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Morningstar

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.

A sound investment process and strong management team underpin Vanguard Balanced ETF Portfolio's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VBAL

More VBAL Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard US Total Market ETF

26.76
661,163,820
—

Vanguard Canadian Aggregate Bond ETF

23.32
576,201,795
—

Vanguard FTSE Canada All Cap ETF

18.05
445,895,070
—

Vanguard FTSE Dev AC ex Nrth Amer ETF

11.46
283,269,882
—

Vanguard Global ex-US Aggt Bd ETF CAD-H

8.37
206,784,505
—

Vanguard US Aggregate Bond ETF CAD-H

7.73
191,055,837
—

Vanguard FTSE Emerging Mkts All Cap ETF

4.31
106,408,820
—