Vanguard Balanced Index-AdmVBIAX
13F holders, Q1 2026 (March 31)5holders −2
1new positions
3sold out
$49.86avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were Oakworth Capital, Inc. ($4.3M), First Merchants Corp. ($448K) and McIlrath & Eck, LLC ($431K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $431K |
| Exits | 3 | $277K |
All 13F filers, Q4 2025 → Q1 2026: 9,860 shares bought and 6,411 shares sold, net +3,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Oakworth Capital, Inc. | 0.23% | Add +1.4% | 86,022 | $4.3M |
| First Merchants Corp. | 0.02% | Reduce -11.3% | 8,981 | $448K |
| McIlrath & Eck, LLC | 0.03% | New | 8,647 | $431K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,444 | $421K |
| Kelleher Financial Advisors | 0.02% | Add +1.4% | 1,798 | $90K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.