Passive

VANGUARD BALANCED INDEX FUND

With 60% of its assets, Vanguard Balanced Index Fund (the “Fund”) seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. With 40% of its assets, the Fund seeks to track the performance of a broad, market-weighted bond index.

$54.56

Key Metrics

TER 0.04% per year
Distribution policy Distributing
Fund size USD 63,719 M
Inception date December 1, 2000
Holdings 16,318
Fund currency USD
Fund domicile US
Provider Vanguard
For full official fund details, factsheets, and holdings, visit investor.vanguard.com (opens in new tab).

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Historical Return

Last updated: Nov 01, 2026
1 Year -0.7% +5.4% Div
3 Years (avg.) -0.2% +5.4% Div
5 Years (avg.) -0.1% +5.4% Div

Risk & Analysis Metrics

Last updated: Nov 01, 2026

Volatility

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Max Drawdown

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Sharpe Ratio

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Distributions

*by ETF Portfolio Weight Last updated: Nov 01, 2026

Profit Margin Distribution

< 0%
4%
1y 3y N/A N/A
0 - 5%
9%
1y 3y N/A N/A
5 - 10%
9%
1y 3y N/A N/A
10 - 15%
11%
1y 3y N/A N/A
15 - 20%
15%
1y 3y N/A N/A
20 - 30%
20%
1y 3y N/A N/A
30 - 40%
8%
1y 3y N/A N/A
> 40%
23%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
4%
1y 3y N/A N/A
0 - 10
2%
1y 3y N/A N/A
10 - 15
19%
1y 3y N/A N/A
15 - 20
12%
1y 3y N/A N/A
20 - 25
11%
1y 3y N/A N/A
25 - 35
23%
1y 3y N/A N/A
35 - 50
19%
1y 3y N/A N/A
> 50
10%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.2%
1y 3y N/A N/A
Small Cap
0.9%
1y 3y N/A N/A
Mid Cap
5.2%
1y 3y N/A N/A
Large Cap
33.0%
1y 3y N/A N/A
Mega Cap
60.7%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Nov 01, 2026
20.4% Top 5 Holdings
29.6% Top 10 Holdings
51.0% Top 50 Holdings
60.6% Top 100 Holdings
Top 5 Companies
NVDA NVIDIA Corp
5.9%
AAPL Apple Inc
5.4%
MSFT Microsoft Corporation
3.5%
AMZN Amazon.com Inc.
2.9%
GOOG Alphabet Inc
2.7%

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Sectors

Manufacturing 30.2%
Information 11.4%
Finance and Insurance 7.7%
Retail Trade 4.5%
Utilities 1.8%
Financial Services 1.5%
Transportation and Warehousing 1.4%
Professional, Scientific, and Technical Services 1.1%
Mining, Quarrying, and Oil and Gas Extraction 0.9%
Management of Companies and Enterprises 0.9%
Industrials 0.6%
Administrative and Support and Waste Management and Remediation Services 0.6%
Energy 0.5%
Wholesale Trade 0.5%
Construction 0.5%
Accommodation and Food Services 0.4%
Real Estate and Rental and Leasing 0.3%
Health Care and Social Assistance 0.3%
Finance 0.2%
Basic Materials 0.2%
Healthcare 0.1%
Technology 0.1%
Arts, Entertainment, and Recreation 0.1%
Public Administration 0.0%
Other Services (except Public Administration) 0.0%
Communication Services 0.0%
Educational Services 0.0%
Communications 0.0%
Health Technology 0.0%
Real Estate 0.0%
Industrial Services 0.0%
Consumer Defensive 0.0%
Consumer Services 0.0%
Agriculture, Forestry, Fishing and Hunting 0.0%
Transportation 0.0%
Energy Minerals 0.0%
Consumer Cyclical 0.0%
Other 34.2%

Countries

United States 99.9%
Other 0.2%

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<0 >50

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0% 3%

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<-50% >+100%
Market Cap
P/E Ratio
Dividends Ratio of dividends in the last 12 months to current share price
Total Investment
Weight

NVIDIA Corp

NVDA - Manufacturing

NVIDIA Corp

NVDA - Manufacturing
Market Cap $6.44T
P/E Ratio 25.7
Dividends 0.3%
Total Investment $2.48B
Weight 3.90%

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Apple Inc

AAPL - Manufacturing

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AAPL - Manufacturing
Market Cap $94.51T
P/E Ratio 39.4
Dividends 0.3%
Total Investment $2.29B
Weight 3.60%

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Microsoft Corporation

MSFT - Information

Microsoft Corporation

MSFT - Information
Market Cap $24.7T
P/E Ratio 27.2
Dividends 0.7%
Total Investment $1.5B
Weight 2.35%

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Amazon.com Inc.

AMZN - Retail Trade

Amazon.com Inc.

AMZN - Retail Trade
Market Cap $3.44T
P/E Ratio 19.2
Dividends 0.0%
Total Investment $1.25B
Weight 1.96%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $4.31T
P/E Ratio 14.3
Dividends 0.3%
Total Investment $1.13B
Weight 1.78%

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Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing
Market Cap $1.56T
P/E Ratio 40.5
Dividends 0.8%
Total Investment $965.81M
Weight 1.52%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $4.31T
P/E Ratio 14.3
Dividends 0.3%
Total Investment $890.88M
Weight 1.40%

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Micron Technology Inc.

MU - Manufacturing

Micron Technology Inc.

MU - Manufacturing
Market Cap $1.48T
P/E Ratio 11.7
Dividends 0.1%
Total Investment $703.01M
Weight 1.10%

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Meta Platforms Inc - Ordinary Shares - Class A

META - Information

Meta Platforms Inc - Ordinary Shares - Class A

META - Information
Market Cap $2.14T
P/E Ratio 20.7
Dividends 0.3%
Total Investment $668.07M
Weight 1.05%

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Tesla Inc

TSLA - Manufacturing

Tesla Inc

TSLA - Manufacturing
Market Cap $1.66T
P/E Ratio 403.8
Dividends 0.0%
Total Investment $639.8M
Weight 1.00%

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Lilly(Eli) & Co

LLY - Manufacturing

Lilly(Eli) & Co

LLY - Manufacturing
Market Cap $1.74T
P/E Ratio 45.9
Dividends 0.5%
Total Investment $549.5M
Weight 0.86%

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Advanced Micro Devices Inc.

AMD - Manufacturing

Advanced Micro Devices Inc.

AMD - Manufacturing
Market Cap $1304.86T
P/E Ratio 128.1
Dividends 0.0%
Total Investment $511.6M
Weight 0.80%

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Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises

Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises
Market Cap $1.62T
P/E Ratio 13.7
Dividends 0.0%
Total Investment $439.61M
Weight 0.69%

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JPMorgan Chase & Co.

JPM - Financial Services

JPMorgan Chase & Co.

JPM - Financial Services
Market Cap $1.19T
P/E Ratio 14.1
Dividends 1.8%
Total Investment $435.85M
Weight 0.68%

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Johnson & Johnson

JNJ - Manufacturing

Johnson & Johnson

JNJ - Manufacturing
Market Cap $864.45B
P/E Ratio 41.4
Dividends 1.9%
Total Investment $330.99M
Weight 0.52%

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Applied Materials Inc.

AMAT - Manufacturing

Applied Materials Inc.

AMAT - Manufacturing
Market Cap $1.29T
P/E Ratio 33.4
Dividends 0.5%
Total Investment $310.01M
Weight 0.49%

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Visa Inc - Ordinary Shares - Class A

V - Information

Visa Inc - Ordinary Shares - Class A

V - Information
Market Cap $1251.2T
P/E Ratio 33.2
Dividends 0.6%
Total Investment $307.21M
Weight 0.48%

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Exxon Mobil Corp.

XOM - Energy

Exxon Mobil Corp.

XOM - Energy
Market Cap $14.47T
P/E Ratio 19.2
Dividends 2.2%
Total Investment $305.9M
Weight 0.48%

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Intel Corp.

INTC - Manufacturing

Intel Corp.

INTC - Manufacturing
Market Cap $1.59T
P/E Ratio -27.6
Dividends 0.0%
Total Investment $303.25M
Weight 0.48%

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Lam Research Corp.

LRCX - Manufacturing

Lam Research Corp.

LRCX - Manufacturing
Market Cap $497.57T
P/E Ratio 35.4
Dividends 0.5%
Total Investment $292.72M
Weight 0.46%

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