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Vanguard Instl Index shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 187k 75.65
2025-09-30 $13M 168k 75.62

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Vanguard Instl Index

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

View all funds holding Vanguard Instl Index