VBIAX — Vanguard Balanced Index Fund Admiral Shares Institutional Holders · Q2 2026
Who owns Vanguard Balanced Index Fund Admiral Shares (VBIAX)? 7 institutions reported holding $6.28M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Oakworth Capital, Inc. ($4.7M), First Merchants Corp ($527,974), Williams Jones Wealth Management, LLC. ($458,832).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. | $4.7M | 86,004 | Trimmed |
| 2 | FIRST MERCHANTS CORP | $527,974 | 9,715 | Added |
| 3 | Williams Jones Wealth Management, LLC. | $458,832 | 8,444 | Hold |
| 4 | Wealthspire Advisors, LLC | $345,263 | 6,354 | New |
| 5 | KELLEHER FINANCIAL ADVISORS | $196,433 | 3,615 | Added |
| 6 | Vermillion Wealth Management, Inc. | $46,511 | 856 | New |
| 7 | NBT BANK N A /NY | $36,899 | 679 | New |
Source: SEC Form 13F filings · as of 2026-06-30