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
201DoorDash Inc 196,17529.5M $0.05 %
202Electronic Arts Inc 140,99928.7M $0.05 %
203Aflac Inc 261,58428.7M $0.05 %
204Vistra Corp 190,70528.7M $0.05 %
205Entergy Corp 254,99428.7M $0.05 %
206Autodesk Inc 119,36428.6M $0.05 %
207Monolithic Power Systems Inc 26,06028.5M $0.05 %
208Lumentum Holdings Inc 40,19828.2M $0.05 %
209Cardinal Health, Inc. 132,43528M $0.05 %
210Xcel Energy Inc 351,19127.9M $0.05 %
211Monster Beverage Corp 384,92327.9M $0.05 %
212Exelon Corp 568,51027.9M $0.05 %
213Dell Technologies Inc 169,18827.8M $0.05 %
214AMETEK Inc 128,93927.6M $0.05 %
215WW Grainger Inc 25,33027.6M $0.05 %
216Snowflake Inc 183,00927.6M $0.05 %
217Comfort Systems USA Inc 19,80227.3M $0.05 %
218Keysight Technologies Inc 96,69727.3M $0.05 %
219Fortinet Inc 333,23927.2M $0.05 %
220Airbnb Inc 214,51327.1M $0.05 %
221Occidental Petroleum Corp 415,97327M $0.05 %
222Edwards Lifesciences Corp 326,76926.2M $0.04 %
223Teradyne Inc 88,17526.1M $0.04 %
224United Rentals Inc 35,46425.8M $0.04 %
225Ferguson Enterprises Inc 110,03425.7M $0.04 %
226Ford Motor Co 2,206,95625.5M $0.04 %
227Apollo Global Management Inc 227,86925.4M $0.04 %
228Zoetis Inc 213,77025.3M $0.04 %
229Becton Dickinson & Co 160,27325.2M $0.04 %
230IDEXX Laboratories Inc 44,81825.2M $0.04 %
231Carrier Global Corp 447,01725.2M $0.04 %
232Coherent Corp 105,55125.1M $0.04 %
233Republic Services Inc 113,10524.8M $0.04 %
234Alnylam Pharmaceuticals Inc 74,62124.7M $0.04 %
235Nasdaq Inc 287,86024.4M $0.04 %
236Delta Air Lines Inc 367,52424.4M $0.04 %
237Yum! Brands Inc 155,62224.2M $0.04 %
238Public Storage 88,99824.1M $0.04 %
239Carvana Co 76,34224M $0.04 %
240Westinghouse Air Brake Technologies Corp 95,97224M $0.04 %
241Fifth Third Bancorp 506,14223.5M $0.04 %
242Chipotle Mexican Grill Inc 733,15723.5M $0.04 %
243Waste Connections Inc 144,03923.4M $0.04 %
244Kroger Co/The 320,79423.2M $0.04 %
245Consolidated Edison Inc 203,58323M $0.04 %
246eBay Inc 252,15223M $0.04 %
247Ameriprise Financial Inc 51,33822.8M $0.04 %
248Public Service Enterprise Group Inc 281,09322.8M $0.04 %
249American International Group Inc 302,02022.7M $0.04 %
250Rockwell Automation Inc 63,18722.7M $0.04 %
251CBRE Group Inc 166,03022.5M $0.04 %
252EQT Corp 351,53722.4M $0.04 %
253Strategy Inc 176,85722.1M $0.04 %
254MetLife Inc 311,84922.1M $0.04 %
255Diamondback Energy Inc 111,01222M $0.04 %
256PayPal Holdings Inc 484,83021.9M $0.04 %
257Ventas Inc 267,45721.9M $0.04 %
258Datadog Inc 184,82921.8M $0.04 %
259Garmin Ltd 92,17021.4M $0.04 %
260WEC Energy Group Inc 183,44621.2M $0.04 %
261MSCI Inc 39,30621.2M $0.04 %
262PG&E Corp 1,205,21721.2M $0.04 %
263Hartford Insurance Group Inc/The 155,15021M $0.04 %
264Coinbase Global Inc 119,29620.8M $0.04 %
265Old Dominion Freight Line Inc 105,60320.6M $0.04 %
266Nucor Corp 121,78620.6M $0.04 %
267Rocket Lab Corp 319,48720.5M $0.03 %
268Roper Technologies Inc 57,94920.5M $0.03 %
269Bloom Energy Corp 150,06720.3M $0.03 %
270DR Horton Inc 146,92820.2M $0.03 %
271ROBLOX Corp 353,94820M $0.03 %
272Vulcan Materials Co 73,51620M $0.03 %
273Martin Marietta Materials Inc 33,95620M $0.03 %
274Crown Castle Inc 245,70720M $0.03 %
275Insmed Inc 121,36019.8M $0.03 %
276Archer-Daniels-Midland Co 271,27019.7M $0.03 %
277Microchip Technology Inc 304,42919.7M $0.03 %
278Take-Two Interactive Software Inc 99,17519.6M $0.03 %
279Sysco Corp 269,37219.2M $0.03 %
280Keurig Dr Pepper Inc 726,73719.1M $0.03 %
281Prudential Financial, Inc. 195,76719.1M $0.03 %
282State Street Corp 149,08418.9M $0.03 %
283Kenvue Inc 1,080,62018.6M $0.03 %
284Block Inc 308,33618.6M $0.03 %
285EMCOR Group Inc 25,06718.5M $0.03 %
286ResMed Inc 82,00218.4M $0.03 %
287Arch Capital Group Ltd 190,27618.3M $0.03 %
288Axon Enterprise Inc 42,99918.3M $0.03 %
289Agilent Technologies Inc 159,10918.1M $0.03 %
290Kimberly-Clark Corp 186,73718M $0.03 %
291Huntington Bancshares Inc/OH 1,141,86817.9M $0.03 %
292Hewlett Packard Enterprise Co 747,92417.8M $0.03 %
293Ingersoll Rand Inc 220,43517.7M $0.03 %
294Devon Energy Corp 349,10117.6M $0.03 %
295NRG Energy Inc 119,75617.5M $0.03 %
296GE HealthCare Technologies Inc 243,91817.4M $0.03 %
297Hershey Co/The 83,29417.3M $0.03 %
298M&T Bank Corp 83,75517.3M $0.03 %
299Atmos Energy Corp 93,05717.2M $0.03 %
300Ameren Corp 155,51317.1M $0.03 %

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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.

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 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.

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