VANGUARD INSTL INDEX FD (VBIL)
Institutional ownership reported to the SEC as of Q3 2026, across 7 quarters.
27
Reporting holders
$211.6M
Reported value
0.0%
Calls
0.0%
Puts
-385
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 |
|---|---|---|---|---|---|
| FSA Investment Group, LLC | $60.3M | 796,647 | 19.20% | 3q | -10.3%-$6.9M |
| Pathway Financial Advisors LLC | $43.2M | 570,107 | 4.77% | 7q | +38.3%+$12.0M |
| Apella Capital, LLC | $34.8M | 460,071 | 0.44% | 6q | +11.7%+$3.6M |
| Whitaker-Myers Wealth Managers, LTD. | $24.4M | 322,457 | 3.98% | 5q | +10.8%+$2.4M |
| Stonebridge Financial Group, LLC | $8.2M | 108,306 | 0.60% | 3q | -1.6%-$134.3K |
| Factor Wealth Management LTD | $7.5M | 99,181 | 1.15% | 4q | +279.1%+$5.5M |
| Ledgewood Wealth Advisors, LLC | $6.3M | 83,404 | 3.48% | 5q | +5.8%+$348.2K |
| PFW Advisors LLC | $4.3M | 56,350 | 1.27% | 7q | -31.0%-$1.9M |
| Farther Finance Advisors, LLC | $3.6M | 47,143 | 0.03% | 4q | +73.2%+$1.5M |
| Seven Bridges Advisors LLC | $3.2M | 41,677 | 1.43% | new | NEW |
| Cassilly Financial Group LLC | $3.0M | 39,988 | 2.03% | 4q | -82.4%-$14.2M |
| Arbor Wealth Advisors LLC | $2.4M | 32,135 | 1.52% | 5q | +45.8%+$764.0K |
| CoreCap Advisors, LLC | $1.8M | 24,291 | 0.05% | 7q | HELD |
| Successful Portfolios LLC | $1.7M | 22,016 | 0.77% | 6q | +35.3%+$434.1K |
| Worth Asset Management, LLC | $1.6M | 20,844 | 0.46% | 2q | +153.0%+$954.5K |
| Graves Light Lenhart Wealth, Inc. | $1.0M | 13,374 | 0.09% | 4q | HELD |
| Elm3 Financial Group, LLC | $777.7K | 10,270 | 0.52% | 2q | +4.6%+$34.1K |
| Stokes Capital Advisors, LLC | $589.0K | 7,779 | 0.13% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $549.8K | 7,261 | 0.03% | 6q | -99.2%-$72.7M |
| EASTERN BANK | $542.3K | 7,162 | 0.01% | 4q | -0.8%-$4.4K |
| Avidian Wealth Enterprises, LLC | $541.5K | 7,152 | 0.02% | 2q | -27.3%-$203.2K |
| Pacifica Partners Inc. | $450.3K | 5,963 | 0.14% | 3q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $319.0K | 4,213 | 0.04% | 4q | +1.7%+$5.3K |
| Wedmont Private Capital | $277.9K | 3,678 | 0.01% | 2q | -84.2%-$1.5M |
| Mirador Capital Partners LP | $220.3K | 2,910 | 0.03% | new | NEW |
| Factorial Partners, LLC | $75.7K | 1,000 | 100.00% | new | NEW |
| Deane Retirement Strategies, Inc. | $15.4K | 203 | 0.01% | new | NEW |
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 | 27 | $211.6M | 2,795,582 | 5 | 11 | 8 | 0.0% |
| Q2 2026 | 412 | $4.7B | 61,952,018 | 97 | 158 | 111 | 0.0% |
| Q1 2026 | 339 | $3.0B | 39,948,271 | 84 | 144 | 82 | 0.0% |
| Q4 2025 | 275 | $2.0B | 26,655,631 | 79 | 105 | 50 | 0.0% |
| Q3 2025 | 204 | $1.4B | 19,010,627 | 84 | 83 | 21 | 0.0% |
| Q2 2025 | 134 | $788.9M | 10,442,317 | 88 | 33 | 10 | 0.0% |
| Q1 2025 | 49 | $89.0M | 1,180,277 | 49 | 0 | 0 | 0.0% |