Vanguard Balanced Index-AdmVBIAX
13F holders, Q1 2024 (March 31)2holders
$30.42avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($622K) and Williams Jones Wealth Management, LLC. ($394K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 4 | $107K |
Ownership 2 holders
| Ethos Financial Group, LLC | 0.12% | Reduce -60.4% | 24,963 | $622K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,444 | $394K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.