VBIAX VANGUARD BALANCED INDEX-ADM
FollowSHS (fund)
6 managers (6 13F filers) reported a position in VBIAX shares at 2025-09-30, 391,512 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 4
- Added
- 0
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 391,512
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| OAKWORTH CAPITAL, INC. | 362,443 | $19M | 1.1% | new | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 10,545 | $553K | 0.02% | -25 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 8,444 | $443K | 0.01% | 0 | 13F-HRTimeline |
| Hurley Capital, LLC | 7,547 | $396K | 0.22% | new | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 1,719 | $90.2K | 0.02% | new | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 814 | $42.7K | 0.01% | new | 13F-HRTimeline |