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Vanguard Instl Index shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by Rise Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $152k 2.0k 75.60
2025-06-30 $151k 2.0k 75.55

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Vanguard Core Bond Etf 0 (VCRB)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Fidelity Total Bond Etf 0 (FBND)
Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Apple 0 (AAPL)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Energy Select Sector Spdr Fund 0 (XLE)

View all positions for Rise Advisors

Top funds holding Vanguard Instl Index

Oxbow Advisors
Evanson Asset Management
Armstrong Advisory Group
Royal Bank of Canada
Bridgewealth Advisory Group
Bragg Financial Advisors
Branch Banking & Trust Company
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