VANGUARD BALANCED INDEX-ADM - MF

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / MF
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
391,512
Holdings value
$20,534,727
% of all portfolios
0%
Number of holders
6
Number of buys
4
Number of sells
-3
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of VANGUARD BALANCED INDEX-ADM - MF

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 391,512 $20,534,727 +$17,118,848 $52.45 6
2025 Q2 67,552 $3,366,062 +$2,331,515 $49.83 4
2025 Q1 20,950 $977,499 -$2,010,489 $46.66 4
2024 Q4 28,778 $1,395,161 +$580,902 $48.48 3
2024 Q3 61,644 $2,461,757 -$29,836 $49.85 4
2024 Q2 17,425 $825,589 -$6,134,415 $47.38 3
2024 Q1 33,407 $1,016,237 -$1,054,521 $35.80 2
2023 Q4 207,020 $7,780,468 -$58,789,937 $44.59 7
2023 Q3 1,491,718 $64,239,584 +$62,764,728 $41.92 5
2023 Q2 34,625 $1,469,015 +$1,940 $42.07 3
2023 Q1 34,580 $1,435,251 +$977,969 $41.50 3
2022 Q4 16,586 $658,198 -$287,654 $39.66 3
2022 Q3 24,099 $919,686 -$134,973 $38.17 4
2022 Q2 26,969 $1,083,433 +$106,699 $40.15 5
2022 Q1 24,316 $1,116,607 -$1,107,882 $45.94 5
2021 Q4 46,955 $2,301,343 +$1,498,231 $49.02 6
2021 Q3 16,390 $775,608 -$507,007 $47.30 3
2021 Q2 27,054 $1,284,691 +$167,638 $47.48 3
2021 Q1 23,524 $1,059,028 +$573,792 $45.01 3
2020 Q4 10,777 $477,565 -$293,088 $44.31 2
2020 Q3 17,898 $737,467 +$298,946 $41.21 3
2020 Q2 10,643 $416,098 -$64,607,902 $39.10 2
2020 Q1 1,657,633 $65,024,000 -$217,711 $36.72 2
2019 Q4 1,663,194 $65,246,000 +$19,526,556 $39.23 3
2019 Q3 1,165,436 $43,714,000 -$298,930 $37.23 2
2019 Q2 1,173,393 $43,497,000 -$5,650,823 $37.07 1
2019 Q1 1,326,073 $47,632,000 -$12,231,263 $35.92 3
2018 Q4 1,664,851 $54,922,000 +$42,136,272 $32.96 3
2018 Q3 383,121 $13,834,000 +$13,281,303 $36.14 2
2018 Q2 23,122 $805,000 -$17,374,000 $34.81 2
2018 Q1 523,577 $18,165,000 -$239,211 $34.23 3
2017 Q4 530,510 $18,417,000 +$273,541 $34.71 4
2017 Q3 2,487,256 $17,565,022 -$846,550 $33.56 5
2017 Q2 548,614 $17,665,000 -$3,411,365 $32.77 5
2017 Q1 619,158 $21,079,140 +$2,351,759 $32.13 8
2016 Q4 638,589 $19,866,110 -$378,601 $31.11 5
2016 Q3 650,776 $20,140,950 -$364,115,000 $30.95 4
2016 Q2 84,481 $384,210,260 +$57,125,599 $30.26 5
2016 Q1 791,648 $23,471,650 +$21,627,000 $29.65 5
2015 Q4 72,243 $294,951,220 +$293,134,000 $29.22 4
2015 Q3 62,211 $1,768,430 +$28,430 $28.43 3
2015 Q2 61,211 $1,819,000 $29.71 2
2015 Q1 61,211 $1,840,000 -$47,000 $30.07 2
2014 Q4 62,790 $1,864,000 +$47,000 $29.71 3
2014 Q3 61,211 $1,758,000 $28.71 2
2014 Q2 61,211 $1,765,000 +$226,000 $28.83 2
2014 Q1 53,368 $1,491,000 $27.94 1