VANGUARD VALLEY FORGE FUNDS - VBIAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Oakworth Capital, Inc. | History | Reduced | 84,834 | 4,395 | 0.24% | 1.1% | 1 | -277,609 | -76.59% | Q4 2025 | Jan 30, 2026 |
| Vestwell Advisors, LLC | History | New | 41,033 | 2,125 | 0.31% | — | 2 | +41,033 | New | Q4 2025 | Feb 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 10,127 | 524 | 0.02% | 0.02% | 3 | -418 | -3.96% | Q4 2025 | Jan 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 8,444 | 437 | 0.0% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 4,038 | 213 | 0.21% | — | 5 | +4,038 | New | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,773 | 91 | 0.02% | 0.02% | 6 | +54 | 3.14% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,202 | 62 | 0.01% | — | 7 | +1,202 | New | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 25 | 1 | 0.0% | — | 8 | +25 | New | Q4 2025 | Feb 18, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -7,547 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -814 | -100.0% | Q3 2025 | Oct 23, 2025 |