Skip to content
Disclosery

VBIL VANGUARD INSTL INDEX FD

Follow

COM (fund)

275 managers (276 13F filers) reported a position in VBIL shares at 2025-12-31, 26,288,300 shares in all. 78 filers opened a position and 20 filers sold out during the quarter.

Managers
275
13F filers
276
New
78
Added
107
Reduced
54
Sold out
20
Shares held by filers
26,288,300

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Evanson Asset Management, LLC1,904,118$144M7.75%+542,39113F-HRTimeline
Nicholas Hoffman & Company, LLC.1,800,411$136M3.15%+1,411,98513F-HRTimeline
Oxbow Advisors, LLC1,737,812$131M11.53%-342,17613F-HRTimeline
SCS Capital Management LLC1,370,698$103M1.1%+1,354,32013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/917,162$69.2M0.01%+156,27713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA776,756$58.6M0.01%+12,89113F-HRTimelineGroup
GREENHAVEN ASSOCIATES INC772,725$58.3M0.94%+272,72513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC664,698$50.1M3.39%-616,09113F-HRTimeline
Bridgewealth Advisory Group, LLC632,989$47.7M10.54%-86,11813F-HRTimeline
Bragg Financial Advisors, Inc610,021$46M1.5%+4,21913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY563,317$42.5M<0.01%+393,58813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG557,411$42M0.01%+75,49013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP484,196$36.5M0.05%-40,88613F-HRTimelineGroup
Cypress Capital, LLC440,533$33.2M9.31%+12,33313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…427,697$32.3M1.19%+220,46213F-HRTimelineGroup
Pathway Financial Advisors LLC409,324$30.9M3.88%+60,11813F-HRTimeline
LPL Financial LLC320,344$24.2M0.01%+194,97213F-HRTimeline
Delta Investment Management, LLC312,527$23.6M4.09%+105,30813F-HRTimeline
Altiora Financial Group, LLC308,137$23.2M4.01%new13F-HRTimeline
Elm Partners Management LLC287,567$21.7M0.8%new13F-HR/ATimeline
Fortitude Family Office, LLC282,859$21.3M5%+282,46713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO264,690$20M0.29%-248,70013F-HRTimeline
Red Wave Investments LLC256,193$19.3M5.75%+74,53013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC240,200$18.1M0.01%-20013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC231,998$17.5M0.01%+33,90213F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC231,968$17.5M0.29%+225,21913F-HRTimeline
LRI Investments, LLC217,176$16.4M1.32%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management200,156$15.1M0.17%new13F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC199,101$15M6.01%+31,13213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.196,882$14.9M3.1%+21,45813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC191,943$14.5M<0.01%+12,64813F-HRTimelineGroup
Symmetry Partners, LLC191,755$14.5M0.86%new13F-HRTimeline
Englebert Financial Advisers, LLC188,935$14.3M16.4%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC183,128$13.8M0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC181,800$13.7M3.28%-8,32713F-HRTimeline
Miller Investment Management, LP180,900$13.6M1.33%+143,40013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC172,674$13M0.14%-152,77213F-HRTimelineGroup
Clear Creek Financial Management, LLC171,265$12.9M1.05%+132,02513F-HRTimeline
Cresset Asset Management, LLC170,444$12.9M0.05%new13F-HRTimeline
Greenline Partners, LLC166,030$12.5M1.43%-45,28413F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO163,035$12.3M0.65%+158,98913F-HRTimeline
Blume Capital Management, Inc.155,272$11.7M2.15%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC154,762$11.7M0.28%+95,69513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC148,827$11.2M0.06%new13F-HRTimelineGroup
Apella Capital, LLC144,294$10.9M0.22%+39,58113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC141,880$10.7M5.55%-77,10913F-HRTimeline
Gross & Hartman Investments LLC129,489$9.77M5.57%13F-HRTimeline
CENTRAL TRUST Co122,762$9.26M0.18%+85,79213F-HRTimeline
Fort Point Capital Partners LLC120,482$9.1M1.1%-12,41213F-HRTimeline
SJS Investment Consulting Inc.120,272$9.07M1.15%+84,68713F-HRTimeline
Lakewood Asset Management LLC110,129$8.31M4.88%+78,69413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…110,097$8.3M0.2%-276,67913F-HRTimelineGroup
ABOUND FINANCIAL, LLC107,948$8.14M3.15%-4,47013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC103,012$7.77M0.01%-15,07913F-HRTimelineGroup
ANDERSON HOAGLAND & CO95,029$7.17M0.62%+84,09413F-HRTimeline
NewEdge Wealth, LLC93,424$7.05M0.08%-18,74513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…93,171$7.03M0.04%+23,20313F-HRTimelineGroup
MRWM Advisors, LLC91,123$6.87M3.69%+6,63813F-HRTimeline
Rossmore Private Capital85,168$6.42M0.58%new13F-HRTimeline
Kingsview Wealth Management, LLC84,005$6.34M0.09%+54,13613F-HRTimeline
HANOVER ADVISORS INC79,600$6M2.33%-8,40013F-HRTimeline
Perigon Wealth Management, LLC79,263$5.98M0.11%+17,63613F-HRTimeline
Tortoise Investment Management, LLC79,192$5.97M0.52%+70,85213F-HRTimeline
Fortis Advisors, LLC78,895$5.95M3.28%+61,71513F-HRTimeline
HighTower Advisors, LLC76,061$5.74M0.01%+43,71913F-HRTimeline
eCIO, Inc.75,648$5.71M2.66%+33,82913F-HRTimeline
Robinswood Financial LLC71,392$5.39M1.72%+18,61513F-HRTimeline
KilterHowling LLC70,588$5.32M2.7%new13F-HRTimeline
JBR Co Financial Management Inc70,163$5.29M2.22%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70,004$5.28M0.01%+18,86913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC66,434$5.01M<0.01%+59,85213F-HR/ATimelineGroup
Marex Group Ltdin group Marex Group Ltd66,170$4.99M0.05%new13F-HRTimelineGroup
Planned Solutions, Inc.65,470$4.94M1.6%-3,52013F-HRTimeline
Atomic Invest LLC64,697$4.88M2.75%13F-HRTimeline
PFW Advisors LLC64,311$4.85M1.47%-4,42713F-HRTimeline
Tradition Wealth Management, LLC62,504$4.71M0.34%+17,27913F-HRTimeline
Foundry Financial LLC60,447$4.56M2.4%13F-HRTimeline
Obermeyer Wealth Partners59,906$4.52M0.21%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC57,672$4.35M0.12%+25,89613F-HRTimeline
Sowell Financial Services LLC56,431$4.26M0.16%-5313F-HRTimeline
Cambridge Investment Research Advisors,…56,409$4.25M0.01%+17,64613F-HRTimeline
SAGE RHINO CAPITAL LLC54,648$4.12M0.78%+35,10713F-HRTimeline
Level Wealth Management LLC51,218$3.86M1.98%+25,65413F-HRTimeline
Alchemi Wealth, LLC50,581$3.82M2.09%13F-HRTimeline
TPG Advisors LLC49,317$3.72M2.32%+18,93913F-HRTimeline
FLC Capital Advisors48,971$3.69M0.68%-34313F-HRTimeline
Ledgewood Wealth Advisors, LLC48,797$3.68M2.12%+27,10213F-HRTimeline
Greenspring Advisors, LLC48,625$3.67M0.23%+44,73213F-HRTimeline
Cherry Tree Wealth Management, LLC47,459$3.58M0.76%+9,10813F-HRTimeline
Factorial Partners, LLC47,100$3.55M2.35%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,939$3.54M<0.01%+13,14913F-HRTimeline
Burton Enright Welch46,760$3.53M0.5%+27,80113F-HRTimeline
Unison Advisors LLC45,844$3.46M0.3%+26913F-HRTimeline
CRA Financial Services, LLC45,432$3.43M0.45%+23713F-HRTimeline
Creative Planningin group Creative Planning45,026$3.4M<0.01%+23,99813F-HRTimelineGroup
SCRATCH CAPITAL LLC43,784$3.3M2.16%-70313F-HRTimeline
Running Point Capital Advisors, LLC43,490$3.28M0.89%+9,61713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC43,063$3.25M<0.01%new13F-HRTimelineGroup
CEERA INVESTMENTS, LLC42,975$3.24M1.25%-25,94913F-HRTimeline
TFO Wealth Partners, LLC42,971$3.24M0.49%+7,16313F-HRTimeline
Westfuller Advisors, LLC42,962$3.24M1.31%new13F-HRTimeline
CWA Asset Management Group, LLC42,843$3.23M0.12%+33,53013F-HRTimeline
IFP Advisors, Inc41,696$3.15M0.07%+4,27613F-HRTimeline
Heck Capital Advisors, LLC39,700$2.99M0.22%013F-HRTimeline
Steward Partners Investment Advisory, L…39,697$2.99M0.02%+7,95613F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC39,581$2.99M1.58%+31,89113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,475$2.98M<0.01%+39,45113F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC39,433$2.97M1.69%new13F-HRTimeline
Astra Wealth Partners LLC38,884$2.93M1.79%+19,33313F-HRTimeline
Maltin Wealth Management, Inc.37,779$2.85M1.13%-30,98213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC37,634$2.84M1.34%-49,96113F-HRTimeline
Parallel Advisors, LLC36,586$2.76M0.05%-15913F-HRTimeline
Cassilly Financial Group LLC36,013$2.72M2.4%13F-HRTimeline
RFP Financial Group LLC35,263$2.66M1.27%-1,21713F-HRTimeline
Sandhill Capital Partners LLC34,912$2.63M0.19%new13F-HRTimeline
Savvy Advisors, Inc.34,649$2.61M0.08%-48913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC32,985$2.49M<0.01%new13F-HRTimelineGroup
Greystone Financial Group, LLC32,365$2.44M0.38%+2,03313F-HRTimeline
Safe Harbor Family Capital, LLC30,759$2.32M2.04%13F-HRTimeline
Capital Investment Services of America,…30,270$2.28M0.22%+5,20013F-HRTimeline
Quaker Wealth Management, LLC30,142$2.27M0.72%new13F-HRTimeline
CoreCap Advisors, LLC29,119$2.2M0.08%-2,65013F-HRTimeline
Mills Wealth Advisors LLC28,406$2.14M0.85%-69,21913F-HRTimeline
Wrenne Financial Planning LLC26,283$1.98M0.81%-31313F-HRTimeline
Composition Wealth, LLC24,793$1.87M0.03%new13F-HRTimeline
NavPoint Financial, Inc.24,423$1.84M0.79%+12,76913F-HRTimeline
AWM CAPITAL, LLC24,193$1.82M0.17%new13F-HRTimeline
Northstar Group, Inc.23,845$1.8M0.24%-8513F-HRTimeline
Inscription Capital, LLC23,809$1.8M0.18%+12,15713F-HRTimeline
Farrell Financial LLC23,773$1.79M1.06%+20,37713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,200$1.67M<0.01%new13F-HRTimelineGroup
Sage Mountain Advisors LLC21,271$1.6M0.09%-4,32913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,024$1.59M<0.01%-224,91513F-HR/ATimelineGroup
Thrive Wealth Management, LLC21,022$1.59M0.23%+10,96313F-HRTimeline
BetterWealth, LLC21,002$1.58M0.36%+37613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,551$1.55M0.04%+8,96913F-HRTimelineGroup
Lunt Capital Management, Inc.20,352$1.54M0.58%-2,16813F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC20,000$1.51M0.2%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLINGTON-ALTUS USA INC.20,000$1.51M1.12%13F-HRTimeline
Triumph Capital Management19,846$1.5M0.32%+9,91513F-HRTimeline
&PARTNERS19,433$1.47M0.01%+10,95313F-HRTimeline
CENTAURUS FINANCIAL, INC.19,344$1.46M0.07%+2,98313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,071$1.44MnewTimeline
GenTrust, LLC18,326$1.38M0.06%+1,67513F-HRTimeline
ROBERTS GLORE & CO INC /IL/17,931$1.35M0.36%+11,00613F-HRTimeline
Praetorian Wealth Management, Inc.17,575$1.33M0.26%-5,42513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,368$1.31M<0.01%+5,32213F-HRTimeline
Waverly Advisors, LLC16,784$1.27M0.01%+5,80413F-HRTimeline
Rockbridge Investment Management, LCC16,579$1.25M0.12%new13F-HRTimeline
Bravias Capital Group, LLC16,025$1.21M0.73%new13F-HRTimeline
Aegis Wealth Management LLC15,565$1.17M0.66%new13F-HRTimeline
UNIQUE WEALTH, LLC15,369$1.16M0.16%+11,67813F-HRTimeline
Arbor Wealth Advisors LLC15,255$1.15M0.82%013F-HRTimeline
Farther Finance Advisors, LLC14,650$1.11M0.01%new13F-HRTimeline
Verus Financial Partners, Inc.14,509$1.1M0.1%+11,46613F-HRTimeline
Family CFO Inc14,261$1.08M0.48%-99313F-HRTimeline
FCA CORP /TX14,211$1.07M0.3%+2,05613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV13,588$1.02M0.28%-8,19513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,500$1.02M0.01%new13F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.13,374$1.01M0.11%new13F-HRTimeline
M Holdings Securities, Inc.13,300$1M0.07%new13F-HRTimeline
Avestar Capital, LLC13,200$996K0.07%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.13,090$987K0.14%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,666$955K0.01%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC12,335$930K0.11%+1,76713F-HRTimeline
Successful Portfolios LLC12,223$923K0.47%+6,86813F-HRTimeline
Essex LLC12,013$906K0.16%+2,66413F-HRTimeline
COMERICA BANK11,584$874K<0.01%+3,45913F-HRTimeline
Perennial Advisors, LLC11,452$864K0.14%new13F-HRTimeline
Belpointe Asset Management LLC11,338$855K0.03%-78613F-HRTimeline
Ballast Financial Advisors LLC11,098$837K0.86%13F-HRTimeline
Joel Isaacson & Co., LLC10,682$806K0.03%+6,00813F-HRTimeline
AVALON CAPITAL MANAGEMENT10,585$798K0.19%-13,17213F-HRTimeline
Vision Capital Management, Inc.10,481$791K0.1%+35613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC10,400$784K0.03%013F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…10,368$782K0.62%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,340$781K0.02%+43413F-HRTimelineGroup
Grey Ledge Advisors, LLC9,965$752K0.17%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…9,925$749K0.15%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…9,857$744K0.2%new13F-HRTimeline
Approach Retirement Advisors, LLC9,832$742K0.64%13F-HRTimeline
CHOREO, LLC9,557$721K0.01%+69313F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,350$705K0.11%-8,68913F-HRTimeline
Carroll Advisory Group, LLC9,127$688K0.3%13F-HRTimeline
Factor Wealth Management LTD8,923$673K0.15%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC8,786$663K0.29%-1,50313F-HRTimeline
Focused Wealth Management, Inc8,506$642K0.07%-300,11413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC8,344$629K0.11%013F-HRTimeline
GEN Financial Management, INC.8,168$616K0.39%new13F-HRTimeline
TAGStone Capital, Inc.8,046$607K0.23%+2,65613F-HRTimeline
Beckerman Institutional, LLC7,500$566K0.32%013F-HRTimeline
Pictet North America Advisors SA7,500$566K0.05%+3,59013F-HRTimeline
TMB Capital Partners, LLC7,095$535K0.18%13F-HRTimeline
Private Advisor Group, LLC7,075$534K<0.01%-3,51313F-HRTimeline
Partners in Financial Planning7,073$534K0.09%+3,52013F-HRTimeline
Blackhawk Capital Partners, LLC6,832$515K0.19%013F-HRTimeline
Modern Wealth Management, LLC6,795$513K0.01%-59,14213F-HRTimeline
PENNINGTON PARTNERS & CO., LLC6,760$510K0.2%new13F-HRTimeline
Mountain Capital Investment Advisors In…6,662$504K0.08%new13F-HRTimeline
Planning Center, Inc.6,556$495K0.05%-60813F-HRTimeline