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Vanguard Balanced Index Ptf Admiral shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $345k 6.4k 54.34

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Vanguard Balanced Index Ptf Admiral

Oakworth Capital
First Merchants Bank, National Association
McIlrath & Eck
Williams Jones Wealth Management
Sontag Advisory
Wall Street Access Asset Management
NBT Bank

View all funds holding Vanguard Balanced Index Ptf Admiral