VBIAX VANGUARD BALANCED INDEX-ADM
FollowSHS (fund)
7 managers (7 13F filers) reported a position in VBIAX shares at 2025-12-31, 110,443 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 1
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 110,443
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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. | 84,834 | $4.4M | 0.24% | -277,609 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 10,127 | $525K | 0.02% | -418 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 8,444 | $437K | <0.01% | 0 | 13F-HRTimeline |
| Fortune Financial Group, Inc. | 4,038 | $213K | 0.21% | 13F-HRTimeline | |
| KELLEHER FINANCIAL ADVISORS | 1,773 | $91.8K | 0.02% | +54 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 1,202 | $62.2K | 0.01% | new | 13F-HRTimeline |
| Garton & Associates Financial Advisors … | 25 | $1.28K | <0.01% | 13F-HRTimeline |