Vanguard Balanced Index-AdmVBIAX
13F holders, Q3 2024 (September 30)4holders +1
1new positions
1sold out
$39.94avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Alpine Bank Wealth Management ($1.6M), Williams Jones Wealth Management, LLC. ($421K) and First Merchants Corp. ($389K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $26K |
| Exits | 1 | $44K |
All 13F filers, Q2 2024 → Q3 2024: 12,785 shares bought and 1,169 shares sold, net +11,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Alpine Bank Wealth Management | 0.26% | — | 32,603 | $1.6M |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 8,444 | $421K |
| First Merchants Corp. | 0.01% | Reduce -3.0% | 7,812 | $389K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 12,785 | $26K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.