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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,743,391$4.85B0.45%+3,605,15213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,423,454$2.43B0.17%+278,70013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,520,396$2.06B0.5%+832,98313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC9,709,264$1.9B0.03%+301,77213F-HRTimelineGroup
Wealthfront Advisers LLC6,864,832$1.34B3.93%+41,62813F-HR/ATimeline
UBS Group AGin group UBS Group AG6,559,440$1.28B0.29%+173,41913F-HRTimelineGroup
LPL Financial LLC6,016,294$1.18B0.48%+207,48413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,229,633$1.02B0.38%13F-HR/ATimelineGroup
HB Wealth Management, LLC4,868,929$943M9.65%+82,03013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,706,186$726M0.06%+410,59713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,697,234$724M0.16%+3,71713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,877,375$563M0.82%+67,57413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,417,737$474M0.12%+42,53913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,317,578$454M+59,704Timeline
HighTower Advisors, LLC2,194,048$430M0.59%-17,09013F-HRTimeline
SIGNATUREFD, LLC1,906,227$373M7.08%-6,82213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,604,684$314M0.43%+1,584,42813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,506,358$295M0.25%+4,95213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,452,513$284M0.05%-244,55413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,431,034$280M0.63%-82,18613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,429,938$280M0.47%+150,06213F-HRTimelineGroup
Modera Wealth Management, LLC1,391,934$273M3.29%+18,29013F-HRTimeline
TRUST POINT INC.1,318,508$258M17.91%+55,79213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,252,651$245M0.47%+317,28013F-HR/ATimeline
Howard Capital Management, LLC1,208,325$237M3.67%+7213F-HRTimeline
Joel Isaacson & Co., LLC1,201,685$235M10.61%+48,02813F-HRTimeline
Creative Planningin group Creative Planning1,103,362$216M0.21%+155,94713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,038,825$203M0.21%+28,60613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,035,805$203M0.58%+10,63113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …956,479$187M0.16%-11,24713F-HRTimelineGroup
ASPIRIANT, LLC951,430$186M6.73%-17,35213F-HRTimeline
MAI Capital Management929,219$182M1.36%+30,05013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP923,630$181M0.28%-28,15713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP940,624$179M0.3%-36,92613F-HRTimelineGroup
Cambridge Investment Research Advisors,…897,884$176M0.59%+7,95213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP860,651$169M0.16%+161,31613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC848,328$166M0.21%-49,54113F-HRTimelineGroup
Cetera Investment Advisers847,817$166M0.35%+15,69113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding841,903$165M+257,964Timeline
Waverly Advisors, LLC840,124$165M2.55%+29,72013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/824,991$162M0.08%-51,73213F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.804,288$158M6.3%+45,34613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC760,920$149M0.03%+43,10913F-HRTimelineGroup
Retirement Planning Group, LLC747,736$146M7.37%+58,64513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…698,272$137M0.35%+19,22413F-HRTimelineGroup
Northeast Financial Consultants Inc670,077$131M5.53%-3,82313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.658,932$129M0.25%+3,75613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL650,925$127M0.37%-3,44013F-HRTimeline
Cresset Asset Management, LLC631,483$124M0.6%+8,22713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding622,247$122M+10,472Timeline
Confluence Wealth Services, Inc.599,251$121M7.89%+51,16513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding613,435$120M-281,180Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA602,771$118M0.6%-36,69213F-HRTimelineGroup
Private Advisor Group, LLC596,151$117M0.66%+19,27613F-HRTimeline
Robertson Stephens Wealth Management, L…587,326$115M4.1%+204,13613F-HRTimeline
DAVENPORT & Co LLC585,743$115M0.67%+27,08513F-HRTimeline
MML INVESTORS SERVICES, LLC562,757$110M0.38%+20,57213F-HRTimeline
3EDGE Asset Management, LP550,500$108M6.65%+65,76213F-HRTimeline
Janney Montgomery Scott LLC530,101$104M0.29%-8,95613F-HRTimeline
Stokes Family Office, LLC505,578$99M10.57%-2,66113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding472,413$92.5M-106,822Timeline
Sanctuary Advisors, LLC450,347$91.4M0.58%-6,42913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV465,227$91.1M0.22%-30,20713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources446,703$87.5M0.02%-6,20613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC446,037$87.3M2.44%+19,59513F-HRTimeline
Enclave Advisors LLC407,923$79.9M13.14%-42,75613F-HRTimeline
Haverford Trust Co398,871$78.1M0.78%+17,76413F-HRTimeline
Independent Advisor Alliance397,601$77.9M1.03%+395,61813F-HRTimeline
Steward Partners Investment Advisory, L…394,411$77.2M0.69%+19,63413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC363,179$71.1M0.73%+16,47813F-HRTimelineGroup
FMR LLCin group FMR LLC360,184$70.5M<0.01%+25,11913F-HRTimelineGroup
Atria Wealth Solutions, Inc.354,077$69.3M0.76%-28,25413F-HRTimeline
WMS Partners, LLC353,195$69.2M3.88%+27,56713F-HRTimeline
Systematic Alpha Investments, LLC353,000$69.1M2.55%013F-HRTimeline
Hubbell Strickland Wealth Management, L…352,439$69M32.72%-1,48113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management336,609$65.9M0.96%-57,92813F-HRTimelineGroup
Paragon Capital Management Ltd335,046$65.6M13.09%-5,38213F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding333,443$65.3M+155,378Timeline
CW Advisors, LLC330,139$64.7M0.89%+1,33613F-HRTimeline
Provenance Wealth Advisors, LLC326,667$64M8.27%-31313F-HRTimeline
NewEdge Advisors, LLC319,956$62.7M0.38%-22,59913F-HRTimeline
Berkshire Money Management, Inc.313,152$61.3M6.67%+4,28013F-HRTimeline
Performance Wealth Partners, LLC310,643$60.8M1.96%+56913F-HRTimeline
IEQ CAPITAL, LLC305,686$59.9M0.58%+2,44213F-HRTimeline
360 Financial, Inc.305,489$59.8M21.76%+7,26813F-HRTimeline
&PARTNERS300,345$58.9M0.71%+125,44513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…291,576$57.1M0.04%+18,92313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…289,870$56.8M2.92%+9,58213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC278,071$54.5M6.31%+3,18113F-HRTimelineGroup
Beacon Pointe Advisors, LLC276,789$54.2M0.6%+6,85913F-HRTimeline
GLOBALT Investments LLC / GA266,747$52.2M2%-9,82613F-HRTimeline
MJP ASSOCIATES INC /ADV263,483$51.6M9.27%+8,92813F-HRTimeline
PDS Planning, Inc262,997$51.5M4.58%+2,17713F-HRTimeline
Evensky & Katz LLC257,932$50.5M3.3%+1,61013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV255,257$50M7.68%+3,07913F-HRTimeline
Resonant Capital Advisors, LLC252,834$49.5M3.61%+1,52313F-HRTimeline
Principle Wealth Partners LLC249,917$48.9M3.43%-3,50613F-HRTimeline
Wealth Architects, LLC245,954$48.2M5.44%+9,31713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP237,734$46.6M0.01%+20,90613F-HRTimelineGroup
New England Private Wealth Advisors LLC233,700$45.8M7.25%+5,12213F-HRTimeline
RATIONAL ADVISORS, INC.232,465$45.5M4.45%-18,05013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\231,253$45.3M0.06%+2,44713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.229,878$45M0.43%-69613F-HRTimelineGroup
Buska Wealth Management, LLC226,849$44.4M14.22%+12,42813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC223,342$43.7M0.19%-2,05413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC219,369$43M0.04%+45,54213F-HRTimelineGroup
Intellus Advisors LLC210,531$41.2M7.14%13F-HRTimeline
American Financial Advisors, LLC209,843$41.1M5.79%-3,27513F-HRTimeline
Mosaic Advisors LLC208,730$40.9M48.01%-3,33113F-HRTimeline
E&G Advisors, LLC206,358$40.4M10.95%-82613F-HRTimeline
Noble Family Wealth, LLC203,557$39.9M10.98%+1,44413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding202,203$39.6M-25,600Timeline
Ballentine Partners, LLC198,111$38.8M0.66%-6113F-HRTimeline
Connecticut Wealth Management, LLC196,248$38.4M1.89%-85213F-HRTimeline
TD Capital Management LLC194,007$38M3.86%-3,02613F-HRTimeline
Kohmann Bosshard Financial Services, LLC189,301$37.1M4.45%-6,43113F-HRTimeline
Frazier Financial Advisors, LLC188,371$36.9M29.26%-67813F-HRTimeline
Prime Capital Investment Advisors, LLC186,109$36.4M0.53%-1,89113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.182,924$35.8M4.87%+1,25513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.182,821$35.8M0.22%+13,87713F-HRTimeline
D.A. DAVIDSON & CO.178,872$35M0.29%+7,19913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp178,334$34.9M0.12%+25613F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV176,239$34.5M10.21%-1,09613F-HRTimeline
Mesirow Financial Investment Management…175,853$34.4M0.68%-169,40113F-HRTimeline
Laurel Wealth Advisors LLC174,614$34.2M5.34%-75413F-HRTimeline
Florida Trust Wealth Management Co174,420$34.2M1.09%+1,03013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…168,615$33M5.6%+4,98013F-HRTimeline
Avantax Planning Partners, Inc.166,922$32.7M1.18%-3,89413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…166,124$32.5M0.46%+1,63613F-HRTimelineGroup
Edge Capital Group, LLC166,091$32.5M1.66%+5,78713F-HRTimeline
Old Mission Investment Co LLC164,783$32.3M9.61%+7,53013F-HRTimeline
EVOKE WEALTH, LLC163,764$32.1M0.89%-70113F-HRTimeline
DIVERSIFIED TRUST CO160,982$31.5M0.77%+1,13913F-HRTimeline
Capital Advisors Wealth Management, LLC160,494$31.4M5.6%+6,19913F-HRTimeline
Human Investing LLC158,525$31M5.51%+6,84713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding158,064$31M+1,181Timeline
Capital Advisors, Ltd. LLC157,409$30.8M3.89%-1,94213F-HRTimeline
TOWNSQUARE CAPITAL LLC156,919$30.7M0.35%+58,17913F-HRTimeline
NOVEM GROUP156,393$30.6M4.55%13F-HRTimeline
FIDELIS iM, LLC152,077$29.8M14.62%-11,95613F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC150,932$29.6M7.04%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.149,253$29.2M0.09%+21913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…148,535$29.1M10.25%+3,08813F-HRTimeline
Valmark Advisers, Inc.148,356$29.1M0.45%+79113F-HRTimeline
Gray Wealth Management Inc.148,029$29M11%+6,46613F-HRTimeline
Firestone Capital Management146,365$28.7M7.12%+17113F-HRTimeline
Seneca Financial Advisors LLC145,420$28.5M14.14%-2,71613F-HRTimeline
Essential Planning, LLC.141,197$28.2M0.18%+138,00413F-HRTimeline
ProVise Management Group, LLC143,828$28.2M2.41%-9,41013F-HRTimeline
GEN Financial Management, INC.142,603$27.9M18.13%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC142,199$27.8M5.92%+1,82613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD141,261$27.7M0.14%-1,23913F-HRTimelineGroup
Prodigy Asset Management LLC141,042$27.6M23.56%13F-HRTimeline
Advisory Alpha, LLC139,177$27.3M0.97%-1,00713F-HRTimeline
Crane Advisory, LLC138,643$27.2M4.77%+8,45813F-HRTimeline
NewEdge Wealth, LLC138,019$27M0.47%+30713F-HRTimeline
Clearstead Advisors, LLC137,677$27M0.41%+3,93513F-HRTimeline
Crews Bank & Trust132,614$26M4.38%13F-HRTimeline
Granite FO LLC131,830$25.8M14.75%-48213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT131,706$25.8M1.14%+4,38713F-HRTimeline
SCOTIA CAPITAL INC.131,237$25.7M0.14%+23913F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV130,921$25.6M11.84%-24213F-HRTimeline
Allworth Financial LP127,285$25.6M0.14%+40313F-HRTimeline
Klaas Financial Asset Advisors, LLC127,848$25M4.41%+86913F-HRTimeline
KilterHowling LLC122,826$25M14.29%+23,54113F-HRTimeline
McCarthy Asset Management, Inc.126,121$24.7M17.43%-5,68213F-HRTimeline
Mutual Advisors, LLC124,759$24.7M0.71%+1,86013F-HRTimeline
Betterment LLC124,476$24.4M0.06%+20,91713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC124,183$24.3M3.04%+1,03013F-HRTimeline
Compton Wealth Advisory Group, LLC123,959$24.3M6.26%-6,24613F-HRTimeline
EP Wealth Advisors, LLC123,192$24.1M0.2%-9,61113F-HRTimeline
MTM FINANCIAL GROUP, LLC122,803$24M14.38%+1,12813F-HRTimeline
JNBA Financial Advisors121,104$23.7M2.42%-5,71713F-HRTimeline
Select Asset Management & Trust120,302$23.6M9.13%+7,49113F-HRTimeline
Graves Light Lenhart Wealth, Inc.119,778$23.5M2.92%-1,02713F-HRTimeline
Capital Advantage, Inc.118,945$23.3M4.24%+25413F-HRTimeline
Prepared Retirement Institute LLC118,448$23.2M13.24%+11,06413F-HRTimeline
MONTAG A & ASSOCIATES INC116,506$22.8M1.08%-1,14013F-HRTimeline
CENTRAL TRUST Co116,285$22.8M0.56%-4,87913F-HRTimeline
Cornerstone Advisory, LLC110,631$22.6M2.56%+49,75413F-HRTimeline
Wharton Business Group, LLC114,803$22.5M1.01%+24513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…114,159$22.4M1.26%-10,52913F-HRTimelineGroup
Annex Advisory Services, LLC114,095$22.3M0.67%+20313F-HRTimeline
Roof Eidam Maycock Peralta, LLC112,513$22M5.69%+1,03813F-HRTimeline
Ariston Services Group112,352$22M19.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.112,026$21.9M0.89%+1,95213F-HRTimeline
JT Stratford LLC111,743$21.9M3.6%+4,31413F-HRTimeline
AMG National Trust Bank111,053$21.7M0.6%+1,15513F-HRTimeline
Compass Financial Group, INC/SD110,912$21.7M4.12%+42413F-HRTimeline
COMERICA BANK109,668$21.5M0.09%+1,15813F-HR/ATimeline
Goepper Burkhardt LLC108,529$21.3M8.63%-11213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC108,521$21.3M0.45%+17813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/108,496$21.2M0.03%-46,49913F-HRTimelineGroup
Nikulski Financial, Inc.105,807$20.7M6.09%-70813F-HRTimeline
RWA WEALTH PARTNERS, LLC105,397$20.6M0.25%-1,29613F-HRTimeline
Advisory Services Network, LLC105,279$20.6M0.38%+4,41413F-HRTimeline
Western Wealth Management, LLC105,078$20.6M1.34%-2,41813F-HR/ATimeline
CWM, LLCin group CWM, LLC104,535$20.5M0.08%+3,74513F-HRTimelineGroup
OneDigital Investment Advisors LLC104,433$20.5M0.24%-3,97913F-HRTimeline
SBI Securities Co., Ltd.103,931$20.4M0.63%13F-HRTimeline