DOSSIER · 13F Holders · Q2 2026
VBIAX

VANGUARD BALANCED INDEX-ADM

8 institutions still hold VANGUARD BALANCED INDEX-ADM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921931200·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$7M
visible holders
Holders
8
filers reporting
Concentration
69.54%
Oakworth Capital, Inc. #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported VBIAX in Q2 2026. Oakworth Capital, Inc. leads at 69.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Oakworth Capital, Inc.
CIK 0001588871
$5M86K0.22%Q2 2026
02
FIRST MERCHANTS CORP
CIK 0000712534
$528K10K0.02%Q2 2026
03
Williams Jones Wealth Management, LLC.
CIK 0001788587
$459K8K0.01%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$431K9K0.03%Q1 2026
05
Wealthspire Advisors, LLC
CIK 0001646247
$345K6K0.00%Q2 2026
06
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$196K4K0.03%Q2 2026
07
Vermillion Wealth Management, Inc.
CIK 0001737012
$47K8560.01%Q2 2026
08
NBT BANK N A /NY
CIK 0000898413
$37K6790.00%Q2 2026