VBIL — VANGUARD INSTL INDEX FD

Ownership history in Farrell Financial LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial LLC reported a position in VANGUARD INSTL INDEX FD (VBIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.06% (2025 Q4)
Avg. % of fund
0.61%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,773 +20,377 +600.0% 1.06% $1.8M $75.00
2025 Q3 INITIATED 3,396 — — 0.16% $257K $74.25
% of Fund (quarterly)    VBIL price (monthly, adj. close)

Other funds also holding VBIL

As of 2025 Q4 — sorted by position size

Oxbow Advisors, LLC 3Y 7Y 11.53% Bridgewealth Advisory Group, LLC 3Y 10.54% Cypress Capital, LLC 3Y 7Y 9.3% Evanson Asset Management, LLC 3Y 7Y 7.75% Roehl & Yi Investment Advisors, LLC 5.96% Red Wave Investments LLC 3Y 5.75% JIM SAULNIER & ASSOCIATES, LLC 5.55% Fortitude Family Office, LLC 4.96% Lakewood Asset Management LLC 3Y 4.88% Delta Investment Management, LLC 3Y 7Y 4.09%
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