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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
SYM FINANCIAL Corp3,594$704K0.09%-9413F-HRTimeline
Root Financial Partners, LLC3,590$703K0.09%+1,02413F-HRTimeline
Selective Wealth Management, Inc.3,599$703K0.29%-22113F-HRTimeline
Kathleen S. Wright Associates Inc.3,580$701K0.29%+4613F-HRTimeline
CoreCap Advisors, LLC3,577$700K0.03%+64313F-HRTimeline
NORDEN GROUP LLC3,569$699K0.08%-20713F-HRTimeline
EWA, LLC3,566$698K0.26%-1513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…3,553$696K0.11%-8113F-HRTimelineGroup
Capasso Planning Partners LLC3,553$696K0.28%-15113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,522$690K0.01%-1,11113F-HRTimeline
Rockwood Wealth Management, LLC3,522$690K0.07%+613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,520$689K0.04%+313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,519$689K0.02%+32913F-HRTimelineGroup
Rockbridge Investment Management, LCC3,518$689K0.09%013F-HRTimeline
Clark Asset Management, LLC3,509$687K0.13%+12813F-HRTimeline
JGP Wealth Management, LLC3,508$687K0.09%+613F-HRTimeline
BAILARD, INC.3,498$685K0.02%013F-HRTimeline
PrairieView Partners, LLC3,490$683K0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,481$682K0.03%-7513F-HRTimeline
Olde Wealth Management, LLC3,482$681K0.24%+613F-HRTimeline
Sonora Investment Management Group, LLC3,468$679K0.05%+6413F-HRTimeline
Frisch Financial Group, Inc.3,463$678K0.21%+2813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,455$677K0.07%+213F-HRTimeline
Pine Harbor Wealth Management, LLC3,453$676K0.27%+1613F-HRTimeline
Baldwin Investment Management, LLC3,451$676K0.09%-1,84113F-HRTimeline
Saxony Capital Management, LLC3,438$673K0.59%+20313F-HRTimeline
Sage Capital Management, LLC3,437$673K0.34%+1413F-HRTimeline
Magnus Financial Group LLC3,435$673K0.06%-1,23713F-HRTimeline
Hemington Wealth Management3,436$672K0.17%013F-HRTimeline
Blue Oak Capital, LLC3,431$672K0.41%13F-HRTimeline
Councilor Wealth, LLC3,421$670K0.32%+19713F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,420$670K0.33%013F-HRTimeline
Stephens Consulting, LLC3,419$669K0.17%-5513F-HRTimeline
Great Lakes Retirement, Inc.3,416$669K0.09%013F-HRTimeline
Schaeffer Financial LLC3,410$668K0.67%-12913F-HRTimeline
Mason & Associates Inc3,404$667K0.16%+24413F-HRTimeline
Bowman & Co S.C.3,404$667K0.34%-50613F-HRTimeline
Financial Advisors Network, Inc.3,396$665K0.11%13F-HRTimeline
Gemmer Asset Management LLC3,395$665K0.07%+513F-HRTimeline
Advantage Trust Co3,388$663K0.39%013F-HRTimeline
L.K. Benson & Company, P.C.3,387$663K0.47%13F-HRTimeline
YHB Investment Advisors, Inc.3,380$662K0.05%-1,70913F-HRTimeline
Ellis Investment Partners, LLC3,379$662K0.13%-14913F-HRTimeline
Pacific Sun Financial Corp3,372$660K0.36%-2013F-HRTimeline
FOSTER & MOTLEY INC3,373$660K0.04%-10613F-HRTimeline
Independence Bank of Kentucky3,362$658K0.1%+2,00013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,362$658K0.12%013F-HRTimeline
HOEY INVESTMENTS, INC3,359$658K0.11%+4513F-HRTimeline
Wick Capital Partners, LLC3,356$657K0.19%+113F-HR/ATimeline
N.E.W. Advisory Services LLC3,351$656K0.06%+28813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,351$656K0.01%+24513F-HRTimeline
HFG Advisors, Inc.3,341$654K0.57%-67413F-HRTimeline
Thompson David Blair3,333$653K0.48%13F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,330$652K0.46%+713F-HRTimeline
Financial Life Planners3,322$651K0.55%13F-HRTimeline
Better Money Decisions, LLC3,307$648K0.45%-14513F-HRTimeline
Hilltop National Bank3,306$647K0.19%+12713F-HRTimeline
ACAS, LLC3,170$646K0.48%-20313F-HRTimeline
NVWM, LLC3,300$646K0.16%013F-HRTimeline
Bensler, LLC3,284$643K0.08%+513F-HRTimeline
Asset Dedication, LLC3,278$642K0.05%-51213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,278$642K0.04%013F-HRTimeline
TRUST CO OF OKLAHOMA3,275$641K0.2%013F-HRTimeline
Worth Financial Advisory Group, LLC3,247$636K0.39%+23113F-HRTimeline
CWA Asset Management Group, LLC3,239$634K0.03%+30613F-HRTimeline
Laidlaw Wealth Management LLC3,231$633K0.28%+3513F-HRTimeline
Radnor Capital Management, LLC3,223$631K0.11%-2,30013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,221$631K0.03%013F-HRTimeline
Center for Financial Planning, Inc.3,220$631K0.08%+2,78713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,215$630K0.21%13F-HRTimeline
Simplicity Wealth,LLC3,209$628K0.13%-2,67813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,208$628K0.01%-17013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,203$627K0.04%-913F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC3,188$624K0.18%-35813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.3,186$624K0.29%+1,45913F-HRTimeline
Legacy Trust3,184$624K0.14%013F-HRTimeline
OMNI 360 Wealth, Inc.3,176$622K0.41%-24113F-HR/ATimeline
Motiv8 Investments LLC3,169$621K0.44%-7213F-HRTimeline
American Money Management, LLC3,155$618K0.12%-71913F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,150$617K0.05%+4513F-HRTimeline
Glenview Trust Co3,148$616K0.01%-4313F-HRTimeline
Trueblood Wealth Management, LLC3,147$616K0.3%+56013F-HRTimeline
Heritage Financial Services, LLC3,146$616K0.08%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,119$611K0.02%+1,18813F-HRTimelineGroup
Ballast, Inc.3,119$611K0.17%-1013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,115$610K0.36%13F-HRTimeline
New Century Financial Group, LLC3,109$610K0.26%-64613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,112$609K0.47%13F-HRTimeline
Helium Advisors LLC3,107$608K0.48%13F-HRTimeline
Schwallier Wealth Management LLC3,106$608K0.46%+2113F-HRTimeline
2UniFi Bank3,105$608K0.4%13F-HRTimeline
Lester Murray Antman dba SimplyRich3,102$607K0.17%013F-HRTimeline
BTS Asset Management, Inc.3,073$602K0.6%new13F-HRTimeline
Roberts Financial Services LLC3,068$601K0.11%+1,19513F-HRTimeline
DAHRING | CUSMANO LLC3,065$600K0.54%13F-HRTimeline
Sterling Financial Planning, Inc.3,062$600K0.22%-6513F-HRTimeline
Rollins Financial Advisors, LLC3,052$598K0.09%+7713F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,050$597K0.23%-10813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…3,045$597K0.09%013F-HRTimeline
Cyndeo Wealth Partners, LLC3,047$597K0.04%-4713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,040$595K0.01%+513F-HRTimelineGroup
JBR Co Financial Management Inc3,038$595K0.36%013F-HRTimeline
JB Capital LLC3,038$595K0.03%+6713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,036$594K<0.01%+52913F-HRTimelineGroup
Masso Torrence Wealth Management Inc.3,026$593K0.31%-19913F-HRTimeline
Icon Wealth Advisors, LLC3,022$592K0.05%013F-HRTimeline
Aviso Financial Inc.3,022$592K0.03%+82613F-HRTimeline
Financial Alternatives, Inc3,019$591K0.42%-12713F-HRTimeline
Saiph Capital, LLC3,012$590K0.27%-10913F-HRTimeline
Lakeridge Wealth Management LLC3,009$589K0.3%+3113F-HRTimeline
Heritage Family Offices, LLP3,008$589K0.29%013F-HRTimeline
Tanager Wealth Management LLP3,005$588K0.08%+27613F-HRTimeline
Wealth Management Strategies, Inc.3,002$588K0.45%13F-HR/ATimeline
Gryphon Financial Partners LLC2,999$587K0.08%-32413F-HRTimeline
BCU Wealth Advisors, LLC2,985$585K0.33%+1713F-HRTimeline
Samalin Investment Counsel, LLC2,984$584K0.25%-8913F-HRTimeline
Merriman Wealth Management, LLC2,982$584K0.02%-913F-HRTimeline
S.A. Mason LLC2,978$583K0.31%-9013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,885$581K0.23%13F-HRTimeline
KPP Advisory Services LLC2,964$580K0.14%+213F-HRTimeline
Vermillion & White Wealth Management Gr…2,964$580K0.43%013F-HRTimeline
APPLETON PARTNERS INC/MA2,953$578K0.04%-48613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,951$578K0.59%+113F-HRTimeline
Summit Investment Advisory Services, LLC2,950$578K0.3%-24113F-HRTimeline
TCV Trust & Wealth Management, Inc.2,944$577K0.05%013F-HRTimeline
TrinityPoint Wealth, LLC2,944$576K0.08%+32413F-HRTimeline
Scott Capital Advisors, LLC2,969$576K0.17%+313F-HRTimeline
Jackson Hole Capital Partners, LLC2,943$576K0.12%+213F-HRTimeline
Farmers National Bank2,932$574K0.17%13F-HRTimeline
Prestige Wealth Management Group LLC2,916$571K0.12%-11913F-HR/ATimeline
O'Brien Greene & Co. Inc2,911$570K0.19%+2213F-HRTimeline
J.Safra Asset Management Corp2,910$570K0.05%new13F-HRTimeline
Meridian Wealth Partners, LLC2,901$568K0.09%-43713F-HRTimeline
Destination Wealth Management2,897$567K0.02%-2113F-HRTimeline
Pointe Capital Management LLC2,891$566K0.33%+1,43513F-HR/ATimeline
Facet Wealth, Inc.2,800$565K0.01%+7013F-HRTimeline
BCS Wealth Management2,887$565K0.14%new13F-HRTimeline
Intrua Financial, LLC2,883$565K0.09%-1,35413F-HRTimeline
Plancorp, LLC2,883$565K0.02%+1,15713F-HRTimeline
Convergence Financial, LLC2,880$564K0.11%-18413F-HRTimeline
Cambria Investment Management, L.P.2,879$564K0.03%new13F-HRTimeline
Empowered Funds, LLC2,879$564K0.01%new13F-HRTimeline
Praetorian Wealth Management, Inc.2,879$564K0.14%new13F-HRTimeline
Darwin Wealth Management, LLC2,863$561K0.19%-84713F-HR/ATimeline
1776 Wealth LLC2,860$560K0.26%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,856$559K0.43%13F-HRTimeline
PBMares Wealth Management LLC2,853$559K0.11%+7113F-HRTimeline
Hopwood Financial Services, Inc.2,852$558K0.42%13F-HRTimeline
AssuredPartners Investment Advisors, LLC2,848$558K0.11%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,837$556K0.05%+69913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,829$554K0.05%+113F-HRTimeline
IBEX WEALTH ADVISORS2,820$552K0.07%new13F-HRTimeline
ARS Wealth Advisors Group, LLC2,817$552K0.08%+9813F-HRTimeline
Bedel Financial Consulting, Inc.2,701$551K0.08%+41913F-HRTimeline
Team Hewins, LLC2,811$550K0.22%+1,40913F-HR/ATimeline
Gimbal Financial2,803$549K0.45%-58413F-HRTimeline
Second Line Capital, LLC2,802$549K0.15%new13F-HRTimeline
LIBRA WEALTH LLC2,799$548K0.21%013F-HRTimeline
Autumn Glory Partners, LLC2,794$547K0.27%+2013F-HRTimeline
Grey Fox Wealth Advisors, LLC2,792$547K0.15%+22513F-HRTimeline
Alliance Wealth Management Group2,791$547K0.15%013F-HRTimeline
Towercrest Capital Management2,791$547K0.09%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,777$544K0.34%+613F-HRTimeline
Brookmont Capital Management2,777$544K0.29%-1,65313F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,759$540K0.1%-2513F-HRTimeline
CULBERTSON A N & CO INC2,757$540K0.09%013F-HRTimeline
Values Added Financial LLC2,755$540K0.31%+1,12513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,752$539K0.24%-5013F-HRTimeline
McLean Asset Management Corp2,736$536K0.16%+213F-HRTimeline
Stone Summit Wealth LLC2,734$535K0.18%-10013F-HRTimeline
LifeGoal Investments, LLC2,721$533K0.58%13F-HRTimeline
Covenant Asset Management, LLC2,717$532K0.12%+12513F-HRTimeline
Citizens Business Bank2,709$531K0.1%new13F-HRTimeline
Topsail Wealth Management, LLC2,705$530K0.11%13F-HRTimeline
Red Tortoise LLC2,699$528K0.28%+1113F-HRTimeline
VSM Wealth Advisory, LLC2,688$526K0.19%13F-HRTimeline
Avant Financial Advisors LLC2,685$526K0.48%13F-HRTimeline
Total Wealth Planning, LLC2,679$525K0.08%+4013F-HRTimeline
Sugarloaf Wealth Management, LLC2,677$524K0.1%-4313F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,674$524K0.05%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC2,662$521K0.3%-4613F-HRTimeline
Optas, LLC2,662$521K0.11%013F-HRTimeline
Alteri Wealth LLC2,662$521K0.14%13F-HRTimeline
Tanglewood Legacy Advisors, LLC2,658$521K0.22%+59213F-HRTimeline
Hanson & Doremus Investment Management2,653$520K0.08%-34513F-HRTimeline
Curated Wealth Partners LLC2,650$519K0.06%013F-HRTimeline
Constant Guidance Financial LLC2,649$519K0.45%-3313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,636$516K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC2,627$515K0.24%+30213F-HRTimeline
GeoWealth Management, LLC2,622$514K0.02%-1,54413F-HRTimeline
Mengis Capital Management, Inc.2,610$511K0.1%+213F-HRTimeline
LMG Wealth Partners, LLC2,601$509K0.11%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,595$508K0.11%+17613F-HRTimeline
Guidance Point Advisors, LLC2,594$508K0.14%+19413F-HRTimeline
Breakwater Capital Group2,590$507K0.1%013F-HRTimeline
Peak Retirement Planning, Inc.2,586$506K0.34%13F-HRTimeline
Bridge Creek Capital Management LLC2,583$506K0.16%-66513F-HRTimeline
Next Level Wealth Planning, LLC2,579$505K0.4%13F-HRTimeline
Phillips Wealth Planners LLC2,618$505K0.5%-19313F-HRTimeline
Foguth Wealth Management, LLC.2,496$505K0.13%new13F-HRTimeline