Vanguard Balanced Index-AdmVBIAX
13F holders, Q1 2025 (March 31)4holders +1
2new positions
1sold out
$46.66avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($446K), Williams Jones Wealth Management, LLC. ($394K) and Hurley Capital, LLC ($100K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $138K |
| Exits | 1 | $532K |
All 13F filers, Q4 2024 → Q1 2025: 3,149 shares bought and 10,977 shares sold, net −7,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.02% | Add +2.2% | 9,559 | $446K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,444 | $394K |
| Hurley Capital, LLC | 0.08% | New | 2,142 | $100K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 805 | $38K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.