Vanguard Balanced Index-AdmVBIAX
13F holders, Q2 2025 (June 30)4holders
2new positions
2sold out
$49.83avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Fifth Third Wealth Advisors LLC ($2.2M), First Merchants Corp. ($527K) and Williams Jones Wealth Management, LLC. ($421K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 2 | $138K |
All 13F filers, Q1 2025 → Q2 2025: 49,549 shares bought and 2,947 shares sold, net +46,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fifth Third Wealth Advisors LLC | 0.09% | New | 43,760 | $2.2M |
| First Merchants Corp. | 0.02% | Add +10.6% | 10,570 | $527K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,444 | $421K |
| Brooklyn Investment Group | 0.03% | New | 4,778 | $238K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.