DOSSIER · 13F Holders · Q3 2026
VBIAX

VANGUARD BALANCED INDEX-ADM

7 institutions still hold VANGUARD BALANCED INDEX-ADM as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921931200·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
7
filers reporting
Concentration
72.42%
Oakworth Capital, Inc. #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported VBIAX in Q3 2026. Oakworth Capital, Inc. leads at 72.4% 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%Q3 2026
02
FIRST MERCHANTS CORP
CIK 0000712534
$507K9K0.02%Q3 2026
03
Williams Jones Wealth Management, LLC.
CIK 0001788587
$454K8K0.01%Q3 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$431K9K0.03%Q1 2026
05
Wealthspire Advisors, LLC
CIK 0001646247
$345K6K0.00%Q2 2026
06
Transce3nd, LLC
CIK 0002023570
$27K5010.03%Q3 2026
07
NBT BANK N A /NY
CIK 0000898413
$6K1090.00%Q3 2026