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Vanguard Balanced Index-Adm

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Oakworth Capital, Inc.
INCREASED
Shares86,483 from 86,004
Change+479 (+1%)
Value$4.6M (-$13.8K)
Filed 2026-10-26
First Merchants Corp
DECREASED
Shares9,427 from 9,715
Change-288 (-3%)
Value$506.8K (-$21.2K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares8,444 from 8,444
Change0 (0%)
Value$453.9K (-$4.9K)
Filed 2026-11-05
Transce3nd, LLC
NEW
Shares501
Change+501
Value$27.3K
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares109 from 679
Change-570 (-84%)
Value$5.9K (-$31.0K)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 3,615
Change-3,615 (-100%)
Value$0 (-$196.4K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$46.5K)
Filed 2026-10-26
Wealthspire Advisors, LLC
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Status
Oakworth Capital, Inc.
INCREASED86,48386,004+479+1%$4.7M$4.6M-$13.8K2026-10-26
First Merchants Corp
DECREASED9,4279,715-288-3%$528.0K$506.8K-$21.2K2026-10-15
Williams Jones Wealth Management, Llc.
UNCHANGED8,4448,44400%$458.8K$453.9K-$4.9K2026-11-05
Transce3nd, LLC
NEW501—+501——$27.3K—2026-10-26
NBT Bank, N.A.
DECREASED109679-570-84%$36.9K$5.9K-$31.0K2026-10-21
Kelleher Financial Advisors
CLOSED03,615-3,615-100%$196.4K$0-$196.4K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED0856-856-100%$46.5K$0-$46.5K2026-10-26
Wealthspire Advisors, LLC
N/A—6,354-6,354-100%$345.3K———
Showing 8 of 8 institutions