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 | 86,004 | 4,663 | 0.22% | 0.23% | 1 | -18 | -0.02% | Q2 2026 | Jul 22, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 9,715 | 527 | 0.02% | 0.02% | 2 | +734 | 8.17% | Q2 2026 | Jul 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 8,444 | 458 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 8,647 | 431 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Wealthspire Advisors, LLC | History | New | 6,354 | 345 | 0.0% | — | 5 | +6,354 | New | Q2 2026 | Aug 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 3,615 | 196 | 0.03% | 0.02% | 6 | +1,817 | 101.06% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 856 | 46 | 0.01% | — | 7 | +856 | New | Q2 2026 | Jul 15, 2026 |
| NBT BANK, N.A. | History | New | 679 | 36 | 0.0% | — | 8 | +679 | New | Q2 2026 | Jul 29, 2026 |