Who owns Vanguard Balanced Index Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VBIAX from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 115,667 shares of Vanguard Balanced Index Fund worth $6.3M — about 0% of shares outstanding; the largest disclosed holder is OAKWORTH CAPITAL, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$6.3M
value, 2026 filers
0%
of shares outstanding (115,667 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VBIAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. | 86,004 | $4.7M | 0.2% | 0% | 0.0% |
| 2 | FIRST MERCHANTS CORP | 9,715 | $527,974 | 0.0% | 0% | +8.2% |
| 3 | Williams Jones Wealth Management, LLC. | 8,444 | $458,832 | 0.0% | 0% | 0.0% |
| 4 | Wealthspire Advisors, LLCNEW | 6,354 | $345,263 | 0.0% | 0% | new |
| 5 | KELLEHER FINANCIAL ADVISORS | 3,615 | $196,433 | 0.0% | 0% | +101.1% |
| 6 | Vermillion Wealth Management, Inc.NEW | 856 | $46,511 | 0.0% | 0% | new |
| 7 | NBT BANK, N.A.NEW | 679 | $36,899 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.