VBAIX
Vanguard Balanced Index Fund Institutional Shares
1W: -0.8%
1M: -1.5%
3M: -1.1%
YTD: +3.9%
1Y: +2.5%
3Y: +44.8%
5Y: +32.4%
$54.11
+0.21 (+0.39%)
Weekly Expected Move ±1.1%
$53
$53
$54
$55
$55
Key Statistics
AUM$63.9B
Holdings3,201
Top 10 Wt20.6%
Volume0
Avg Volume0
Beta0.95
Portfolio Fundamentals
P/E29.6
P/B10.7
Div Yield1.15%
ROE42.4%
% Profitable13%
Inception2000-11-30
Sector Allocation
Other
38.3%
Technology
22.5%
Financial Services
7.6%
Healthcare
6.2%
Consumer Cyclical
5.5%
Industrials
5.4%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 4.24% | $2.7B | 12,213,359 |
| 2 | Apple Inc | AAPL | 3.89% | $2.5B | 7,802,807 |
| 3 | Microsoft Corp | MSFT | 3.15% | $2.0B | 3,946,362 |
| 4 | Amazon.com Inc | AMZN | 2.10% | $1.3B | 5,143,088 |
| 5 | Alphabet Inc | GOOGL | 1.67% | $1.1B | 3,120,575 |
| 6 | Broadcom Inc | AVGO | 1.47% | $931.5M | 2,515,305 |
| 7 | Alphabet Inc | GOOG | 1.31% | $830.5M | 2,475,961 |
| 8 | Meta Platforms Inc | META | 1.05% | $667.7M | 1,166,559 |
| 9 | Micron Technology Inc | MU | 0.90% | $574.4M | 599,087 |
| 10 | Tesla Inc | TSLA | 0.87% | $550.6M | 1,496,431 |