Holdings of VANGUARD BALANCED INDEX FUND

Name: Holdings of VANGUARD BALANCED INDEX FUND
Creator: Titelia
License: https://titelia.com/en/sources

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

Net assets: 63.7B $ including 39B $ in equities, 61.2 %
Positions: 3,252 in 12 countries
Bond lines: 4,313 from 558 companies
Top ten: 19.6 % of net assets
Filed on: Jun 30, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
2,701	BRC Group Holdings Inc	11,394	91.6K $
2,702	SMARTRENT INC	76,956	91.6K $
2,703	MainStreet Bancshares Inc	3,688	91.1K $
2,704	COHERUS ONCOLOGY INC	65,031	91K $
2,705	Surrozen Inc	3,495	90.7K $
2,706	AIRO Group Holdings Inc	12,253	90.5K $
2,707	NACCO Industries Inc	1,805	90.3K $
2,708	Priority Technology Holdings Inc	13,539	90.3K $
2,709	BCB Bancorp Inc	8,418	90.2K $
2,710	Braemar Hotels & Resorts Inc	41,700	90.1K $
2,711	Hanover Bancorp Inc	3,853	89.9K $
2,712	SB Financial Group Inc	3,537	89.4K $
2,713	SES AI Corp	93,062	89.4K $
2,714	Proficient Auto Logistics Inc	13,115	89.3K $
2,715	ECB Bancorp Inc/MD	4,444	89.2K $
2,716	InfuSystem Holdings Inc	9,247	89.2K $
2,717	Caribou Biosciences Inc	50,567	89K $
2,718	Seven Hills Realty Trust	10,549	88.9K $
2,719	NRX PHARMACEUTICALS INC	21,717	88.8K $
2,720	BRT Apartments Corp	5,778	88.8K $
2,721	Niagen Bioscience Inc	27,560	87.9K $
2,722	Espey Mfg. & Electronics Corp	1,305	87.9K $
2,723	Information Services Group Inc	21,352	87.8K $
2,724	NN Inc	24,408	87.6K $
2,725	Security National Financial Corp	9,032	87.5K $
2,726	CF Bankshares Inc	2,654	87K $
2,727	Embecta Corp	26,654	86.9K $
2,728	Finwise Bancorp	5,992	86.9K $
2,729	Blaize Holdings Inc	62,917	86.8K $
2,730	Acacia Research Corp	18,546	86.4K $
2,731	Evommune Inc	6,464	85.9K $
2,732	AlTi Global Inc	23,697	85.5K $
2,733	Inogen Inc	13,218	85.3K $
2,734	CAMP4 Therapeutics Corp	19,471	85.1K $
2,735	Hurco Cos Inc	3,716	85.1K $
2,736	Gold Resource Corp	67,179	84.6K $
2,737	Hamilton Beach Brands Holding Co	3,665	84.4K $
2,738	Organogenesis Holdings Inc	34,656	84.2K $
2,739	Orion Properties Inc	28,921	83.6K $
2,740	Crexendo Inc	11,079	82.8K $
2,741	CB Financial Services Inc	2,171	82.3K $
2,742	Escalade Inc	4,321	81.1K $
2,743	Traeger Inc	1,027	81K $
2,744	AmpliTech Group Inc	11,630	80.9K $
2,745	Pyxis Oncology Inc	26,866	80.9K $
2,746	Lifecore Biomedical Inc	15,366	80.7K $
2,747	BV Financial Inc	3,801	80.5K $
2,748	WidePoint Corp	4,578	80.1K $
2,749	LENZ Therapeutics Inc	14,079	80K $
2,750	Equillium Inc	24,987	80K $
2,751	Biodesix Inc	3,533	79.7K $
2,752	Greenwich Lifesciences Inc	3,380	79.3K $
2,753	Kronos Worldwide Inc	12,523	79.3K $
2,754	Medallion Financial Corp	7,764	79.3K $
2,755	QUANTUM CORP	7,186	79K $
2,756	BAKKT INC	10,097	78.9K $
2,757	Inseego Corp	7,621	78.7K $
2,758	Commercial Vehicle Group Inc	16,913	78.1K $
2,759	Gencor Industries Inc	5,230	78K $
2,760	Avita Medical Inc	18,756	77.5K $
2,761	RE/MAX Holdings Inc	7,828	77.2K $
2,762	TON Strategy Co	30,233	77.1K $
2,763	KULR Technology Group Inc	20,087	76.5K $
2,764	LifeMD Inc	18,519	76.5K $
2,765	Nkarta Inc	27,022	76.5K $
2,766	CPI Card Group Inc	3,680	76.5K $
2,767	ChargePoint Holdings Inc	12,933	76.4K $
2,768	Hoyne Bancorp Inc	4,559	76.3K $
2,769	Datavault AI Inc	218,012	76.3K $
2,770	American Outdoor Brands Inc	6,497	76.3K $
2,771	KORU Medical Systems Inc	18,124	76.1K $
2,772	Generate Biomedicines Inc	4,506	76K $
2,773	Thryv Holdings Inc	19,181	75.6K $
2,774	1stdibs.com Inc	15,340	75.2K $
2,775	HighPeak Energy Inc	10,741	75.1K $
2,776	Elme Communities	50,115	74.2K $
2,777	QUANTUM-SI INC	83,559	73.9K $
2,778	Aldeyra Therapeutics Inc	34,700	73.9K $
2,779	Tenax Therapeutics Inc	5,076	73.9K $
2,780	Journey Medical Corp	10,418	73.8K $
2,781	Digimarc Corp	8,901	73.2K $
2,782	Westwood Holdings Group Inc	3,791	72.6K $
2,783	Spruce Biosciences Inc	1,345	72.6K $
2,784	Silvaco Group Inc	5,264	72.6K $
2,785	Eastern Co/The	2,595	72.3K $
2,786	Turn Therapeutics Inc	9,897	72.2K $
2,787	SIGA Technologies Inc	19,821	72.1K $
2,788	Gyre Therapeutics Inc	10,904	71.9K $
2,789	Corbus Pharmaceuticals Holdings Inc	7,635	71.6K $
2,790	OneWater Marine Inc	6,348	71.5K $
2,791	Health Catalyst Inc	35,869	71.4K $
2,792	loanDepot Inc	57,100	71.4K $
2,793	Bassett Furniture Industries Inc	4,002	70.9K $
2,794	Ascent Industries Co	4,710	70.8K $
2,795	CVRx Inc	13,772	70.8K $
2,796	Black Rock Coffee Bar Inc	8,531	70.7K $
2,797	Finward Bancorp	1,917	70.5K $
2,798	SELECTQUOTE INC	83,731	70.4K $
2,799	NEOVOLTA INC	22,341	70.4K $
2,800	GCT Semiconductor Holding Inc	23,636	70.2K $

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The bonds it holds

This fund holds 4,313 bond lines from 558 companies. The table shows the 100 largest. Only companies that already have a page on Titelia appear here.

Rank	Company	Bond lines	Value	Weight
1	JPMorgan Chase & Co	55	142.9M $	0.22 %
2	Morgan Stanley	51	137M $	0.22 %
3	Bank of America Corp	50	133.2M $	0.21 %
4	Goldman Sachs Group Inc/The	39	107.4M $	0.17 %
5	Wells Fargo & Co	32	86.6M $	0.14 %
6	Oracle Corp	44	81.6M $	0.13 %
7	Amazon.com Inc	35	76M $	0.12 %
8	HSBC HOLDINGS PLC	42	68.9M $	0.11 %
9	AT&T Inc	41	68.5M $	0.11 %
10	Citigroup Inc	34	65.4M $	0.10 %
11	Meta Platforms Inc	25	62.7M $	0.10 %
12	Verizon Communications Inc	37	56.5M $	0.09 %
13	UnitedHealth Group Inc	53	52.7M $	0.08 %
14	Broadcom Inc	31	49.1M $	0.08 %
15	AbbVie Inc	27	48.2M $	0.08 %
16	BARCLAYS PLC	34	46.2M $	0.07 %
17	Apple Inc	33	43.4M $	0.07 %
18	Comcast Corp	36	43.3M $	0.07 %
19	Amgen Inc	29	43M $	0.07 %
20	CVS Health Corp	27	38.8M $	0.06 %
21	Boeing Co/The	28	37.8M $	0.06 %
22	Intel Corp	32	37.3M $	0.06 %
23	Merck & Co Inc	38	36.6M $	0.06 %
24	Alphabet Inc	23	36.1M $	0.06 %
25	Royal Bank of Canada	18	35.8M $	0.06 %
26	Sumitomo Mitsui Financial Group Inc	26	35.3M $	0.06 %
27	ENERGY TRANSFER LP	37	34.6M $	0.05 %
28	Fannie Mae	7	32.8M $	0.05 %
29	Lowe's Cos Inc	30	31.2M $	0.05 %
30	Mitsubishi UFJ Financial Group, Inc.	24	31M $	0.05 %
31	Philip Morris International Inc	34	30.5M $	0.05 %
32	PNC Financial Services Group Inc/The	12	30.3M $	0.05 %
33	Eli Lilly & Co	32	30.2M $	0.05 %
34	American Express Co	17	27.9M $	0.04 %
35	Capital One Financial Corp	16	27.7M $	0.04 %
36	Salesforce Inc	14	26.9M $	0.04 %
37	Home Depot Inc/The	30	26.7M $	0.04 %
38	Elevance Health Inc	32	24.2M $	0.04 %
39	INTERNATIONAL BUSINESS MACHINES CORP	17	23.2M $	0.04 %
40	NVIDIA Corp	12	23.1M $	0.04 %
41	LLOYDS BANKING GROUP PLC	16	23M $	0.04 %
42	Abbott Laboratories	14	22.9M $	0.04 %
43	US Bancorp	17	22.9M $	0.04 %
44	CISCO SYSTEMS INC	12	22.9M $	0.04 %
45	ONEOK Inc	29	22.8M $	0.04 %
46	Walt Disney Co/The	19	22.8M $	0.04 %
47	RTX Corp	26	22.4M $	0.04 %
48	State Street Corp	18	22.3M $	0.04 %
49	Banco Santander SA	20	21.3M $	0.03 %
50	PepsiCo Inc	24	21.2M $	0.03 %
51	Space Exploration Technologies Corp	5	20.8M $	0.03 %
52	McDonald's Corp	26	20.5M $	0.03 %
53	Pfizer Inc	22	19.9M $	0.03 %
54	Cigna Group/The	18	19.2M $	0.03 %
55	Deutsche Bank AG	14	19.2M $	0.03 %
56	Mizuho Financial Group Inc	17	19.2M $	0.03 %
57	Johnson & Johnson	21	19.1M $	0.03 %
58	Bristol-Myers Squibb Co	15	18.9M $	0.03 %
59	Walmart Inc	20	18.1M $	0.03 %
60	Bank of New York Mellon Corp/The	19	18M $	0.03 %
61	Coca-Cola Co/The	16	17.4M $	0.03 %
62	Gilead Sciences Inc	19	17.2M $	0.03 %
63	Microsoft Corp	11	16.7M $	0.03 %
64	Toronto-Dominion Bank/The	13	16.4M $	0.03 %
65	CSX Corp	22	16.4M $	0.03 %
66	Mastercard Inc	21	16M $	0.03 %
67	Norfolk Southern Corp	24	16M $	0.03 %
68	Altria Group Inc	18	15.7M $	0.02 %
69	Williams Cos Inc/The	24	15.3M $	0.02 %
70	MPLX LP	13	15.3M $	0.02 %
71	Honeywell Aerospace Inc	5	15.3M $	0.02 %
72	Enbridge Inc	20	15.2M $	0.02 %
73	Dominion Energy Inc	24	15.1M $	0.02 %
74	Amphenol Corp	14	14.9M $	0.02 %
75	Westpac Banking Corp	13	14.7M $	0.02 %
76	Lockheed Martin Corp	25	14.7M $	0.02 %
77	Truist Financial Corp	10	14.5M $	0.02 %
78	Kinder Morgan Inc	11	14.3M $	0.02 %
79	American Tower Corp	20	14.1M $	0.02 %
80	General Motors Co	15	13.8M $	0.02 %
81	Marsh & McLennan Cos Inc	16	13.8M $	0.02 %
82	Intercontinental Exchange Inc	16	13.7M $	0.02 %
83	MetLife Inc	16	13.4M $	0.02 %
84	Thermo Fisher Scientific Inc	20	13.3M $	0.02 %
85	NISOURCE INC	18	12.9M $	0.02 %
86	ARES CAPITAL CORP	8	12.8M $	0.02 %
87	NATWEST GROUP PLC	11	12.6M $	0.02 %
88	Hewlett Packard Enterprise Co	13	12.6M $	0.02 %
89	Northrop Grumman Corp	13	12.4M $	0.02 %
90	Charles Schwab Corp/The	15	12.2M $	0.02 %
91	Realty Income Corp	20	12.2M $	0.02 %
92	Prudential Financial Inc	19	12.1M $	0.02 %
93	United Parcel Service Inc	16	12M $	0.02 %
94	Fiserv Inc	12	11.7M $	0.02 %
95	Marriott International Inc/MD	14	11.6M $	0.02 %
96	Visa Inc	13	11.6M $	0.02 %
97	Southern Co/The	10	11.5M $	0.02 %
98	Nomura Holdings Inc	13	11.5M $	0.02 %
99	Kroger Co/The	16	11.1M $	0.02 %
100	Huntington Bancshares Inc/OH	9	11M $	0.02 %

Sector breakdown

Technology 33.2 %
Financials 10.1 %
Communication 8.6 %
Industrials 8.2 %
Consumer discretionary 8.2 %
Health care 8.0 %
Consumer staples 3.9 %
Energy 2.3 %
Utilities 1.9 %
Materials 1.7 %
Real estate 1.3 %
Unattributed 12.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

United States 99.3 %
Ireland 0.3 %
Bermuda 0.1 %
United Kingdom 0.1 %
Canada 0.0 %
Cayman Islands 0.0 %
Jersey 0.0 %
Israel 0.0 %
Netherlands 0.0 %
Puerto Rico 0.0 %
Marshall Islands 0.0 %
British Virgin Islands 0.0 %

Shares are computed on the fund's equities only.

Rank	Country	Lines	Value	Share
1	United States	3,204	38.7B $	99.32 %
2	Ireland	8	131.9M $	0.34 %
3	Bermuda	14	56.1M $	0.14 %
4	United Kingdom	6	25.2M $	0.06 %
5	Canada	6	17M $	0.04 %
6	Cayman Islands	4	13.8M $	0.04 %
7	Jersey	3	5.3M $	0.01 %
8	Israel	1	5M $	0.01 %
9	Netherlands	1	4.9M $	0.01 %
10	Puerto Rico	3	4.3M $	0.01 %
11	Marshall Islands	1	2.1M $	0.01 %
12	British Virgin Islands	1	1.1M $	0.00 %

Cite this page

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