Wellington-altus Usa »

Vanguard Instl Index shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Vanguard Instl Index

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All positions including Vanguard Instl Index held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $392k 5.2k 75.65
2026-03-31 $208k 2.8k 75.68
2025-12-31 $1.5M 20k 75.43

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Vanguard Instl Index

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

View all funds holding Vanguard Instl Index