VBIL β€” VANGUARD INSTL INDEX FD

Ownership history in Bridgewealth Advisory Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Bridgewealth Advisory Group, LLC reported VANGUARD INSTL INDEX FD (VBIL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 12.6% in 2025 Q3. The latest visible filing shows VBIL at 10.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridgewealth Advisory Group, LLC's position in VANGUARD INSTL INDEX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VBIL was reported at 10.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.6% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bridgewealth Advisory Group, LLC held VBIL β€” position size vs. price
% of Fund (quarterly)    VBIL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 632,989 -86,118 -12.0% 10.54% $47.7M 2026-02-14 (Est.) $75.33
2025 Q3 ADDED 719,107 +93,555 +15.0% 12.60% $54.4M 2025-10-23 $74.44
2025 Q2 ADDED 625,552 +616,934 +7158.7% 11.99% $47.3M 2025-08-04 $73.77
2025 Q1 INITIATED 8,618 β€” β€” 0.85% $650K 2025-05-13 $73.05

FAQ About Bridgewealth Advisory Group, LLC and VBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bridgewealth Advisory Group, LLC reported owning VBIL?

Bridgewealth Advisory Group, LLC reported VBIL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VBIL position in Bridgewealth Advisory Group, LLC's portfolio?

The largest reported portfolio weight for VBIL was 12.60% in 2025 Q3.

What is the latest reported VBIL position on this page?

The most recent filing on this page is 2025 Q4, when Bridgewealth Advisory Group, LLC reported 632,989 shares, equal to 10.54% of portfolio, with an estimated market value of $47.7M.

What does the chart on this VBIL ownership page compare?

The chart compares Bridgewealth Advisory Group, LLC's quarterly VBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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