VANGUARD SPECIALIZED FUNDS (VIG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
151
Reporting holders
$655.2M
Reported value
0.0%
Calls
0.0%
Puts
-2,450
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | $67.6M | 289,619 | 12.43% | 32q | -1.9%-$1.3M |
| Farther Finance Advisors, LLC | $57.8M | 247,796 | 0.41% | 16q | +16.8%+$8.3M |
| ECLECTIC ASSOCIATES INC /ADV | $53.5M | 229,297 | 5.98% | 24q | +1.9%+$1.0M |
| Capital Advisors Wealth Management, LLC | $45.9M | 196,568 | 5.17% | 23q | -5.7%-$2.7M |
| SAPIENT CAPITAL LLC | $38.5M | 165,207 | 0.52% | 12q | -48.0%-$35.6M |
| Buska Wealth Management, LLC | $29.3M | 125,546 | 10.08% | 11q | -4.9%-$1.5M |
| Graves Light Lenhart Wealth, Inc. | $26.2M | 112,128 | 2.45% | 32q | -2.3%-$611.0K |
| Global Wealth Strategies & Associates | $25.5M | 109,418 | 4.68% | 16q | +2.7%+$667.7K |
| Gerald Baker Financial Group LLC | $21.2M | 91,080 | 6.00% | 3q | HELD |
| Adirondack Capital Advisors, LLC | $13.7M | 58,638 | 7.06% | 4q | +11.5%+$1.4M |
| Apella Capital, LLC | $13.6M | 57,469 | 0.17% | 26q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $10.7M | 45,762 | 0.69% | 8q | +3.4%+$348.1K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $9.8M | 42,113 | 7.04% | 32q | -4.7%-$482.2K |
| Pathway Financial Advisors LLC | $9.6M | 40,974 | 1.06% | 31q | HELD |
| Venture Visionary Partners LLC | $8.5M | 36,419 | 0.22% | 24q | -9.9%-$937.2K |
| Weaver Consulting Group | $8.4M | 36,147 | 1.64% | 31q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $8.4M | 35,802 | 2.24% | 18q | -3.6%-$313.8K |
| LifeGoal Investments, LLC | $7.4M | 31,804 | 2.26% | 8q | +1012.8%+$6.8M |
| PARK NATIONAL CORP /OH/ | $7.0M | 29,904 | 0.19% | 16q | -11.1%-$869.5K |
| WALLER FINANCIAL PLANNING GROUP, INC | $6.9M | 29,436 | 1.39% | 18q | HELD |
| Wedmont Private Capital | $6.8M | 28,478 | 0.16% | 20q | +6.8%+$427.5K |
| Friday Financial | $6.3M | 26,852 | 1.24% | 8q | +28.0%+$1.4M |
| Capital Planning LLC | $5.9M | 25,430 | 1.58% | 24q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $5.6M | 24,114 | 0.35% | 24q | -1.2%-$66.0K |
| Baring Financial LLC | $5.4M | 23,320 | 2.91% | 8q | +2.0%+$104.8K |
| Stokes Capital Advisors, LLC | $5.4M | 23,127 | 1.18% | 32q | -16.3%-$1.1M |
| Stonebridge Financial Group, LLC | $5.1M | 22,031 | 0.38% | 8q | HELD |
| First Heartland Consultants, Inc. | $5.1M | 22,054 | 0.34% | 32q | -1.2%-$64.7K |
| Strategic Financial Group, LLC | $5.0M | 21,456 | 4.85% | 3q | -37.4%-$3.0M |
| Sincerus Advisory, LLC | $4.8M | 20,631 | 3.14% | 8q | -2.0%-$98.7K |
| Post Resch Tallon Group Inc. | $4.8M | 20,499 | 3.28% | 8q | +15.7%+$650.7K |
| DIVERSIFIED MANAGEMENT INC | $4.6M | 19,640 | 0.80% | 4q | +2.0%+$91.2K |
| Kaydan Wealth Management, Inc. | $4.4M | 18,722 | 1.50% | 20q | -4.8%-$217.9K |
| FINANCIAL MANAGEMENT NETWORK INC | $4.0M | 17,081 | 0.58% | 24q | -1.7%-$68.6K |
| Dupree Financial Group, LLC | $3.8M | 16,331 | 1.37% | 12q | HELD |
| Galvin, Gaustad & Stein, LLC | $3.7M | 15,750 | 0.28% | 24q | +0.8%+$30.3K |
| ARMSTRONG ADVISORY GROUP, INC | $3.5M | 15,084 | 0.21% | 16q | HELD |
| Bath Savings Trust Co | $3.5M | 14,996 | 0.36% | 24q | +3.1%+$105.0K |
| BENEDICT FINANCIAL ADVISORS INC | $3.4M | 14,781 | 0.68% | 32q | -9.4%-$356.0K |
| Kaizen Financial Strategies | $3.3M | 14,014 | 1.29% | 23q | -11.4%-$418.8K |
| Montecito Bank & Trust | $3.1M | 13,095 | 0.46% | 31q | HELD |
| Sunburst Financial Group, LLC | $2.8M | 12,174 | 0.45% | 28q | HELD |
| FC Advisory LLC | $2.6M | 11,305 | 0.69% | 32q | +8.7%+$210.9K |
| KWMG, LLC | $2.6M | 10,965 | 0.18% | 32q | -2.6%-$68.1K |
| Versant Capital Management, Inc | $2.5M | 10,915 | 0.22% | 32q | HELD |
| BOS Asset Management, LLC | $2.4M | 10,237 | 0.56% | 16q | +1.2%+$28.7K |
| ACIMA PRIVATE WEALTH, LLC | $2.4M | 10,225 | 0.69% | 32q | HELD |
| Shira Ridge Wealth Management | $2.3M | 9,910 | 0.80% | 16q | +2.4%+$54.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.3M | 9,903 | 0.03% | 22q | +1.4%+$32.0K |
| TrueWealth Advisors, LLC | $2.3M | 9,745 | 0.51% | 24q | HELD |
| Ridgewood Investments LLC | $2.2M | 9,468 | 0.81% | 31q | -0.7%-$16.3K |
| Successful Portfolios LLC | $2.1M | 9,013 | 0.98% | 32q | HELD |
| GK Wealth Management LLC | $2.0M | 8,497 | 1.12% | 2q | -13.4%-$305.9K |
| COLLECTIVE FAMILY OFFICE LLC | $2.0M | 8,467 | 0.41% | 24q | HELD |
| M.E. ALLISON & CO., INC. | $1.9M | 8,343 | 1.09% | 8q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $1.8M | 7,810 | 0.21% | 14q | HELD |
| Decker Wealth Management LLC | $1.8M | 7,636 | 0.36% | 4q | HELD |
| Avidian Wealth Enterprises, LLC | $1.7M | 7,476 | 0.05% | 27q | +37.7%+$477.8K |
| EASTERN BANK | $1.7M | 7,437 | 0.03% | 9q | -6.7%-$123.7K |
| Arbor Wealth Advisors LLC | $1.7M | 7,340 | 1.07% | 12q | HELD |
| Valeo Financial Advisors, LLC | $1.6M | 6,827 | 0.03% | 32q | +1.4%+$21.2K |
| Asempa Wealth Advisors | $1.5M | 6,356 | 1.13% | 4q | -5.8%-$91.8K |
| ROCKLAND TRUST CO | $1.4M | 6,205 | 0.06% | 32q | +1.9%+$26.8K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $1.4M | 6,152 | 0.78% | 16q | -1.6%-$23.3K |
| RVW Wealth, LLC | $1.3M | 5,455 | 0.08% | 26q | -6.0%-$80.7K |
| Everhart Financial Group, Inc. | $1.2M | 5,231 | 0.08% | 9q | HELD |
| Roxbury Financial LLC | $1.2M | 5,070 | 0.91% | 8q | +0.8%+$9.6K |
| Ledgewood Wealth Advisors, LLC | $1.1M | 4,900 | 0.63% | 12q | -1.7%-$19.8K |
| Councilor Wealth, LLC | $1.1M | 4,768 | 0.46% | 12q | -9.6%-$118.3K |
| Cambridge Financial Group, LLC | $1.1M | 4,503 | 0.34% | 12q | HELD |
| RTD Financial Advisors, Inc. | $1.0M | 4,350 | 0.11% | 13q | -14.5%-$172.6K |
| TILIA FIDUCIARY PARTNERS, INC. | $1.0M | 4,326 | 0.23% | 20q | +95.7%+$493.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.0M | 4,307 | 0.09% | 9q | HELD |
| CoreCap Advisors, LLC | $986.8K | 4,229 | 0.03% | 9q | -0.8%-$7.9K |
| Financial Enhancement Group LLC | $975.7K | 4,117 | 0.11% | 32q | HELD |
| Independence Financial Advisors, LLC | $932.6K | 3,997 | 0.23% | 7q | HELD |
| Mallini Complete Financial Planning LLC | $911.9K | 3,908 | 0.64% | 8q | +138.0%+$528.7K |
| AVAII WEALTH MANAGEMENT, LLC | $848.9K | 3,611 | 0.24% | 20q | -2.0%-$17.4K |
| Aventus Investment Advisors, Inc. | $829.2K | 3,554 | 0.61% | 6q | -0.9%-$7.7K |
| Wealth Group Ltd | $826.4K | 3,516 | 0.15% | 12q | -1.2%-$9.9K |
| Nautilus Advisors LLC | $826.4K | 3,542 | 0.50% | 8q | HELD |
| Legacy Private Trust Co. | $813.6K | 3,487 | 0.04% | 32q | HELD |
| MassMutual Private Wealth & Trust, FSB | $791.6K | 3,393 | 0.02% | 32q | -15.3%-$143.0K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $786.9K | 3,373 | 0.05% | 4q | +9.0%+$65.1K |
| Grove Bank & Trust | $770.6K | 3,303 | 0.08% | 13q | -3.5%-$27.8K |
| Sherry Group, Inc. | $767.8K | 3,292 | 0.72% | 4q | -1.2%-$9.3K |
| Boltwood Capital Management | $764.1K | 3,275 | 0.17% | 32q | -3.7%-$29.2K |
| Hamilton Capital, LLC | $746.1K | 3,198 | 0.04% | 13q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $742.5K | 3,182 | 0.18% | 8q | -1.1%-$8.4K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $720.2K | 3,087 | 0.46% | 8q | HELD |
| Taylor & Morgan Wealth Management, LLC | $652.0K | 2,795 | 0.31% | 20q | HELD |
| GAMMA Investing LLC | $640.2K | 2,744 | 0.02% | 12q | +3.7%+$22.6K |
| Breakwater Capital Group | $622.8K | 2,670 | 0.07% | 16q | +9.7%+$55.1K |
| YHB Investment Advisors, Inc. | $575.6K | 2,467 | 0.04% | 25q | -4.1%-$24.5K |
| Apeiron RIA LLC | $552.2K | 2,364 | 0.13% | 17q | HELD |
| Castle Rock Wealth Management, LLC | $489.4K | 2,058 | 0.09% | 24q | -1.2%-$6.2K |
| Trust Co | $482.5K | 2,068 | 0.04% | 32q | HELD |
| Gouws Capital LLC | $477.4K | 2,046 | 0.23% | 20q | -84.0%-$2.5M |
| MKD WEALTH COACHES, LLC | $451.2K | 1,934 | 0.37% | new | NEW |
| DOLIVER ADVISORS, LP | $449.1K | 1,925 | 0.10% | 21q | -6.1%-$29.2K |
Showing the largest 100 of 154 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 151 | $655.2M | 2,806,174 | 5 | 32 | 52 | 0.0% |
| Q2 2026 | 2,601 | $53.9B | 226,517,007 | 133 | 790 | 814 | 0.3% |
| Q1 2026 | 2,526 | $49.0B | 227,312,411 | 107 | 761 | 814 | 0.2% |
| Q4 2025 | 2,535 | $48.2B | 218,537,506 | 117 | 825 | 710 | 0.2% |
| Q3 2025 | 2,338 | $46.1B | 213,084,248 | 108 | 701 | 743 | 0.3% |
| Q2 2025 | 2,303 | $43.6B | 212,213,386 | 99 | 745 | 701 | 0.3% |
| Q1 2025 | 2,296 | $39.8B | 204,466,492 | 93 | 713 | 787 | 0.4% |
| Q4 2024 | 2,325 | $40.3B | 204,870,042 | 99 | 725 | 662 | 0.4% |
| Q3 2024 | 2,110 | $39.1B | 196,506,072 | 114 | 653 | 654 | 0.5% |
| Q2 2024 | 2,063 | $35.9B | 201,708,193 | 87 | 624 | 702 | 0.3% |
| Q1 2024 | 2,043 | $39.5B | 215,550,774 | 105 | 605 | 687 | 0.4% |
| Q4 2023 | 2,023 | $35.5B | 207,211,766 | 111 | 653 | 605 | 0.6% |
| Q3 2023 | 1,831 | $28.6B | 183,043,277 | 86 | 597 | 557 | 0.5% |
| Q2 2023 | 1,805 | $30.0B | 183,705,939 | 79 | 509 | 673 | 0.5% |
| Q1 2023 | 1,787 | $28.2B | 182,744,713 | 84 | 525 | 634 | 0.5% |
| Q4 2022 | 1,798 | $64.7B | 425,293,911 | 105 | 576 | 527 | 0.4% |
| Q3 2022 | 1,646 | $24.7B | 180,736,767 | 55 | 581 | 485 | 1.1% |
| Q2 2022 | 1,688 | $26.2B | 181,141,710 | 70 | 595 | 515 | 0.9% |
| Q1 2022 | 1,720 | $28.9B | 176,857,289 | 80 | 618 | 522 | 0.9% |
| Q4 2021 | 1,722 | $30.8B | 179,502,457 | 89 | 577 | 420 | 0.7% |
| Q3 2021 | 1,489 | $26.5B | 171,779,907 | 68 | 562 | 420 | 0.6% |
| Q2 2021 | 1,484 | $25.7B | 165,073,383 | 92 | 553 | 424 | 0.4% |
| Q1 2021 | 1,442 | $23.8B | 161,304,920 | 82 | 506 | 485 | 0.3% |
| Q4 2020 | 1,417 | $23.4B | 164,202,735 | 93 | 531 | 364 | 0.9% |
| Q3 2020 | 1,250 | $20.4B | 157,596,899 | 95 | 443 | 393 | 0.8% |
| Q2 2020 | 1,202 | $18.0B | 153,205,123 | 93 | 423 | 414 | 0.4% |
| Q1 2020 | 1,161 | $15.2B | 150,194,352 | 74 | 436 | 407 | 0.3% |
| Q4 2019 | 1,187 | $17.1B | 137,099,671 | 56 | 416 | 262 | 0.3% |
| Q3 2019 | 1,055 | $15.2B | 127,166,046 | 57 | 392 | 290 | 0.3% |
| Q2 2019 | 1,029 | $14.0B | 120,971,685 | 52 | 390 | 300 | 0.3% |
| Q1 2019 | 1,025 | $12.8B | 116,466,132 | 77 | 349 | 334 | 0.2% |
| Q4 2018 | 990 | $11.7B | 118,979,697 | 9 | 18 | 14 | 0.2% |