VBIAX VANGUARD BALANCED INDEX FUND ADMIRAL SHARES: institutional ownership and insider trading

8 funds reported holding $6.65M of VANGUARD BALANCED INDEX FUND ADMIRAL SHARES in their latest 13F filings; in Q2 2026 funds net bought $566K, with 3 new positions and 0 funds selling out.

Largest institutional holders of VBIAX

  1. Oakworth Capital, Inc. — $4.66M
  2. FIRST MERCHANTS CORP (FRME, FRMEP) — $507K
  3. Williams Jones Wealth Management, LLC. — $459K
  4. McIlrath & Eck, LLC — $431K
  5. Wealthspire Advisors, LLC — $345K
  6. KELLEHER FINANCIAL ADVISORS — $196K
  7. Vermillion Wealth Management, Inc. — $46.5K
  8. NBT BANK, N.A. — $5.86K

Who owns the most VBIAX stock?

The largest institutional holders of VANGUARD BALANCED INDEX FUND ADMIRAL SHARES in the latest 13F filings are Oakworth Capital, Inc. ($4.66M), FIRST MERCHANTS CORP (FRME, FRMEP) ($507K), Williams Jones Wealth Management, LLC. ($459K).

All VBIAX 13F holders