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Disclosery

VBIL VANGUARD INSTL INDEX FD

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COM (fund)

50 managers (50 13F filers) reported a position in VBIL shares at 2025-03-31, 1,180,283 shares in all. 50 filers opened a position and 0 filers sold out during the quarter.

Managers
50
13F filers
50
New
50
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,180,283

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
Rialto Wealth Management, LLC112,737$8.5M2.67%new13F-HRTimeline
CEERA INVESTMENTS, LLC111,733$8.43M2.9%new13F-HRTimeline
Pathway Financial Advisors LLC110,938$8.37M1.51%new13F-HRTimeline
Garde Capital, Inc.74,815$5.64M0.32%new13F-HRTimeline
Belpointe Asset Management LLC65,281$4.92M0.26%new13F-HRTimeline
Running Point Capital Advisors, LLC59,148$4.46M1.42%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,568$4.04M<0.01%new13F-HR/ATimelineGroup
JIM SAULNIER & ASSOCIATES, LLC51,774$3.91M3.04%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT51,633$3.9M1.13%new13F-HRTimeline
RIA Advisory Group LLC45,171$3.41M1.11%new13F-HRTimeline
CoreCap Advisors, LLC31,769$2.4M0.11%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…28,164$2.12M0.02%new13F-HRTimelineGroup
Willow Creek Wealth Management Inc.26,757$2.02M0.2%new13F-HRTimeline
Wrenne Financial Planning LLC26,518$2M1.06%new13F-HRTimeline
PFW Advisors LLC23,923$1.8M0.57%new13F-HRTimeline
CENTRAL TRUST Co23,134$1.75M0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,904$1.5M0.01%new13F-HRTimeline
GTS SECURITIES LLC19,141$1.44M0.06%new13F-HRTimeline
RFP Financial Group LLC18,121$1.37M0.55%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,643$1.33M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,719$1.11M<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.14,604$1.1M0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,588$1.1M<0.01%new13F-HR/ATimelineGroup
HANOVER ADVISORS INC12,551$947K0.41%new13F-HRTimeline
Mills Wealth Advisors LLC12,353$932K0.49%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,757$887K<0.01%new13F-HRTimeline
Beckerman Institutional, LLC10,250$773K0.56%new13F-HRTimeline
Cambria Investment Management, L.P.9,963$749K0.05%new13F-HRTimeline
IFP Advisors, Inc9,570$722K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.9,305$702K0.2%new13F-HRTimeline
HighTower Advisors, LLC8,813$665K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,753$660K0.04%new13F-HRTimelineGroup
Bridgewealth Advisory Group, LLC8,618$650K0.85%new13F-HRTimeline
Innova Wealth Partners8,359$631K0.39%new13F-HRTimeline
FLC Capital Advisors7,562$570K0.13%new13F-HRTimeline
MATHER GROUP, LLC.6,055$457K0.01%new13F-HRTimeline
Family CFO Inc5,395$407K0.22%new13F-HRTimeline
GenTrust, LLC5,323$402K0.02%new13F-HRTimeline
Grant/GrossMendelsohn, LLC4,509$340K0.19%new13F-HRTimeline
Merit Financial Group, LLC4,400$332K<0.01%new13F-HRTimeline
Financial Architects, LLC4,300$324K0.21%new13F-HRTimeline
Robinswood Financial LLC3,887$293K0.11%new13F-HRTimeline
SJS Investment Consulting Inc.3,735$282K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning3,477$262K<0.01%new13F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO3,396$256K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,000$75K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC930$70.2K0.01%new13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.153$11K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC86$6.49K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.