DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INSTL INDEX FD (VBIL)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
414
Reporting holders
$4.4B
Reported value
0.0%
Calls
0.0%
Puts
+71
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 |
|---|---|---|---|---|---|
| Elm Partners Management LLC | $431.2M | 5,697,819 | 12.84% | 3q | +209.2%+$291.8M |
| WIT, LLC | $415.0M | 5,483,220 | 6.63% | 2q | +107.1%+$214.6M |
| Oxbow Advisors, LLC | $187.2M | 2,473,459 | 15.21% | 4q | +8.2%+$14.2M |
| Atomic Invest LLC | $180.2M | 2,381,031 | 15.83% | 3q | +1570.2%+$169.4M |
| 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 |
| 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 |
| THOMPSON SIEGEL & WALMSLEY LLC | $22.5M | 296,971 | 0.40% | 4q | +11.9%+$2.4M |
| 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 |
| Corient Private Wealth LP | $17.8M | 235,241 | 0.02% | 5q | +217.5%+$12.2M |
| 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 |
| 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 |
| Summit Global Investments | $8.9M | 117,967 | 0.49% | 2q | +11.4%+$916.5K |
| 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 |
| Cassilly Financial Group LLC | $8.6M | 113,821 | 6.25% | 3q | +300.5%+$6.5M |
| 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 |
| Willow Creek Wealth Management Inc. | $7.8M | 102,528 | 0.51% | 4q | +48.9%+$2.5M |
| 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 |
| Cherry Tree Wealth Management, LLC | $6.9M | 91,267 | 1.30% | 4q | +73.0%+$2.9M |
| 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 |
Showing the largest 100 of 414 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 181 | $1.4B | 18,627,253 | 31 | 90 | 40 | 0.0% |
| Q2 2026 | 414 | $4.4B | 57,537,660 | 97 | 158 | 112 | 0.0% |
| Q1 2026 | 343 | $3.0B | 39,993,972 | 84 | 145 | 84 | 0.0% |
| Q4 2025 | 277 | $2.0B | 26,552,662 | 79 | 105 | 50 | 0.0% |
| Q3 2025 | 205 | $1.4B | 19,013,765 | 84 | 83 | 21 | 0.0% |
| Q2 2025 | 135 | $789.1M | 10,445,455 | 89 | 33 | 10 | 0.0% |
| Q1 2025 | 49 | $89.0M | 1,180,277 | 49 | 0 | 0 | 0.0% |