VANGUARD BALANCED INDEX-ADM's ticker is and the CUSIP is 921931200. A total of 5 filers reported holding VANGUARD BALANCED INDEX-ADM in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $218,433,000 | -12.1% | 5,440 | +0.5% | 0.02% | +5.9% |
| Q1 2022 | $248,607,000 | -5.6% | 5,415 | +0.8% | 0.02% | +6.2% |
| Q4 2021 | $263,343,000 | +5.5% | 5,372 | +1.8% | 0.02% | -5.9% |
| Q3 2021 | $249,608,000 | -0.0% | 5,277 | +0.3% | 0.02% | 0.0% |
| Q2 2021 | $249,691,000 | +5.8% | 5,259 | +0.4% | 0.02% | -5.6% |
| Q1 2021 | $236,028,000 | +2.4% | 5,240 | +0.8% | 0.02% | -5.3% |
| Q4 2020 | $230,565,000 | +9.0% | 5,200 | +1.2% | 0.02% | -13.6% |
| Q3 2020 | $211,592,000 | +5.7% | 5,136 | +0.4% | 0.02% | 0.0% |
| Q2 2020 | $200,098,000 | – | 5,114 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Global Investments | 18,348 | $899,000 | 0.06% |
| TOWER BRIDGE ADVISORS | 5,372 | $263,343,000 | 0.02% |
| Barrett Asset Management, LLC | 3,606 | $177,000 | 0.01% |
| 55I, LLC | 5,508 | $270,000 | 0.01% |
| GOFEN & GLOSSBERG LLC /IL/ | 5,678 | $278,000 | 0.01% |
| Williams Jones Wealth Management, LLC. | 8,443 | $414,000 | 0.01% |