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.

$54.04

Key Metrics

TER 0.07% per year
Distribution policy Distributing
Fund size USD 63,719 M
Inception date November 13, 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: Oct 15, 2026
1 Year -0.5% +5.3% Div
3 Years (avg.) -0.2% +5.3% Div
5 Years (avg.) -0.1% +5.3% Div

Risk & Analysis Metrics

Last updated: Oct 15, 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: Oct 15, 2026

Profit Margin Distribution

< 0%
4%
1y 3y N/A N/A
0 - 5%
10%
1y 3y N/A N/A
5 - 10%
10%
1y 3y N/A N/A
10 - 15%
10%
1y 3y N/A N/A
15 - 20%
14%
1y 3y N/A N/A
20 - 30%
22%
1y 3y N/A N/A
30 - 40%
7%
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
3%
1y 3y N/A N/A
10 - 15
13%
1y 3y N/A N/A
15 - 20
14%
1y 3y N/A N/A
20 - 25
12%
1y 3y N/A N/A
25 - 35
24%
1y 3y N/A N/A
35 - 50
18%
1y 3y N/A N/A
> 50
12%
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
5.1%
1y 3y N/A N/A
Large Cap
32.7%
1y 3y N/A N/A
Mega Cap
61.0%
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: Oct 15, 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 60.2%
Other 38.3%
Ireland 0.7%
United Kingdom 0.3%
Singapore 0.2%
Switzerland 0.2%
Bermuda 0.1%
Cayman Islands 0.1%
Canada 0.1%
Australia 0.0%
Netherlands 0.0%
Puerto Rico 0.0%

Stock Screener

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3074 companies

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$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 $5.08T
P/E Ratio 26.5
Dividends 0.2%
Total Investment $2.48B
Weight 3.90%

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Apple Inc

AAPL - Manufacturing

Apple Inc

AAPL - Manufacturing
Market Cap $94.45T
P/E Ratio 39.7
Dividends 0.3%
Total Investment $2.29B
Weight 3.60%

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Microsoft Corporation

MSFT - Information

Microsoft Corporation

MSFT - Information
Market Cap $3.89T
P/E Ratio 29.1
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 $3.55T
P/E Ratio 19.7
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 $4.91T
P/E Ratio 15.8
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 $1.55T
P/E Ratio 39.9
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 $4.91T
P/E Ratio 15.8
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 $992.88B
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 $2.23T
P/E Ratio 21.6
Dividends 0.3%
Total Investment $668.07M
Weight 1.05%

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Tesla Inc

TSLA - Manufacturing

Tesla Inc

TSLA - Manufacturing
Market Cap $1.47T
P/E Ratio 376.0
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 $1.2T
P/E Ratio 42.6
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 $1334.12T
P/E Ratio 131.2
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 $1.63T
P/E Ratio 13.6
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 $1.18T
P/E Ratio 13.9
Dividends 1.9%
Total Investment $435.85M
Weight 0.68%

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Johnson & Johnson

JNJ - Manufacturing

Johnson & Johnson

JNJ - Manufacturing
Market Cap $833.9B
P/E Ratio 40.0
Dividends 2.0%
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 32.3
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 $1228.21T
P/E Ratio 34.7
Dividends 0.7%
Total Investment $307.21M
Weight 0.48%

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Exxon Mobil Corp.

XOM - Energy

Exxon Mobil Corp.

XOM - Energy
Market Cap $14.03T
P/E Ratio 23.6
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 -41.2
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 $475.14T
P/E Ratio 34.1
Dividends 0.5%
Total Investment $292.72M
Weight 0.46%

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