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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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$5.677M
QoQ value delta ($000)
-$2.171M (-27.66%)
Implied price effect (QoQ)
-3.79%
Shares
Total shares
113,892
QoQ shares delta
-37,584 (-24.81%)
Total shares held by funds (by quarter)

Market chart (VBIAX)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Oakworth Capital, Inc. 4,289 86,022 0.23%
FIRST MERCHANTS CORP 447 8,981 0.02%
McIlrath & Eck, LLC 431 8,647 0.03%
Williams Jones Wealth Management, LLC. 421 8,444 0.01%
KELLEHER FINANCIAL ADVISORS 89 1,798 0.02%