Institutional Ownership
Vanguard Balanced Index-Adm
CUSIP 921931200MFVBIAXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
5
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Oakworth Capital, Inc. | 86.0K | $4.29M |
| 2 | First Merchants Corp | 9.0K | $447.8K |
| 3 | Mcilrath & Eck, LLC | 8.6K | $431.1K |
| 4 | Williams Jones Wealth Management, LLC. | 8.4K | $421.0K |
| 5 | Kelleher Financial Advisors | 1.8K | $89.6K |