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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,874,924$4.24B0.38%-2,868,46713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,530,003$2.43B0.17%+106,54913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,618,174$2.06B0.5%+97,77813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding10,163,271$1.97B+454,007Timeline
Wealthfront Advisers LLC7,603,273$1.47B3.96%+738,44113F-HRTimeline
UBS Group AGgroup of 2 filers holding7,296,751$1.42B+737,311Timeline
LPL Financial LLC6,285,425$1.22B0.47%+269,13113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,329,391$1.03B0.39%+99,75813F-HRTimelineGroup
HB Wealth Management, LLC5,349,243$1.03B8.63%+480,31413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,985,106$773M1.1%+2,380,42213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,739,419$725M0.16%+42,18513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,180,265$617M0.05%-525,92113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,021,385$586M0.83%+144,01013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,495,978$486M0.13%+78,24113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,350,650$456M+33,072Timeline
HighTower Advisors, LLC2,197,819$426M0.58%+3,77113F-HRTimeline
SIGNATUREFD, LLC1,962,987$381M7.22%+56,76013F-HRTimeline
Modera Wealth Management, LLC1,477,951$287M3.88%+86,01713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,446,954$281M0.63%+15,92013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,447,041$281M0.23%-59,31713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,427,487$277M0.46%-2,45113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,413,464$274M0.52%+160,81313F-HRTimeline
Joel Isaacson & Co., LLC1,241,673$241M10.92%+39,98813F-HRTimeline
Howard Capital Management, LLC1,208,252$234M5.89%-7313F-HRTimeline
TRUST POINT INC.1,179,433$229M20.87%-139,07513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,168,349$227M0.57%+132,54413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,138,249$221M0.04%-314,26413F-HRTimelineGroup
Creative Planningin group Creative Planning1,108,152$215M0.2%+4,79013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,096,198$210M0.19%+235,54713F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,057,341$205M0.22%+18,51613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …975,758$189M0.18%+19,27913F-HRTimelineGroup
ASPIRIANT, LLC954,913$185M6.43%+3,48313F-HRTimeline
MAI Capital Management931,754$181M1.37%+2,53513F-HRTimeline
Cambridge Investment Research Advisors,…900,389$175M0.59%+2,50513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP899,372$174M0.28%-24,25813F-HRTimelineGroup
Waverly Advisors, LLC891,032$173M2.11%+50,90813F-HRTimeline
Cetera Investment Advisers869,891$169M0.33%+22,07413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP863,372$167M0.27%-77,25213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/823,026$160M0.08%-1,96513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC792,142$154M0.22%-56,18613F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.742,806$144M5.48%-61,48213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…735,957$143M0.35%+37,68513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC723,499$140M0.03%-37,42113F-HR/ATimelineGroup
Cresset Asset Management, LLC673,352$131M0.66%+41,86913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding666,614$129M+53,179Timeline
Robertson Stephens Wealth Management, L…664,918$129M4.83%+77,59213F-HRTimeline
BLAIR WILLIAM & CO/IL641,881$125M0.38%-9,04413F-HRTimeline
Northeast Financial Consultants Inc638,946$124M5.5%-31,13113F-HRTimeline
Confluence Wealth Services, Inc.660,392$123M7.73%+61,14113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding631,052$122M-210,851Timeline
DAVENPORT & Co LLC617,400$120M0.71%+31,65713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.609,741$118M0.23%-49,19113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding608,772$118M-13,475Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA608,238$118M0.63%+5,46713F-HRTimelineGroup
Private Advisor Group, LLC603,855$117M0.71%+7,70413F-HRTimeline
MML INVESTORS SERVICES, LLC564,731$110M0.36%+1,97413F-HRTimeline
Janney Montgomery Scott LLC542,274$105M0.3%+12,17313F-HRTimeline
Sanctuary Advisors, LLC495,280$96.1M0.68%+44,93313F-HRTimeline
Stokes Family Office, LLC492,287$95.5M10.74%-13,29113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding463,447$89.9M-8,966Timeline
TD PRIVATE CLIENT WEALTH LLC455,868$88.4M2.44%+9,83113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources451,805$87.6M0.03%+5,10213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV446,466$86.6M0.2%-18,76113F-HRTimeline
Haverford Trust Co410,638$79.7M0.8%+11,76713F-HRTimeline
Steward Partners Investment Advisory, L…405,443$78.7M0.7%+11,03213F-HRTimeline
&PARTNERS407,572$78.4M0.83%+107,22713F-HRTimeline
FMR LLCin group FMR LLC383,520$74.4M<0.01%+23,33613F-HRTimelineGroup
Enclave Advisors LLC369,568$71.7M12.24%-38,35513F-HRTimeline
Systematic Alpha Investments, LLC353,000$68.5M2.62%013F-HRTimeline
Hubbell Strickland Wealth Management, L…350,443$68M32.18%-1,99613F-HRTimeline
IEQ CAPITAL, LLC346,687$67.3M0.53%+41,00113F-HRTimeline
Atria Wealth Solutions, Inc.340,714$66.1M0.8%-13,36313F-HRTimeline
CW Advisors, LLC335,492$65.1M0.78%+5,35313F-HRTimeline
Paragon Capital Management Ltd332,409$64.5M13.21%-2,63713F-HRTimeline
Provenance Wealth Advisors, LLC322,371$62.5M8.99%-4,29613F-HRTimeline
Performance Wealth Partners, LLC321,231$62.3M2.23%+10,58813F-HRTimeline
360 Financial, Inc.319,930$62.1M22.61%+14,44113F-HRTimeline
NewEdge Advisors, LLC317,146$61.5M0.37%-2,81013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management309,075$60M0.86%-27,53413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…308,018$59.8M0.03%+16,44213F-HRTimelineGroup
Baltimore-Washington Financial Advisors…292,777$56.8M3.01%+2,90713F-HRTimeline
Berkshire Money Management, Inc.283,545$55M6.17%-29,60713F-HRTimeline
Beacon Pointe Advisors, LLC279,477$54.2M0.61%+2,68813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC275,467$53.4M6.08%-2,60413F-HRTimelineGroup
PDS Planning, Inc267,756$51.9M4.38%+4,75913F-HRTimeline
MJP ASSOCIATES INC /ADV266,297$51.7M9.32%+2,81413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV265,727$51.5M7.9%+10,47013F-HRTimeline
Resonant Capital Advisors, LLC260,256$50.5M3.52%+7,42213F-HRTimeline
Evensky & Katz LLC257,343$49.9M3.35%-58913F-HRTimeline
GLOBALT Investments LLC / GA256,877$49.8M2.04%-9,87013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.244,533$47.4M0.45%+14,65513F-HRTimelineGroup
Principle Wealth Partners LLC242,690$47.1M3.37%-7,22713F-HRTimeline
Wealth Architects, LLC237,757$46.1M5.09%-8,19713F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\236,079$45.8M0.06%+4,82613F-HRTimelineGroup
RATIONAL ADVISORS, INC.234,703$45.5M4.59%+2,23813F-HRTimeline
Buska Wealth Management, LLC231,757$45M14.09%+4,90813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC230,157$44.6M0.19%+6,81513F-HRTimelineGroup
New England Private Wealth Advisors LLC228,126$44.3M6.84%-5,57413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP227,720$44.2M0.01%-10,01413F-HRTimelineGroup
Intellus Advisors LLC213,360$41.4M7.23%+2,82913F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding209,614$40.7M-123,829Timeline
Noble Family Wealth, LLC206,039$40M11%+2,48213F-HRTimeline
Prime Capital Investment Advisors, LLC205,386$39.8M0.47%+19,27713F-HRTimeline
American Financial Advisors, LLC204,801$39.7M5.76%-5,04213F-HRTimeline
E&G Advisors, LLC204,408$39.6M11.18%-1,95013F-HRTimeline
Ballentine Partners, LLC197,236$38.3M0.66%-87513F-HRTimeline
Connecticut Wealth Management, LLC196,589$38.1M2%+34113F-HRTimeline
Mosaic Advisors LLC194,236$37.7M56.72%-14,49413F-HRTimeline
TD Capital Management LLC193,806$37.6M3.81%-20113F-HRTimeline
Frazier Financial Advisors, LLC193,177$37.5M28.9%+4,80613F-HRTimeline
Sequoia Financial Advisors, LLC192,134$37.3M0.29%+171,66513F-HRTimeline
Capital Advisors Wealth Management, LLC189,681$36.8M6.5%+29,18713F-HRTimeline
Kohmann Bosshard Financial Services, LLC190,076$36.8M4.34%+77513F-HRTimeline
Mesirow Financial Investment Management…187,952$36.5M0.71%+12,09913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.185,818$36M4.91%+2,89413F-HRTimeline
Retirement Planning Group, LLC182,196$35.3M1.66%-565,54013F-HRTimeline
D.A. DAVIDSON & CO.178,910$34.7M0.28%+3813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV178,312$34.6M9.27%+2,07313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.178,179$34.6M0.21%-4,64213F-HRTimeline
Florida Trust Wealth Management Co178,116$34.6M1.12%+3,69613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC176,586$34.3M0.03%-42,78313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp171,352$33.2M0.12%-6,98213F-HRTimelineGroup
Laurel Wealth Advisors LLC170,770$33.1M5.19%-3,84413F-HRTimeline
Avantax Planning Partners, Inc.170,636$33.1M1.17%+3,71413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…170,272$33M5.78%+1,65713F-HRTimeline
Old Mission Investment Co LLC167,864$32.6M9.76%+3,08113F-HRTimeline
EVOKE WEALTH, LLC167,801$32.6M0.85%+4,03713F-HRTimeline
NOVEM GROUP166,446$32.3M4.56%+10,05313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…164,782$32M0.47%-1,34213F-HRTimelineGroup
Human Investing LLC162,615$31.5M5.55%+4,09013F-HRTimeline
DIVERSIFIED TRUST CO162,025$31.4M0.78%+1,04313F-HRTimeline
FIDELIS iM, LLC161,091$31.2M14.47%+9,01413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC157,833$30.6M7.1%+6,90113F-HRTimeline
Prodigy Asset Management LLC157,046$30.5M24.62%+16,00413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding156,280$30.3M-1,784Timeline
Capital Advisors, Ltd. LLC155,072$30.1M3.96%-2,33713F-HRTimeline
WEST PACES ADVISORS INC.152,756$29.6M6.75%+112,92613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…151,932$29.5M10.66%+3,39713F-HRTimeline
FIRST MANHATTAN CO. LLC.149,269$29M0.08%+1613F-HRTimeline
Valmark Advisers, Inc.148,233$28.8M0.43%-12313F-HRTimeline
Seneca Financial Advisors LLC146,696$28.5M13.79%+1,27613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP146,403$28.4M0.06%-55,80013F-HRTimelineGroup
Cornerstone Advisory, LLC147,852$28.2M3.29%+37,22113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC144,441$28M5.79%+2,24213F-HRTimeline
Firestone Capital Management142,710$27.7M7.26%-3,65513F-HRTimeline
Advisory Alpha, LLC142,524$27.6M0.94%+3,34713F-HR/ATimeline
ProVise Management Group, LLC141,546$27.5M2.33%-2,28213F-HRTimeline
EP Wealth Advisors, LLC141,540$27.5M0.22%+18,34813F-HRTimeline
GEN Financial Management, INC.141,051$27.4M18.54%-1,55213F-HRTimeline
Allworth Financial LP143,217$27M0.15%+15,93213F-HRTimeline
Crane Advisory, LLC142,748$26.4M4.77%+4,10513F-HRTimeline
Crews Bank & Trust135,919$26.4M4.5%+3,30513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD134,693$26.1M0.14%-6,56813F-HRTimelineGroup
Betterment LLC133,117$25.8M0.06%+8,64113F-HRTimeline
Granite FO LLC130,642$25.3M14.4%-1,18813F-HRTimeline
Clearstead Advisors, LLC130,036$25.2M0.39%-7,64113F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT128,913$25M1.17%-2,79313F-HRTimeline
SCOTIA CAPITAL INC.128,383$24.9M0.13%-2,85413F-HRTimeline
Klaas Financial Asset Advisors, LLC128,327$24.9M4.29%+47913F-HRTimeline
TOWNSQUARE CAPITAL LLC127,619$24.8M0.26%-29,30013F-HRTimeline
MTM FINANCIAL GROUP, LLC126,280$24.5M14.33%+3,47713F-HRTimeline
SCS Capital Management LLC125,685$24.4M0.31%new13F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC125,616$24.4M3.06%+1,43313F-HRTimeline
KilterHowling LLC126,165$24.3M15.72%+3,33913F-HRTimeline
McCarthy Asset Management, Inc.124,068$24.1M17.43%-2,05313F-HRTimeline
Compton Wealth Advisory Group, LLC122,901$23.8M6.62%-1,05813F-HRTimeline
Select Asset Management & Trust122,400$23.7M9.52%+2,09813F-HRTimeline
Mutual Advisors, LLC124,300$23.5M0.67%-45913F-HRTimeline
Capital Advantage, Inc.118,945$23.3M4.24%013F-HRTimeline
PFG Advisors119,596$23.2M1.3%+21,12913F-HRTimeline
Graves Light Lenhart Wealth, Inc.118,823$23.1M2.83%-95513F-HRTimeline
MONTAG A & ASSOCIATES INC117,943$22.9M1.14%+1,43713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…116,244$22.6M1.24%+2,08513F-HRTimelineGroup
Wharton Business Group, LLC115,398$22.4M1.01%+59513F-HRTimeline
CENTRAL TRUST Co114,898$22.3M0.55%-1,38713F-HRTimeline
AMG National Trust Bank113,749$22.1M0.62%+2,69613F-HRTimeline
Compass Financial Group, INC/SD113,284$22M4.16%+2,37213F-HRTimeline
Ariston Services Group112,352$21.8M18.21%013F-HRTimeline
Qube Research & Technologies Ltd111,626$21.7M0.03%+84,00713F-HRTimeline
Aurdan Capital Management, LLC109,635$21.3M8.01%+93,79513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC108,912$21.1M0.45%+39113F-HRTimeline
Annex Advisory Services, LLC108,039$21M0.59%-6,05613F-HRTimeline
JT Stratford LLC107,925$20.9M3.7%-3,81813F-HRTimeline
COMERICA BANK107,246$20.8M0.09%-2,42213F-HRTimeline
CWM, LLCin group CWM, LLC107,236$20.8M0.08%+2,70113F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC107,172$20.8M5.52%-5,34113F-HRTimeline
Goepper Burkhardt LLC106,471$20.7M8.26%-2,05813F-HRTimeline
Tradition Wealth Management, LLC106,362$20.6M1.82%+6,03913F-HRTimeline
NewEdge Wealth, LLC105,898$20.5M0.37%-32,12113F-HRTimeline
Prepared Retirement Institute LLC105,825$20.5M13.1%-12,62313F-HRTimeline
Nikulski Financial, Inc.105,688$20.5M6.2%-11913F-HRTimeline
Integrated Advisors Network LLC104,519$20.3M1.03%+9,34313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding104,453$20.3M+5,506Timeline
SBI Securities Co., Ltd.104,204$20.2M0.67%+27313F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC103,648$20.1M8.35%+1,92213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp103,566$20.1M0.92%+39,13913F-HRTimelineGroup
Western Wealth Management, LLC103,394$20.1M1.33%-1,68413F-HRTimeline
RWA WEALTH PARTNERS, LLC102,746$19.9M0.25%-2,65113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp102,530$19.9M0.61%+3,63313F-HRTimelineGroup
JNBA Financial Advisors102,119$19.8M2.05%-18,98513F-HRTimeline