Morningstar

Vanguard Balanced Index Fund Admiral Shares VBIAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 54.28  /  −0.31 %
  • Total Assets 63.7B
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • 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 2.05%
  • Turnover 31%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis VBIAX

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

  • People Pillar

    The People Pillar is our evaluation of the VBIAX 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 VBIAX’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 VBIAX

More VBIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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3.91 2B
Technology

Apple Inc

3.61 2B
Technology

Microsoft Corp

2.36 1B
Technology

Amazon.com Inc

1.96 1B
Consumer Cyclical

Alphabet Inc Class A

1.78 1B
Communication Services

Broadcom Inc

1.52 965M
Technology

Alphabet Inc Class C

1.40 889M
Communication Services

Micron Technology Inc

1.11 702M
Technology

Meta Platforms Inc Class A

1.05 668M
Communication Services

Tesla Inc

1.01 639M
Consumer Cyclical

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