# VANGUARD SPECIALIZED FUNDS (VIG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VIG/

- Reporting holders: 151
- Reported value: $655.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $67.6M | 289,619 | 12.4% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $57.8M | 247,796 | 0.4% | 16 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $53.5M | 229,297 | 6.0% | 24 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $45.9M | 196,568 | 5.2% | 23 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $38.5M | 165,207 | 0.5% | 12 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $29.3M | 125,546 | 10.1% | 11 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $26.2M | 112,128 | 2.4% | 32 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $25.5M | 109,418 | 4.7% | 16 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $21.2M | 91,080 | 6.0% | 3 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $13.7M | 58,638 | 7.1% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $13.6M | 57,469 | 0.2% | 26 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $10.7M | 45,762 | 0.7% | 8 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $9.8M | 42,113 | 7.0% | 32 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $9.6M | 40,974 | 1.1% | 31 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $8.5M | 36,419 | 0.2% | 24 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $8.4M | 36,147 | 1.6% | 31 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $8.4M | 35,802 | 2.2% | 18 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $7.4M | 31,804 | 2.3% | 8 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $7.0M | 29,904 | 0.2% | 16 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $6.9M | 29,436 | 1.4% | 18 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $6.8M | 28,478 | 0.2% | 20 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $6.3M | 26,852 | 1.2% | 8 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $5.9M | 25,430 | 1.6% | 24 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $5.6M | 24,114 | 0.4% | 24 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $5.4M | 23,320 | 2.9% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 151 | $655.2M |
| Q2 2026 | 2,601 | $53.9B |
| Q1 2026 | 2,526 | $49.0B |
| Q4 2025 | 2,535 | $48.2B |
| Q3 2025 | 2,338 | $46.1B |
| Q2 2025 | 2,303 | $43.6B |
| Q1 2025 | 2,296 | $39.8B |
| Q4 2024 | 2,325 | $40.3B |
| Q3 2024 | 2,110 | $39.1B |
| Q2 2024 | 2,063 | $35.9B |
| Q1 2024 | 2,043 | $39.5B |
| Q4 2023 | 2,023 | $35.5B |