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Vanguard Balanced Index-Adm

CUSIP: 921931200 | 48 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Oakworth Capital, Inc.86,483
0.2% of portfolio›$4.6M
First Merchants Corp9,427
0.0% of portfolio›$506.8K
Williams Jones Wealth Management, Llc.8,444
0.0% of portfolio›$453.9K
Transce3nd, LLC501
0.0% of portfolio›$27.3K
NBT Bank, N.A.109
0.0% of portfolio›$5.9K
StyleTurnoverLocationFiled
Oakworth Capital, Inc.
86,483$4.6M0.2%ETFLowBirmingham, AL2026-10-26
First Merchants Corp
9,427$506.8K0.0%GrowthLowMuncie, IN2026-10-15
Williams Jones Wealth Management, Llc.
8,444$453.9K0.0%GrowthLowNew York, NY2026-11-05
Transce3nd, LLC
501$27.3K0.0%GrowthLowBuda, TX2026-10-26
NBT Bank, N.A.
109$5.9K0.0%CoreLowNorwich, NY2026-10-21