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
3,101Sleep Number Corp 13,53724.3K $
3,102Sera Prognostics Inc 11,84824.1K $
3,103QUANTUM CORP 5,06224K $
3,104Hyperscale Data Inc 159,52824K $
3,105JASPER THERAPEUTICS INC 27,17423.8K $
3,106Accuray Inc 61,25823.8K $
3,107CEL-SCI Corp 7,31723.5K $
3,108Marchex Inc 15,10523.4K $
3,109Rafael Holdings Inc 18,67623.3K $
3,110FTC Solar Inc 6,14223.2K $
3,111Exodus Movement Inc 3,51922.9K $
3,112FG NEXUS INC 4,58222.9K $
3,113CHILDRENS PLACE INC 6,69322.5K $
3,114Playstudios Inc 47,64622.4K $
3,115Generate Biomedicines Inc 1,74721.8K $
3,116United Bancorp Inc/OH 1,42121.6K $
3,117Rhinebeck Bancorp Inc 1,34320.7K $
3,118comScore Inc 2,92020.3K $
3,119CytoSorbents Corp 35,64120.2K $
3,120Culp Inc 7,35920.2K $
3,121Actuate Therapeutics Inc 6,73918.5K $
3,122Destination XL Group Inc 34,90017.8K $
3,123Altisource Portfolio Solutions SA 2,66417K $
3,124LASER PHOTONICS CORP 16,77916.8K $
3,125Battalion Oil Corp 4,01315.7K $
3,126Summit State Bank 1,13515.2K $
3,127Public Policy Holding Co Inc 1,15015K $
3,128NextNRG Inc 34,75313.9K $
3,129United-Guardian Inc 2,06713.7K $
3,130Coda Octopus Group Inc 1,15113K $
3,131REALPHA TECH CORP 51,72412.6K $
3,132flyExclusive Inc 5,23611.8K $
3,133Qurate Retail Inc 5,33211.6K $
3,134SKYE BIOSCIENCE INC 17,64710.8K $
3,135DIGITAL BRANDS GROUP INC 6,01010.8K $
3,136Gloo Holdings Inc 2,14410.3K $
3,137First Seacoast Bancorp Inc 81810.3K $
3,138Catalyst Bancorp Inc 5198.6K $
3,139RESEARCH FRONTIERS INC 9,4238.5K $
3,140SPRUCE BIOSCIENCES INC 1207.8K $
3,141Allbirds Inc 2,3967.2K $
3,142Grace Therapeutics Inc 1,3066K $
3,143Bitcoin Depot Inc 2,7265.9K $
3,144ATLANTIC INTERNATIONAL CORP 1,7505.3K $
3,145Bitgo Holdings Inc 5904.9K $
3,146WELLGISTICS HEALTH INC 50,0004.8K $
3,147M Tron Industries Inc. 1,5813.3K $
3,148BARK Inc 6,1343.1K $
3,149Auburn National BanCorp Inc 811.9K $
3,150Eva Live Inc 5071.9K $
3,151Luby's Inc 6,2111.6K $
3,152American Resources Corp 4,69628.2 $
3,153Dianthus Therapeutics Inc 4,25121.3 $
3,154Pivotal Software Inc 71,7050.7 $
3,155Marriott International Inc/MD 62,9550.6 $
3,156Sterling Bancorp Inc/MI 12,0130.1 $
3,157ReElement Technologies Corp 8,7670.1 $
3,158OmniAb Inc 4,9870.1 $
3,159OmniAb Inc 4,9870.1 $
3,160Novusterra Inc 2,1910 $
3,161WiSA Technologies Inc 2,1900 $

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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