VBINX
Vanguard Balanced Index Fund
1W: -0.8%
1M: -1.5%
3M: -1.1%
YTD: +3.9%
1Y: +2.5%
3Y: +44.5%
5Y: +31.8%
$54.11
+0.21 (+0.39%)
Weekly Expected Move ±1.1%
$53
$53
$54
$54
$55
Key Statistics
AUM$63.3B
Holdings3,121
Top 10 Wt19.2%
Volume0
Avg Volume0
Beta0.95
Portfolio Fundamentals
P/E15.2
P/B4.1
Div Yield1.38%
ROE30.5%
% Profitable13%
Inception1992-09-28
Sector Allocation
Other
41.3%
Technology
15.1%
Financial Services
7.3%
Consumer Cyclical
6.3%
Healthcare
6.0%
Industrials
5.6%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 0QOJ.L | 3.85% | $2.3B | 12,996,858 |
| 2 | Apple Inc | AAPL.DE | 3.56% | $2.1B | 8,265,441 |
| 3 | Microsoft Corp | 4338.HK | 2.63% | $1.5B | 4,180,625 |
| 4 | Amazon.com Inc | 0R1O.IL | 1.92% | $1.1B | 5,439,299 |
| 5 | Vanguard Cmt Funds-Vanguard Market Liquidity Fund | — | 1.74% | $1.0B | 10,235,963 |
| 6 | Alphabet Inc | GOOGL.SW | 1.60% | $942.9M | 3,278,992 |
| 7 | Broadcom Inc | 1YD.DE | 1.40% | $826.2M | 2,669,353 |
| 8 | Alphabet Inc | ABEC.F | 1.27% | $746.2M | 2,601,128 |
| 9 | Meta Platforms Inc | FB2A.DE | 1.20% | $704.5M | 1,231,375 |
| 10 | Tesla Inc | TL0.DE | 1.00% | $589.1M | 1,584,592 |