Institutional Ownership
Vanguard Balanced Index-Adm
CUSIP 921931200MFVBIAXQ1 2026
Institutional Holders
5
13F filers
Shares Held
113.9K
Aggregate institutional
Institutional Value
$5.68M
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased1
Sold out3
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oakworth Capital, Inc. | 86.0K | $4.29M | +1.2K | Added |
| 2 | First Merchants Corp | 9.0K | $447.8K | −1.1K | Reduced |
| 3 | Mcilrath & Eck, LLC | 8.6K | $431.1K | +8.6K | New |
| 4 | Williams Jones Wealth Management, LLC. | 8.4K | $421.0K | 0 | Held |
| 5 | Kelleher Financial Advisors | 1.8K | $89.6K | +25 | Added |