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.

$54.55

Key Metrics

TER N/A
Distribution policy N/A
Fund size USD 63,719 M
Inception date N/A
Holdings 16,318
Fund currency USD
Fund domicile N/A
Provider Vanguard

Compare similar ETFs

Fund Size
Dividend
Fees
Current
VANGUARD BALANCED INDEX FUND VBINX
Fund Size
$64.6B
Dividend
5.3%
Fees
-
Morningstar Total Stock Market Index Fund VTSAX
Fund Size
$2.3T
Dividend
1.1%
Fees
0.04%
Morningstar Total Stock Market Index Fund VITSX
Fund Size
$2.3T
Dividend
1.1%
Fees
0.03%
Morningstar Total Stock Market Index Fund VSMPX
Fund Size
$2.3T
Dividend
1.1%
Fees
0.02%
Morningstar Total Stock Market Index Fund VTI
Fund Size
$2.3T
Dividend
1.1%
Fees
0.03%
View 1342 similar ETFs →

Historical Return

Last updated: Nov 01, 2026
1 Year -0.7% +5.3% Div
3 Years (avg.) -0.2% +5.3% Div
5 Years (avg.) -0.1% +5.3% 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%

Latest News

about 12 hours ago • businessinsider.com

You say you don't want AI. Google's school fight shows what that really means.

Google's school AI debate raises a bigger question about what rejecting this technology means. The stuff we love, including Google Search, Instagra...
about 12 hours ago • businessinsider.com

As neoclouds face a financial reckoning, Nvidia has to decide how far to go to help

Nvidia is finding new ways to support neoclouds as the industry faces growing pains. It could be on the hook for an entire data center, not just th...
about 12 hours ago • newsfilecorp.com

Kaplan Fox Alerts Investors to a Deadline for a Securities Fraud Class Action Lawsuit Against Alphabet Inc. (GOOGL, GOOG) on December 1, 2026

New York, New York--(Newsfile Corp. - November 6, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against ...

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%

Stock Screener

Select filters to narrow down the 3074 investments below

3074 companies

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-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%

Loading details…

Apple Inc

AAPL - Manufacturing

Apple Inc

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

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…

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%

Loading details…