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 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 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.

Efficient, low-cost access to broad global markets.

Director Kimberly Hart

Kimberly Hart

Director

Summary

Vanguard’s Asset Allocation exchange-traded fund portfolios include five all-in-one stock-and-bond portfolios spanning 20% to 100% equity in 20% increments, each built from the same seven passive building blocks. The value proposition is simple: low-cost, broad-market beta with low tracking error.

by Kimberly Hart
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 MStar US Total Market Index ETF

27.99 2B
—

Vanguard Canadian Aggregate Bond ETF

22.89 1B
—

Vanguard FTSE Canada All Cap ETF

18.09 1B
—

Vanguard FTSE Dev AC ex Nrth Amer ETF

11.05 656M
—

Vanguard Global ex-US Aggt Bd ETF CAD-H

7.85 465M
—

Vanguard US Aggregate Bond ETF CAD-H

7.43 441M
—

Vanguard FTSE Emerging Mkts All Cap ETF

4.71 279M
—

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