VBIAX

VANGUARD BALANCED INDEX-ADM

Institutional Ownership · Q4 2025

Filing: Q4 2025

VANGUARD BALANCED INDEX-ADM (VBIAX) is held by 7 institutional investors with combined holdings of $8M. Major holders include Oakworth Capital, Inc., Fifth Third Wealth Adviso, FIRST MERCHANTS CORP.

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Institutional Holders

Total Value

$7.7M

Ownership %

—

🏦 Top Institutional Holders

Oakworth Capital, Inc.

84.8K shares

$4.4M

Fifth Third Wealth Advisors LLC

Williams Jones Wealth Management, LLC.

8.4K shares

$437.5K

Fortune Financial Group, Inc.

4.0K shares

$213.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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