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Vanguard Balanced ETF Portfolio VBAL

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VBAL

Will VBAL outperform in 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 VBAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VBAL 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 VBAL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap and efficient with a slight guiding hand.

Associate Analyst Michael Dobson

Michael Dobson

Associate Analyst

Summary

Vanguard’s Allocation ETFs deliver a set of compelling global portfolios efficiently managed and effectively constructed. Multiple groups combine to add value beyond the series’ significant cost advantage.

by Michael Dobson
Rated on Published on

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Portfolio Holdings VBAL

More VBAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard US Total Market ETF

27.19 745.9 Mil
—

Vanguard Canadian Aggregate Bond ETF

23.26 637.8 Mil
—

Vanguard FTSE Canada All Cap ETF

18.12 497.0 Mil
—

Vanguard FTSE Dev AC ex Nrth Amer ETF

11.28 309.3 Mil
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Vanguard Global ex-US Aggt Bd ETF CAD-H

8.22 225.4 Mil
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Vanguard US Aggregate Bond ETF CAD-H

7.83 214.8 Mil
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Vanguard FTSE Emerging Mkts All Cap ETF

4.11 112.8 Mil
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