Red Wave Investments LLC VBIL — VANGUARD INSTL INDEX FD

Ownership history in Red Wave Investments LLC  ·  4 quarters on record

AI Ownership Summary

Red Wave Investments LLC reported VANGUARD INSTL INDEX FD (VBIL) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 6.37% in 2026 Q1. The latest visible filing shows VBIL at 6.37% 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 Red Wave Investments 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
2026 Q1

VBIL was reported at 6.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.37% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

VBIL stock page Red Wave Investments LLC fund profile Red Wave Investments LLC full holdings
How Red Wave Investments LLC held VBIL — position size vs. price
% of Fund (quarterly)    VBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 281,795 +25,602 +10.0% 6.37% $21.3M 2026-05-08 $75.53
2025 Q4 ADDED — — — 256,193 +74,530 +41.0% 5.75% $19.3M 2026-02-06 $74.85
2025 Q3 ADDED — — — 181,663 +91,458 +101.4% 4.21% $13.7M 2025-10-28 $74.07
2025 Q2 INITIATED — — — 90,205 — — 2.24% $6.8M 2025-07-31 $73.32

🏢 Other funds also holding VBIL

As of 2026 Q1 — sorted by position size

FSA Investment Group, LLC 24.59% Oxbow Advisors, LLC 3Y 7Y 14.7% Bridgewealth Advisory Group, LLC 3Y 12.45% Englebert Financial Advisers, LLC 11.41% Cypress Capital, LLC 3Y 7Y 9.99% BetterWealth, LLC 3Y 9.72% SYKON CAPITAL LLC 8.33% Evanson Asset Management, LLC 3Y 7Y 7.63% JIM SAULNIER & ASSOCIATES, LLC 6.8% RFP Financial Group LLC 3Y 6.28%

FAQ About Red Wave Investments 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 Red Wave Investments LLC reported owning VBIL?

Red Wave Investments LLC reported VBIL across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported VBIL position in Red Wave Investments LLC's portfolio?

The largest reported portfolio weight for VBIL was 6.37% in 2026 Q1.

What is the latest reported VBIL position on this page?

The most recent filing on this page is 2026 Q1, when Red Wave Investments LLC reported 281,795 shares, equal to 6.37% of portfolio, with an estimated market value of $21.3M.

What does the chart on this VBIL ownership page compare?

The chart compares Red Wave Investments 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.

How well did Red Wave Investments LLC time their VBIL position?

Based on 13F filing dates vs. subsequent VBIL price moves, Red Wave Investments LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on VBIL relative to SPY over the holding period was -15.9%.

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