Skip to content

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,321 managers (2,338 13F filers) reported a position in VIG shares at 2025-09-30, 208,998,405 shares in all. 108 filers opened a position and 57 filers sold out during the quarter.

Managers
2,321
13F filers
2,338
New
108
Added
925
Reduced
854
Sold out
57
Shares held by filers
208,998,405

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SILVER OAK WEALTH ADVISORS SERVICES, LLC5,256$1.13M0.75%-1,28513F-HRTimeline
Financial Partners Group, Inc5,256$1.13M0.14%+1813F-HRTimeline
Strategic Financial Services, Inc.5,242$1.13M0.06%+8413F-HRTimeline
Wiser Wealth Management, Inc5,236$1.13M0.26%-28413F-HRTimeline
Facet Wealth, Inc.5,174$1.12M0.02%+1,36313F-HRTimeline
Lion Street Advisors, LLC6,794$1.12M0.39%-5,35813F-HRTimeline
Revolve Wealth Partners, LLC5,169$1.12M0.13%-3413F-HRTimeline
EVEXIA WEALTH LLC5,172$1.11M0.33%+91913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,178$1.11M0.13%013F-HRTimeline
Trademark Financial Management, LLC5,133$1.11M0.64%-33813F-HRTimeline
National Wealth Management Group, LLC5,123$1.11M0.42%-4313F-HRTimeline
Avidian Wealth Enterprises, LLC5,113$1.1M0.04%+1,63213F-HRTimeline
Simmons Bankin group Simmons Bank5,111$1.1M0.07%-26513F-HRTimelineGroup
Schrum Private Wealth Management LLC5,088$1.1M0.81%-2113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP5,073$1.09M0.04%+2113F-HRTimeline
Burk Holdings LLC5,050$1.09M0.58%new13F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC5,045$1.09M0.57%-24013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,045$1.09M0.23%-2413F-HRTimeline
Turn8 Private Wealth Inc.5,041$1.09M0.78%-3513F-HRTimeline
DF DENT & CO INC5,034$1.09M0.01%-3,77313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC5,025$1.08M0.18%-1613F-HRTimeline
Wells Financial Advisors INC5,020$1.08M1.45%-28013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,995$1.08M0.01%+21413F-HRTimeline
Indiana Trust & Investment Management Co4,995$1.08M0.33%013F-HRTimeline
Summit Financial Wealth Advisors, LLC4,960$1.08M0.17%+27313F-HRTimeline
Independent Wealth Network Inc.4,959$1.07M0.34%+1313F-HRTimeline
Broyhill Asset Management, LLC4,937$1.07M0.93%013F-HRTimeline
MA Private Wealth4,926$1.06M0.18%013F-HRTimeline
Maple Capital Management, Inc.4,911$1.06M0.07%-4713F-HRTimeline
Berger Financial Group, Inc4,893$1.06M0.06%-14413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,871$1.05M1.04%+313F-HRTimeline
Cranbrook Wealth Management, LLC4,863$1.05M0.21%013F-HRTimeline
Discipline Wealth Solutions, LLC4,857$1.05M0.28%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,854$1.05M0.01%013F-HRTimelineGroup
Roxbury Financial LLC4,834$1.04M0.96%-3113F-HRTimeline
Grey Ledge Advisors, LLC4,806$1.04M0.23%+9613F-HRTimeline
Center for Financial Planning, Inc.4,799$1.04M0.11%+75913F-HRTimeline
Fisher Asset Management, LLC4,774$1.03M<0.01%+75913F-HRTimeline
TruWealth Advisors, LLC4,769$1.03M0.05%+913F-HRTimeline
Millennium Capital Advisors, LLC4,763$1.03M0.62%+17513F-HRTimeline
Councilor Wealth, LLC4,753$1.03M0.48%+30613F-HRTimeline
Mason Investment Advisory Services, Inc.4,752$1.03M0.05%+913F-HRTimeline
WealthPlan Investment Management, LLC4,743$1.02M0.07%-38713F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC4,728$1.02M0.11%-34713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,715$1.02M0.13%013F-HRTimeline
Foster Victor Wealth Advisors, LLC4,657$1.01M0.06%+17513F-HRTimeline
Brown Miller Wealth Management, LLC4,682$1.01M0.29%-38513F-HRTimeline
Rossmore Private Capital4,680$1.01M0.11%+113F-HRTimeline
LongView Wealth Management4,667$1.01M0.27%-11213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,662$1.01M0.13%-55813F-HRTimeline
Occidental Asset Management, LLC4,659$1.01M0.13%-6013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA4,647$1M0.06%+75113F-HRTimelineGroup
Trueblood Wealth Management, LLC4,646$1M0.39%+9213F-HRTimeline
SAGE RHINO CAPITAL LLC4,622$997K0.19%013F-HRTimeline
J2 Capital Management Inc4,579$988K0.74%-10413F-HRTimeline
Portside Wealth Group, LLC4,563$985K0.14%-13913F-HRTimeline
Wilmington Savings Fund Society, FSB4,558$984K0.02%-4,11013F-HR/ATimeline
Continuum Advisory, LLC4,551$982K0.1%-313F-HRTimeline
Agate Pass Investment Management, LLC4,545$981K0.37%-16513F-HRTimeline
Newman Dignan & Sheerar, Inc.4,544$981K0.21%-2313F-HRTimeline
SOL Capital Management CO4,535$979K0.09%013F-HRTimeline
PATTEN & PATTEN INC/TN4,530$978K0.06%-20513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,525$976K0.07%+10013F-HRTimeline
Legacy Financial Strategies, LLC4,516$974K0.18%+113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,515$974K0.02%-17513F-HRTimeline
Bravias Capital Group, LLC4,510$973K0.65%+3,34013F-HRTimeline
ANDERSON HOAGLAND & CO4,498$971K0.09%013F-HRTimeline
Morling Financial Advisors, LLC4,496$970K0.32%-7613F-HRTimeline
Integris Wealth Management, LLC4,494$970K0.24%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,494$970K0.32%-37213F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,487$968K0.03%-1,33913F-HRTimeline
Orgel Wealth Management, LLC4,485$968K0.02%+53913F-HRTimeline
Sonora Investment Management Group, LLC4,474$965K0.07%-44613F-HRTimeline
Legacy Trust4,472$965K0.19%+2513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,466$964K0.12%013F-HRTimelineGroup
RTD Financial Advisors, Inc.4,464$963K0.12%-23413F-HRTimeline
Pasadena Private Wealth, LLC4,460$962K0.14%-4313F-HRTimeline
Canal Capital Management, LLC4,457$962K0.14%+17413F-HRTimeline
Employees' Retirement Fund of the City …4,451$960K0.45%-73,60013F-HR/ATimeline
Westmount Partners, LLC4,425$960K0.25%+25213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp4,426$955K0.01%+47413F-HRTimelineGroup
Revisor Wealth Management LLC4,391$953K0.33%+2,07013F-HRTimeline
CWA Asset Management Group, LLC4,408$951K0.04%+29413F-HRTimeline
Independent Advisor Alliance4,406$951K0.02%+9813F-HRTimeline
Hobart Private Capital, LLC4,396$949K0.2%+14813F-HRTimeline
L.M. KOHN & COMPANY4,386$946K1.14%-47713F-HRTimeline
Chancellor Financial Group WB LP4,374$944K0.67%-13213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,370$943K0.08%-48413F-HRTimelineGroup
BOK Financial Private Wealth, Inc.4,338$940K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,349$938K0.02%+29113F-HRTimelineGroup
Atlas Legacy Advisors, LLC4,345$938K0.18%-2513F-HRTimeline
Pettinga Financial Advisors LLC4,304$929K0.18%-2,10813F-HRTimeline
Raub Brock Capital Management LP4,297$927K0.2%-17913F-HRTimeline
CoreCap Advisors, LLC4,296$927K0.03%+34513F-HRTimeline
Aspen Investment Management Inc4,289$926K0.36%+2,35013F-HRTimeline
Fulton Bank, N.A.4,283$924K0.03%+77013F-HRTimeline
JRM Investment Counsel, LLC4,274$922K0.28%-14213F-HRTimeline
EdgeRock Capital LLC4,269$921K0.26%-213F-HRTimeline
Anson Capital, Inc.4,268$921K0.69%013F-HRTimeline
Prospera Capital Management, LLC4,266$920K0.45%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC4,205$920K0.27%013F-HRTimeline
APPLETON PARTNERS INC/MA4,260$919K0.06%+95713F-HRTimeline
Accurate Wealth Management, LLC4,243$918K0.12%+3,01213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,249$917K0.54%+113F-HRTimeline
Sage Mountain Advisors LLC4,241$915K0.05%-28613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,236$914K0.59%+13513F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,228$912K0.02%-13313F-HRTimeline
Capital Management Associates, Inc4,224$911K0.25%+9913F-HRTimeline
VICUS CAPITAL4,216$910K0.07%+67613F-HRTimeline
Clark Asset Management, LLC4,215$910K0.11%013F-HRTimeline
Future Financial Wealth Managment LLC4,171$900K0.57%-2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redhawk Wealth Advisors, Inc.4,165$899K0.1%-14613F-HRTimeline
Sterling Investment Advisors, Ltd.4,142$894K0.17%+113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,135$892K0.05%+17113F-HRTimelineGroup
WILLNER & HELLER, LLC4,129$891K0.68%+1813F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,089$882K0.08%+6513F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC4,083$881K0.22%-31913F-HRTimeline
Financial Enhancement Group LLC4,043$881K0.12%-113F-HRTimeline
Rockingstone Advisors LLC4,076$880K0.43%-26013F-HRTimeline
Kathmere Capital Management, LLC4,070$878K0.06%-1,69813F-HRTimeline
Koa Wealth Management, LLC4,065$877K0.65%+39413F-HRTimeline
Gallagher Capital Advisors, LLC1,103$877K0.5%-61113F-HRTimeline
BFSG, LLC4,053$875K0.08%-5013F-HRTimeline
PARK NATIONAL CORP /OH/4,045$873K0.03%-27613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,971$872K0.14%+1,01613F-HRTimeline
BlueStem Wealth Partners, LLC4,040$872K0.1%+1513F-HRTimeline
CX Institutional4,013$866K0.03%+2,91913F-HRTimeline
CAMDEN NATIONAL BANK4,005$864K0.12%-20913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP4,001$863K0.21%-12213F-HRTimelineGroup
EXCALIBUR MANAGEMENT CORP3,993$862K0.31%+41913F-HRTimeline
Capital Squared Financial LLC3,991$861K0.75%+2,48313F-HRTimeline
GREENLEAF TRUST3,980$859K0.01%+15713F-HRTimeline
Sequent Planning LLC3,974$858K0.24%-113F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,955$857K0.02%-4113F-HRTimeline
Ascent Wealth Partners, LLC3,968$856K0.1%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,943$851K0.18%013F-HRTimeline
Independence Financial Advisors, LLC3,938$850K0.26%-18213F-HRTimeline
AdvisorNet Financial, Inc3,926$847K0.05%+59413F-HRTimeline
Missouri Trust & Investment Co3,923$847K0.25%013F-HRTimeline
Flagstone Financial Management3,904$842K0.22%-20413F-HRTimeline
Aventus Investment Advisors, Inc.3,902$842K0.72%-5013F-HRTimeline
St. Louis Trust Co3,870$835K0.1%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,867$834K0.12%-42113F-HRTimeline
Ring Mountain Capital, LLC3,851$831K0.46%-8613F-HRTimeline
Nautilus Advisors LLC3,850$831K0.56%-513F-HRTimeline
Bolthouse Investments, LLC3,846$830K0.75%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,800$825K0.39%+60713F-HRTimeline
3Chopt Investment Partners, LLC3,802$824K0.19%+10613F-HRTimeline
Bragg Financial Advisors, Inc3,814$823K0.03%-81313F-HRTimeline
Thrive Wealth Management, LLC3,812$822K0.12%-32413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,806$821K0.04%-47013F-HRTimeline
INTRUST BANK NA3,799$820K0.07%013F-HRTimeline
Prospect Financial Group LLC3,768$813K0.79%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,765$812K0.03%+27813F-HRTimelineGroup
Coastal Bridge Advisors, LLC3,763$812K0.06%+113F-HRTimeline
Lutz Financial Services LLC3,760$811K0.06%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,760$811K<0.01%-47613F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC3,759$811K0.31%+2313F-HRTimeline
Minot DeBlois Advisors LLC3,749$809K0.73%-3513F-HRTimeline
Arcus Capital Partners, LLC3,748$809K0.35%+713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,747$809K0.04%-5013F-HRTimeline
Gemmer Asset Management LLC3,738$807K0.07%+95213F-HRTimeline
Seaside Wealth Management, Inc.3,718$802K0.24%+1613F-HRTimeline
OMNI 360 Wealth, Inc.3,717$802K0.45%+60113F-HRTimeline
Aureus Asset Management, LLC3,714$802K0.05%013F-HRTimeline
Samalin Investment Counsel, LLC3,711$801K0.28%+13713F-HRTimeline
Worth Financial Advisory Group, LLC3,703$799K0.45%+10413F-HRTimeline
COURIER CAPITAL LLC3,700$798K0.05%+5013F-HRTimeline
Wood Tarver Financial Group, LLC3,697$797K0.24%013F-HRTimeline
Topsail Wealth Management, LLC3,677$797K0.13%+1013F-HRTimeline
Willow Creek Wealth Management Inc.3,688$796K0.07%-1713F-HRTimeline
Legacy Private Trust Co.3,687$796K0.05%-50313F-HRTimeline
Elser Financial Planning, Inc3,652$792K0.95%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,671$792K0.05%+71613F-HRTimeline
Bay Capital Advisors, LLC3,660$790K0.51%-4013F-HRTimeline
Kathleen S. Wright Associates Inc.3,656$789K0.29%+7313F-HRTimeline
Smithfield Trust Co3,652$788K0.04%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,651$788K0.05%-23713F-HRTimeline
BALANCED WEALTH GROUP LLC3,821$787K0.35%-713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.3,634$784K0.62%+1,14513F-HRTimeline
Pine Harbor Wealth Management, LLC3,629$783K0.25%+1013F-HRTimeline
Grove Bank & Trust3,623$782K0.09%013F-HRTimeline
Mechanics Bank Trust Department3,617$781K0.11%-5513F-HRTimeline
Three Bridge Wealth Advisors, LLC3,586$777K0.2%013F-HRTimeline
Leading Edge Financial Planning LLC3,599$777K0.19%-113F-HRTimeline
Glenview Trust Co3,596$776K0.01%+2513F-HRTimeline
Elm Partners Management LLC3,589$774K0.03%new13F-HR/ATimeline
GERBER, LLC3,584$773K0.49%013F-HRTimeline
Wealth Group Ltd3,576$772K0.18%-4513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,571$771K0.06%-8113F-HRTimeline
NOTTINGHAM ADVISORS, INC.3,570$770K0.11%-2913F-HRTimeline
Richard W. Paul & Associates, LLC3,568$770K0.26%-6413F-HRTimeline
Plante Moran Financial Advisors, LLC3,564$769K0.05%-5813F-HRTimeline
Heritage Financial Services, LLC3,553$767K0.07%+7213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,550$766K0.37%013F-HRTimeline
Obermeyer Wealth Partners3,536$763K0.04%+1,81113F-HRTimeline
Wick Capital Partners, LLC3,534$763K0.18%-5,82013F-HRTimeline
Financial Life Planners3,533$762K0.51%+19513F-HRTimeline
Olde Wealth Management, LLC3,500$760K0.23%13F-HRTimeline
Rockbridge Investment Management, LCC3,518$759K0.07%013F-HRTimeline