WealthPLAN Partners, LLC - VANGUARD BALANCED INDEX-ADM ownership

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
WealthPLAN Partners, LLC ownership history of VANGUARD BALANCED INDEX-ADM
ValueSharesWeighting
Q2 2016$382,036,000
+30.3%
12,625
+25.8%
0.05%
+2.1%
Q4 2015$293,134,00010,0320.05%
Other shareholders
VANGUARD BALANCED INDEX-ADM shareholders Q3 2023
NameSharesValueWeighting ↓
HIGH POINT BANK & TRUST CO 55,858$1,738,0000.55%
OUTFITTER ADVISORS, LTD. 7,843$244,0000.10%
GLENMEDE TRUST CO NA 560,821$17,446,0000.10%
1834 INVESTMENT ADVISORS CO 13,067$407,0000.08%
CT Financial Advisors LLC 1,000$31,110,0000.02%
View complete list of VANGUARD BALANCED INDEX-ADM shareholders