Titelia

Holdings of VANGUARD BALANCED INDEX FUND

VANGUARD VALLEY FORGE FUNDS · Original filing · Compare with another fund · Report an error

Net assets
58.9B $ including 35.2B $ in equities, 59.8 %
Positions
3,161 in 12 countries
Bond lines
4,235 from 554 companies
Top ten
19.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Corning Inc 434,73359.1M $0.10 %
102Berkshire Hathaway Inc 8158.2M $0.10 %
103Comcast Corp 2,020,03458M $0.10 %
104Starbucks Corp 641,39757.5M $0.10 %
105Duke Energy Corp 438,08057.4M $0.10 %
106Adobe Inc 231,10056.2M $0.10 %
107AppLovin Corp 138,30255M $0.09 %
108Northrop Grumman Corp 79,90654.5M $0.09 %
109Equinix Inc 55,29654.2M $0.09 %
110Vertiv Holdings Co 215,41254M $0.09 %
111Crowdstrike Holdings Inc 134,83752.6M $0.09 %
112Boston Scientific Corp 835,15552.4M $0.09 %
113Waste Management Inc 227,17452.2M $0.09 %
114Sandisk Corp/DE 82,04152.1M $0.09 %
115T-Mobile US Inc 248,09452.1M $0.09 %
116Howmet Aerospace Inc 225,69452M $0.09 %
117Trane Technologies PLC 124,60051.9M $0.09 %
118Western Digital Corp 190,88351.6M $0.09 %
119CVS Health Corp 716,34551.4M $0.09 %
120Intercontinental Exchange Inc 319,79150.3M $0.09 %
121Williams Cos Inc/The 687,77650.1M $0.09 %
122Marvell Technology Inc 491,37748.7M $0.08 %
123Constellation Energy Corp. 173,41348.4M $0.08 %
124Seagate Technology Holdings PLC 122,78148.1M $0.08 %
125Blackstone Inc 415,78147.8M $0.08 %
126Freeport-McMoRan Inc 809,04347.6M $0.08 %
127Marsh & McLennan Cos Inc 272,56747.3M $0.08 %
128PNC Financial Services Group Inc/The 227,00447.2M $0.08 %
129General Dynamics Corp 137,08047M $0.08 %
130Quanta Services Inc 84,24246.3M $0.08 %
131Automatic Data Processing Inc 226,58946M $0.08 %
132Bank of New York Mellon Corp/The 386,76045.9M $0.08 %
133US Bancorp 874,08045.5M $0.08 %
134American Tower Corp 262,52645.3M $0.08 %
135Regeneron Pharmaceuticals, Inc. 58,47845.2M $0.08 %
136Johnson Controls International plc 344,60245.1M $0.08 %
137O'Reilly Automotive Inc 474,12043.8M $0.07 %
138EOG Resources Inc 302,10643.7M $0.07 %
139SLB Ltd 842,60643.3M $0.07 %
140Cadence Design Systems Inc 155,32243.2M $0.07 %
1413M Co 296,50143.1M $0.07 %
142CSX Corp 1,046,77543M $0.07 %
143Synopsys Inc 107,85342.8M $0.07 %
144Sherwin-Williams Co/The 132,53142.5M $0.07 %
145FedEx Corp 119,05642.4M $0.07 %
146Cummins Inc 77,82841.9M $0.07 %
147HCA Healthcare Inc 88,13141.7M $0.07 %
148Mondelez International Inc 721,77941.6M $0.07 %
149Valero Energy Corp 168,35841.6M $0.07 %
150Emerson Electric Co. 316,37041.5M $0.07 %
151United Parcel Service Inc 418,86741.2M $0.07 %
152Phillips 66 225,61541.1M $0.07 %
153Marathon Petroleum Corp 165,95940.5M $0.07 %
154Motorola Solutions Inc 93,22940.5M $0.07 %
155Illinois Tool Works Inc 154,07840.1M $0.07 %
156American Electric Power Co Inc 304,52139.9M $0.07 %
157CRH PLC 376,46939.6M $0.07 %
158Cigna Group/The 148,35639.6M $0.07 %
159Ross Stores Inc 182,10039.4M $0.07 %
160Hilton Worldwide Holdings Inc 129,04439.2M $0.07 %
161Marriott International Inc/MD 119,33539M $0.07 %
162Colgate-Palmolive Co 451,08838.4M $0.07 %
163Ecolab Inc 142,90838M $0.06 %
164General Motors Co 508,99437.9M $0.06 %
165Royal Caribbean Cruises Ltd 137,07337.7M $0.06 %
166Moody's Corp 84,84337M $0.06 %
167Aon PLC 114,61137M $0.06 %
168TransDigm Group Inc 31,79136.8M $0.06 %
169Air Products and Chemicals Inc 125,38236.4M $0.06 %
170Warner Bros Discovery Inc 1,326,31136.4M $0.06 %
171L3Harris Technologies Inc 105,20636.3M $0.06 %
172Norfolk Southern Corp 126,41036.3M $0.06 %
173Kinder Morgan, Inc. 1,065,49135.7M $0.06 %
174Sempra 367,23735.7M $0.06 %
175Travelers Cos Inc/The 121,67135.5M $0.06 %
176NIKE Inc 670,45235.4M $0.06 %
177Elevance Health Inc 120,48035.3M $0.06 %
178Cloudflare Inc 169,84235M $0.06 %
179Digital Realty Trust Inc 193,38334.8M $0.06 %
180KKR & Co Inc 376,29934.8M $0.06 %
181TE Connectivity PLC 165,16334.5M $0.06 %
182PACCAR Inc 296,00334.2M $0.06 %
183Baker Hughes Co 556,90434M $0.06 %
184Cencora Inc 104,01832.7M $0.06 %
185Simon Property Group Inc 173,78032.4M $0.06 %
186Cintas Corp 191,35232.4M $0.06 %
187Truist Financial Corp 702,33432.3M $0.05 %
188Corteva Inc 384,88332.2M $0.05 %
189Realty Income Corp 525,10532.1M $0.05 %
190ONEOK Inc 354,47832M $0.05 %
191Cheniere Energy Inc 112,45031.9M $0.05 %
192AutoZone Inc 9,32431.5M $0.05 %
193Arthur J Gallagher & Co 144,76231.4M $0.05 %
194Ciena Corp 79,62830.9M $0.05 %
195Target Corp 254,91930.9M $0.05 %
196Robinhood Markets Inc 444,79630.8M $0.05 %
197Dominion Energy Inc 494,71530.6M $0.05 %
198Targa Resources Corp 121,13930.4M $0.05 %
199Allstate Corp/The 146,10530.3M $0.05 %
200Fastenal Co 646,27930M $0.05 %

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The bonds it holds

554 companies, 4,235 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1JPMorgan Chase & Co57142.9M $0.24 %
2Bank of America Corp49125.2M $0.21 %
3Morgan Stanley51113.5M $0.19 %
4Goldman Sachs Group Inc/The3897.3M $0.17 %
5Wells Fargo & Co3491.7M $0.16 %
6Oracle Corp4482.4M $0.14 %
7Citigroup Inc3768.7M $0.12 %
8Amazon.com Inc3763.8M $0.11 %
9HSBC Holdings PLC4162.7M $0.11 %
10AT&T Inc3757.9M $0.10 %
11Verizon Communications Inc3657.8M $0.10 %
12UnitedHealth Group Inc5553.1M $0.09 %
13Broadcom Inc3351.8M $0.09 %
14AbbVie Inc2748.2M $0.08 %
15Comcast Corp3947M $0.08 %
16Apple Inc3445.3M $0.08 %
17Amgen Inc2842.5M $0.07 %
18Barclays PLC3140.7M $0.07 %
19CVS Health Corp2838.7M $0.07 %
20Boeing Co/The3038.2M $0.06 %
21Energy Transfer LP3835.4M $0.06 %
22Royal Bank of Canada1735.3M $0.06 %
23PNC Financial Services Group Inc/The1334.2M $0.06 %
24Sumitomo Mitsui Financial Group Inc2634M $0.06 %
25Meta Platforms Inc1933.3M $0.06 %
26Fannie Mae733.1M $0.06 %
27Alphabet Inc2333M $0.06 %
28Home Depot Inc/The3130.6M $0.05 %
29Intel Corp2730.4M $0.05 %
30American Express Co1829.9M $0.05 %
31Capital One Financial Corp1729.4M $0.05 %
32Philip Morris International Inc.3228.9M $0.05 %
33Lowe's Cos Inc2927.3M $0.05 %
34Merck & Co Inc3327M $0.05 %
35Mitsubishi UFJ Financial Group Inc2226.7M $0.05 %
36International Business Machines Corp.1826.3M $0.04 %
37US Bancorp1725.4M $0.04 %
38Eli Lilly & Co2624.1M $0.04 %
39Elevance Health Inc3223.9M $0.04 %
40ONEOK Inc3023.2M $0.04 %
41RTX Corp2723.2M $0.04 %
42Cisco Systems, Inc.1223M $0.04 %
43Abbott Laboratories1422M $0.04 %
44Walt Disney Co/The1821.6M $0.04 %
45McDonald's Corp.2621.3M $0.04 %
46State Street Corp1721.2M $0.04 %
47Banco Santander SA1720.8M $0.04 %
48PepsiCo Inc2420.1M $0.03 %
49Johnson & Johnson2420M $0.03 %
50Coca-Cola Co/The1819.5M $0.03 %
51Walmart Inc1919.4M $0.03 %
52Bank of New York Mellon Corp/The2019.4M $0.03 %
53Cigna Group/The1819.1M $0.03 %
54Bristol-Myers Squibb Co1518.8M $0.03 %
55Pfizer Inc2218.2M $0.03 %
56Lloyds Banking Group PLC1618.1M $0.03 %
57Mizuho Financial Group Inc1518M $0.03 %
58Microsoft Corp1116.9M $0.03 %
59Deutsche Bank AG1416.9M $0.03 %
60Williams Cos Inc/The2516.6M $0.03 %
61Norfolk Southern Corp2616.1M $0.03 %
62Amphenol Corp1515.9M $0.03 %
63Enbridge Inc2115.8M $0.03 %
64CSX Corp2315.6M $0.03 %
65MPLX LP1315.3M $0.03 %
66Lockheed Martin Corp2514.7M $0.02 %
67Truist Financial Corp1014.6M $0.02 %
68Dominion Energy Inc2114.1M $0.02 %
69Altria Group, Inc.1814.1M $0.02 %
70NatWest Group PLC1114.1M $0.02 %
71Gilead Sciences Inc1514M $0.02 %
72American Tower Corp2014M $0.02 %
73Fiserv Inc1313.8M $0.02 %
74Marsh & McLennan Cos Inc1613.8M $0.02 %
75General Motors Co1513.7M $0.02 %
76Intercontinental Exchange Inc1613.6M $0.02 %
77NiSource Inc1713M $0.02 %
78Thermo Fisher Scientific Inc2012.8M $0.02 %
79Westpac Banking Corp1112.8M $0.02 %
80Hewlett Packard Enterprise Co1312.5M $0.02 %
81Toronto-Dominion Bank/The1312.4M $0.02 %
82Visa Inc1412.4M $0.02 %
83Northrop Grumman Corp1312.4M $0.02 %
84Realty Income Corp2012.1M $0.02 %
85Starbucks Corp1312M $0.02 %
86MetLife Inc1511.9M $0.02 %
87QUALCOMM Inc1111.7M $0.02 %
88Marriott International Inc/MD1511.6M $0.02 %
89Equinor ASA1311.4M $0.02 %
90United Parcel Service Inc1511.3M $0.02 %
91Mastercard Inc1711.1M $0.02 %
92Charles Schwab Corp/The1311.1M $0.02 %
93Waste Management Inc1510.9M $0.02 %
94Exxon Mobil Corp910.9M $0.02 %
95Duke Energy Corp1710.8M $0.02 %
96Prudential Financial, Inc.1710.7M $0.02 %
97Kroger Co/The1610.7M $0.02 %
98Global Payments Inc1310.7M $0.02 %
99Kinder Morgan, Inc.1110.6M $0.02 %
100Nomura Holdings Inc1010.4M $0.02 %

Sector breakdown

  • Technology 29.2 %
  • Financials 10.8 %
  • Communication 9.1 %
  • Consumer discretionary 8.7 %
  • Health care 8.6 %
  • Industrials 8.3 %
  • Consumer staples 4.5 %
  • Energy 3.0 %
  • Utilities 2.2 %
  • Materials 1.9 %
  • Real estate 1.4 %
  • Unattributed 12.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.4 %
  • Ireland 0.2 %
  • Bermuda 0.1 %
  • United Kingdom 0.1 %
  • Netherlands 0.0 %
  • Canada 0.0 %
  • Singapore 0.0 %
  • Cayman Islands 0.0 %
  • Jersey 0.0 %
  • Puerto Rico 0.0 %
  • Marshall Islands 0.0 %
  • British Virgin Islands 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3,11835B $99.36 %
2Ireland681.7M $0.23 %
3Bermuda1351M $0.15 %
4United Kingdom523.1M $0.07 %
5Netherlands216.7M $0.05 %
6Canada515.7M $0.04 %
7Singapore113.5M $0.04 %
8Cayman Islands412.7M $0.04 %
9Jersey24.2M $0.01 %
10Puerto Rico33.9M $0.01 %
11Marshall Islands12M $0.01 %
12British Virgin Islands11.1M $0.00 %
Cite this page

Titelia. "Holdings of VANGUARD BALANCED INDEX FUND". https://titelia.com/en/funds/S000002560