Vanguard Balanced Index-AdmVBIAX
13F holders, Q3 2025 (September 30)6holders +2
4new positions
2sold out
$52.45avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, up 2 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Oakworth Capital, Inc. ($19.0M), First Merchants Corp. ($553K) and Williams Jones Wealth Management, LLC. ($443K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $19.5M |
| Exits | 2 | $2.4M |
All 13F filers, Q2 2025 → Q3 2025: 372,523 shares bought and 48,563 shares sold, net +323,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Oakworth Capital, Inc. | 1.10% | New | 362,443 | $19.0M |
| First Merchants Corp. | 0.02% | Reduce -0.2% | 10,545 | $553K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,444 | $443K |
| Hurley Capital, LLC | 0.22% | New | 7,547 | $396K |
| Kelleher Financial Advisors | 0.02% | New | 1,719 | $90K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 814 | $43K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.