13F Insight
DOSSIER · 13F Holders · Q2 2026
VBIL

VANGUARD INSTL INDEX FD

433 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 922040845·433 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
433
filers reporting
Concentration
15.70%
Elm Partners Management LLC #1
top holder share
AI Holders Summary · Q2 2026

433 institutions reported VBIL in Q2 2026. Elm Partners Management LLC leads at 15.7% 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
$431M5.7M12.84%Q2 202602
WIT, LLC
CIK 0001840025
$415M5.5M6.63%Q2 202603
Oxbow Advisors, LLC
CIK 0001564770
$187M2.5M15.21%Q2 202604
Atomic Invest LLC
CIK 0002137372
$180M2.4M15.83%Q2 202605
MORGAN STANLEY
CIK 0000895421
$174M2.3M0.01%Q2 202606
Evanson Financial, LLC
CIK 0002140235
$163M2.2M8.03%Q3 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$154M2.0M0.01%Q2 202608
Evanson Asset Management, LLC
CIK 0001626379
$142M1.9M7.63%Q1 202609
Randolph Co Inc
CIK 0001475150
$122M1.6M10.47%Q3 202610
Nicholas Hoffman & Company, LLC.
CIK 0001678953
$107M1.4M2.26%Q2 202611
AWM CAPITAL, LLC
CIK 0001806820
$105M1.4M7.38%Q3 202612
SCS Capital Management LLC
CIK 0001303159
$104M1.4M0.98%Q2 202613
BetterWealth, LLC
CIK 0001911702
$82M1.1M13.91%Q3 202614
UBS Group AG
CIK 0001610520
$63M830K0.01%Q2 202615
FSA Investment Group, LLC
CIK 0002051584
$60M797K19.20%Q3 202616
ROYAL BANK OF CANADA
CIK 0001000275
$60M792K0.01%Q2 202617
Bridgewealth Advisory Group, LLC
CIK 0001801982
$52M686K9.80%Q2 202618
GREENHAVEN ASSOCIATES INC
CIK 0000846222
$50M662K0.58%Q2 202619
Family Management Corp
CIK 0001539947
$48M639K4.96%Q2 202620
Bragg Financial Advisors, Inc
CIK 0001327055
$46M606K1.23%Q2 2026
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