VBIAX
Vanguard Balanced Index Fund Admiral Shares
1W: -3.2%
1M: -6.7%
3M: -5.5%
YTD: -7.0%
1Y: +2.2%
3Y: +33.6%
5Y: +29.0%
$50.16
+0.09 (+0.18%)
Weekly Expected Move ±1.5%
$48
$48
$49
$50
$50
Institutional Ownership — VBIAX
6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
2
New Positions
1
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Oakworth Capital, Inc. | 84,834 | $4M | -277,609 | -76.6% | 2Q | SEC ↗ |
| 2 | FIRST MERCHANTS CORP | 10,127 | $508K | -418 | -4.0% | 7Q | SEC ↗ |
| 3 | Williams Jones Wealth Management, LLC. | 8,444 | $424K | — | +0.0% | 17Q | SEC ↗ |
| 4 | KELLEHER FINANCIAL ADVISORS | 1,773 | $89K | +54 | +3.1% | 2Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L NEW | 512 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Hurley Capital, LLC | 0 | $0K | -7,547 | -100.0% | 1Q | SEC ↗ |
| 7 | Vermillion Wealth Management, Inc. | 0 | $0K | -814 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 512 | $26K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hurley Capital, LLC | 7,547 | $379K |
| Vermillion Wealth Management, Inc. | 814 | $41K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +54 | +3.1% | 1,773 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Oakworth Capital, Inc. | -277,609 | -76.6% | 84,834 |
| FIRST MERCHANTS CORP | -418 | -4.0% | 10,127 |