4,195$814K0.38%+1,04813F-HRTimeline
Legacy Private Trust Co.4,192$813K0.06%013F-HRTimeline
Future Financial Wealth Managment LLC4,186$812K0.6%-20013F-HRTimeline
BFSG, LLC4,153$806K0.1%+18613F-HRTimeline
Thrive Wealth Management, LLC4,135$802K0.15%-10513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP4,118$799K0.23%013F-HRTimelineGroup
WILLNER & HELLER, LLC4,111$798K0.74%-44413F-HRTimeline
Flagstone Financial Management4,108$797K0.26%013F-HRTimeline
Valued Retirements, Inc.4,107$797K1.05%+513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,100$795K<0.01%-1,40013F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,100$795K<0.01%-43013F-HRTimelineGroup
Willow Creek Wealth Management Inc.4,094$794K0.08%+4113F-HRTimeline
Trust Co4,091$794K0.09%-15013F-HRTimeline
Sterling Investment Advisors, Ltd.4,090$793K0.19%new13F-HRTimeline
Arcus Capital Partners, LLC4,088$793K0.32%+17513F-HRTimeline
ARS Wealth Advisors Group, LLC4,079$791K0.11%+1,26213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC4,074$790K0.03%-12213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,063$788K0.05%+86013F-HRTimelineGroup
Saxony Capital Management, LLC4,059$787K0.69%+62113F-HRTimeline
Aviso Financial Inc.4,062$787K0.04%+1,04013F-HRTimeline
Sovran Advisors, LLC4,275$786K0.1%+17513F-HRTimeline
ANDERSON HOAGLAND & CO4,498$781K0.09%-713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,024$781K0.09%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,996$775K0.02%+1,49613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,990$774K0.05%-1413F-HRTimelineGroup
PALO ALTO WEALTH ADVISORS, LLC3,938$774K0.3%+1313F-HRTimeline
Clarity Wealth Development LLC4,051$774K0.86%-15213F-HRTimeline
Wood Tarver Financial Group, LLC3,986$773K0.25%-1013F-HRTimeline
Wick Capital Partners, LLC3,984$773K0.23%+62813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,982$772K0.58%+14513F-HRTimeline
Ascent Wealth Partners, LLC3,968$770K0.1%-6013F-HRTimeline
Ring Mountain Capital, LLC3,960$768K0.58%+6813F-HRTimeline
Bordeaux Wealth Advisors LLC3,958$768K0.14%+1713F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,952$767K0.01%013F-HRTimelineGroup
Sequent Planning LLC3,947$766K0.28%-3013F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,943$765K0.19%013F-HRTimeline
Center for Financial Planning, Inc.3,942$765K0.1%+72213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,940$764K0.04%-913F-HRTimeline
Missouri Trust & Investment Co3,923$761K0.27%-48113F-HRTimeline
Independence Financial Advisors, LLC3,922$761K0.29%13F-HRTimeline
RiverFront Investment Group, LLC3,910$759K0.02%013F-HRTimeline
Coastal Bridge Advisors, LLC3,882$753K0.07%new13F-HR/ATimeline
St. Louis Trust Co3,870$751K0.11%-15,35013F-HRTimeline
GREENLEAF TRUST3,868$750K0.01%+4613F-HRTimeline
Nautilus Advisors LLC3,850$747K0.62%-36413F-HRTimeline
Bolthouse Investments, LLC3,846$746K0.78%new13F-HRTimeline
Financial Enhancement Group LLC4,044$746K0.12%013F-HRTimeline
Wealth Group Ltd3,842$745K0.22%+10013F-HRTimeline
Aureus Asset Management, LLC3,841$745K0.05%-65613F-HRTimeline
Atria Investments, Inc3,837$744K0.01%-2,84813F-HRTimeline
Minot DeBlois Advisors LLC3,819$741K0.74%+13113F-HRTimeline
Richard W. Paul & Associates, LLC3,818$741K0.29%-62413F-HRTimeline
BALANCED WEALTH GROUP LLC3,813$740K0.36%-1,37313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,807$739K0.01%+45613F-HRTimeline
INTRUST BANK NA3,799$737K0.07%013F-HRTimeline
Elevation Capital Advisory, LLC3,797$737K0.32%+1,91813F-HRTimeline
Councilor Wealth, LLC3,792$736K0.37%+37113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,790$735K0.18%+4013F-HRTimeline
Pine Harbor Wealth Management, LLC3,788$735K0.29%+33513F-HRTimeline
Arkos Global Advisors3,771$732K0.11%-4,34013F-HRTimeline
Lutz Financial Services LLC3,760$729K0.06%013F-HRTimeline
JGP Wealth Management, LLC3,733$724K0.1%+22513F-HRTimeline
BAILARD, INC.3,721$722K0.02%+22313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,714$721K0.38%+113F-HR/ATimeline
BTS Asset Management, Inc.3,705$719K0.81%+63213F-HRTimeline
Bay Capital Advisors, LLC3,704$719K0.6%-5713F-HRTimeline
Seaside Wealth Management, Inc.3,702$718K0.26%-3313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,700$718K<0.01%-40,20413F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,694$717K0.05%013F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,683$714K0.14%-2313F-HRTimeline
Koa Wealth Management, LLC3,683$714K0.58%-12113F-HRTimeline
Davies Financial Advisors, Inc.3,673$712K0.61%+1,45613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,668$712K0.09%-3,64713F-HRTimelineGroup
COURIER CAPITAL LLC3,650$708K0.05%+1,86513F-HRTimeline
Smithfield Trust Co3,652$707K0.04%013F-HRTimeline
3Chopt Investment Partners, LLC3,641$706K0.19%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.3,639$706K0.11%-3,19813F-HRTimeline
Grove Bank & Trust3,623$703K0.09%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,621$702K0.05%-4913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,608$700K0.53%+1,69813F-HRTimeline
Leading Edge Financial Planning LLC3,600$698K0.22%+313F-HRTimeline
Worth Financial Advisory Group, LLC3,599$698K0.44%+35213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,594$697K<0.01%-95,16613F-HRTimelineGroup
GERBER, LLC3,584$695K0.58%-40813F-HRTimeline
Kathleen S. Wright Associates Inc.3,583$695K0.29%+313F-HRTimeline
Boltwood Capital Management3,572$693K0.21%-23013F-HRTimeline
Rockbridge Investment Management, LCC3,561$691K0.08%+4313F-HRTimeline
SYM FINANCIAL Corp3,558$690K0.09%-3613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,550$689K0.38%-9913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,522$683K0.04%+213F-HRTimelineGroup
Wealthquest Corp3,519$683K0.06%-15913F-HR/ATimeline
Fulton Bank, N.A.3,513$681K0.03%-43913F-HRTimeline
Rockwood Wealth Management, LLC3,500$679K0.07%-2213F-HRTimeline
Flagship Private Wealth, LLC3,492$677K0.32%-1,21313F-HRTimeline
PrairieView Partners, LLC3,490$677K0.07%013F-HRTimeline