VBIAX VANGUARD BALANCED INDEX-ADM
FollowSHS (fund)
7 managers (7 13F filers) reported a position in VBIAX shares at 2026-06-30, 115,667 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 3
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 115,667
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| OAKWORTH CAPITAL, INC. | 86,004 | $4.66M | 0.22% | -18 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 9,715 | $528K | 0.02% | +734 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 8,444 | $459K | 0.01% | 0 | 13F-HRTimeline |
| Wealthspire Advisors, LLC | 6,354 | $345K | <0.01% | new | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 3,615 | $196K | 0.03% | +1,817 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 856 | $46.5K | 0.01% | new | 13F-HRTimeline |
| NBT BANK, N.A.in group NBT BANK, N.A. | 679 | $36.9K | <0.01% | new | 13F-HRTimelineGroup |