VANGUARD INSTL INDEX FD (VBIL)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
394
Reporting holders
$4.0B
Reported value
0.0%
Held as options
+71
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WIT, LLC | $415.0M | 5,483,220 | 6.63% | 2q | +107.1%+$214.6M |
| Elm Partners Management LLC | $289.2M | 3,821,836 | 10.38% | 3q | +107.4%+$149.8M |
| Oxbow Advisors, LLC | $187.2M | 2,473,459 | 15.21% | 4q | +8.2%+$14.2M |
| MORGAN STANLEY | $173.7M | 2,295,655 | 0.01% | 4q | +144.5%+$102.7M |
| BANK OF AMERICA CORP /DE/ | $154.3M | 2,038,414 | 0.01% | 5q | +44.3%+$47.3M |
| Evanson Financial, LLC | $152.5M | 2,015,129 | 7.46% | new | FIRST |
| Nicholas Hoffman & Company, LLC. | $107.3M | 1,417,380 | 2.26% | 5q | -40.1%-$71.7M |
| SCS Capital Management LLC | $104.1M | 1,375,765 | 0.98% | 4q | -7.3%-$8.2M |
| Randolph Co Inc | $75.3M | 995,026 | 6.34% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $73.2M | 967,024 | 4.46% | 5q | -21.1%-$19.6M |
| FSA Investment Group, LLC | $67.2M | 888,079 | 21.83% | 2q | +10.0%+$6.1M |
| UBS Group AG | $62.8M | 830,196 | 0.01% | 5q | -19.0%-$14.7M |
| ROYAL BANK OF CANADA | $59.9M | 791,710 | 0.01% | 6q | -16.0%-$11.4M |
| AWM CAPITAL, LLC | $52.9M | 698,414 | 4.23% | 3q | +77.2%+$23.0M |
| Bridgewealth Advisory Group, LLC | $51.9M | 686,345 | 9.80% | 6q | -13.5%-$8.1M |
| BetterWealth, LLC | $51.7M | 682,813 | 9.14% | 4q | +4.2%+$2.1M |
| GREENHAVEN ASSOCIATES INC | $50.1M | 662,000 | 0.58% | 4q | -44.7%-$40.4M |
| Family Manage LLC | $48.4M | 639,028 | 4.96% | new | NEW |
| PNC Financial Services Group, Inc. | $47.6M | 629,035 | 0.02% | 4q | +240909.6%+$47.6M |
| Bragg Financial Advisors, Inc | $45.9M | 606,182 | 1.23% | 5q | HELD |
| BANK OF MONTREAL /CAN/ | $45.4M | 600,000 | 0.01% | new | NEW |
| LPL Financial LLC | $43.2M | 570,543 | 0.01% | 4q | +19.5%+$7.0M |
| Altiora Financial Group, LLC | $36.2M | 477,767 | 5.70% | 3q | +27.0%+$7.7M |
| Mirae Asset Global Investments Co., Ltd. | $36.1M | 477,000 | 0.05% | new | NEW |
| Corient Private Wealth LP | $36.0M | 475,899 | 0.02% | 5q | +542.4%+$30.4M |
| Cypress Capital, LLC | $34.4M | 454,572 | 9.30% | 5q | -2.1%-$734.4K |
| Pathway Financial Advisors LLC | $31.1M | 412,146 | 3.63% | 6q | +7.5%+$2.2M |
| Apella Capital, LLC | $31.1M | 411,969 | 0.44% | 5q | -9.4%-$3.2M |
| Fortitude Family Office, LLC | $29.8M | 393,282 | 5.77% | 4q | +16.9%+$4.3M |
| ANDERSON HOAGLAND & CO | $28.4M | 375,921 | 2.23% | 5q | +234.8%+$20.0M |
| AE Wealth Management LLC | $27.2M | 359,477 | 0.13% | new | NEW |
| Twin Lakes Capital Management, LLC | $26.2M | 345,541 | 10.00% | 2q | +12875.6%+$25.9M |
| Blume Capital Management, Inc. | $25.6M | 337,853 | 3.74% | 3q | +73.2%+$10.8M |
| RAYMOND JAMES FINANCIAL INC | $25.5M | 337,174 | 0.01% | 5q | +31.2%+$6.1M |
| Kohmann Bosshard Financial Services, LLC | $25.2M | 333,308 | 2.14% | 2q | +628.7%+$21.8M |
| Cardinal Point Capital Management ULC | $24.3M | 320,743 | 1.38% | 2q | +17.4%+$3.6M |
| ENVESTNET ASSET MANAGEMENT INC | $24.0M | 316,787 | 0.01% | 6q | +15.8%+$3.3M |
| Red Wave Investments LLC | $23.7M | 312,941 | 6.02% | 5q | +11.1%+$2.4M |
| TRUIST FINANCIAL CORP | $23.3M | 307,599 | 0.03% | 5q | -41.9%-$16.8M |
| CreativeOne Wealth, LLC | $23.1M | 304,976 | 0.50% | 5q | +20.0%+$3.9M |
| JIM SAULNIER & ASSOCIATES, LLC | $22.4M | 295,874 | 9.01% | 6q | +60.1%+$8.4M |
| Fort Point Capital Partners LLC | $22.3M | 294,437 | 1.55% | 5q | +256.9%+$16.0M |
| Whitaker-Myers Wealth Managers, LTD. | $22.0M | 291,022 | 3.68% | 4q | +24.6%+$4.3M |
| Goodman Financial Corp | $21.1M | 278,340 | 3.26% | 2q | +2496.5%+$20.3M |
| First Pacific Advisors, LP | $19.7M | 260,280 | 0.24% | 2q | +188.7%+$12.9M |
| Garde Capital, Inc. | $19.1M | 252,241 | 0.86% | 2q | -16.7%-$3.8M |
| Gross & Hartman Investments LLC | $17.6M | 232,718 | 7.78% | 3q | +47.8%+$5.7M |
| SYKON CAPITAL LLC | $17.3M | 228,655 | 5.33% | 3q | -30.8%-$7.7M |
| Cassilly Financial Group LLC | $17.2M | 227,642 | 6.25% | 3q | +701.0%+$15.1M |
| Delta Investment Management, LLC | $16.7M | 220,015 | 2.74% | 4q | +33.1%+$4.1M |
| Advisors Capital Management, LLC | $16.6M | 218,774 | 0.18% | new | NEW |
| Rialto Wealth Management, LLC | $16.4M | 216,777 | 3.25% | 6q | +12.9%+$1.9M |
| HSBC HOLDINGS PLC | $16.3M | 215,300 | 0.01% | 5q | -9.2%-$1.6M |
| Miller Investment Management, LP | $16.1M | 212,630 | 1.47% | 4q | +8.5%+$1.3M |
| Tortoise Investment Management, LLC | $15.6M | 205,882 | 1.16% | 6q | HELD |
| Quantinno Capital Management LP | $15.4M | 203,637 | 0.02% | 3q | +14.2%+$1.9M |
| Rossmore Private Capital | $15.3M | 202,544 | 1.24% | 3q | -20.6%-$4.0M |
| JBR Co Financial Management Inc | $14.9M | 196,853 | 5.44% | 3q | +180.6%+$9.6M |
| EverSource Wealth Advisors, LLC | $14.7M | 194,532 | 0.50% | 6q | -23.3%-$4.5M |
| Clear Creek Financial Management, LLC | $14.6M | 192,880 | 0.94% | 5q | -20.6%-$3.8M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | $14.3M | 189,195 | 4.92% | new | FIRST |
| eCIO, Inc. | $12.9M | 171,059 | 3.64% | 5q | +27.2%+$2.8M |
| HUB Investment Partners, LLC | $12.9M | 170,790 | 0.23% | new | NEW |
| Roehl & Yi Investment Advisors, LLC | $12.7M | 167,513 | 4.17% | 4q | -10.5%-$1.5M |
| CHATHAM CAPITAL GROUP, INC. | $12.4M | 164,210 | 1.59% | 3q | +60.8%+$4.7M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12.3M | 162,810 | 0.07% | 6q | +25.2%+$2.5M |
| Roundview Capital LLC | $11.9M | 157,454 | 0.65% | 2q | +2.0%+$239.2K |
| Englebert Financial Advisers, LLC | $11.3M | 149,475 | 11.14% | 3q | +12.7%+$1.3M |
| RFP Financial Group LLC | $11.1M | 146,162 | 4.95% | 6q | -4.3%-$492.7K |
| Balentine LLC | $10.5M | 138,941 | 0.37% | new | NEW |
| Greenline Partners, LLC | $10.5M | 138,816 | 1.07% | 5q | +3.8%+$387.0K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $10.4M | 137,700 | 2.60% | new | NEW |
| GenTrust, LLC | $10.3M | 136,655 | 0.40% | 6q | +22.0%+$1.9M |
| BENJAMIN EDWARDS INC | $10.2M | 134,338 | 0.09% | 5q | -19.0%-$2.4M |
| SAGE RHINO CAPITAL LLC | $10.2M | 134,319 | 1.65% | 4q | +46.8%+$3.2M |
| OSAIC HOLDINGS, INC. | $10.1M | 134,034 | 0.01% | 5q | +13.0%+$1.2M |
| Cetera Investment Advisers | $9.9M | 131,228 | 0.01% | 4q | +124.9%+$5.5M |
| Tradition Wealth Management, LLC | $9.4M | 123,662 | 0.57% | 4q | +21.7%+$1.7M |
| Lakewood Asset Management LLC | $9.2M | 122,017 | 5.07% | 5q | +4.7%+$417.3K |
| Savant Capital, LLC | $9.2M | 121,657 | 0.03% | 3q | +89.3%+$4.3M |
| HARBOUR INVESTMENT MANAGEMENT LLC | $8.7M | 114,851 | 4.49% | 4q | -0.7%-$63.0K |
| LRI Investments, LLC | $8.6M | 113,999 | 0.69% | 3q | -48.0%-$8.0M |
| AQR CAPITAL MANAGEMENT LLC | $8.5M | 112,943 | 0.00% | 4q | -39.6%-$5.6M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $8.4M | 111,335 | 0.10% | 5q | +65.4%+$3.3M |
| Stonebridge Financial Group, LLC | $8.3M | 110,080 | 0.63% | 2q | +3.0%+$239.5K |
| HighTower Advisors, LLC | $7.9M | 104,631 | 0.01% | 6q | -6.1%-$514.1K |
| Safe Harbor Family Capital, LLC | $7.7M | 102,072 | 5.16% | 3q | +87.4%+$3.6M |
| Cambria Investment Management, L.P. | $7.7M | 102,045 | 0.38% | 2q | -8.8%-$746.8K |
| ABOUND FINANCIAL, LLC | $7.7M | 101,352 | 3.06% | 4q | HELD |
| SJS Investment Consulting Inc. | $7.6M | 100,758 | 0.83% | 6q | -12.7%-$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.0M | 92,693 | 0.00% | 2q | +154.3%+$4.3M |
| Ethos Financial Group, LLC | $7.0M | 92,559 | 0.47% | 2q | +63.5%+$2.7M |
| Creative Planning | $6.6M | 87,833 | 0.00% | 6q | +9.9%+$599.3K |
| Kingsview Wealth Management, LLC | $6.6M | 86,773 | 0.08% | 4q | -4.3%-$292.8K |
| Foundry Financial LLC | $6.3M | 83,378 | 2.13% | 3q | +2.8%+$170.2K |
| Greenspring Advisors, LLC | $6.3M | 82,947 | 0.35% | 4q | -2.3%-$145.6K |
| SMITH, MOORE & CO. | $6.3M | 82,836 | 0.41% | 3q | +44.8%+$1.9M |
| PFW Advisors LLC | $6.2M | 81,692 | 1.80% | 6q | -10.7%-$739.5K |
| Arbor Investment Advisors, LLC | $6.1M | 80,444 | 0.69% | new | NEW |
| Ledgewood Wealth Advisors, LLC | $6.0M | 78,806 | 3.17% | 4q | +54.3%+$2.1M |
Showing the largest 100 of 408 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 394 | $4.0B | 52,812,262 | 93 | 149 | 109 | 0.0% |
| Q1 2026 | 323 | $3.0B | 39,295,846 | 78 | 140 | 78 | 0.0% |
| Q4 2025 | 263 | $2.0B | 25,932,297 | 76 | 101 | 50 | 0.0% |
| Q3 2025 | 195 | $1.4B | 18,851,920 | 81 | 80 | 19 | 0.0% |
| Q2 2025 | 125 | $783.3M | 10,368,508 | 85 | 29 | 8 | 0.0% |
| Q1 2025 | 43 | $84.7M | 1,122,615 | 43 | 0 | 0 | 0.0% |