Skip to content
Disclosery

VIG VANGUARD SPECIALIZED FUNDS

Follow

SHS (fund)

2,321 managers (2,338 13F filers) reported a position in VIG shares at 2025-09-30, 208,998,405 shares in all. 108 filers opened a position and 57 filers sold out during the quarter.

Managers
2,321
13F filers
2,338
New
108
Added
925
Reduced
854
Sold out
57
Shares held by filers
208,998,405

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,291,388$4.59B0.34%-29,75613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,526,585$2.7B0.16%-148,00213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,586,038$2.28B0.47%-86,53013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding10,563,312$2.28B+76,704Timeline
Wealthfront Advisers LLC9,592,106$2.07B4.86%+502,46413F-HRTimeline
UBS Group AGgroup of 2 filers holding6,955,013$1.5B+400,301Timeline
LPL Financial LLC6,878,056$1.48B0.43%+368,35913F-HRTimeline
HB Wealth Management, LLC5,511,314$1.18B8%+295,70713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,328,591$1.15B0.37%-35,69613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,993,545$862M0.15%+118,06513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,116,939$673M0.04%-41,97813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,838,005$612M0.79%-154,41513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,711,188$585M0.7%-1,356,93413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,516,875$543M0.12%-4,96913F-HRTimelineGroup
HighTower Advisors, LLC2,345,899$506M0.57%+72,18013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,298,893$496M-105,365Timeline
SIGNATUREFD, LLC2,036,235$439M6.93%+4,84313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,830,992$391M0.55%+233,68313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,622,847$350M0.23%+101,63113F-HRTimelineGroup
Modera Wealth Management, LLC1,595,966$344M3.99%+47,99413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,573,666$340M0.54%+738,26613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,542,835$332M0.23%+147,25413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,479,777$321M0.49%+86313F-HRTimeline
Mariner, LLCin group Mariner, LLC1,385,233$299M0.39%-22,25013F-HRTimelineGroup
Joel Isaacson & Co., LLC1,288,827$278M10.04%+15,56313F-HRTimeline
Howard Capital Management, LLC1,231,457$266M3.51%013F-HRTimeline
Cetera Investment Advisers1,216,583$263M0.31%+216,63813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,210,404$261M0.53%-7,48013F-HRTimeline
TRUST POINT INC.1,191,684$257M20.77%+6,28113F-HRTimeline
Creative Planningin group Creative Planning1,117,273$241M0.18%+24,83213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,094,693$236M0.04%-21,47613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,039,877$224M0.2%-22,66313F-HRTimelineGroup
MAI Capital Management1,008,528$218M1.36%+65,15413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC978,134$211M0.27%+83,97813F-HRTimelineGroup
ASPIRIANT, LLC968,533$209M6.39%+4,46913F-HRTimeline
Waverly Advisors, LLC932,415$201M2.01%+14,95013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …930,252$201M0.16%-72,26813F-HRTimelineGroup
Cambridge Investment Research Advisors,…879,400$190M0.52%-32,15113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP860,215$186M0.25%-3,28713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV771,278$166M0.28%+300,64513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding767,268$166M+39,631Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/757,124$163M0.07%-61,83313F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.745,738$161M3.9%+3,21013F-HRTimeline
Confluence Wealth Services, Inc.722,866$156M7.69%+31,19213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…701,909$151M0.3%-33,64513F-HRTimelineGroup
DAVENPORT & Co LLC700,084$151M0.81%+56,74313F-HRTimeline
Cresset Asset Management, LLC693,310$150M0.66%+53,56113F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC695,392$150M0.02%-34,85413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…667,622$145M4.37%+30,12613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC668,963$144M0.23%+17,51013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL666,611$144M0.38%+31,08813F-HRTimeline
Diversified Enterprises, LLC640,291$138M9.3%+638,46713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.633,785$137M0.22%-16,55313F-HRTimelineGroup
Private Advisor Group, LLC617,078$133M0.66%+18613F-HRTimeline
MML INVESTORS SERVICES, LLC585,311$126M0.34%+2,25213F-HRTimeline
Glenmede Investment Management, LP572,698$124M0.6%-27,56313F-HRTimeline
Janney Montgomery Scott LLC555,832$120M0.28%+8,48513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding539,298$116M-16,909Timeline
&PARTNERS524,119$113M0.73%+62,50913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding470,569$102M+47,225Timeline
Sanctuary Advisors, LLC464,126$100M0.57%-36,47013F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC463,216$100M2.25%+1,22613F-HRTimeline
Steward Partners Investment Advisory, L…452,793$97.7M0.56%+26,25713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources444,867$96M0.02%+2,69813F-HRTimelineGroup
Stokes Family Office, LLC439,120$94.8M9%-9,04013F-HRTimeline
FMR LLCin group FMR LLC438,285$94.6M<0.01%+34,73913F-HRTimelineGroup
Haverford Trust Co389,127$84M0.76%-36,44113F-HRTimeline
360 Financial, Inc.359,604$77.6M25.1%+28,43813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…357,254$77.1M0.05%+8,92413F-HRTimelineGroup
Systematic Alpha Investments, LLC353,000$76.2M2.51%013F-HRTimeline
Hubbell Strickland Wealth Management, L…346,590$74.8M30.77%-1,36913F-HRTimeline
IEQ CAPITAL, LLC338,392$73M0.22%-4,25413F-HRTimeline
NewEdge Advisors, LLC334,710$72.2M0.33%+8,30813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC322,811$69.7M0.54%-36,50413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management319,407$68.9M0.82%+13,64313F-HRTimelineGroup
Performance Wealth Partners, LLC315,834$68.2M1.9%-8,31613F-HRTimeline
Paragon Capital Management Ltd311,885$67.3M12.66%-12,80813F-HRTimeline
Baltimore-Washington Financial Advisors…310,498$67M2.87%+11,36313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC290,928$62.8M5.42%+11,72413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.288,689$62.3M0.46%+23,12013F-HRTimelineGroup
Berkshire Money Management, Inc.283,089$61.1M6.29%-1,00813F-HRTimeline
Enclave Advisors LLC277,302$59.8M9.14%-53,89013F-HRTimeline
MJP ASSOCIATES INC /ADV277,302$59.8M7.88%+2,61813F-HRTimeline
PDS Planning, Inc276,035$59.6M4.12%+4,25213F-HRTimeline
Beacon Pointe Advisors, LLC274,483$59.2M0.5%-4,34513F-HRTimeline
Provenance Wealth Advisors, LLC272,472$58.8M7.6%+83613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV269,040$58.1M7.46%+1,43613F-HRTimeline
Sequoia Financial Advisors, LLC266,822$57.6M0.35%+17,58113F-HRTimeline
Evensky & Katz LLC257,725$55.6M3.23%+1,77713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\253,853$54.8M0.06%-4,05413F-HRTimelineGroup
Principle Wealth Partners LLC244,233$52.7M3.06%+69013F-HRTimeline
Wealth Architects, LLC244,062$52.7M4.97%-5,69813F-HRTimeline
GLOBALT Investments LLC / GA242,960$52.4M1.91%-4,39213F-HRTimeline
Avantax Planning Partners, Inc.234,504$50.6M1.45%-2,63613F-HRTimeline
New England Private Wealth Advisors LLC227,260$49M6.46%-1,57313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC221,677$47.8M0.03%+38,98613F-HRTimelineGroup
Noble Family Wealth, LLC221,670$47.8M10.55%+3,37913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC219,079$47.3M0.18%-150,58813F-HRTimelineGroup
Intellus Advisors LLC219,033$47.3M6.46%+2,17913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP218,289$47.1M0.01%-8,24213F-HRTimelineGroup
E&G Advisors, LLC202,454$43.6M10.16%-1,68513F-HRTimeline
Buska Wealth Management, LLC202,172$43.6M13.09%-35,69313F-HRTimeline
Capital Advisors Wealth Management, LLC199,485$43M6.14%+3,31613F-HRTimeline
Mesirow Financial Investment Management…197,010$42.5M0.76%+3,19413F-HRTimeline
RATIONAL ADVISORS, INC.194,391$41.9M4.17%-34,74913F-HRTimeline
Connecticut Wealth Management, LLC193,735$41.8M1.86%-55613F-HRTimeline
Ballentine Partners, LLC192,932$41.6M0.58%-9,05913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV189,616$40.9M7.51%+7,11913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.188,677$40.7M4.98%+3,95013F-HRTimeline
TD Capital Management LLC188,593$40.7M3.66%-2,56213F-HRTimeline
D.A. DAVIDSON & CO.186,990$40.4M0.26%+4,24313F-HRTimeline
Old Mission Investment Co LLC186,124$40.3M9.81%+14,32013F-HRTimeline
Frazier Financial Advisors, LLC186,668$40.3M24.73%-11,51913F-HRTimeline
American Financial Advisors, LLC184,387$39.8M5.13%-15,32213F-HRTimeline
Prime Capital Investment Advisors, LLC182,879$39.5M0.5%+17613F-HRTimeline
Florida Trust Wealth Management Co182,210$39.3M1.12%+54413F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding182,173$39.3M-7,244Timeline
Aurdan Capital Management, LLC181,936$39.3M12.49%+48,91813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding176,226$38M+5,024Timeline
EVOKE WEALTH, LLC174,778$37.9M0.79%+6,32913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…174,849$37.7M5.52%+7,44313F-HRTimeline
Laurel Wealth Advisors LLC174,046$37.6M5.25%+34413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…171,846$37.1M0.64%+10,18913F-HRTimelineGroup
WEST PACES ADVISORS INC.170,850$36.9M7.34%+8,05213F-HRTimeline
Prodigy Asset Management LLC169,954$36.7M16.55%+1,60213F-HRTimeline
Kohmann Bosshard Financial Services, LLC168,762$36.4M3.73%-21,37213F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC165,029$35.6M6.67%-75613F-HRTimeline
Clearstead Advisors, LLC164,536$35.5M0.52%+31,99113F-HRTimeline
DIVERSIFIED TRUST CO163,997$35.4M0.71%-2,52013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…160,822$34.7M10.93%+2,58113F-HRTimeline
Allworth Financial LP160,574$34.7M0.15%+4,23413F-HRTimeline
Human Investing LLC160,475$34.6M5.12%-2,76113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp159,705$34.5M0.12%-6,74113F-HRTimelineGroup
Crews Bank & Trust159,195$34.4M5.03%+15,84413F-HRTimeline
PFG Advisors157,089$33.9M1.39%new13F-HRTimeline
Betterment LLC154,493$33.3M0.07%+10,80813F-HRTimeline
Cornerstone Advisory, LLC154,103$33.3M3.27%+4,24213F-HRTimeline
Valmark Advisers, Inc.152,631$32.9M0.43%+52913F-HRTimeline
Capital Advisors, Ltd. LLC149,949$32.4M3.65%-76313F-HRTimeline
Advisory Alpha, LLC147,468$32M0.89%-1,44513F-HRTimeline
FIRST MANHATTAN CO. LLC.146,985$31.8M0.08%-2,25913F-HRTimeline
Seneca Financial Advisors LLC146,988$31.7M10.36%-52813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC144,256$31.3M5.9%-1,00313F-HRTimeline
Firestone Capital Management140,570$30.3M6.56%-98313F-HRTimeline
SCOTIA CAPITAL INC.138,861$30M0.13%+9,86313F-HRTimeline
Crane Advisory, LLC137,804$29.9M4.7%+3,08013F-HRTimeline
ProVise Management Group, LLC136,759$29.5M2.18%-1,62613F-HRTimeline
True Link Financial Advisors, LLC135,593$29.3M1.88%-2,60413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC135,445$29.2M1.99%+101,34613F-HRTimeline
JT Stratford LLC134,922$29.1M3.9%+10,87713F-HRTimeline
J.W. COLE ADVISORS, INC.134,583$29M0.56%+7,70813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC134,436$29M0.02%+31,95213F-HRTimelineGroup
NOVEM GROUP133,424$28.8M3.43%-12,58813F-HRTimeline
Klaas Financial Asset Advisors, LLC132,568$28.6M4.29%+1,75413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD132,341$28.6M0.13%-1,15513F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC130,834$28.2M13.92%+2,56513F-HRTimeline
KilterHowling LLC130,190$28.1M15.64%+1,95813F-HRTimeline
Horizon Investments, LLC129,056$27.8M0.37%+105,33213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT127,104$27.4M1.1%-41913F-HRTimeline
Resonant Capital Advisors, LLC123,908$26.8M1.56%-145,39913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC124,355$26.8M2.8%+20213F-HRTimeline
Compton Wealth Advisory Group, LLC124,109$26.8M6.2%+1713F-HRTimeline
Granite FO LLC123,662$26.7M14.49%-48713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding123,426$26.6M+2,765Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding123,139$26.6M+1,081Timeline
McCarthy Asset Management, Inc.122,730$26.5M17%+89413F-HRTimeline
AMG National Trust Bank122,209$26.4M0.64%+6,54013F-HRTimeline
Select Asset Management & Trust121,789$26.3M8.09%+27613F-HRTimeline
SCS Capital Management LLC120,613$26.1M0.28%-11,27413F-HRTimeline
Mutual Advisors, LLC119,433$25.9M0.57%-2,96013F-HRTimeline
Retirement Planning Group, LLC119,483$25.8M0.9%-42,05113F-HRTimeline
Carr Financial Group Corp119,281$25.7M7.07%+37,14313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…118,664$25.6M1.01%+10,69313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/117,336$25.3M0.03%+1,40613F-HRTimelineGroup
Ariston Services Group117,216$25.3M15.24%+4,86413F-HRTimeline
Graves Light Lenhart Wealth, Inc.116,647$25.2M2.79%-39413F-HRTimeline
Quantinno Capital Management LP115,979$25M0.07%+32,50213F-HRTimeline
MONTAG A & ASSOCIATES INC115,515$25M1.15%+9013F-HRTimeline
Compass Financial Group, INC/SD115,834$25M3.76%+1,20313F-HRTimeline
Capital Advantage, Inc.114,642$24.7M3.72%+1,11713F-HRTimeline
Wharton Business Group, LLC113,708$24.5M1.07%-47513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…112,729$24.3M0.31%-1,47813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP112,600$24.3M0.04%-10,90313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC111,726$24.1M0.32%-51513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC111,042$24M8.49%+1,00813F-HRTimeline
Carnegie Investment Counsel108,888$23.5M0.44%+4,23813F-HRTimeline
Goepper Burkhardt LLC108,593$23.4M7.99%+14613F-HRTimeline
CWM, LLCin group CWM, LLC107,458$23.2M0.07%+6,53213F-HRTimelineGroup
FIDELIS iM, LLC150,884$23.2M14.38%-9,17413F-HRTimeline
Prepared Retirement Institute LLC107,176$23.1M12.06%+3,79913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding106,024$22.9M+1,529Timeline
IFP Advisors, Inc105,970$22.9M0.59%+6,40813F-HR/ATimeline
COMERICA BANK105,520$22.8M0.09%+2,79213F-HRTimeline
Americana Partners, LLC104,957$22.6M0.68%-10,06113F-HRTimeline
Integrated Advisors Network LLC103,912$22.4M0.94%-9813F-HRTimeline
Mittelman Wealth Management103,857$22.4M14.67%+11,15513F-HRTimeline
Nikulski Financial, Inc.103,790$22.4M5.63%-1,73313F-HRTimeline
Family CFO Inc103,746$22.4M10.31%+97413F-HRTimeline
NewEdge Wealth, LLC102,840$22.2M0.32%-3,25313F-HRTimeline
OneDigital Investment Advisors LLC103,040$22.2M0.23%-1,12313F-HRTimeline