VBIAX VANGUARD BALANCED INDEX-ADM
FollowSHS (fund)
4 managers (4 13F filers) reported a position in VBIAX shares at 2025-06-30, 67,552 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 2
- Added
- 1
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 67,552
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS… | 43,760 | $2.18M | 0.09% | new | 13F-HRTimelineGroup |
| FIRST MERCHANTS CORP | 10,570 | $527K | 0.02% | +1,011 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 8,444 | $421K | 0.01% | 0 | 13F-HRTimeline |
| Brooklyn Investment Group | 4,778 | $238K | 0.03% | new | 13F-HR/ATimeline |