Vanguard Balanced Index Fund (VBIAX) institutional ownership
VANGUARD BALANCED INDEX FUND ADMIRAL SHARES · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 115,667 |
| Reported value | $6.3m |
| Quarter flows | 3 new, 2 added, 1 trimmed, 1 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | 86,004 | $4.7m | 0.2% |
| FIRST MERCHANTS CORP | 9,715 | $527,974 | 0.0% |
| Williams Jones Wealth Management, LLC. | 8,444 | $458,832 | 0.0% |
| Wealthspire Advisors, LLC | 6,354 | $345,263 | 0.0% |
| KELLEHER FINANCIAL ADVISORS | 3,615 | $196,433 | 0.0% |
| Vermillion Wealth Management, Inc. | 856 | $46,511 | 0.0% |
| NBT BANK, N.A. | 679 | $36,899 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("VBIAX"). VBIAX price history · All 13F data