VBINX
Vanguard Balanced Index Fund
1W: -3.1%
1M: -6.6%
3M: -6.1%
YTD: -5.7%
1Y: +6.4%
3Y: +35.1%
5Y: +31.0%
$50.17
+0.09 (+0.18%)
Weekly Expected Move ±1.5%
$48
$48
$49
$50
$50
ETF-Level Metrics
AUM$61.4B
Holdings3,102
Top 10 Wt21.0%
Beta0.97
% Profitable12%
Coverage61%
Portfolio Valuation
P/E290.1
P/B97.8
P/S69.7
EV/EBITDA21.6
P/FCF375.5
PEG9.98
Profitability & Returns
Gross Margin52.4%
Net Margin24.0%
ROE37.4%
ROA12.2%
ROIC31.5%
Div Yield1.23%
Leverage & Liquidity
Debt/Equity0.55
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.0x
Current Ratio1.19
Quick Ratio1.12
Growth (YoY)
Revenue+16.2%
Net Income+26.3%
EPS+31.1%
FCF+27.6%
EBITDA+24.5%
Rev CAGR 3Y+15.4%
Quality Scores
Piotroski F6.8
Altman Z2.70
IS Quality75.1
IS Overall61.4
IS Value46.0
Median P/E12.3
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Other | 12914 | 39.5% | — |
| Technology | 452 | 22.1% | 28.5 |
| Financial Services | 527 | 8.3% | 13.7 |
| Consumer Cyclical | 345 | 6.4% | 21.5 |
| Healthcare | 588 | 5.8% | -11.6 |
| Industrials | 446 | 5.6% | 45.5 |
| Communication Services | 117 | 4.5% | 7.5 |
| Consumer Defensive | 130 | 2.9% | -5.6 |
| Energy | 134 | 1.9% | 23.9 |
| Utilities | 76 | 1.6% | 24.9 |
| Real Estate | 212 | 1.5% | 22.2 |
| Basic Materials | 104 | 1.2% | -12.5 |
Smart Money Overlap
93 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| META | Meta Platforms, Inc. | 1.54% | 4 | Bullish | 42 | 14 | -3.2% |
| AVGO | Broadcom Inc. | 1.50% | 4 | Bullish | 1 | 10 | -2.2% |
| JPM | JPMorgan Chase & Co. | 0.84% | 4 | Bullish | 14 | 9 | +0.2% |
| NFLX | Netflix, Inc. | 0.49% | 4 | Bullish | 71 | 13 | +3.2% |
| WMT | Walmart Inc. | 0.44% | 4 | Bullish | 22 | 3 | +1.2% |
| JNJ | Johnson & Johnson | 0.43% | 4 | Bullish | 12 | 2 | +0.4% |
| ABBV | AbbVie Inc. | 0.39% | 4 | Bullish | 15 | 1 | -4.0% |
| HD | The Home Depot, Inc. | 0.39% | 4 | Bullish | 11 | 11 | -3.3% |
| IBM | International Business Machines Corporation | 0.25% | 4 | Bullish | 10 | 8 | +2.5% |
| CSCO | Cisco Systems, Inc. | 0.24% | 4 | Bullish | 5 | 6 | +0.1% |
| RTX | RTX Corporation | 0.22% | 4 | Bullish | 18 | 3 | +0.2% |
| LIN | Linde plc | 0.21% | 4 | Bullish | 10 | 3 | +4.3% |
| MRK | Merck & Co., Inc. | 0.20% | 4 | Bullish | 11 | 2 | +2.1% |
| DIS | The Walt Disney Company | 0.20% | 4 | Bullish | 29 | 3 | +0.3% |
| T | AT&T Inc. | 0.19% | 4 | Bullish | 28 | 5 | -2.3% |
| C | Citigroup Inc. | 0.18% | 4 | Bullish | 35 | 9 | -0.1% |
| GEV | GE Vernova Inc. | 0.16% | 4 | Bullish | 8 | 7 | +2.9% |
| SCHW | The Charles Schwab Corporation | 0.16% | 4 | Bullish | 12 | 3 | +1.5% |
| ETN | Eaton Corporation plc | 0.14% | 4 | Bullish | 10 | 9 | -3.0% |
| PFE | Pfizer Inc. | 0.14% | 4 | Bullish | 11 | 2 | +6.6% |
Showing 50 of 16045 holdings
· Page 1 of 321
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 4.15% | $2.5B | 13,574,401 | 35.9 | $4.3T | Technology |
| 2 | Microsoft Corp | MSFT | 3.71% | $2.3B | 4,371,026 | 23.3 | $2.8T | Technology |
| 3 | Apple Inc | AAPL.NE | 3.64% | $2.2B | 8,726,600 | 32.0 | $5.1T | Technology |
| 4 | Amazon.com Inc | AMZN | 2.03% | $1.2B | 5,643,812 | 28.9 | $2.3T | Consumer Cyclical |
| 5 | Vanguard Cmt Funds-Vanguard Market Liquidity Fund Private | — | 1.72% | $1.0B | 10,470,812 | — | — | — |
| 6 | Meta Platforms Inc | META | 1.54% | $936.6M | 1,275,329 | 24.0 | $1.4T | Communication Services |
| 7 | Broadcom Inc | AVGO | 1.50% | $912.4M | 2,765,622 | 59.7 | $1.5T | Technology |
| 8 | Alphabet Inc | GOOGL.SW | 1.36% | $831.6M | 3,420,864 | 27.0 | $2.9T | Technology |
| 9 | Tesla Inc | TSLA | 1.18% | $716.9M | 1,611,984 | 307.1 | $1.4T | Consumer Cyclical |
| 10 | Alphabet Inc | GOOG | 1.08% | $660.9M | 2,713,462 | 27.0 | $3.6T | Communication Services |
| 11 | JPMorgan Chase & Co | JPM | 0.84% | $510.3M | 1,617,716 | 14.4 | $794.5B | Financial Services |
| 12 | Berkshire Hathaway Inc | BRK-B | 0.79% | $484.9M | 964,537 | 15.4 | $1.0T | Financial Services |
| 13 | Eli Lilly & Co | LLY | 0.63% | $382.1M | 500,809 | 40.7 | $884.0B | Healthcare |
| 14 | United States Treasury Note/Bond Bond | — | 0.58% | $353.8M | 356,253,900 | — | — | — |
| 15 | United States Treasury Note/Bond Bond | — | 0.57% | $347.9M | 348,583,100 | — | — | — |
| 16 | Visa Inc | V.BA | 0.56% | $341.1M | 999,220 | 27.7 | $811.1T | Financial Services |
| 17 | Netflix Inc | NFLX | 0.49% | $299.6M | 249,851 | 38.0 | $418.1B | Communication Services |
| 18 | Exxon Mobil Corp | XOM | 0.46% | $282.8M | 2,508,267 | 24.1 | $669.5B | Energy |
| 19 | Oracle Corp | ORCL | 0.46% | $278.7M | 990,858 | 25.8 | $421.0B | Technology |
| 20 | Mastercard Inc | MA.BA | 0.44% | $270.3M | 475,213 | 29.6 | $631.0T | Financial Services |
| 21 | Walmart Inc | WMT | 0.44% | $266.0M | 2,581,456 | 45.8 | $1.0T | Consumer Defensive |
| 22 | Johnson & Johnson | JNJ | 0.43% | $262.6M | 1,416,451 | 22.0 | $585.7B | Healthcare |
| 23 | Costco Wholesale Corp | COST | 0.40% | $241.5M | 260,856 | 52.7 | $450.3B | Consumer Defensive |
| 24 | AbbVie Inc | ABBV | 0.39% | $240.5M | 1,038,538 | 88.0 | $369.2B | Healthcare |
| 25 | Home Depot Inc/The | HD | 0.39% | $237.3M | 585,635 | 22.6 | $320.3B | Consumer Cyclical |
| 26 | Palantir Technologies Inc | PLTR | 0.38% | $231.7M | 1,270,121 | 218.1 | $340.2B | Technology |
| 27 | Procter & Gamble Co/The | PG | 0.35% | $211.8M | 1,378,502 | 21.1 | $334.4B | Consumer Defensive |
| 28 | Bank of America Corp | BAC | 0.33% | $202.5M | 3,924,501 | 11.9 | $354.4B | Financial Services |
| 29 | UnitedHealth Group Inc | UNH.BA | 0.30% | $183.8M | 532,406 | 20.9 | $370.0T | Healthcare |
| 30 | General Electric Co | GEC.L | 0.29% | $178.1M | 592,199 | 34.5 | $259.9B | Industrials |
| 31 | Chevron Corp | CVX | 0.29% | $177.7M | 1,144,424 | 32.2 | $397.7B | Energy |
| 32 | United States Treasury Note/Bond Bond | — | 0.28% | $173.1M | 174,000,000 | — | — | — |
| 33 | Wells Fargo & Co | WFC | 0.26% | $158.0M | 1,885,072 | 12.0 | $248.7B | Financial Services |
| 34 | International Business Machines Corp | IBM | 0.25% | $154.6M | 547,775 | 21.9 | $232.8B | Technology |
| 35 | Advanced Micro Devices Inc | AMD | 0.25% | $154.3M | 953,772 | 81.8 | $354.6B | Technology |
| 36 | Philip Morris International Inc | PMI.SW | 0.24% | $148.4M | 914,872 | 21.7 | $210.2B | Consumer Defensive |
| 37 | Cisco Systems Inc | CSCO | 0.24% | $143.4M | 2,096,493 | 28.2 | $312.2B | Technology |
| 38 | Goldman Sachs Group Inc/The | GS | 0.23% | $141.7M | 177,973 | 15.7 | $256.1B | Financial Services |
| 39 | Abbott Laboratories | ABT.SW | 0.22% | $137.2M | 1,024,030 | 27.5 | $146.8B | Healthcare |
| 40 | Coca-Cola Co/The | KO | 0.22% | $134.5M | 2,027,822 | 25.2 | $330.0B | Consumer Defensive |
| 41 | United States Treasury Note/Bond Bond | — | 0.22% | $132.3M | 132,696,800 | — | — | — |
| 42 | RTX Corp | RTX | 0.22% | $131.7M | 787,061 | 39.2 | $263.4B | Industrials |
| 43 | Caterpillar Inc | CAT | 0.22% | $131.4M | 275,453 | 37.7 | $335.6B | Industrials |
| 44 | Linde PLC | LIN | 0.21% | $131.1M | 276,045 | 33.8 | $232.9B | Basic Materials |
| 45 | McDonald's Corp | MCD | 0.21% | $127.7M | 420,072 | 25.6 | $219.2B | Consumer Cyclical |
| 46 | Salesforce Inc | CRM.NE | 0.21% | $126.5M | 533,831 | 23.5 | $230.2B | Technology |
| 47 | Merck & Co Inc | MRK | 0.20% | $123.2M | 1,468,035 | 16.5 | $298.8B | Healthcare |
| 48 | Walt Disney Co/The | DIS | 0.20% | $121.1M | 1,057,401 | 14.1 | $171.4B | Communication Services |
| 49 | Uber Technologies Inc | UBER | 0.20% | $120.1M | 1,225,860 | 14.8 | $147.9B | Technology |
| 50 | AT&T Inc | T | 0.19% | $118.8M | 4,205,380 | 9.3 | $198.2B | Communication Services |