VANGUARD BALANCED INDEX-ADM's ticker is and the CUSIP is 921931200. A total of 3 filers reported holding VANGUARD BALANCED INDEX-ADM in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $64,997,000 | 0.0% | 1,656,844 | 0.0% | 0.30% | 0.0% |
| Q4 2019 | $64,997,000 | +48.8% | 1,656,844 | +42.3% | 0.30% | +48.0% |
| Q3 2019 | $43,683,000 | +0.4% | 1,164,597 | -0.7% | 0.20% | +4.7% |
| Q2 2019 | $43,497,000 | -8.1% | 1,173,393 | -11.0% | 0.19% | -10.7% |
| Q1 2019 | $47,332,000 | -13.3% | 1,317,739 | -20.3% | 0.21% | -19.5% |
| Q4 2018 | $54,570,000 | +301.0% | 1,654,169 | +338.9% | 0.27% | +392.6% |
| Q3 2018 | $13,609,000 | -21.7% | 376,901 | -24.7% | 0.05% | -25.0% |
| Q1 2018 | $17,374,000 | 0.0% | 500,455 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $17,374,000 | +7.8% | 500,455 | +4.3% | 0.07% | +1.4% |
| Q3 2017 | $16,118,000 | +1.2% | 480,009 | -3.1% | 0.07% | -6.6% |
| Q2 2017 | $15,925,000 | 0.0% | 495,523 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $15,925,000 | -8.7% | 495,523 | -11.6% | 0.08% | -20.0% |
| Q4 2016 | $17,446,000 | -3.8% | 560,821 | -4.3% | 0.10% | -6.9% |
| Q3 2016 | $18,138,000 | -15.3% | 586,075 | -18.9% | 0.10% | -26.6% |
| Q1 2016 | $21,415,000 | – | 722,294 | – | 0.14% | – |
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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% |