VBIAX
Vanguard Balanced Index Fund
1W: -0.8%
1M: -1.5%
3M: -1.1%
YTD: +2.4%
1Y: +5.4%
3Y: +42.0%
5Y: +33.5%
$54.10
+0.21 (+0.39%)
Weekly Expected Move ±1.1%
$53
$53
$54
$54
$55
Institutional Ownership — VBIAX
8
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
3
New Positions
2
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. | 86,004 | 5M | -18 | -0.0% | 4Q | SEC ↗ |
| 2 | FIRST MERCHANTS CORP | 9,715 | 526K | +734 | +8.2% | 9Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 8,647 | 468K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Williams Jones Wealth Management, LLC. | 8,444 | 457K | — | +0.0% | 19Q | SEC ↗ |
| 5 | Wealthspire Advisors, LLC NEW | 6,354 | 344K | — | +0.0% | 1Q | SEC ↗ |
| 6 | KELLEHER FINANCIAL ADVISORS | 3,615 | 196K | +1,817 | +101.1% | 4Q | SEC ↗ |
| 7 | Vermillion Wealth Management, Inc. NEW | 856 | 46K | — | +0.0% | 1Q | SEC ↗ |
| 8 | NBT BANK, N.A. NEW | 679 | 37K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Fortune Financial Group, Inc. | 0 | 0K | -4,038 | -100.0% | 1Q | SEC ↗ |
| 10 | Garton & Associates Financial Advisors | 0 | 0K | -25 | -100.0% | 1Q | SEC ↗ |
| 11 | Kohmann Bosshard Financial Services, L | 0 | 0K | -1,212 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 8,647 | 468K |
| Wealthspire Advisors, LLC | 6,354 | 344K |
| Vermillion Wealth Management, Inc. | 856 | 46K |
| NBT BANK, N.A. | 679 | 37K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fortune Financial Group, Inc. | 4,038 | 218K |
| Kohmann Bosshard Financial Services | 1,212 | 66K |
| Garton & Associates Financial Advis | 25 | 1K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +1,817 | +101.1% | 3,615 |
| FIRST MERCHANTS CORP | +734 | +8.2% | 9,715 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | -18 | -0.0% | 86,004 |