Morningstar

Vanguard Balanced Index Fund Institutional Shares VBAIX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 54.11  /  +0.39 %
  • Total Assets 63.8B
  • Adj. Expense Ratio
    0.040%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.14%
  • Turnover 31%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis VBAIX

Will VBAIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VBAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VBAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A model for simplicity and efficiency.

Director Janet Yang Rohr

Janet Yang Rohr

Director

Summary

Vanguard Balanced Index provides a low-cost 60% US stock/40% US bond portfolio that reflects the firm’s disciplined approach to index and allocation management.

by Janet Yang Rohr
Rated on Published on

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Portfolio Holdings VBAIX

More VBAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.25 3B
Technology

Apple Inc

3.89 2B
Technology

Microsoft Corp

3.15 2B
Technology

Amazon.com Inc

2.10 1B
Consumer Cyclical

Alphabet Inc Class A

1.67 1B
Communication Services

Broadcom Inc

1.47 932M
Technology

Alphabet Inc Class C

1.31 830M
Communication Services

Meta Platforms Inc Class A

1.05 668M
Communication Services

Micron Technology Inc

0.90 574M
Technology

Tesla Inc

0.87 551M
Consumer Cyclical

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