ROBERTS GLORE & CO INC /IL/ VBIL β€” VANGUARD INSTL INDEX FD

Ownership history in ROBERTS GLORE & CO INC /IL/  Β·  3 quarters on record

AI Ownership Summary

ROBERTS GLORE & CO INC /IL/ reported VANGUARD INSTL INDEX FD (VBIL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.74% in 2026 Q1. The latest visible filing shows VBIL at 0.74% 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 ROBERTS GLORE & CO INC /IL/'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 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% 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 Q3 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.

How ROBERTS GLORE & CO INC /IL/ held VBIL β€” position size vs. price
% of Fund (quarterly)    VBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 35,467 +17,536 +97.8% 0.74% $2.7M 2026-05-04 $75.48
2025 Q4 ADDED β€” β€” β€” 17,931 +11,006 +158.9% 0.36% $1.4M 2026-02-05 $74.83
2025 Q3 INITIATED β€” β€” β€” 6,925 β€” β€” 0.14% $524K 2025-11-12 $74.20

FAQ About ROBERTS GLORE & CO INC /IL/ and VBIL

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

How long has ROBERTS GLORE & CO INC /IL/ reported owning VBIL?

ROBERTS GLORE & CO INC /IL/ reported VBIL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VBIL position in ROBERTS GLORE & CO INC /IL/'s portfolio?

The largest reported portfolio weight for VBIL was 0.74% in 2026 Q1.

What is the latest reported VBIL position on this page?

The most recent filing on this page is 2026 Q1, when ROBERTS GLORE & CO INC /IL/ reported 35,467 shares, equal to 0.74% of portfolio, with an estimated market value of $2.7M.

What does the chart on this VBIL ownership page compare?

The chart compares ROBERTS GLORE & CO INC /IL/'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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