VBIAX
Vanguard Balanced Index Fund Admiral Shares
1W: -0.7%
1M: +1.9%
3M: +2.4%
YTD: +2.2%
1Y: +19.6%
3Y: +45.7%
5Y: +39.3%
$54.04
+0.16 (+0.30%)
Weekly Expected Move ±1.0%
$53
$54
$54
$55
$55
Key Statistics
AUM$62.6B
Holdings3,099
Top 10 Wt21.0%
Volume0
Avg Volume0
Beta0.94
Portfolio Fundamentals
P/E35.8
P/B13.1
Div Yield1.12%
ROE40.2%
% Profitable12%
Inception2000-11-13
Sector Allocation
Other
37.8%
Technology
20.8%
Financial Services
7.5%
Communication Services
6.3%
Consumer Cyclical
6.1%
Industrials
5.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 4.15% | $2.6B | 12,895,284 |
| 2 | Apple Inc | AAPL | 3.59% | $2.2B | 8,201,519 |
| 3 | Microsoft Corp | MSFT | 2.73% | $1.7B | 4,148,099 |
| 4 | Amazon.com Inc | AMZN | 2.31% | $1.4B | 5,396,707 |
| 5 | Alphabet Inc | GOOGL | 2.02% | $1.3B | 3,250,069 |
| 6 | Broadcom Inc | AVGO | 1.78% | $1.1B | 2,648,360 |
| 7 | Alphabet Inc | GOOG | 1.59% | $986.9M | 2,583,929 |
| 8 | Meta Platforms Inc | META | 1.20% | $747.5M | 1,221,615 |
| 9 | Tesla Inc | TSLA | 0.97% | $599.9M | 1,572,039 |
| 10 | Eli Lilly & Co | LLY | 0.71% | $443.2M | 474,170 |