Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / MF
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Number of holders
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4
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Total 13F shares, excl. options
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21K
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Shares change
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-40.4K
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Total reported value, excl. options
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$977K
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Value change
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-$2.01M
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Number of buys
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3
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Number of sells
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-2
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Price
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$46.66
Significant Holders of VANGUARD BALANCED INDEX-ADM - MF as of Q1 2025
6 filings reported holding 921931200 - VANGUARD BALANCED INDEX-ADM - MF as of Q1 2025.
VANGUARD BALANCED INDEX-ADM - MF has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21K shares
.
Largest 6 shareholders include FIRST MERCHANTS CORP (9.56K shares), Williams Jones Wealth Management, LLC. (8.44K shares), Hurley Capital, LLC (2.14K shares), Vermillion Wealth Management, Inc. (805 shares), Fifth Third Wealth Advisors LLC (0 shares), and Alpine Bank Wealth Management (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.