Vanguard Balanced Index-AdmVBIAX
13F holders, Q2 2024 (June 30)3holders +1
2new positions
1sold out
$47.38avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($400K), First Merchants Corp. ($381K) and ORG Partners LLC ($44K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $426K |
| Exits | 1 | $622K |
All 13F filers, Q1 2024 → Q2 2024: 8,981 shares bought and 24,963 shares sold, net −15,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,444 | $400K |
| First Merchants Corp. | 0.02% | New | 8,051 | $381K |
| ORG Partners LLC | 0.01% | New | 930 | $44K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.