On Feb. 17, 2023, Vanguard announced that William (Bill) Coleman will no longer comanage Vanguard Balanced Index. The firm promoted Coleman to head of U.S. ETF Capital Markets. He was replaced by Michael Roach and Aurélie Denis, who joined the firm in 1998 and 2016, respectively. Deep benches, a team-based approach, continuity of senior management and leadership, and the new comanagers’ appropriate credentials eliminate concern over the change. The strategy maintains its Above Average People rating and Morningstar Analyst Rating of Silver across all shares.
- NAV / 1-Day Return 42.34 / 0.33 %
- Total Assets 48.0 Bil
-
Adj. Expense Ratio
0.060%
- 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 1.93%
- Turnover 19%
Morningstar’s Analysis VBAIX
Will VBAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 3454
- Bond Holdings 12095
- Other Holdings 21
- % Assets in Top 10 Holdings 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector