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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
MBE Wealth Management, LLC2,559$501K0.28%-1613F-HRTimeline
McKinley Carter Wealth Services, Inc.2,556$501K0.03%013F-HRTimeline
Kathmere Capital Management, LLC2,542$498K0.04%+65713F-HRTimeline
Lowe Wealth Advisors, LLC2,540$497K0.21%+1513F-HRTimeline
ABLE Financial Group, LLC2,528$495K0.15%-6413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC2,522$494K0.17%013F-HRTimeline
Cannon Financial Strategists, Inc.2,520$493K0.08%+6513F-HRTimeline
Priebe Wealth Holdings LLC2,518$493K0.33%-4713F-HRTimeline
Physician Wealth Advisors, Inc.2,507$491K0.08%+213F-HRTimeline
Quadcap Wealth Management, LLC2,504$490K0.07%-12413F-HRTimeline
BLB&B Advisors, LLC2,502$490K0.02%-3013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,500$489K0.01%013F-HRTimeline
Westfuller Advisors, LLC2,497$489K0.31%+1013F-HRTimeline
Cherry Tree Wealth Management, LLC2,493$488K0.12%-20513F-HRTimeline
Aaron Wealth Advisors LLC2,492$488K0.06%+2213F-HRTimeline
Alpha Omega Wealth Management LLC2,489$487K0.09%+313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,488$487K0.05%-4213F-HR/ATimeline
Alan B Lancz & Associates, Inc.2,487$487K0.49%+113F-HRTimeline
Beaumont Financial Advisors, LLC2,485$487K0.04%+42213F-HRTimeline
Hamilton Point Investment Advisors, LLC2,476$485K0.09%-23613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,473$484K0.22%+3313F-HRTimeline
Oak Asset Management, LLC2,472$484K0.18%013F-HRTimeline
Vertex Planning Partners, LLC2,469$484K0.11%013F-HRTimeline
James J. Burns & Company, LLC2,469$483K0.08%-10313F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,450$480K0.36%-37813F-HRTimeline
Welch Group, LLC2,444$479K0.02%+1413F-HRTimeline
River Street Advisors LLC2,436$477K0.24%-3413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,434$477K0.04%-17113F-HR/ATimeline
Planned Solutions, Inc.2,423$475K0.19%013F-HRTimeline
First Western Trust Bank2,419$474K0.02%013F-HRTimeline
Diversified Portfolios, Inc.2,416$473K0.05%-2913F-HRTimeline
Clarus Group, Inc.2,414$473K0.17%-413F-HRTimeline
GREENWOOD GEARHART LLC2,412$472K0.03%new13F-HRTimeline
Octavia Wealth Advisors, LLC2,402$470K0.06%-13613F-HRTimeline
Heck Capital Advisors, LLC2,390$468K0.05%013F-HR/ATimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,291$468K0.26%+39613F-HRTimeline
Focused Wealth Management, Inc2,386$467K0.06%+1613F-HRTimeline
Perkins Coie Trust Co2,379$466K0.1%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,377$465K0.21%+11513F-HRTimeline
Penobscot Investment Management Company…2,365$463K0.04%-513F-HRTimeline
Ransom Advisory, Ltd2,365$463K0.21%-60013F-HRTimeline
MYECFO, LLC2,364$463K0.25%-14513F-HRTimeline
Legacy Advisors, LLC2,361$462K0.04%+50113F-HRTimeline
American Capital Advisory, LLC2,360$462K0.26%+2413F-HRTimeline
Rise Advisors, LLC2,354$461K0.22%+2013F-HRTimeline
Three Bridge Wealth Advisors, LLC2,351$460K0.16%013F-HRTimeline
Creekmur Asset Management LLC2,349$460K0.11%+113F-HRTimeline
Long Island Wealth Management, Inc.2,347$460K0.29%+113F-HRTimeline
Aveo Capital Partners, LLC2,347$460K0.05%+1,17413F-HRTimeline
Legacy Edge Advisors, LLC2,343$459K0.07%-9913F-HRTimeline
Manske Wealth Management2,330$456K0.18%13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,325$455K<0.01%013F-HRTimelineGroup
Key Financial Inc2,323$455K0.1%013F-HRTimeline
Cape Investment Advisory, Inc.2,318$454K0.18%+28613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,316$453K0.01%+1,55213F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC2,315$453K0.03%-97513F-HRTimelineGroup
Sightline Wealth Advisors, LLC2,311$452K0.24%+2013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,216$448K0.02%-8213F-HRTimeline
InvesTrust2,288$448K0.12%13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,286$448K0.17%+1,15213F-HRTimeline
RS CRUM INC.2,283$447K0.11%+8513F-HRTimeline
ForthRight Wealth Management, LLC2,265$444K0.15%-1213F-HRTimeline
Chaney Capital Management, Inc.2,265$444K0.21%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC2,263$443K0.28%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,262$443K0.35%13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,251$441K0.36%+2013F-HRTimeline
MAYPORT, LLC2,250$441K0.13%-51113F-HRTimeline
Capital Wealth Alliance, LLC2,237$438K0.25%+1,14713F-HRTimeline
Avion Wealth2,239$438K0.11%+113F-HRTimeline
Cairn Investment Group, Inc.2,238$438K0.26%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,234$437K0.03%-41013F-HRTimeline
Pacific Center for Financial Services2,233$437K0.11%+1313F-HRTimeline
Blankinship & Foster, LLC2,231$437K0.11%013F-HRTimeline
HOLDERNESS INVESTMENTS CO2,230$437K0.1%+913F-HRTimeline
Davies Financial Advisors, Inc.2,217$434K0.37%+1713F-HRTimeline
Disciplined Investments, LLC2,214$434K0.21%+37713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,210$433K0.11%new13F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,206$432K0.03%-1,91513F-HR/ATimeline
Beacon Financial Strategies CORP2,203$431K0.29%-2213F-HRTimeline
Elyxium Wealth, LLC2,200$431K0.26%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,185$428K0.16%013F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,185$428K0.17%+24413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,183$427K0.02%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC2,177$426K0.15%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.2,167$424K0.32%-5,67713F-HRTimeline
IMG Wealth Management, Inc.2,167$424K0.39%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,164$424K0.07%+1513F-HRTimeline
Schneider Downs Wealth Management Advis…2,163$424K0.08%-37313F-HRTimeline
Dana Investment Advisors, Inc.2,162$423K0.01%-43313F-HRTimeline
Grantvest Financial Group LLC2,162$423K0.47%13F-HRTimeline
Castle Rock Wealth Management, LLC2,074$423K0.1%-52313F-HRTimeline
Heritage Wealth Management, Inc.2,152$421K0.14%-6413F-HRTimeline
American Trust2,147$420K0.03%new13F-HRTimeline
Madrona Financial Services, LLC2,146$420K0.11%013F-HRTimeline
Strait & Sound Wealth Management LLC2,143$420K0.19%-19713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,140$419K0.07%013F-HRTimeline
Delta Financial Group, Inc.2,140$419K0.1%new13F-HRTimeline
Beckerman Institutional, LLC2,136$418K0.33%013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC2,130$417K0.49%13F-HRTimeline
First Bank & Trust2,125$416K0.08%+4013F-HRTimeline
SFMG, LLC2,123$416K0.03%+10913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,123$416K0.03%-18713F-HRTimeline
Buffington Mohr McNeal2,117$415K0.07%-8113F-HRTimeline
Buckingham Capital Management, Inc.2,114$414K0.05%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,111$413K0.36%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,105$412K0.09%-2013F-HRTimeline
WHITE PINE CAPITAL LLC2,103$412K0.14%+7513F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC2,099$411K0.08%-6013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,098$411K0.01%013F-HRTimeline
Southland Equity Partners LLC2,095$410K0.1%+613F-HRTimeline
NESTEGG ADVISORS, INC.2,031$410K0.41%13F-HRTimeline
American Investment Services, Inc.2,077$407K0.07%+613F-HR/ATimeline
DAVIDSON TRUST CO2,072$406K0.21%-5113F-HRTimeline
AMERIFLEX GROUP, INC.2,005$405K0.19%13F-HRTimeline
Gilman Hill Asset Management, LLC2,070$405K0.07%013F-HRTimeline
AdvisorNet Financial, Inc2,063$404K0.03%+41613F-HRTimeline
Operose Advisors LLC2,062$404K0.14%+413F-HRTimeline
Shepherd Financial Partners LLC2,053$402K0.05%+213F-HRTimeline
DOLIVER ADVISORS, LP2,050$401K0.11%013F-HRTimeline
Bedell Frazier Investment Counselling, …2,050$401K0.1%013F-HRTimeline
Walker Asset Management, LLC2,050$401K0.25%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.2,043$400K0.06%+913F-HRTimeline
Palumbo Wealth Management LLC2,039$399K0.15%+613F-HRTimeline
Abacus Planning Group, Inc.2,039$399K0.07%-1713F-HRTimeline
Commonwealth Retirement Investments LLC2,037$399K0.16%-23213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,028$397K0.04%-11013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,027$397K0.09%+6313F-HRTimeline
RIA Advisory Group LLC2,022$396K0.13%-34613F-HRTimeline
Orgel Wealth Management, LLC2,021$396K0.01%+65413F-HRTimeline
Lane & Associates LLC1,947$394K0.2%-2513F-HRTimeline
Rockline Wealth Management, LLC2,009$393K0.11%-6413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,008$393K0.05%-10613F-HRTimeline
MEANS INVESTMENT CO., INC.2,007$393K0.04%+5813F-HRTimeline
BostonPremier Wealth LLC2,003$392K0.24%13F-HRTimeline
CERTUITY, LLC2,000$392K0.04%013F-HRTimeline
Finer Wealth Management, Inc.2,000$392K0.22%013F-HRTimeline
Index Fund Advisors, Inc.1,998$391K0.02%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,991$390K0.04%+12213F-HRTimelineGroup
Seelaus Asset Management LLC1,990$390K0.35%+7013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,978$387K0.2%013F-HRTimeline
Lindbrook Capital, LLC1,976$387K0.03%+27113F-HRTimeline
Curtis Advisory Group, LLC1,975$387K0.1%+10013F-HRTimeline
Fermata Advisors, LLC1,973$386K0.07%+113F-HRTimeline
WEALTH EFFECTS LLC1,973$386K0.14%013F-HRTimeline
Elevated Capital Advisors, LLC1,971$386K0.11%-3513F-HRTimeline
FourThought Financial Partners, LLC1,963$384K0.04%-10013F-HRTimeline
Claro Advisors Inc.1,959$384K0.05%-1,97813F-HRTimeline
Interchange Capital Partners, LLC1,959$384K0.14%-1013F-HRTimeline
Clark Capital Management Group, Inc.1,954$383K<0.01%+42213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,946$381K0.04%+13913F-HRTimelineGroup
Clarity Financial LLC1,946$381K0.05%+28913F-HRTimeline
Robinswood Financial LLC1,940$380K0.14%+513F-HRTimeline
Aspen Investment Management Inc1,939$380K0.18%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,937$379K0.11%13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,928$378K<0.01%013F-HRTimeline
Howard Capital Management Group, LLC1,926$377K0.03%+43113F-HRTimeline
SignalPoint Asset Management, LLC1,925$377K0.09%-45213F-HRTimeline
Symmetry Partners, LLC1,924$377K0.05%-1,07613F-HRTimeline
Welch & Forbes LLC1,918$376K<0.01%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,910$374K0.32%-1,53013F-HRTimeline
Tyler-Stone Wealth Management1,904$373K0.07%-43413F-HRTimeline
Stonebridge Capital Advisors LLC1,896$371K0.03%+13213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,894$371K0.07%+1513F-HRTimeline
Ariadne Wealth Management, LP1,822$370K0.17%013F-HRTimeline
LongView Asset Management LLC1,889$370K0.32%13F-HRTimeline
Shulman DeMeo Asset Management LLC1,888$370K0.1%+213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC1,879$368K0.17%13F-HRTimeline
Elevation Capital Advisory, LLC1,879$368K0.16%new13F-HRTimeline
Gibbs Wealth Management1,879$368K0.1%-14213F-HRTimeline
Wealth Management Partners, LLC1,870$366K0.16%-7713F-HRTimeline
Portland Financial Advisors Inc1,870$366K0.99%13F-HRTimeline
Astoria Portfolio Advisors LLC.1,873$366K0.13%+31213F-HRTimeline
Level Wealth Management LLC1,863$365K0.26%13F-HR/ATimeline
Wealthstream Advisors, Inc.1,862$365K0.07%-1813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,854$363K0.12%+1913F-HRTimeline
Grandview Asset Management LLC1,853$363K0.13%new13F-HRTimeline
SAGE FINANCIAL GROUP INC1,853$363K0.03%-513F-HRTimeline
Everhart Financial Group, Inc.1,853$363K0.07%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,853$363K0.23%13F-HRTimeline
Teamwork Financial Advisors, LLC1,851$362K0.05%+1313F-HRTimeline
Veridan Wealth LLC1,794$362K0.17%13F-HRTimeline
Barnett & Company, Inc.1,847$362K0.24%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV1,838$360K0.08%013F-HRTimeline
tru Independence LLC1,837$360K0.11%+613F-HRTimeline
Apeiron RIA LLC1,836$360K0.1%013F-HRTimeline
Liberty Capital Management, Inc.1,834$359K0.08%013F-HRTimeline
Syntegra Private Wealth Group, LLC1,833$359K0.04%-2513F-HRTimeline
RHS Financial, LLC1,833$359K0.19%-2613F-HRTimeline
Campbell Wealth Management1,830$358K0.03%+43013F-HRTimeline
Gallagher Capital Advisors, LLC1,828$358K0.26%13F-HRTimeline
CITY HOLDING CO1,827$358K0.05%-7813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,825$357K0.08%013F-HRTimeline
Parkside Advisors LLC1,825$357K0.08%-2113F-HRTimeline
Measured Wealth Private Client Group, L…1,824$357K0.12%013F-HRTimeline
Jupiter Wealth Management LLC1,821$357K0.18%013F-HRTimeline
Investments & Financial Planning, LLC1,821$357K0.22%-4313F-HRTimeline
Richardson Capital Management LLC1,819$356K0.23%+13113F-HRTimeline
Elite Financial, Inc.1,820$356K0.19%13F-HRTimeline
Householder Group Estate & Retirement S…1,815$355K0.27%-70613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,810$354K0.03%-613F-HRTimelineGroup