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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
Olde Wealth Management, LLC3,490$677K0.24%+813F-HRTimeline
VICUS CAPITAL3,488$677K0.06%-1,38813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,487$676K0.03%-12913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC3,481$675K0.03%013F-HRTimeline
Heritage Financial Services, LLC3,481$675K0.07%+33513F-HRTimeline
Frisch Financial Group, Inc.3,471$673K0.19%+813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,467$673K0.07%+1213F-HRTimeline
Radnor Capital Management, LLC3,459$671K0.11%+23613F-HRTimeline
Magnus Financial Group LLC3,448$669K0.06%+1313F-HRTimeline
Sage Capital Management, LLC3,443$668K0.36%+613F-HRTimeline
Capital Asset Advisory Services LLC3,403$663K0.03%-2,20113F-HRTimeline
Great Lakes Retirement, Inc.3,416$663K0.09%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,415$662K0.32%-513F-HRTimeline
Schaeffer Financial LLC3,412$662K0.73%+213F-HRTimeline
Cannell & Spears LLC3,407$661K0.01%-22513F-HRTimeline
APPLETON PARTNERS INC/MA3,403$660K0.05%+45013F-HRTimeline
CoreCap Advisors, LLC3,401$660K0.03%-17613F-HRTimeline
FF Advisors,LLC3,434$659K0.38%-5913F-HRTimeline
Gemmer Asset Management LLC3,398$659K0.07%+313F-HRTimeline
BSW Wealth Partners3,395$659K0.1%-26513F-HRTimeline
L.K. Benson & Company, P.C.3,391$658K0.46%+413F-HRTimeline
Advantage Trust Co3,388$657K0.4%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,383$656K0.4%+26813F-HRTimeline
N.E.W. Advisory Services LLC3,380$656K0.05%+2913F-HRTimeline
FOSTER & MOTLEY INC3,378$655K0.04%+513F-HRTimeline
HOEY INVESTMENTS, INC3,376$655K0.13%+1713F-HRTimeline
Autumn Glory Partners, LLC3,370$654K0.32%+57613F-HRTimeline
Stephens Consulting, LLC3,368$653K0.16%-5113F-HRTimeline
HMS Capital Management, LLC3,716$653K0.36%-77613F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,362$652K0.12%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,393$651K0.06%+55613F-HR/ATimeline
Capasso Planning Partners LLC3,357$651K0.27%-19613F-HRTimeline
Hemington Wealth Management3,356$651K0.1%-8013F-HRTimeline
Financial Life Planners3,338$648K0.63%+1613F-HRTimeline
Financial Advisors Network, Inc.3,338$648K0.11%-5813F-HRTimeline
Better Money Decisions, LLC3,323$645K0.43%+1613F-HRTimeline
Lowe Wealth Advisors, LLC3,310$642K0.27%+77013F-HRTimeline
HFG Advisors, Inc.3,305$641K0.55%-3613F-HRTimeline
Independence Bank of Kentucky3,302$641K0.1%-6013F-HRTimeline
Ellis Investment Partners, LLC3,300$640K0.13%-7913F-HRTimeline
Bensler, LLC3,289$638K0.08%+513F-HRTimeline
MN Wealth Advisors, LLC3,286$637K0.37%-37213F-HRTimeline
Blue Oak Capital, LLC3,283$637K0.35%-14813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,278$636K0.04%013F-HRTimeline
Saiph Capital, LLC3,274$635K0.3%+26213F-HRTimeline
Facet Wealth, Inc.3,288$633K0.02%+48813F-HRTimeline
2UniFi Bank3,105$631K0.41%013F-HRTimeline
Peak Retirement Planning, Inc.3,249$630K0.35%+66313F-HRTimeline
YHB Investment Advisors, Inc.3,238$628K0.05%-14213F-HRTimeline
Motiv8 Investments LLC3,233$627K0.42%+6413F-HRTimeline
TRUST CO OF OKLAHOMA3,225$626K0.22%-5013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,221$625K0.03%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,201$621K0.02%-31813F-HRTimelineGroup
Mason & Associates Inc3,192$619K0.15%-21213F-HRTimeline
KIRR MARBACH & CO LLC /IN/3,191$619K0.14%new13F-HRTimeline
Bridge Creek Capital Management LLC3,188$618K0.2%+60513F-HRTimeline
Pacific Sun Financial Corp3,176$616K0.35%-19613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,169$615K0.06%-62013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,159$613K0.21%-5613F-HRTimeline
Second Line Capital, LLC3,158$613K0.16%+35613F-HRTimeline
Selective Wealth Management, Inc.3,313$612K0.27%-28613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,153$612K0.01%-5513F-HRTimeline
Grey Fox Wealth Advisors, LLC3,138$609K0.16%+34613F-HRTimeline
Ellsworth Advisors, LLC3,138$609K0.16%-52713F-HRTimeline
BLB&B Advisors, LLC3,135$608K0.03%+63313F-HRTimeline
Alteri Wealth LLC3,134$608K0.27%+47213F-HRTimeline
Essential Planning, LLC.3,126$606K0.24%-138,07113F-HRTimeline
Rollins Financial Advisors, LLC3,126$606K0.11%+7413F-HR/ATimeline
American Money Management, LLC3,125$606K0.11%-3013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,119$605K0.02%013F-HRTimelineGroup
Ballast, Inc.3,119$605K0.17%013F-HRTimeline
Sterling Financial Planning, Inc.3,116$604K0.22%+5413F-HRTimeline
Glenview Trust Co3,111$604K0.01%-3713F-HR/ATimeline
PITCAIRN COin group PITCAIRN CO3,110$603K0.04%-2,43213F-HRTimelineGroup
Helium Advisors LLC3,107$603K0.44%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC3,104$602K0.52%new13F-HRTimeline
Schwallier Wealth Management LLC3,101$602K0.44%-513F-HRTimeline
Lester Murray Antman dba SimplyRich3,102$601K0.17%013F-HRTimeline
Destination Wealth Management3,097$601K0.02%+20013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,075$596K<0.01%+3913F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,069$595K0.05%-57313F-HRTimeline
JB Capital LLC3,068$595K0.03%+3013F-HRTimeline
Roberts Financial Services LLC3,068$595K0.12%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,056$593K0.45%-27413F-HRTimeline
ACAS, LLC3,110$591K0.45%-6013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,047$591K0.42%+27013F-HRTimeline
MAYPORT, LLC3,046$591K0.16%+79613F-HRTimeline
Root Financial Partners, LLC3,042$590K0.06%-54813F-HRTimeline
CWA Asset Management Group, LLC3,039$590K0.03%-20013F-HRTimeline
GAMMA Investing LLC3,039$590K0.04%+1,42213F-HR/ATimeline
JBR Co Financial Management Inc3,038$589K0.34%013F-HRTimeline
Fortune Financial Advisors, LLC3,034$589K0.51%+1,88613F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,030$588K0.23%-2013F-HRTimeline
Masso Torrence Wealth Management Inc.3,026$587K0.31%013F-HRTimeline
Icon Wealth Advisors, LLC3,022$586K0.05%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,020$586K0.53%-9213F-HRTimeline
Financial Alternatives, Inc3,019$586K0.42%013F-HRTimeline
Wealth Management Strategies, Inc.3,017$585K0.39%+1513F-HRTimeline
Bedel Financial Consulting, Inc.3,068$585K0.08%+36713F-HRTimeline
Brookwood Investment Group LLC3,011$584K0.1%13F-HRTimeline
Capital Wealth Alliance, LLC3,009$584K0.35%+77213F-HRTimeline
Heritage Family Offices, LLP3,008$584K0.3%013F-HRTimeline
Gryphon Financial Partners LLC2,999$582K0.08%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,996$581K0.26%-19013F-HRTimeline
BCU Wealth Advisors, LLC2,995$581K0.3%+1013F-HRTimeline
Foguth Wealth Management, LLC.2,980$578K0.14%+48413F-HRTimeline
Scott Capital Advisors, LLC2,971$576K0.17%+213F-HRTimeline
Vermillion & White Wealth Management Gr…2,964$575K0.42%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,955$573K0.04%+1,45513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,955$573K0.12%+36013F-HRTimeline
Topsail Wealth Management, LLC2,954$573K0.12%+24913F-HRTimeline
TCV Trust & Wealth Management, Inc.2,944$571K0.05%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,943$571K0.11%013F-HRTimeline
Lauterbach Financial Advisors, LLC2,941$571K0.36%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC2,939$570K0.2%+58813F-HRTimeline
Caliber Wealth Management, LLC / KS2,919$566K0.08%13F-HRTimeline
Summit Investment Advisory Services, LLC2,917$566K0.28%-3313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,907$564K0.53%-4413F-HRTimeline
Baldwin Investment Management, LLC2,904$563K0.07%-54713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC2,900$563K0.43%-72913F-HRTimeline
Texas Yale Capital Corp.2,900$563K0.02%-1,97113F-HRTimeline
Pointe Capital Management LLC2,891$561K0.33%013F-HRTimeline
Darwin Wealth Management, LLC2,863$561K0.19%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,885$560K0.09%-16013F-HRTimeline
MAIRS & POWER INC2,882$559K0.01%-72313F-HRTimeline
Praetorian Wealth Management, Inc.2,879$558K0.14%013F-HRTimeline
Smart Money Group LLC2,870$557K0.19%-19,16513F-HR/ATimeline
Farmers National Bank2,866$556K0.16%-6613F-HRTimeline
AssuredPartners Investment Advisors, LLC2,861$555K0.11%+1313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,856$554K0.43%013F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,856$554K0.22%+67113F-HRTimeline
Seek First Inc.2,836$550K0.49%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,830$549K0.05%+113F-HRTimeline
DAHRING | CUSMANO LLC2,829$549K0.47%-23613F-HRTimeline
OMNI 360 Wealth, Inc.2,822$547K0.37%-35413F-HR/ATimeline
BXM Wealth LLC2,820$547K0.66%new13F-HRTimeline
Keystone Global Partners, LLC2,809$545K0.38%13F-HRTimeline
Gimbal Financial2,805$544K0.49%+213F-HRTimeline
KFA Private Wealth Group, LLC2,803$544K0.19%+1,65613F-HRTimeline
LIBRA WEALTH LLC2,799$543K0.2%013F-HRTimeline
REGIMEN WEALTH, LLC2,797$543K0.17%-1,20013F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,796$542K0.05%-35413F-HRTimeline
Hopwood Financial Services, Inc.2,782$540K0.42%-7013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,781$539K0.03%-1,07213F-HRTimeline
Rise Advisors, LLC2,774$538K0.24%+42013F-HRTimeline
O'Brien Greene & Co. Inc2,767$537K0.18%-14413F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,763$536K0.43%+31313F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,759$535K0.1%013F-HRTimeline
CULBERTSON A N & CO INC2,757$535K0.09%013F-HRTimeline
Asset Dedication, LLC2,755$535K0.04%-52313F-HRTimeline
BCS Wealth Management2,753$534K0.14%-13413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,752$534K0.2%013F-HRTimeline
Convergence Financial, LLC2,745$532K0.1%-13513F-HRTimeline
Lakeridge Wealth Management LLC2,744$532K0.27%-26513F-HRTimeline
LifeGoal Investments, LLC2,741$532K0.57%+2013F-HRTimeline
Beckerman Institutional, LLC2,736$531K0.38%+60013F-HRTimeline
Stone Summit Wealth LLC2,734$530K0.18%013F-HRTimeline
Tanager Wealth Management LLP2,729$529K0.07%-27613F-HRTimeline
Covenant Asset Management, LLC2,717$527K0.13%013F-HRTimeline
Red Tortoise LLC2,708$525K0.27%+913F-HRTimeline
VSM Wealth Advisory, LLC2,704$525K0.19%+1613F-HRTimeline
Beacon Financial Strategies CORP2,704$525K0.35%+50113F-HRTimeline
Avant Financial Advisors LLC2,698$523K0.47%+1313F-HRTimeline
Next Level Wealth Planning, LLC2,694$523K0.4%+11513F-HRTimeline
ABLE Financial Group, LLC2,691$522K0.15%+16313F-HRTimeline
Prestige Wealth Management Group LLC2,684$521K0.11%-23213F-HR/ATimeline
Alliance Wealth Management Group2,676$519K0.14%-11513F-HRTimeline
Towercrest Capital Management2,676$519K0.1%-11513F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,674$519K0.05%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC2,662$516K0.3%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,658$516K0.23%013F-HRTimeline
Values Added Financial LLC2,649$514K0.28%-10613F-HRTimeline
Guidance Point Advisors, LLC2,647$513K0.15%+5313F-HRTimeline
Cyndeo Wealth Partners, LLC2,644$513K0.03%-40313F-HRTimeline
MBE Wealth Management, LLC2,639$512K0.24%+8013F-HRTimeline
EWA, LLC2,636$511K0.19%-93013F-HRTimeline
SFMG, LLC2,636$511K0.04%+51313F-HRTimeline
Bowman & Co S.C.2,632$510K0.25%-77213F-HRTimeline
Mengis Capital Management, Inc.2,611$506K0.11%+113F-HRTimeline
Capital Market Strategies LLC2,600$504K0.34%-1,50813F-HRTimeline
Independent Advisor Alliance2,599$504K0.02%-395,00213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,580$500K<0.01%-5613F-HRTimelineGroup
Brookmont Capital Management2,576$500K0.28%-20113F-HRTimeline
McKinley Carter Wealth Services, Inc.2,564$497K0.03%+813F-HRTimeline
Meridian Wealth Partners, LLC2,562$497K0.08%-33913F-HRTimeline
S.A. Mason LLC2,549$494K0.26%-42913F-HRTimeline
Total Wealth Planning, LLC2,548$494K0.08%-13113F-HRTimeline
Breakwater Capital Group2,544$493K0.09%-4613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,536$492K0.29%+24513F-HRTimeline
Baker Avenue Asset Management, LP2,531$491K0.02%+1,22713F-HRTimeline
Cannon Financial Strategists, Inc.2,523$490K0.08%+313F-HRTimeline
DOVER ADVISORS, LLC2,517$488K0.21%new13F-HRTimeline
Beaumont Financial Advisors, LLC2,516$488K0.04%+3113F-HRTimeline
RS CRUM INC.2,510$487K0.13%+22713F-HRTimeline
Samalin Investment Counsel, LLC2,510$487K0.2%-47413F-HRTimeline
First Western Trust Bank2,507$486K0.02%+8813F-HRTimeline
WINCAP FINANCIAL LLC2,499$485K0.46%-11,96313F-HRTimeline
Priebe Wealth Holdings LLC2,495$484K0.3%-2313F-HRTimeline
Alan B Lancz & Associates, Inc.2,487$482K0.51%013F-HRTimeline
Constant Guidance Financial LLC2,486$482K0.61%-16313F-HRTimeline