Williams Jones Wealth Management, 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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD BALANCED INDEX-ADM
ValueSharesWeighting
Q3 2023$342,253
-27.7%
8,231
-24.9%
0.01%
-28.6%
Q2 2023$473,601
+4.5%
10,963
+0.4%
0.01%0.0%
Q1 2023$453,229
+5.4%
10,921
+0.7%
0.01%0.0%
Q4 2022$430,198
-0.9%
10,850
-4.6%
0.01%
-12.5%
Q3 2022$434,000
+26.5%
11,368
+33.0%
0.01%
+33.3%
Q2 2022$343,000
-12.3%
8,550
+0.5%
0.01%
+20.0%
Q1 2022$391,000
-5.6%
8,511
+0.8%
0.01%0.0%
Q4 2021$414,0008,4430.01%
Other shareholders
VANGUARD BALANCED INDEX-ADM shareholders Q1 2022
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