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Disclosery

VIG VANGUARD SPECIALIZED FUNDS

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SHS (fund)

2,283 managers (2,302 13F filers) reported a position in VIG shares at 2025-06-30, 208,323,364 shares in all. 98 filers opened a position and 82 filers sold out during the quarter.

Managers
2,283
13F filers
2,302
New
98
Added
822
Reduced
812
Sold out
82
Shares held by filers
208,323,364

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Frisch Financial Group, Inc.3,471$713K0.17%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,481$713K0.03%013F-HRTimeline
Heritage Financial Services, LLC3,481$712K0.07%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,476$711K0.07%+913F-HR/ATimeline
Scott Capital Advisors, LLC3,436$710K0.19%+46513F-HRTimeline
Caliber Wealth Management, LLC / KS3,461$708K0.08%+54213F-HRTimeline
Radnor Capital Management, LLC3,459$708K0.11%013F-HRTimeline
Boltwood Capital Management3,457$708K0.2%-11513F-HRTimeline
Helium Advisors LLC3,449$706K0.45%+34213F-HRTimeline
Magnus Financial Group LLC3,448$706K0.06%013F-HRTimeline
Sage Capital Management, LLC3,443$705K0.34%013F-HRTimeline
2UniFi Bank3,440$704K0.4%+33513F-HRTimeline
FF Advisors,LLC3,434$703K0.36%013F-HRTimeline
Root Financial Partners, LLC3,425$701K0.07%+38313F-HRTimeline
Schaeffer Financial LLC3,422$700K0.68%+1013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,415$699K0.31%013F-HRTimeline
JGP Wealth Management, LLC3,401$696K0.08%-33213F-HRTimeline
BSW Wealth Partners3,394$695K0.1%-113F-HRTimeline
Advantage Trust Co3,388$693K0.34%013F-HRTimeline
Saiph Capital, LLC3,373$690K0.27%+9913F-HRTimeline
Capital Asset Advisory Services LLC3,348$690K0.03%-5513F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,362$688K0.11%013F-HRTimeline
Wealthquest Corp3,353$686K0.05%-16613F-HRTimeline
Hemington Wealth Management3,356$686K0.1%013F-HRTimeline
Selective Wealth Management, Inc.3,314$685K0.25%+113F-HRTimeline
Financial Advisors Network, Inc.3,348$685K0.1%+1013F-HRTimeline
Financial Life Planners3,338$683K0.56%013F-HRTimeline
AdvisorNet Financial, Inc3,332$682K0.04%+1,28313F-HRTimeline
Better Money Decisions, LLC3,323$680K0.41%013F-HRTimeline
Great Lakes Retirement, Inc.3,309$680K0.08%-10713F-HRTimeline
Bensler, LLC3,310$677K0.08%+2113F-HRTimeline
HFG Advisors, Inc.3,305$676K0.54%013F-HRTimeline
APPLETON PARTNERS INC/MA3,303$676K0.05%-10013F-HRTimeline
Independence Bank of Kentucky3,302$676K0.1%013F-HRTimeline
Apeiron RIA LLC3,297$675K0.17%+1,46113F-HRTimeline
Bridge Creek Capital Management LLC3,293$674K0.2%+10513F-HRTimeline
Cynosure Group, LLC3,286$673K0.08%-3,35713F-HRTimeline
Hilltop National Bank3,285$672K0.18%13F-HRTimeline
Ellis Investment Partners, LLC3,284$672K0.13%-1613F-HRTimeline
Riverbend Wealth Management, LLC3,284$672K0.51%new13F-HRTimeline
FOSTER & MOTLEY INC3,278$671K0.04%-10013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,278$671K0.04%013F-HRTimeline
Asset Dedication, LLC3,250$665K0.05%+49513F-HRTimeline
GAMMA Investing LLC3,241$663K0.04%+20213F-HRTimeline
YHB Investment Advisors, Inc.3,238$663K0.05%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,221$662K0.03%013F-HRTimeline
ACAS, LLC3,145$660K0.44%+3513F-HRTimeline
TRUST CO OF OKLAHOMA3,225$660K0.21%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,218$659K<0.01%+14313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,201$658K0.02%013F-HRTimelineGroup
Aviso Financial Inc.3,196$654K0.03%-86613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,194$654K<0.01%new13F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.3,193$654K0.35%-19013F-HRTimeline
Mason & Associates Inc3,192$653K0.15%013F-HRTimeline
Motiv8 Investments LLC3,186$652K0.4%-4713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,169$651K0.06%013F-HRTimeline
Pacific Sun Financial Corp3,176$650K0.34%013F-HRTimeline
Capital Wealth Alliance, LLC3,169$649K0.35%+16013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,164$647K0.06%+1,19813F-HRTimeline
Lowe Wealth Advisors, LLC3,162$647K0.25%-14813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,159$646K0.2%013F-HRTimeline
BCS Wealth Management3,153$645K0.14%+40013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,148$644K0.01%-513F-HRTimeline
Pine Valley Investments Ltd Liability Co3,137$644K0.04%+35613F-HRTimeline
Alteri Wealth LLC3,134$641K0.25%013F-HRTimeline
FSM Wealth Advisors, LLC3,106$641K0.1%+2,00313F-HRTimeline
Essential Planning, LLC.3,126$640K0.24%013F-HRTimeline
American Money Management, LLC3,125$640K0.11%013F-HRTimeline
Brookwood Investment Group LLC3,121$639K0.1%+11013F-HRTimeline
Sterling Financial Planning, Inc.3,116$638K0.21%013F-HRTimeline
OMNI 360 Wealth, Inc.3,116$638K0.4%+29413F-HR/ATimeline
PITCAIRN COin group PITCAIRN CO3,110$637K0.04%013F-HR/ATimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC3,106$636K0.51%+8613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,102$635K0.09%+1,05313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,101$635K0.35%+5413F-HRTimeline
Schwallier Wealth Management LLC3,099$634K0.39%-213F-HRTimeline
Lester Murray Antman dba SimplyRich3,102$634K0.18%013F-HRTimeline
Ballast, Inc.3,091$633K0.17%-2813F-HR/ATimeline
Signal Advisors Wealth, LLC3,089$632K0.05%-1,54513F-HRTimeline
Bristlecone Advisors, LLC3,070$628K0.05%-2,92213F-HRTimeline
Bedel Financial Consulting, Inc.3,068$628K0.09%013F-HRTimeline
N.E.W. Advisory Services LLC3,065$627K0.06%-31513F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,056$626K0.42%013F-HRTimeline
JBR Co Financial Management Inc3,038$622K0.31%013F-HRTimeline
Fortune Financial Advisors, LLC3,034$621K0.5%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,028$620K0.01%-2,47713F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT3,028$620K0.23%-213F-HRTimeline
Masso Torrence Wealth Management Inc.3,026$619K0.29%013F-HRTimeline
Icon Wealth Advisors, LLC3,022$619K0.04%013F-HRTimeline
Financial Alternatives, Inc3,019$618K0.4%013F-HRTimeline
Alliance Wealth Management Group3,001$614K0.16%+32513F-HRTimeline
Towercrest Capital Management3,001$614K0.11%+32513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,996$613K0.24%013F-HRTimeline
BCU Wealth Advisors, LLC2,995$613K0.28%013F-HRTimeline
Cannell & Spears LLC2,980$610K0.01%-42713F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,969$608K0.13%-44,72113F-HR/ATimeline
Rollins Financial Advisors, LLC2,958$605K0.1%-16813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,955$605K0.04%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,955$605K0.11%013F-HRTimeline
Lakeridge Wealth Management LLC2,954$604K0.28%+21013F-HRTimeline
BLB&B Advisors, LLC2,950$604K0.03%-18513F-HRTimeline
Jackson Hole Capital Partners, LLC2,943$602K0.11%013F-HRTimeline
Hikari Tsushin, Inc.2,942$602K0.04%new13F-HRTimeline
Texas Yale Capital Corp.2,941$602K0.02%+4113F-HRTimeline
Lauterbach Financial Advisors, LLC2,941$602K0.33%013F-HRTimeline
Destination Wealth Management2,940$602K0.02%-15713F-HRTimeline
Seek First Inc.2,928$599K0.49%+9213F-HR/ATimeline
Summit Investment Advisory Services, LLC2,917$597K0.26%013F-HR/ATimeline
IBEX WEALTH ADVISORS2,911$596K0.06%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,907$595K0.49%013F-HRTimeline
JB Capital LLC2,896$593K0.03%-17213F-HRTimeline
Second Line Capital, LLC2,871$590K0.14%-28713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,885$590K0.09%013F-HRTimeline
Baldwin Investment Management, LLC2,879$589K0.07%-2513F-HRTimeline
Dunhill Financial, LLC2,862$586K0.17%+48913F-HRTimeline
Farmers National Bank2,862$586K0.15%-413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,856$585K0.41%013F-HRTimeline
Convergence Financial, LLC2,841$581K0.1%+9613F-HRTimeline
Pointe Capital Management LLC2,836$580K0.3%-5513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,830$579K0.05%013F-HRTimeline
DAHRING | CUSMANO LLC2,829$579K0.45%013F-HRTimeline
Gryphon Financial Partners LLC2,823$578K0.08%-17613F-HRTimeline
Heritage Family Offices, LLP3,008$577K0.29%013F-HRTimeline
L.K. Benson & Company, P.C.2,819$577K0.35%-57213F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,818$577K0.45%+5513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC2,813$576K0.44%-29113F-HRTimeline
Procyon Advisors, LLC2,803$574K0.05%+69313F-HRTimeline
LIBRA WEALTH LLC2,799$573K0.19%013F-HRTimeline
Flagship Private Wealth, LLC2,799$573K0.24%-69313F-HR/ATimeline
Gemmer Asset Management LLC2,786$570K0.05%-61213F-HRTimeline
Hopwood Financial Services, Inc.2,782$569K0.45%013F-HRTimeline
Bowman & Co S.C.2,777$568K0.25%+14513F-HRTimeline
Rise Advisors, LLC2,774$568K0.23%013F-HRTimeline
Values Added Financial LLC2,769$567K0.27%+12013F-HRTimeline
O'Brien Greene & Co. Inc2,767$566K0.19%013F-HRTimeline
CULBERTSON A N & CO INC2,767$566K0.09%+1013F-HRTimeline
McLean Asset Management Corp2,741$566K0.15%+213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,760$565K0.24%+1,31913F-HRTimeline
KFA Private Wealth Group, LLC2,757$564K0.17%-4613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,752$563K0.19%013F-HRTimeline
Beckerman Institutional, LLC2,736$560K0.37%013F-HRTimeline
Stone Summit Wealth LLC2,729$559K0.17%-513F-HRTimeline
Autumn Glory Partners, LLC2,729$559K0.26%-64113F-HRTimeline
LifeGoal Investments, LLC2,708$554K0.53%-3313F-HRTimeline
Red Tortoise LLC2,708$554K0.27%013F-HRTimeline
VSM Wealth Advisory, LLC2,704$553K0.18%013F-HRTimeline
Beacon Financial Strategies CORP2,704$553K0.35%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,700$553K0.03%-4,62713F-HRTimeline
Avant Financial Advisors LLC2,698$552K0.46%013F-HRTimeline
Prestige Wealth Management Group LLC2,687$552K0.11%+313F-HR/ATimeline
Guidance Point Advisors, LLC2,681$549K0.14%+3413F-HRTimeline
Covenant Asset Management, LLC2,667$546K0.11%-5013F-HRTimeline
BEACON FINANCIAL PLANNING, INC2,662$545K0.3%013F-HRTimeline
Optas, LLC2,662$545K0.1%-2,66213F-HRTimeline
Tanglewood Legacy Advisors, LLC2,658$544K0.22%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,644$541K0.03%013F-HRTimeline
CERTUITY, LLC2,639$540K0.05%+65713F-HRTimeline
Able Wealth Management LLC2,638$540K0.27%+1,42513F-HRTimeline
SFMG, LLC2,636$539K0.04%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,619$536K0.02%-50013F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding2,614$535K+1,306Timeline
MBE Wealth Management, LLC2,614$535K0.23%-2513F-HRTimeline
Hanson & Doremus Investment Management2,611$534K0.07%+18113F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,607$534K0.05%-6713F-HRTimeline
Wealth Management Strategies, Inc.2,598$532K0.29%-41913F-HRTimeline
Blue Oak Capital, LLC2,580$530K0.28%-70313F-HRTimeline
Mengis Capital Management, Inc.2,589$530K0.11%-2213F-HRTimeline
Next Level Wealth Planning, LLC2,589$530K0.34%-10513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,575$527K0.09%+10113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,575$527K<0.01%+20013F-HRTimelineGroup
PBMares Wealth Management LLC2,575$527K0.1%+12713F-HRTimeline
Planned Solutions, Inc.2,570$526K0.2%+13513F-HRTimeline
Phillips Wealth Planners LLC2,550$525K0.48%-5613F-HRTimeline
McKinley Carter Wealth Services, Inc.2,556$523K0.03%-813F-HRTimeline
Darwin Wealth Management, LLC2,548$522K0.18%-31513F-HRTimeline
Total Wealth Planning, LLC2,548$521K0.07%013F-HRTimeline
Heck Capital Advisors, LLC2,546$521K0.04%+15613F-HRTimeline
Manchester Capital Management LLC2,540$520K0.07%+19313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,536$519K0.28%013F-HRTimeline
Gimbal Financial2,536$519K0.32%-26913F-HRTimeline
Baker Avenue Asset Management, LP2,530$518K0.01%-113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,529$518K0.05%+4313F-HR/ATimeline
Brooklyn Investment Group2,528$517K0.07%+77513F-HR/ATimeline
Cannon Financial Strategists, Inc.2,523$516K0.08%013F-HRTimeline
Beaumont Financial Advisors, LLC2,516$515K0.04%013F-HRTimeline
Claro Advisors Inc.2,512$514K0.08%+54113F-HRTimeline
RS CRUM INC.2,510$514K0.12%013F-HRTimeline
Tanager Wealth Management LLP2,508$514K0.06%-22113F-HRTimeline
Breakwater Capital Group2,510$514K0.08%-3413F-HRTimeline
First Western Trust Bank2,507$513K0.02%013F-HRTimeline
Creekmur Asset Management LLC2,503$512K0.09%+21213F-HRTimeline
ABLE Financial Group, LLC2,501$512K0.12%-19013F-HRTimeline
Capital Market Strategies LLC2,500$512K0.36%-10013F-HRTimeline
Priebe Wealth Holdings LLC2,495$511K0.44%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,492$510K0.19%+13513F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC2,490$510K0.09%+32713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,489$509K0.46%+35813F-HRTimeline
River Street Advisors LLC2,489$509K0.22%+7013F-HRTimeline
Alan B Lancz & Associates, Inc.2,487$509K0.51%013F-HRTimeline
Hamilton Point Investment Advisors, LLC2,476$509K0.08%013F-HRTimeline