VANGUARD VALLEY FORGE FUNDS - VBIAX
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$7.848M
QoQ value delta ($000)
-$12.68M
(-61.78%)
Implied price effect (QoQ)
-1.21%
Shares
Total shares
151,476
QoQ shares delta
-240,036
(-61.31%)
Total shares held by funds (by quarter)
Market chart (VBIAX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Oakworth Capital, Inc. | 4,395 | 84,834 | 0.24% |
| Vestwell Advisors, LLC | 2,125 | 41,033 | 0.31% |
| FIRST MERCHANTS CORP | 524 | 10,127 | 0.02% |
| Williams Jones Wealth Management, LLC. | 437 | 8,444 | 0.0% |
| Fortune Financial Group, Inc. | 213 | 4,038 | 0.21% |
| KELLEHER FINANCIAL ADVISORS | 91 | 1,773 | 0.02% |
| Kohmann Bosshard Financial Services, LLC | 62 | 1,202 | 0.01% |
| Garton & Associates Financial Advisors LLC | 1 | 25 | 0.0% |