Vanguard Balanced Index Fund Institutional Shares
FundVBAIXNASDAQAbout
As an economical and straightforward index fund, it offers investors broad access to both equity and fixed income markets. The fund maintains an approximate allocation of 60% to equities and 40% to bonds, achieving this by mirroring the performance of two broad benchmark indices representing the overall U.S. stock market and U.S. taxable bond market, respectively. A key benefit of its extensive diversification is that the impact of any single holding on the fund's overall performance is substantially minimized. This fund may be well-suited as a foundational component for investors with a protracted investment horizon who are seeking a combination of capital appreciation and modest income, and are comfortable with the inherent volatility of both the stock and bond markets.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials1.92%
- Communication Services9.81%
- Consumer Cyclical9.74%
- Consumer Defensive4.27%
- Energy3.31%
- Financial Services11.27%
- Healthcare8.97%
- Industrials9.36%
- Real Estate2.29%
- Technology36.95%
- Utilities2.11%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| NVDA | NVIDIA Corp | 4.09% | $2.67B |
| AAPL | Apple Inc | 3.84% | $2.51B |
| MSFT | Microsoft Corp | 2.81% | $1.83B |
| AMZN | Amazon.com Inc | 2.19% | $1.43B |
| GOOGL | Alphabet Inc | 1.86% | $1.21B |
| — | MKTLIQ 12/31/2049 | 1.85% | $1.21B |
| AVGO | Broadcom Inc | 1.78% | $1.16B |
| GOOG | Alphabet Inc | 1.46% | $952.35M |
| META | Meta Platforms Inc | 1.16% | $756.97M |
| TSLA | Tesla Inc | 1.03% | $671.11M |
| MU | Micron Technology Inc | 0.92% | $597.93M |
| LLY | Eli Lilly & Co | 0.79% | $513.32M |
| — | United States Treasury Note/Bond 4.00% 05/31/2028 | 0.78% | $505.71M |
| AMD | Advanced Micro Devices Inc | 0.71% | $460.40M |
| — | United States Treasury Note/Bond 3.88% 05/15/2029 | 0.66% | $429.06M |
| BRK-B | Berkshire Hathaway Inc | 0.65% | $421.46M |
| JPM | JPMorgan Chase & Co | 0.63% | $411.77M |
| XOM | Exxon Mobil Corp | 0.51% | $331.34M |
| V | Visa Inc | 0.46% | $300.33M |
| JNJ | Johnson & Johnson | 0.46% | $297.33M |
| WMT | Walmart Inc | 0.43% | $277.79M |
| INTC | Intel Corp | 0.38% | $250.71M |
| CSCO | Cisco Systems Inc | 0.36% | $234.23M |
| COST | Costco Wholesale Corp | 0.36% | $232.55M |
| CAT | Caterpillar Inc | 0.34% | $222.87M |