Vault-13

VANGUARD BALANCED INDEX ADM VBIAX

EQUITY FUNDS · Open-End Fund · CUSIP 921931200

7 institutional holders +2 vs Q1 2026
115,667115.7k shares reported held*
$6.3mreported value*
3 new 2 added 1 reduced 0 sold out net bought ≈ $566.3k (+10.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $54.25.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 4Q4 22: 3Q1 23: 3Q2 23: 3Q3 23: 5Q4 23: 7Q1 24: 2Q2 24: 3Q3 24: 4Q4 24: 3Q1 25: 4Q2 25: 4Q3 25: 6Q4 25: 8Q1 26: 5Q2 26: 77Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20223
Q1 20233
Q2 20233
Q3 20235
Q4 20237
Q1 20242
Q2 20243
Q3 20244
Q4 20243
Q1 20254
Q2 20254
Q3 20256
Q4 20258
Q1 20265
Q2 20267

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 1 bought or addedQ3 24: 2 cut or sold outQ4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ2 25: 3 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 3 cut or sold outQ4 25: 3 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 5 cut or sold outQ2 26: 5 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412
Q4 202421
Q1 202531
Q2 202532
Q3 202543
Q4 202534
Q1 202635
Q2 202651

Biggest buyers

Wealthspire Advisors, LLC New +6,354+6.4k
KELLEHER FINANCIAL ADVISORS Added +1,817+1.8k
Vermillion Wealth Management, Inc. New +856+856
FIRST MERCHANTS CORP Added +734+734
NBT BANK, N.A. New +679+679

Biggest sellers

OAKWORTH CAPITAL, INC. Reduced -18-18

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OAKWORTH CAPITAL, INC. 0.22% of their portfolio BIRMINGHAM, AL 86,00486.0k $4.7m $4.7m 0.22% Reduced -18 -18
2 FIRST MERCHANTS CORP 0.02% of their portfolio Muncie, IN 9,7159.7k $528.0k $528.0k 0.02% Added +734 +734
3 Williams Jones Wealth Management, LLC. 0.01% of their portfolio NEW YORK, NY 8,4448.4k $458.8k $458.8k 0.01% Unchanged
4 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 6,3546.4k $345.3k $345.3k 0.00% New
5 KELLEHER FINANCIAL ADVISORS 0.03% of their portfolio NEW YORK, NY 3,6153.6k $196.4k $196.4k 0.03% Added +1.8k +1,817
6 Vermillion Wealth Management, Inc. 0.01% of their portfolio ROSEMOUNT, MN 856856 $46.5k $46.5k 0.01% New
7 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 679679 $36.9k $36.9k 0.00% New