Vanguard Balanced Index Fund Institutional (VBAIX)
52.81
+0.33
(+0.63%)
USD |
Apr 22 2026
VBAIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | -0.90% |
| Stock | 60.07% |
| Bond | 39.61% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 1.21% |
Market Capitalization
As of March 31, 2026
| Large | 71.63% |
| Mid | 14.97% |
| Small | 13.40% |
Region Exposure
| Americas | 96.01% |
|---|---|
|
North America
|
95.57% |
| Canada | 0.45% |
| United States | 95.11% |
|
Latin America
|
0.45% |
| Brazil | 0.01% |
| Chile | 0.03% |
| Mexico | 0.14% |
| Peru | 0.03% |
| Venezuela | 0.01% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.32% |
|---|---|
| United Kingdom | 0.67% |
|
Europe Developed
|
1.56% |
| Austria | 0.02% |
| Finland | 0.01% |
| France | 0.05% |
| Germany | 0.10% |
| Ireland | 0.87% |
| Italy | 0.01% |
| Netherlands | 0.07% |
| Norway | 0.02% |
| Spain | 0.05% |
| Sweden | 0.01% |
| Switzerland | 0.18% |
|
Europe Emerging
|
0.03% |
| Poland | 0.03% |
|
Africa And Middle East
|
0.06% |
| Israel | 0.04% |
| Greater Asia | 0.68% |
|---|---|
| Japan | 0.22% |
|
Australasia
|
0.06% |
| Australia | 0.06% |
|
Asia Developed
|
0.19% |
| Hong Kong | 0.02% |
| Singapore | 0.11% |
| South Korea | 0.05% |
|
Asia Emerging
|
0.21% |
| China | 0.03% |
| Indonesia | 0.05% |
| Philippines | 0.13% |
| Unidentified Region | 0.99% |
|---|
Bond Credit Quality Exposure
| AAA | 3.26% |
| AA | 57.12% |
| A | 11.26% |
| BBB | 13.19% |
| BB | 0.13% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.01% |
| Not Available | 15.03% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
27.00% |
| Materials |
|
2.31% |
| Consumer Discretionary |
|
9.81% |
| Financials |
|
12.61% |
| Real Estate |
|
2.27% |
| Sensitive |
|
54.22% |
| Communication Services |
|
9.38% |
| Energy |
|
4.14% |
| Industrials |
|
10.20% |
| Information Technology |
|
30.51% |
| Defensive |
|
17.24% |
| Consumer Staples |
|
4.75% |
| Health Care |
|
10.00% |
| Utilities |
|
2.49% |
| Not Classified |
|
1.53% |
| Non Classified Equity |
|
0.09% |
| Not Classified - Non Equity |
|
1.44% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 51.39% |
| Corporate | 26.27% |
| Securitized | 21.13% |
| Municipal | 0.75% |
| Other | 0.45% |
Bond Maturity Exposure
| Short Term |
|
0.05% |
| Less than 1 Year |
|
0.05% |
| Intermediate |
|
60.64% |
| 1 to 3 Years |
|
23.59% |
| 3 to 5 Years |
|
15.93% |
| 5 to 10 Years |
|
21.12% |
| Long Term |
|
39.30% |
| 10 to 20 Years |
|
10.78% |
| 20 to 30 Years |
|
27.29% |
| Over 30 Years |
|
1.23% |
| Other |
|
0.01% |
As of March 31, 2026