Who owns Vanguard Balanced Index Ptf Admiral?
- Ticker: VBIAX
- CUSIP Number: 921931200
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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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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 | 85k | $4.4M | -77% | Dec 2025 |
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| Vestwell Advisors | 41k | $2.1M | 100% | Dec 2025 |
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| First Merchants Bank, National Association | 10k | $525k | -4% | Dec 2025 |
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| Williams Jones Wealth Management | 8.4k | $438k | 0% | Dec 2025 |
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| Wall Street Access Asset Management | 1.8k | $92k | 3% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 1.2k | $62k | 100% | Dec 2025 |
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| Garton & Associates Financial Advisors | 25.00 | $1.3k | 100% | Dec 2025 |
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Who sold out of Vanguard Balanced Index Ptf Admiral?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hurley Capital | Sep 2025 | 7.5k | $396k |
| Vermillion Wealth Management | Sep 2025 | 814.00 | $43k |