9 institutions reported holding $5.7M of VANGUARD BALANCED INDEX FUND ADMIRAL SHARES (VBIAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: OAKWORTH CAPITAL, INC. ($4.3M), FIRST MERCHANTS CORP ($447,794), McIlrath & Eck, LLC ($431,115), Williams Jones Wealth Management, LLC. ($421,004), KELLEHER FINANCIAL ADVISORS ($89,625). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. | $4.3M | 86,022 | Added |
| 2 | FIRST MERCHANTS CORP | $447,794 | 8,981 | Trimmed |
| 3 | McIlrath & Eck, LLC | $431,115 | 8,647 | New |
| 4 | Williams Jones Wealth Management, LLC. | $421,004 | 8,444 | Hold |
| 5 | KELLEHER FINANCIAL ADVISORS | $89,625 | 1,798 | Added |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 7 | Fortune Financial Group, Inc. | $0 | 0 | Exited |
| 8 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 9 | Vestwell Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31