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: 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

Rank	Company	Shares	Value
2,801	Lifetime Brands Inc	11,905	68.3K $
2,802	Omega Flex Inc	2,198	68.2K $
2,803	Agenus Inc	20,381	68.1K $
2,804	Peoples Bancorp of North Carolina Inc	1,732	67.8K $
2,805	ZipRecruiter Inc	36,708	67.5K $
2,806	Ethos Technologies Inc	6,040	67.5K $
2,807	INOVIO PHARMACEUTICALS INC	38,739	67.4K $
2,808	TaskUS Inc	9,989	67K $
2,809	Greene County Bancorp Inc	2,989	67K $
2,810	TechTarget Inc	17,240	66.9K $
2,811	Smith-Midland Corp	2,056	66.9K $
2,812	JELD-WEN Holding Inc	53,779	66.7K $
2,813	Sight Sciences Inc	17,683	66.7K $
2,814	NI Holdings Inc	5,165	66.6K $
2,815	Medallion Financial Corp.	7,764	66.5K $
2,816	Smith Douglas Homes Corp	5,167	66.1K $
2,817	Precision BioSciences Inc	12,004	66K $
2,818	Hoyne Bancorp Inc	4,559	66K $
2,819	Smart Sand Inc	12,885	66K $
2,820	Advantage Solutions Inc	3,079	65.1K $
2,821	Quantum-Si Inc	83,559	64.7K $
2,822	Arena Group Holdings Inc/The	29,651	64.3K $
2,823	Star Holdings	8,489	64.3K $
2,824	RideNow Group Inc	9,089	64.2K $
2,825	Riverview Bancorp Inc	11,651	64.1K $
2,826	Geospace Technologies Corp	5,246	64K $
2,827	Priority Technology Holdings Inc	13,539	63.9K $
2,828	Humacyte Inc	104,939	63.7K $
2,829	Nuvectis Pharma Inc	8,235	63.7K $
2,830	Lucid Diagnostics Inc	55,260	63.5K $
2,831	KULR Technology Group Inc	26,683	63.2K $
2,832	ChargePoint Holdings Inc	12,933	62.9K $
2,833	BGSF Inc	9,700	62.8K $
2,834	Health Catalyst Inc	49,383	62.7K $
2,835	Crawford & Co	6,289	62.7K $
2,836	Ascent Industries Co	4,710	62.7K $
2,837	New Era Energy & Digital Inc	15,401	62.5K $
2,838	Joint Corp/The	7,059	62.5K $
2,839	Westwood Holdings Group Inc	3,791	62.4K $
2,840	OneWater Marine Inc	6,600	62.4K $
2,841	NexPoint Diversified Real Estate Trust	13,330	62.3K $
2,842	Sound Financial Bancorp Inc	1,421	62.1K $
2,843	Acumen Pharmaceuticals Inc	26,300	62.1K $
2,844	Atomera Inc	16,254	61.9K $
2,845	Resources Connection Inc	16,575	61.8K $
2,846	Comstock Holding Cos Inc	3,260	61.7K $
2,847	NRX Therapeutics Inc	28,846	61.4K $
2,848	VTV THERAPEUTICS INC	1,538	61K $
2,849	CuriosityStream Inc	20,600	61K $
2,850	ACRES Commercial Realty Corp	3,155	61K $
2,851	NN Inc	42,017	60.9K $
2,852	Modiv Industrial Inc	4,247	60.8K $
2,853	agilon health Inc	7,672	60.7K $
2,854	American Outdoor Brands Inc	6,497	60.7K $
2,855	Cardiff Oncology Inc	37,450	60.7K $
2,856	Global Water Resources Inc	7,984	60.6K $
2,857	CLEANCORE SOLUTIONS INC	169,972	60.6K $
2,858	Seer Inc	36,017	60.5K $
2,859	FONAR Corp	3,257	60.4K $
2,860	RE/MAX Holdings Inc	10,490	60.4K $
2,861	KORE GROUP HOLDINGS INC	6,689	60.3K $
2,862	Envela Corp	3,610	60.1K $
2,863	Seritage Growth Properties	21,357	60K $
2,864	WINCHESTER BANCORP INC	4,699	59.7K $
2,865	Brand Engagement Network Inc	1,572	59.6K $
2,866	Princeton Bancorp Inc	1,753	59.2K $
2,867	Research Solutions Inc/CA	26,087	59K $
2,868	Silvercrest Asset Management Group Inc	4,379	58.9K $
2,869	Strawberry Fields REIT Inc	4,938	58.8K $
2,870	Douglas Elliman Inc	35,792	58.7K $
2,871	Streamex Corp	51,930	58.7K $
2,872	Aldeyra Therapeutics Inc	34,700	58.6K $
2,873	RCM Technologies Inc	3,063	58.6K $
2,874	CIBUS INC	29,531	58.5K $
2,875	Hurco Cos Inc	3,968	58.4K $
2,876	Comtech Telecommunications Corp	17,549	58.3K $
2,877	Rithm Property Trust Inc	4,348	58.2K $
2,878	Wrap Technologies Inc	37,736	58.1K $
2,879	AMREP Corp	2,060	57.9K $
2,880	Getty Images Holdings Inc	73,000	57.9K $
2,881	DEFI DEVELOPMENT CORP	17,565	57.8K $
2,882	Granite Point Mortgage Trust Inc	39,776	57.7K $
2,883	Prairie Operating Co	28,409	57.7K $
2,884	Vera Bradley Inc	18,237	57.6K $
2,885	ReposiTrak Inc	7,581	57.6K $
2,886	CS Disco Inc	15,079	57.6K $
2,887	Identiv Inc	15,552	57.5K $
2,888	Black Diamond Therapeutics Inc	27,000	57.5K $
2,889	Lifecore Biomedical Inc	15,366	57.2K $
2,890	REKOR SYSTEMS INC	69,675	57.1K $
2,891	BIOMEA FUSION INC	37,201	56.9K $
2,892	LEE Enterprises Inc	6,593	56.8K $
2,893	Spero Therapeutics Inc	24,176	56.6K $
2,894	Digimarc Corp	11,500	56.5K $
2,895	Kewaunee Scientific Corp	1,646	56.4K $
2,896	Sui Group Holdings Ltd	46,615	56.4K $
2,897	Pro-Dex Inc	1,148	56.4K $
2,898	SIFCO Industries Inc	4,213	56.1K $
2,899	American Well Corp	10,657	56.1K $
2,900	Karyopharm Therapeutics Inc	10,021	55.8K $

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The bonds it holds

This fund holds 4,235 bond lines from 554 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	57	142.9M $	0.24 %
2	Bank of America Corp	49	125.2M $	0.21 %
3	Morgan Stanley	51	113.5M $	0.19 %
4	Goldman Sachs Group Inc/The	38	97.3M $	0.17 %
5	Wells Fargo & Co	34	91.7M $	0.16 %
6	Oracle Corp	44	82.4M $	0.14 %
7	Citigroup Inc	37	68.7M $	0.12 %
8	Amazon.com Inc	37	63.8M $	0.11 %
9	HSBC Holdings PLC	41	62.7M $	0.11 %
10	AT&T Inc	37	57.9M $	0.10 %
11	Verizon Communications Inc	36	57.8M $	0.10 %
12	UnitedHealth Group Inc	55	53.1M $	0.09 %
13	Broadcom Inc	33	51.8M $	0.09 %
14	AbbVie Inc	27	48.2M $	0.08 %
15	Comcast Corp	39	47M $	0.08 %
16	Apple Inc	34	45.3M $	0.08 %
17	Amgen Inc	28	42.5M $	0.07 %
18	Barclays PLC	31	40.7M $	0.07 %
19	CVS Health Corp	28	38.7M $	0.07 %
20	Boeing Co/The	30	38.2M $	0.06 %
21	Energy Transfer LP	38	35.4M $	0.06 %
22	Royal Bank of Canada	17	35.3M $	0.06 %
23	PNC Financial Services Group Inc/The	13	34.2M $	0.06 %
24	Sumitomo Mitsui Financial Group Inc	26	34M $	0.06 %
25	Meta Platforms Inc	19	33.3M $	0.06 %
26	Fannie Mae	7	33.1M $	0.06 %
27	Alphabet Inc	23	33M $	0.06 %
28	Home Depot Inc/The	31	30.6M $	0.05 %
29	Intel Corp	27	30.4M $	0.05 %
30	American Express Co	18	29.9M $	0.05 %
31	Capital One Financial Corp	17	29.4M $	0.05 %
32	Philip Morris International Inc.	32	28.9M $	0.05 %
33	Lowe's Cos Inc	29	27.3M $	0.05 %
34	Merck & Co Inc	33	27M $	0.05 %
35	Mitsubishi UFJ Financial Group Inc	22	26.7M $	0.05 %
36	International Business Machines Corp.	18	26.3M $	0.04 %
37	US Bancorp	17	25.4M $	0.04 %
38	Eli Lilly & Co	26	24.1M $	0.04 %
39	Elevance Health Inc	32	23.9M $	0.04 %
40	ONEOK Inc	30	23.2M $	0.04 %
41	RTX Corp	27	23.2M $	0.04 %
42	Cisco Systems, Inc.	12	23M $	0.04 %
43	Abbott Laboratories	14	22M $	0.04 %
44	Walt Disney Co/The	18	21.6M $	0.04 %
45	McDonald's Corp.	26	21.3M $	0.04 %
46	State Street Corp	17	21.2M $	0.04 %
47	Banco Santander SA	17	20.8M $	0.04 %
48	PepsiCo Inc	24	20.1M $	0.03 %
49	Johnson & Johnson	24	20M $	0.03 %
50	Coca-Cola Co/The	18	19.5M $	0.03 %
51	Walmart Inc	19	19.4M $	0.03 %
52	Bank of New York Mellon Corp/The	20	19.4M $	0.03 %
53	Cigna Group/The	18	19.1M $	0.03 %
54	Bristol-Myers Squibb Co	15	18.8M $	0.03 %
55	Pfizer Inc	22	18.2M $	0.03 %
56	Lloyds Banking Group PLC	16	18.1M $	0.03 %
57	Mizuho Financial Group Inc	15	18M $	0.03 %
58	Microsoft Corp	11	16.9M $	0.03 %
59	Deutsche Bank AG	14	16.9M $	0.03 %
60	Williams Cos Inc/The	25	16.6M $	0.03 %
61	Norfolk Southern Corp	26	16.1M $	0.03 %
62	Amphenol Corp	15	15.9M $	0.03 %
63	Enbridge Inc	21	15.8M $	0.03 %
64	CSX Corp	23	15.6M $	0.03 %
65	MPLX LP	13	15.3M $	0.03 %
66	Lockheed Martin Corp	25	14.7M $	0.02 %
67	Truist Financial Corp	10	14.6M $	0.02 %
68	Dominion Energy Inc	21	14.1M $	0.02 %
69	Altria Group, Inc.	18	14.1M $	0.02 %
70	NatWest Group PLC	11	14.1M $	0.02 %
71	Gilead Sciences Inc	15	14M $	0.02 %
72	American Tower Corp	20	14M $	0.02 %
73	Fiserv Inc	13	13.8M $	0.02 %
74	Marsh & McLennan Cos Inc	16	13.8M $	0.02 %
75	General Motors Co	15	13.7M $	0.02 %
76	Intercontinental Exchange Inc	16	13.6M $	0.02 %
77	NiSource Inc	17	13M $	0.02 %
78	Thermo Fisher Scientific Inc	20	12.8M $	0.02 %
79	Westpac Banking Corp	11	12.8M $	0.02 %
80	Hewlett Packard Enterprise Co	13	12.5M $	0.02 %
81	Toronto-Dominion Bank/The	13	12.4M $	0.02 %
82	Visa Inc	14	12.4M $	0.02 %
83	Northrop Grumman Corp	13	12.4M $	0.02 %
84	Realty Income Corp	20	12.1M $	0.02 %
85	Starbucks Corp	13	12M $	0.02 %
86	MetLife Inc	15	11.9M $	0.02 %
87	QUALCOMM Inc	11	11.7M $	0.02 %
88	Marriott International Inc/MD	15	11.6M $	0.02 %
89	Equinor ASA	13	11.4M $	0.02 %
90	United Parcel Service Inc	15	11.3M $	0.02 %
91	Mastercard Inc	17	11.1M $	0.02 %
92	Charles Schwab Corp/The	13	11.1M $	0.02 %
93	Waste Management Inc	15	10.9M $	0.02 %
94	Exxon Mobil Corp	9	10.9M $	0.02 %
95	Duke Energy Corp	17	10.8M $	0.02 %
96	Prudential Financial, Inc.	17	10.7M $	0.02 %
97	Kroger Co/The	16	10.7M $	0.02 %
98	Global Payments Inc	13	10.7M $	0.02 %
99	Kinder Morgan, Inc.	11	10.6M $	0.02 %
100	Nomura Holdings Inc	10	10.4M $	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 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 99.4 %
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 are computed on the fund's equities only.

Rank	Country	Lines	Value	Share
1	United States	3,118	35B $	99.36 %
2	Ireland	6	81.7M $	0.23 %
3	Bermuda	13	51M $	0.15 %
4	United Kingdom	5	23.1M $	0.07 %
5	Netherlands	2	16.7M $	0.05 %
6	Canada	5	15.7M $	0.04 %
7	Singapore	1	13.5M $	0.04 %
8	Cayman Islands	4	12.7M $	0.04 %
9	Jersey	2	4.2M $	0.01 %
10	Puerto Rico	3	3.9M $	0.01 %
11	Marshall Islands	1	2M $	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