Vanguard Balanced Index-AdmVBIAX
13F holders, Q4 2024 (December 31)3holders −1
1new positions
1sold out
$48.48avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Fifth Third Wealth Advisors LLC ($532K), First Merchants Corp. ($454K) and Williams Jones Wealth Management, LLC. ($409K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $532K |
| Exits | 1 | $26K |
All 13F filers, Q3 2024 → Q4 2024: 12,522 shares bought and 12,785 shares sold, net −263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fifth Third Wealth Advisors LLC | 0.03% | New | 10,977 | $532K |
| First Merchants Corp. | 0.02% | Add +19.8% | 9,357 | $454K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 8,444 | $409K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.