Vanguard Balanced ETF Portfolio (VBAL.TO)
34.07
+0.17
(+0.50%)
CAD |
TSX |
Jun 23, 16:00
Key Stats
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| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.24% | 0.04% | 3.595B | 66025.83 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 3.01% | 509.79M | Upgrade |
Basic Info
| Investment Strategy | |
| The Vanguard Balanced ETF Portfolios seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | International Equity |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Aggressive |
| Peer Group | Global Equity Balanced |
| Global Macro | Mixed Asset HC Aggressive |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Vanguard |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of June 24, 2025.
Asset Allocation
As of May 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.06% |
| Stock | 60.49% |
| Bond | 38.56% |
| Convertible | 0.00% |
| Preferred | 0.09% |
| Other | 0.80% |
Basic Info
| Investment Strategy | |
| The Vanguard Balanced ETF Portfolios seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | International Equity |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Aggressive |
| Peer Group | Global Equity Balanced |
| Global Macro | Mixed Asset HC Aggressive |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Vanguard |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |