Vanguard Balanced Index Fund Institutional (VBAIX)
52.35
-0.19
(-0.36%)
USD |
Jan 30 2026
VBAIX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | -1.06% |
| Stock | 61.63% |
| Bond | 38.30% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 1.14% |
Market Capitalization
As of December 31, 2025
| Large | 71.59% |
| Mid | 15.08% |
| Small | 13.33% |
Region Exposure
| Americas | 96.27% |
|---|---|
|
North America
|
95.85% |
| Canada | 0.44% |
| United States | 95.41% |
|
Latin America
|
0.42% |
| Brazil | 0.01% |
| Chile | 0.03% |
| Mexico | 0.13% |
| Peru | 0.03% |
| Venezuela | 0.01% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.23% |
|---|---|
| United Kingdom | 0.62% |
|
Europe Developed
|
1.52% |
| Austria | 0.02% |
| Finland | 0.01% |
| France | 0.05% |
| Germany | 0.08% |
| Ireland | 0.88% |
| Italy | 0.01% |
| Netherlands | 0.06% |
| Norway | 0.02% |
| Spain | 0.05% |
| Sweden | 0.01% |
| Switzerland | 0.16% |
|
Europe Emerging
|
0.03% |
| Poland | 0.03% |
|
Africa And Middle East
|
0.06% |
| Israel | 0.03% |
| South Africa | 0.00% |
| Greater Asia | 0.67% |
|---|---|
| Japan | 0.22% |
|
Australasia
|
0.08% |
| Australia | 0.08% |
|
Asia Developed
|
0.16% |
| Hong Kong | 0.02% |
| Singapore | 0.09% |
| South Korea | 0.05% |
|
Asia Emerging
|
0.22% |
| China | 0.02% |
| Indonesia | 0.04% |
| Philippines | 0.13% |
| Thailand | 0.02% |
| Unidentified Region | 0.83% |
|---|
Bond Credit Quality Exposure
| AAA | 3.66% |
| AA | 56.98% |
| A | 11.26% |
| BBB | 13.10% |
| BB | 0.18% |
| 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 | 14.82% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
28.00% |
| Materials |
|
2.03% |
| Consumer Discretionary |
|
10.33% |
| Financials |
|
13.49% |
| Real Estate |
|
2.14% |
| Sensitive |
|
53.93% |
| Communication Services |
|
9.72% |
| Energy |
|
2.90% |
| Industrials |
|
9.21% |
| Information Technology |
|
32.11% |
| Defensive |
|
16.58% |
| Consumer Staples |
|
4.25% |
| Health Care |
|
10.12% |
| Utilities |
|
2.21% |
| Not Classified |
|
1.49% |
| Non Classified Equity |
|
0.19% |
| Not Classified - Non Equity |
|
1.29% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 51.34% |
| Corporate | 26.29% |
| Securitized | 21.17% |
| Municipal | 0.74% |
| Other | 0.46% |
Bond Maturity Exposure
| Short Term |
|
0.17% |
| Less than 1 Year |
|
0.17% |
| Intermediate |
|
60.22% |
| 1 to 3 Years |
|
23.21% |
| 3 to 5 Years |
|
15.57% |
| 5 to 10 Years |
|
21.44% |
| Long Term |
|
39.59% |
| 10 to 20 Years |
|
10.95% |
| 20 to 30 Years |
|
27.49% |
| Over 30 Years |
|
1.15% |
| Other |
|
0.02% |
As of December 31, 2025