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Vanguard Balanced Index Ptf Admiral shares owned by Oakworth Capital

Quarter-by-quarter ownership of Vanguard Balanced Index Ptf Admiral (VBIAX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Vanguard Balanced Index Ptf Admiral

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Balanced Index Ptf Admiral held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Balanced Index Ptf Admiral by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 362k 52.45

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Spdr Gold Shares Mutual Fund/sto (GLD)
Alphabet Inc Sr Common Stock (GOOG)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding Vanguard Balanced Index Ptf Admiral

Oakworth Capital
First Merchants Bank, National Association
Williams Jones Wealth Management
Hurley Capital
Wall Street Access Asset Management
Vermillion Wealth Management

View all funds holding Vanguard Balanced Index Ptf Admiral