Who owns Vanguard Balanced Index Ptf Admiral?

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Analyze quarterly positions in Vanguard Balanced Index Ptf Admiral with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vanguard Balanced Index Ptf Admiral stock

Who bought or sold Vanguard Balanced Index Ptf Admiral this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Oakworth Capital 362k $19M 100% Sep 2025
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First Merchants Bank, National Association 11k $553k 0% Sep 2025
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Williams Jones Wealth Management 8.4k $443k 0% Sep 2025
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Hurley Capital 7.5k $396k 100% Sep 2025
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Wall Street Access Asset Management 1.7k $90k 100% Sep 2025
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Vermillion Wealth Management 814.00 $43k 100% Sep 2025
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Who sold out of Vanguard Balanced Index Ptf Admiral?

Fund or Company Name Date Sold Shares Held Valued At
Fifth Third Wealth Advisors Jun 2025 44k $2.2M
Skopos Labs Jun 2025 4.8k $238k