13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
VBIL

VANGUARD INSTL INDEX FD

340 institutions still hold VANGUARD INSTL INDEX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922040845·340 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.2%
vs prior quarter
13F value held
$1.8B
45.0% inst. owned
of float
Holders
340
+57 QoQ
filers reporting
Activity
+59 / −90
+854 added · −909 reduced
this quarter
Concentration
11.09%
WIT, LLC #1
top holder share
AI Holders Summary · Q1 2026

340 institutions reported VBIL in Q1 2026. WIT, LLC leads at 11.1% of the visible book. +57 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WIT, LLC
CIK 0001840025
$200M2.6M3.78%Q1 202602
Nicholas Hoffman & Company, LLC.
CIK 0001678953
$179M2.4M4.13%Q1 202603
Oxbow Advisors, LLC
CIK 0001564770
$173M2.3M14.70%Q1 202604
Evanson Asset Management, LLC
CIK 0001626379
$142M1.9M7.63%Q1 202605
Elm Partners Management LLC
CIK 0001743941
$139M1.8M6.04%Q1 202606
SCS Capital Management LLC
CIK 0001303159
$112M1.5M1.19%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$107M1.4M0.01%Q1 202608
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$93M1.2M6.22%Q1 202609
GREENHAVEN ASSOCIATES INC
CIK 0000846222
$91M1.2M1.49%Q1 202610
UBS Group AG
CIK 0001610520
$78M1.0M0.01%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$71M942K0.01%Q1 202612
MORGAN STANLEY
CIK 0000895421
$71M939K0.00%Q1 202613
FSA Investment Group, LLC
CIK 0002051584
$61M808K24.59%Q1 202614
BetterWealth, LLC
CIK 0001911702
$50M655K9.72%Q1 202615
Bridgewealth Advisory Group, LLC
CIK 0001801982
$48M633K10.54%Q4 202516
Bragg Financial Advisors, Inc
CIK 0001327055
$46M606K1.45%Q1 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$40M529K0.05%Q1 202618
LPL Financial LLC
CIK 0001403438
$36M477K0.01%Q1 202619
Cypress Capital, LLC
CIK 0001729939
$35M464K9.99%Q1 202620
Apella Capital, LLC
CIK 0001801507
$34M455K0.51%Q1 2026
Page 1 of 17
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