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Disclosery

VBIL VANGUARD INSTL INDEX FD

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COM (fund)

340 managers (342 13F filers) reported a position in VBIL shares at 2026-03-31, 39,990,834 shares in all. 83 filers opened a position and 19 filers sold out during the quarter.

Managers
340
13F filers
342
New
83
Added
146
Reduced
86
Sold out
19
Shares held by filers
39,990,834

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WIT, LLC2,647,432$200M3.78%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.2,365,018$179M4.13%+564,60713F-HRTimeline
Oxbow Advisors, LLC2,285,697$173M14.7%+547,88513F-HRTimeline
Evanson Asset Management, LLC1,879,681$142M7.63%-24,43713F-HRTimeline
Elm Partners Management LLC1,842,620$139M6.04%+1,555,05313F-HRTimeline
SCS Capital Management LLC1,483,843$112M1.19%+113,14513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,412,863$107M0.01%+495,70113F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,225,424$92.7M6.22%+560,72613F-HRTimeline
GREENHAVEN ASSOCIATES INC1,196,425$90.5M1.49%+423,70013F-HRTimeline
UBS Group AGin group UBS Group AG1,024,872$77.5M0.01%+467,46113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA942,160$71.3M0.01%+165,40413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY939,082$71M<0.01%+375,76513F-HRTimelineGroup
FSA Investment Group, LLC807,654$61.1M24.59%new13F-HRTimeline
Bridgewealth Advisory Group, LLC793,228$60M12.45%+160,23913F-HRTimeline
BetterWealth, LLC655,107$49.6M9.72%+634,10513F-HRTimeline
Bragg Financial Advisors, Inc605,802$45.8M1.45%-4,21913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP529,101$40M0.05%+44,90513F-HRTimelineGroup
LPL Financial LLC477,464$36.1M0.01%+157,12013F-HRTimeline
Cypress Capital, LLC464,276$35.1M10%+23,74313F-HRTimeline
Apella Capital, LLC454,601$34.4M0.51%+310,30713F-HRTimeline
AWM CAPITAL, LLC394,239$29.8M2.7%+370,04613F-HRTimeline
Pathway Financial Advisors LLC383,517$28.9M3.58%-25,80713F-HRTimeline
Altiora Financial Group, LLC376,280$28.5M4.69%+68,14313F-HRTimeline
Fortitude Family Office, LLC336,427$25.5M5.72%+53,56813F-HRTimeline
SYKON CAPITAL LLC330,408$25M8.33%+326,55213F-HRTimeline
Garde Capital, Inc.302,794$22.9M1.37%new13F-HRTimeline
Red Wave Investments LLC281,795$21.3M6.37%+25,60213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC273,586$20.7M0.01%+81,64313F-HRTimelineGroup
Cardinal Point Capital Management ULC273,105$20.7M1.27%new13F-HRTimeline
Symmetry Partners, LLC273,094$20.7M1.18%+81,33913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC265,323$20.1M0.35%+33,35513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC256,897$19.4M0.01%+24,89913F-HRTimelineGroup
Rossmore Private Capital254,961$19.3M1.7%+169,79313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC254,057$19.2M0.45%+99,29513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…253,575$19.2M0.59%-174,12213F-HR/ATimelineGroup
Clear Creek Financial Management, LLC243,010$18.4M1.41%+71,74513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC237,000$17.9M0.01%-3,20013F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.233,623$17.7M3.52%+36,74113F-HRTimeline
LRI Investments, LLC219,148$16.6M1.47%+1,97213F-HRTimeline
Tortoise Investment Management, LLC205,702$15.6M1.28%+126,51013F-HRTimeline
Miller Investment Management, LP195,900$14.8M1.47%+15,00013F-HRTimeline
Blume Capital Management, Inc.195,049$14.8M2.51%+39,77713F-HRTimeline
Rialto Wealth Management, LLC191,937$14.5M3.26%+10,13713F-HRTimeline
Roehl & Yi Investment Advisors, LLC187,070$14.2M5.32%-12,03113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC186,967$14.1M0.01%+3,83913F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC184,791$14M6.8%+42,91113F-HRTimeline
Quantinno Capital Management LP178,324$13.5M0.02%+172,59913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC165,882$12.5M0.12%-6,79213F-HRTimelineGroup
Delta Investment Management, LLC165,291$12.5M2.24%-147,23613F-HRTimeline
Gross & Hartman Investments LLC157,497$11.9M6.2%+28,00813F-HRTimeline
Roundview Capital LLC154,293$11.7M0.73%new13F-HRTimeline
RFP Financial Group LLC152,672$11.5M6.28%+117,40913F-HRTimeline
Atomic Invest LLC142,561$10.8M5.08%+77,86413F-HRTimeline
eCIO, Inc.134,431$10.2M4.47%+58,78313F-HRTimeline
Greenline Partners, LLC133,703$10.1M1.09%-32,32713F-HRTimeline
Englebert Financial Advisers, LLC132,616$10M11.41%-56,31913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…129,998$9.83M0.06%+36,82713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,646$8.98M0.01%+48,64213F-HRTimelineGroup
Lakewood Asset Management LLC116,503$8.81M5.63%+6,37413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC115,684$8.75M4.75%+76,10313F-HRTimeline
SJS Investment Consulting Inc.115,370$8.73M1.07%-4,90213F-HRTimeline
ANDERSON HOAGLAND & CO112,279$8.49M0.73%+17,25013F-HRTimeline
GenTrust, LLC112,020$8.47M0.36%+93,69413F-HRTimeline
Cambria Investment Management, L.P.111,941$8.44M0.47%new13F-HRTimeline
HighTower Advisors, LLC111,424$8.43M0.01%+35,36313F-HRTimeline
Stonebridge Financial Group, LLC106,916$8.09M0.67%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments105,857$8.01M0.47%new13F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.102,110$7.72M1.12%+89,02013F-HRTimeline
Tradition Wealth Management, LLC101,578$7.68M0.55%+39,07413F-HRTimeline
ABOUND FINANCIAL, LLC101,439$7.67M3.35%-6,50913F-HRTimeline
SAGE RHINO CAPITAL LLC91,525$6.92M1.3%+36,87713F-HRTimeline
PFW Advisors LLC91,463$6.92M2.18%+27,15213F-HRTimeline
Factorial Partners, LLC91,000$6.88M5%+43,90013F-HRTimeline
Kingsview Wealth Management, LLC90,642$6.86M0.09%+6,63713F-HRTimeline
Cresset Asset Management, LLC90,248$6.83M0.03%-80,19613F-HRTimeline
First Pacific Advisors, LP90,159$6.82M0.1%new13F-HRTimeline
Astra Wealth Partners LLC88,760$6.71M4.24%+49,87613F-HRTimeline
Greenspring Advisors, LLC84,871$6.42M0.39%+36,24613F-HRTimeline
CWA Asset Management Group, LLC84,501$6.39M0.22%+41,65813F-HRTimeline
Perigon Wealth Management, LLC83,696$6.33M0.11%+4,43313F-HRTimeline
MRWM Advisors, LLC82,505$6.24M3.38%-8,61813F-HRTimeline
Fort Point Capital Partners LLC82,488$6.24M0.82%-37,99413F-HRTimeline
Foundry Financial LLC81,129$6.14M2.6%+20,68213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management80,668$6.1M0.07%-119,48813F-HRTimelineGroup
Creative Planningin group Creative Planning79,914$6.05M<0.01%+34,88813F-HRTimelineGroup
Guardian Wealth Management, Inc.76,755$5.81M3.17%+70,58813F-HRTimeline
HANOVER ADVISORS INC75,505$5.71M2.32%-4,09513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP74,081$5.6M0.01%+53,05713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC73,358$5.55M0.01%+40,37313F-HRTimelineGroup
NewEdge Wealth, LLC72,342$5.47M0.07%-21,08213F-HRTimeline
JBR Co Financial Management Inc70,163$5.29M2.22%013F-HRTimeline
Robinswood Financial LLC69,430$5.25M1.65%-1,96213F-HR/ATimeline
Fortis Advisors, LLC68,808$5.21M2.61%-10,08713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO67,311$5.09M0.08%-197,37913F-HRTimeline
Planned Solutions, Inc.64,891$4.91M1.62%-57913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC64,261$4.86M0.02%-84,56613F-HRTimelineGroup
Unison Advisors LLC59,453$4.5M0.34%+13,60913F-HRTimeline
TPG Advisors LLC59,216$4.48M2.79%+9,89913F-HRTimeline
Cetera Investment Advisers58,352$4.41M<0.01%+53,62113F-HRTimeline
SMITH, MOORE & CO.57,216$4.33M0.31%+52,83613F-HRTimeline
Ethos Financial Group, LLC56,617$4.28M0.31%new13F-HRTimeline
Sowell Financial Services LLC56,417$4.27M0.16%-1413F-HRTimeline
BRIGHTON JONES LLC55,466$4.2M0.09%new13F-HR/ATimeline
Pines Wealth Management, LLC54,588$4.13M1.34%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC54,517$4.12M0.12%-3,15513F-HR/ATimeline
Safe Harbor Family Capital, LLC54,457$4.12M3.22%+23,69813F-HRTimeline
Level Wealth Management LLC54,178$4.1M1.92%+2,96013F-HRTimeline
BURLING WEALTH PARTNERS, LLC53,444$4.04M0.65%+44,09413F-HRTimeline
Cherry Tree Wealth Management, LLC52,764$3.99M0.84%+5,30513F-HRTimeline
Obermeyer Wealth Partners52,182$3.95M0.18%-7,72413F-HRTimeline
Ledgewood Wealth Advisors, LLC51,064$3.86M2.17%+2,26713F-HRTimeline
Alchemi Wealth, LLC50,893$3.85M2.14%+31213F-HRTimeline
FLC Capital Advisors50,690$3.83M0.7%+1,71913F-HRTimeline
TFO Wealth Partners, LLC49,895$3.77M0.51%+6,92413F-HRTimeline
Cambridge Investment Research Advisors,…49,125$3.72M0.01%-7,28413F-HRTimeline
Beckerman Institutional, LLC47,565$3.6M1.91%+40,06513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding45,879$3.47M+26,808Timeline
Kohmann Bosshard Financial Services, LLC45,738$3.46M0.34%new13F-HR/ATimeline
Savvy Advisors, Inc.45,167$3.42M0.09%+10,51813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,838$3.39M0.01%new13F-HRTimelineGroup
SCRATCH CAPITAL LLC43,556$3.29M1.89%-22813F-HRTimeline
Spectrum Planning & Advisory Services I…43,137$3.26M1.61%+37,83313F-HRTimeline
Pine Valley Investments Ltd Liability Co42,825$3.24M0.16%+40,10613F-HRTimeline
CRA Financial Services, LLC42,122$3.19M0.41%-3,31013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,829$3.16M<0.01%new13F-HRTimelineGroup
Factor Wealth Management LTD41,726$3.16M0.59%+32,80313F-HRTimeline
Burton Enright Welch41,208$3.12M0.42%-5,55213F-HRTimeline
Steward Partners Investment Advisory, L…40,540$3.07M0.02%+84313F-HRTimeline
Mills Wealth Advisors LLC39,970$3.02M1.06%+11,56413F-HRTimeline
Heck Capital Advisors, LLC39,700$3M0.22%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC38,428$2.91M1.74%-1,00513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC38,327$2.9M1.64%+69313F-HRTimeline
TAGStone Capital, Inc.36,745$2.78M0.98%+28,69913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,456$2.76M<0.01%new13F-HRTimelineGroup
ABLE Financial Group, LLC36,117$2.73M0.53%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/35,467$2.68M0.74%+17,53613F-HRTimeline
Arrowroot Family Office, LLC35,361$2.68M0.88%new13F-HR/ATimeline
Luminvest Wealth Management LLC34,488$2.61M0.68%new13F-HRTimeline
Belpointe Asset Management LLC34,063$2.58M0.09%+22,72513F-HRTimeline
Parallel Advisors, LLC33,989$2.57M0.05%-2,59713F-HR/ATimeline
Vertrix Wealth Management, LLC33,536$2.54M0.93%13F-HRTimeline
CENTRAL TRUST Co33,223$2.51M0.05%-89,53913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd33,085$2.5M0.03%-33,08513F-HRTimelineGroup
&PARTNERS34,488$2.5M0.01%+15,05513F-HRTimeline
Zhang Financial LLC31,129$2.35M0.08%new13F-HRTimeline
CEERA INVESTMENTS, LLC30,724$2.32M1.02%-12,25113F-HRTimeline
IFP Advisors, Inc30,498$2.31M0.05%-11,19813F-HRTimeline
IMA Advisory Services, Inc.29,818$2.26M0.22%+29,33113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,808$2.25M<0.01%new13F-HRTimelineGroup
Quaker Wealth Management, LLC29,783$2.25M0.7%-35913F-HRTimeline
Capital Investment Services of America,…29,588$2.24M0.23%-68213F-HRTimeline
Rockbridge Investment Management, LCC29,349$2.22M0.2%+12,77013F-HRTimeline
Cassilly Financial Group LLC28,421$2.15M1.87%-7,59213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,982$2.12M0.05%+7,43113F-HRTimelineGroup
WEDBUSH SECURITIES INC27,741$2.1M0.06%new13F-HRTimeline
Aegis Wealth Management LLC26,942$2.04M1.17%+11,37713F-HRTimeline
Wrenne Financial Planning LLC26,283$1.99M0.78%013F-HRTimeline
NavPoint Financial, Inc.25,892$1.96M0.79%+1,46913F-HRTimeline
HARBOUR INVESTMENTS, INC.25,647$1.94M0.03%new13F-HRTimeline
Northstar Group, Inc.25,174$1.9M0.27%+1,32913F-HRTimeline
Inscription Capital, LLC24,755$1.87M0.2%+94613F-HRTimeline
Castleview Partners, LLC23,028$1.74M0.89%+19,50713F-HRTimeline
CoreCap Advisors, LLC22,970$1.74M0.06%-6,14913F-HRTimeline
Legacy Advisory Services, LLC22,849$1.73M1.32%new13F-HRTimeline
OneDigital Investment Advisors LLC22,268$1.68M0.02%+16,73613F-HRTimeline
Sage Mountain Advisors LLC21,768$1.65M0.12%+49713F-HRTimeline
CENTAURUS FINANCIAL, INC.21,452$1.62M0.08%+2,10813F-HRTimeline
Lunt Capital Management, Inc.20,020$1.51M0.58%-33213F-HRTimeline
Maltin Wealth Management, Inc.19,779$1.5M0.57%-18,00013F-HRTimeline
SCOTIA CAPITAL INC.18,652$1.41M0.01%new13F-HRTimeline
Thrive Wealth Management, LLC18,285$1.38M0.21%-2,73713F-HRTimeline
Farrell Financial LLC18,256$1.38M0.83%-5,51713F-HRTimeline
Composition Wealth, LLC18,166$1.37M0.02%-6,62713F-HRTimeline
Praetorian Wealth Management, Inc.18,196$1.37M0.26%+62113F-HRTimeline
Westfuller Advisors, LLC18,063$1.37M0.59%-24,89913F-HRTimeline
Vision Capital Management, Inc.18,046$1.37M0.17%+7,56513F-HRTimeline
Waverly Advisors, LLC17,670$1.34M0.01%+88613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,659$1.33M<0.01%-29,28013F-HRTimeline
Arbor Wealth Advisors LLC16,745$1.27M0.89%+1,49013F-HRTimeline
Quadcap Wealth Management, LLC16,565$1.25M0.14%+4,23013F-HRTimeline
Steele Capital Management, Inc.15,880$1.2M0.05%new13F-HRTimeline
Triumph Capital Management15,798$1.2M0.24%-4,04813F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC15,775$1.19M0.16%-4,22513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH EQUITY SERVICES, LLC15,762$1.19M<0.01%-1,60613F-HRTimeline
PFG Advisors15,008$1.14M0.06%new13F-HRTimeline
Family CFO Inc14,944$1.13M0.51%+68313F-HRTimeline
GEN Financial Management, INC.14,830$1.12M0.69%+6,66213F-HRTimeline
FCA CORP /TX14,671$1.11M0.31%+46013F-HRTimeline
Joel Isaacson & Co., LLC14,630$1.11M0.04%+3,94813F-HRTimeline
Sunpointe, LLC14,450$1.09M0.36%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,057$1.06M0.03%-96,04013F-HRTimelineGroup
Western Financial Corp/CA13,923$1.05M0.41%new13F-HRTimeline
Verum Partners LLC13,887$1.05M0.2%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,500$1.02M0.01%013F-HRTimelineGroup
Pictet North America Advisors SA13,500$1.02M0.1%+6,00013F-HRTimeline
Farther Finance Advisors, LLC13,429$1.01M0.01%-1,22113F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,374$1.01M0.11%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,208$999K0.01%new13F-HRTimeline
Avestar Capital, LLC13,200$999K0.07%013F-HRTimeline
Verus Financial Partners, Inc.13,142$993K0.09%-1,36713F-HRTimeline