DOSSIER · 13F Holders · Q2 2026
VBIL

VANGUARD INSTL INDEX FD

397 institutions still hold VANGUARD INSTL INDEX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922040845·397 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.0B
visible holders
Holders
397
filers reporting
Concentration
14.31%
Elm Partners Management LLC #1
top holder share
AI Holders Summary · Q2 2026

397 institutions reported VBIL in Q2 2026. Elm Partners Management LLC leads at 14.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Elm Partners Management LLC
CIK 0001743941
$289M3.8M10.38%Q2 2026
02
WIT, LLC
CIK 0001840025
$200M2.6M3.78%Q1 2026
03
Oxbow Advisors, LLC
CIK 0001564770
$187M2.5M15.21%Q2 2026
04
Evanson Financial, LLC
CIK 0002140235
$153M2.0M7.46%Q2 2026
05
Evanson Asset Management, LLC
CIK 0001626379
$142M1.9M7.63%Q1 2026
06
Nicholas Hoffman & Company, LLC.
CIK 0001678953
$107M1.4M2.26%Q2 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$107M1.4M0.01%Q1 2026
08
SCS Capital Management LLC
CIK 0001303159
$104M1.4M0.98%Q2 2026
09
UBS Group AG
CIK 0001610520
$78M1.0M0.01%Q1 2026
10
Randolph Co Inc
CIK 0001475150
$75M995K6.34%Q2 2026
11
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$73M967K4.46%Q2 2026
12
ROYAL BANK OF CANADA
CIK 0001000275
$71M942K0.01%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$71M939K0.00%Q1 2026
14
FSA Investment Group, LLC
CIK 0002051584
$67M888K21.83%Q2 2026
15
AWM CAPITAL, LLC
CIK 0001806820
$53M698K4.23%Q2 2026
16
Bridgewealth Advisory Group, LLC
CIK 0001801982
$52M686K9.80%Q2 2026
17
BetterWealth, LLC
CIK 0001911702
$52M683K9.14%Q2 2026
18
GREENHAVEN ASSOCIATES INC
CIK 0000846222
$50M662K0.58%Q2 2026
19
Bragg Financial Advisors, Inc
CIK 0001327055
$46M606K1.45%Q1 2026
20
LPL Financial LLC
CIK 0001403438
$43M571K0.01%Q2 2026
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