Vanguard Balanced Index-AdmVBIAX
13F holders, Q4 2025 (December 31)7holders +1
1new positions
2sold out
$51.84avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Oakworth Capital, Inc. ($4.4M), First Merchants Corp. ($525K) and Williams Jones Wealth Management, LLC. ($437K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $62K |
| Exits | 2 | $439K |
All 13F filers, Q3 2025 → Q4 2025: 1,256 shares bought and 286,388 shares sold, net −285,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Oakworth Capital, Inc. | 0.24% | Reduce -76.6% | 84,834 | $4.4M |
| First Merchants Corp. | 0.02% | Reduce -4.0% | 10,127 | $525K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 8,444 | $437K |
| Fortune Financial Group, Inc. | 0.21% | — | 4,038 | $213K |
| Kelleher Financial Advisors | 0.02% | Add +3.1% | 1,773 | $92K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,202 | $62K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 25 | $1K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.