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Vanguard Instl Index shares owned by Ballast Advisors

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.8k 103 75.65

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Vanguard Instl Index

Wit
Nicholas Hoffman & Company
Oxbow Advisors
Evanson Financial
Evanson Asset Management
Elm Partners Management
SCS Capital Management
Bank of America Corporation
Greenhaven Associates
UBS Group
Armstrong Advisory Group
Royal Bank of Canada
Morgan Stanley
FSA Investment Group
Bridgewealth Advisory Group

View all funds holding Vanguard Instl Index