Skip to content
Disclosery

VIG VANGUARD SPECIALIZED FUNDS

Follow

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
Avalon Trust Co2,485$509K0.04%+1,28513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,482$508K0.21%013F-HRTimeline
Penobscot Investment Management Company…2,480$508K0.04%+10013F-HRTimeline
Vertex Planning Partners, LLC2,478$507K0.11%013F-HRTimeline
REGIMEN WEALTH, LLC2,475$507K0.16%-32213F-HRTimeline
Cape Investment Advisory, Inc.2,474$506K0.18%+19713F-HRTimeline
Arkos Global Advisors2,471$506K0.07%-1,30013F-HRTimeline
Oak Asset Management, LLC2,472$506K0.18%013F-HRTimeline
Quadcap Wealth Management, LLC2,472$506K0.06%+5013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,466$505K0.03%+3013F-HR/ATimeline
Cherry Tree Wealth Management, LLC2,462$504K0.12%-1113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,454$502K0.01%+33013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Insight Wealth Strategies, LLC2,434$502K0.06%-4413F-HRTimeline
Alpha Omega Wealth Management LLC2,436$499K0.09%013F-HRTimeline
KPP Advisory Services LLC2,435$498K0.08%013F-HR/ATimeline
Focused Wealth Management, Inc2,428$497K0.06%+3313F-HRTimeline
North Capital, Inc.2,424$496K0.43%013F-HRTimeline
Plancorp, LLC2,413$494K0.02%+68713F-HRTimeline
Diversified Portfolios, Inc.2,411$493K0.05%-513F-HRTimeline
Blue Zone Wealth Advisors, LLC2,410$493K0.12%+22013F-HRTimeline
HOLDERNESS INVESTMENTS CO2,406$493K0.11%013F-HRTimeline
Brookmont Capital Management2,399$491K0.28%-17713F-HRTimeline
IMG Wealth Management, Inc.2,398$491K0.38%+56413F-HRTimeline
Aspire Growth Partners LLC2,394$490K0.4%+77213F-HRTimeline
Clarus Group, Inc.2,391$489K0.18%013F-HRTimeline
S.A. Mason LLC2,389$489K0.24%-16013F-HRTimeline
Perkins Coie Trust Co2,379$487K0.08%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,376$486K0.22%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,361$483K0.08%-2513F-HRTimeline
1776 Wealth LLC2,360$483K0.2%013F-HRTimeline
Revisor Wealth Management LLC2,321$481K0.17%+18113F-HRTimeline
LMG Wealth Partners, LLC2,343$480K0.1%013F-HRTimeline
Walker Asset Management, LLC2,341$479K0.28%+29013F-HRTimeline
Legacy Edge Advisors, LLC2,340$479K0.06%-313F-HRTimeline
Long Island Wealth Management, Inc.2,339$479K0.25%013F-HRTimeline
Manske Wealth Management2,330$477K0.16%013F-HRTimeline
MYECFO, LLC2,327$476K0.23%013F-HRTimeline
Sightline Wealth Advisors, LLC2,322$475K0.23%013F-HRTimeline
Meridian Wealth Partners, LLC2,295$470K0.07%-26713F-HRTimeline
Trust Co2,286$468K0.05%-1,80513F-HRTimeline
Aurora Private Wealth, Inc.2,279$467K0.35%+70213F-HRTimeline
Key Financial Inc2,278$466K0.09%-4513F-HRTimeline
Pacific Center for Financial Services2,276$466K0.13%+3513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,263$465K0.04%-4213F-HRTimelineGroup
Heritage Wealth Management, Inc.2,269$464K0.15%-413F-HRTimeline
ForthRight Wealth Management, LLC2,265$464K0.14%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,265$464K0.35%+313F-HRTimeline
Fingerlakes Wealth Management, Inc.2,260$462K0.35%-213F-HRTimeline
Operose Advisors LLC2,258$462K0.13%013F-HRTimeline
Avion Wealth2,239$458K0.1%013F-HR/ATimeline
RIA Advisory Group LLC2,237$458K0.13%-15713F-HRTimeline
ONE Advisory Partners, LLC2,197$458K0.15%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,234$457K0.08%-52513F-HRTimeline
MN Wealth Advisors, LLC2,229$456K0.27%-1,05713F-HRTimeline
American Capital Advisory, LLC2,225$455K0.23%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,221$455K0.02%+12313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,210$452K0.11%-7513F-HRTimeline
Blankinship & Foster, LLC2,206$452K0.11%-2513F-HRTimeline
Castle Rock Wealth Management, LLC2,176$450K0.11%+9913F-HRTimeline
Elyxium Wealth, LLC2,200$450K0.17%013F-HRTimeline
Waterfront Wealth Inc.2,197$450K0.1%+61813F-HRTimeline
Astoria Portfolio Advisors LLC.2,161$450K0.13%+3813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC2,196$449K0.25%-2513F-HRTimeline
Rydar Equities, Inc.2,188$448K0.35%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,179$446K0.02%-1413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,177$446K0.1%+15013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,175$445K0.07%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.2,172$445K0.3%013F-HRTimeline
Clarity Financial LLC2,167$444K0.05%-26013F-HRTimeline
Dana Investment Advisors, Inc.2,164$443K0.01%013F-HRTimeline
InvesTrust2,163$443K0.17%013F-HRTimeline
New Republic Capital, LLC2,151$442K0.16%+69913F-HRTimeline
Chaney Capital Management, Inc.2,155$441K0.17%013F-HRTimeline
NVWM, LLC2,151$440K0.11%+28113F-HRTimeline
Madrona Financial Services, LLC2,146$439K0.11%013F-HRTimeline
Santori & Peters, Inc.2,145$439K0.16%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,140$438K0.07%013F-HRTimeline
Interchange Capital Partners, LLC2,136$437K0.1%+17313F-HR/ATimeline
MAYPORT, LLC2,133$437K0.1%-91313F-HRTimeline
United Advisor Group, LLC2,133$437K0.08%-613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,125$435K0.04%+71513F-HRTimeline
Disciplined Investments, LLC2,124$435K0.18%-6113F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC2,120$434K0.38%-1013F-HRTimeline
James J. Burns & Company, LLC2,120$434K0.07%-25013F-HRTimeline
Strait & Sound Wealth Management LLC2,114$433K0.18%013F-HRTimeline
Private Wealth Asset Management, LLC2,112$432K0.06%+33413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC2,107$431K0.15%-3013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,103$430K0.02%-6013F-HRTimeline
Southland Equity Partners LLC2,098$429K0.09%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,091$428K0.03%-5213F-HR/ATimeline
New World Advisors LLC2,090$428K0.09%+58613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,085$427K0.09%-2013F-HRTimeline
Hibernia Wealth Partners, LLC2,078$425K0.16%+1,03913F-HRTimeline
WHITE PINE CAPITAL LLC2,077$425K0.13%013F-HRTimeline
DAVIDSON TRUST CO2,072$424K0.2%013F-HRTimeline
Gilman Hill Asset Management, LLC2,070$424K0.07%013F-HRTimeline
Clarity Capital Advisors, LLC2,067$423K0.25%+61213F-HRTimeline
First Bank & Trust2,065$423K0.08%013F-HRTimeline
Westfuller Advisors, LLC2,056$423K0.24%013F-HRTimeline
Schneider Downs Wealth Management Advis…2,061$422K0.06%013F-HRTimeline
Octavia Wealth Advisors, LLC2,048$421K0.05%-3013F-HRTimeline
Disciplined Investors, L.L.C.2,054$420K0.33%013F-HRTimeline
Shepherd Financial Partners LLC2,054$420K0.04%-2,25313F-HRTimeline
DOLIVER ADVISORS, LP2,050$420K0.11%013F-HRTimeline
Bedell Frazier Investment Counselling, …2,050$420K0.11%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,048$419K0.03%-8213F-HRTimeline
Palumbo Wealth Management LLC2,045$418K0.13%013F-HRTimeline
NESTEGG ADVISORS, INC.2,036$417K0.4%-513F-HRTimeline
Legacy Capital Wealth Partners, LLC2,032$416K0.09%+25113F-HRTimeline
Abacus Planning Group, Inc.2,030$415K0.06%-1313F-HR/ATimeline
American Trust2,026$415K0.04%new13F-HRTimeline
Buttonwood Financial Group, LLC1,999$413K0.21%new13F-HRTimeline
MEANS INVESTMENT CO., INC.2,012$412K0.04%013F-HRTimeline
BTS Asset Management, Inc.2,003$410K0.49%-1,70213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,000$409K<0.01%new13F-HR/ATimeline
Finer Wealth Management, Inc.2,000$409K0.22%013F-HRTimeline
HANCOCK WHITNEY CORP1,993$408K0.01%+63813F-HRTimeline
Nordwand Advisors, LLC1,990$407K0.06%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,978$405K0.19%013F-HRTimeline
Index Fund Advisors, Inc.1,968$403K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.1,977$402K0.21%-15513F-HRTimeline
FourThought Financial Partners, LLC1,963$402K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,956$400K0.01%+9713F-HRTimelineGroup
Bernardo Wealth Planning LLC1,954$400K0.09%+41213F-HRTimeline
One Capital Management, LLC1,952$400K0.01%+67013F-HRTimeline
Rockline Wealth Management, LLC1,945$398K0.09%-3513F-HRTimeline
Investments & Financial Planning, LLC1,941$397K0.23%+16313F-HRTimeline
Aspen Investment Management Inc1,939$397K0.17%013F-HRTimeline
Wealthstream Advisors, Inc.1,938$397K0.07%+7013F-HRTimeline
Strategent Financial, LLC1,935$396K0.31%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,932$395K0.04%013F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/1,928$395K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,927$394K0.01%-24413F-HRTimeline
Elevated Capital Advisors, LLC2,033$394K0.11%013F-HRTimeline
Howard Capital Management Group, LLC1,926$394K0.03%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.1,925$394K0.24%+9313F-HRTimeline
Symmetry Partners, LLC1,924$394K0.05%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,923$394K0.1%+14813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,915$392K0.17%+2013F-HRTimeline
tru Independence LLC1,906$390K0.11%+6613F-HRTimeline
BostonPremier Wealth LLC1,906$390K0.22%013F-HRTimeline
Tyler-Stone Wealth Management1,904$390K0.06%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,893$389K0.18%+2313F-HRTimeline
Teamwork Financial Advisors, LLC1,897$388K0.05%+4913F-HRTimeline
DOVER ADVISORS, LLC1,891$387K0.17%-62613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,887$386K0.02%013F-HRTimelineGroup
Shulman DeMeo Asset Management LLC1,886$386K0.1%-213F-HRTimeline
McGinn Penninger Investment Management,…1,886$386K0.24%-19113F-HRTimeline
Portland Financial Advisors Inc1,885$386K0.93%013F-HRTimeline
Smart Money Group LLC1,883$385K0.12%-98713F-HRTimeline
Curtis Advisory Group, LLC1,875$384K0.1%013F-HRTimeline
Wealth Management Partners, LLC1,854$383K0.14%013F-HRTimeline
Strategic Wealth Investment Group, LLC1,869$383K0.55%+19613F-HRTimeline
Ariadne Wealth Management, LP1,822$383K0.18%013F-HRTimeline
Seelaus Asset Management LLC1,869$383K0.34%-6413F-HRTimeline
Jupiter Wealth Management LLC1,821$382K0.19%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,857$382K0.18%-46313F-HRTimeline
Commonwealth Retirement Investments LLC1,849$378K0.14%-9013F-HRTimeline
SAGE FINANCIAL GROUP INC1,848$378K0.03%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,840$378K0.09%-1,29813F-HRTimeline
Elite Financial, Inc.1,828$378K0.19%+413F-HRTimeline
Syntegra Private Wealth Group, LLC1,846$378K0.04%-11013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,840$377K0.13%013F-HRTimeline
Liberty Capital Management, Inc.1,834$375K0.08%013F-HRTimeline
Welch & Forbes LLC1,832$375K<0.01%+1413F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,832$375K0.21%-2113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC1,826$374K0.16%-5813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,825$374K0.07%013F-HRTimeline
Integrity Investment Advisors, LLC1,824$373K0.29%013F-HRTimeline
Diversified Enterprises, LLC1,824$373K0.03%+20013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,822$373K0.12%013F-HRTimeline
Outlook Wealth Advisors, LLC1,819$372K0.1%+11013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,819$372K0.04%013F-HRTimeline
Demars Financial Group, LLC1,812$371K0.14%-343,43213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,810$370K0.03%013F-HRTimeline
Faithward Advisors, LLC1,802$369K0.06%+2613F-HRTimeline
Barnett & Company, Inc.1,796$368K0.29%-213F-HRTimeline
Level Wealth Management LLC1,791$367K0.21%013F-HRTimeline
Ellsworth Advisors, LLC1,787$366K0.09%-1,35113F-HRTimeline
CURA WEALTH ADVISORS, LLC1,785$365K0.17%013F-HRTimeline
Holland Advisory Services, Inc.1,780$364K0.53%013F-HRTimeline
Harbor Asset Planning, Inc.1,770$362K0.35%13F-HRTimeline
Fort Point Capital Partners LLC1,758$361K0.04%+25813F-HRTimeline
Grantvest Financial Group LLC1,763$361K0.27%-39913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…1,762$361K0.17%013F-HRTimeline
NCM Capital Management, LLC1,761$360K0.15%013F-HRTimeline
Carl P. Sherr & Co., LLC1,760$360K0.18%+1613F-HRTimeline
NAVELLIER & ASSOCIATES INC1,759$360K0.04%013F-HRTimeline
Fairman Group, LLC1,749$360K0.3%013F-HRTimeline
Parkside Advisors LLC1,748$359K0.08%013F-HRTimeline
Grandview Asset Management LLC1,754$359K0.11%-9213F-HRTimeline
Cairn Investment Group, Inc.1,752$359K0.19%013F-HRTimeline
WINCAP FINANCIAL LLC1,748$358K0.29%-75113F-HRTimeline
Gallagher Capital Advisors, LLC1,714$357K0.29%-10613F-HRTimeline
Victrix Investment Advisors1,743$357K0.16%+45613F-HRTimeline
Costello Asset Management, INC1,742$356K0.13%-113F-HRTimeline
High Falls Advisors, Inc1,735$355K0.08%+18013F-HRTimeline
Trinity Financial Advisors LLC1,728$355K0.11%013F-HRTimeline
Clarion Wealth Managment Partners, LLC1,735$355K0.39%13F-HRTimeline
Williams & Novak Wealth Management, LLC1,734$355K0.3%013F-HRTimeline