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 | 86k | $4.3M | 1% | Mar 2026 |
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| First Merchants Bank, National Association | 9.7k | $528k | 8% | Jun 2026 |
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| McIlrath & Eck | 8.6k | $431k | 100% | Mar 2026 |
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| Williams Jones Wealth Management | 8.4k | $459k | 0% | Jun 2026 |
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| Sontag Advisory | 6.4k | $345k | 100% | Jun 2026 |
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| Wall Street Access Asset Management | 3.6k | $196k | 101% | Jun 2026 |
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| NBT Bank | 679.00 | $37k | 100% | Jun 2026 |
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Who sold out of Vanguard Balanced Index Ptf Admiral?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vestwell Advisors | Dec 2025 | 41k | $2.1M |
| Kohmann Bosshard Financial Services | Dec 2025 | 1.2k | $62k |