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Vanguard Instl Index shares owned by Planned Solutions

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

Historical chart of Planned Solutions investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 69k 75.62
2025-06-30 $5.0M 66k 75.55

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Apple Stock (AAPL)

View all positions for Planned Solutions

Top funds holding Vanguard Instl Index

Oxbow Advisors
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Bragg Financial Advisors
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Putnam Fl Investment Management
Greenhaven Associates
UBS Group
Cypress Capital
Nicholas Hoffman & Company
Tower Research Capital
Pathway Financial Advisors
Benjamin Edwards

View all funds holding Vanguard Instl Index