CUSIP 921931200

VANGUARD BALANCED INDEX ADM

22 institutions · $13.4M total · 313,820 shares

#	Manager	Shares	Value	% of Total	Period
1	Oakworth Capital, Inc.	84,834	$4.4M	27.03%	2025-12-31
2	Fifth Third Wealth Advisors LLC	43,760	$2.2M	13.94%	2025-06-30
3	Vestwell Advisors, LLC	41,033	$2.1M	13.07%	2025-12-31
4	Alpine Bank Wealth Management	32,603	$1.6M	10.38%	2024-09-30
5	Strategic Investment Solutions, Inc. /IL	22,131	$976.4K	7.05%	2023-12-31
6	FIRST MERCHANTS CORP	10,127	$524.7K	3.22%	2025-12-31
7	Williams Jones Wealth Management, LLC.	8,444	$437.5K	2.69%	2025-12-31
8	Hurley Capital, LLC	7,547	$395.8K	2.40%	2025-09-30
9	DCM Advisors, LLC	6,858	$261.7K	2.18%	2023-09-30
10	Brooklyn Investment Group	4,778	$238.1K	1.52%	2025-06-30
11	Wall Street Access Asset Management, LLC	1,773	$91.8K	0.56%	2025-12-31
12	Vermillion Wealth Management, Inc.	814	$42.7K	0.25%	2025-09-30
13	Kohmann Bosshard Financial Services, LLC	690	$35.7K	0.21%	2025-12-31
14	ORG Partners LLC	674	$31.9K	0.21%	2024-06-30
15	Grey Fox Wealth Advisors, LLC	12,785	$26.2K	4.07%	2024-09-30
16	Livelsberger Financial Advisory	198	$8.8K	0.06%	2024-03-31
17	Garton & Associates Financial Advisors LLC	25	$1.3K	0.00%	2025-12-31
18	Ethos Financial Group, LLC	24,963	$622	7.95%	2024-03-31
19	TUCKER ASSET MANAGEMENT LLC	6	$270	0.00%	2023-12-31
20	GOFEN & GLOSSBERG LLC /IL/	5,572	$221	1.77%	2023-03-31
21	Fortune Financial Group, Inc.	4,038	$213	1.28%	2025-12-31
22	DIVIDEND ASSETS CAPITAL, LLC	167	$7	0.05%	2023-12-31