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
301United Airlines Holdings Inc 184,82417M $0.03 %
302Otis Worldwide Corp 219,03716.9M $0.03 %
303Paychex Inc 181,76616.7M $0.03 %
304Halliburton Co 425,19116.6M $0.03 %
305Dow Inc 397,46016.6M $0.03 %
306Cboe Global Markets Inc 58,82716.5M $0.03 %
307Cognizant Technology Solutions Corp. 268,95816.5M $0.03 %
308Waters Corp 55,21316.4M $0.03 %
309Xylem Inc/NY 137,01416.4M $0.03 %
310IQVIA Holdings Inc 95,50816.3M $0.03 %
311Copart Inc 490,49416.3M $0.03 %
312Carnival Corp 626,50516.2M $0.03 %
313Iron Mountain Inc 158,05516.1M $0.03 %
314Tapestry Inc 113,98516.1M $0.03 %
315Interactive Brokers Group Inc 238,08816M $0.03 %
316CenterPoint Energy Inc 367,70815.9M $0.03 %
317Edison International 216,39415.8M $0.03 %
318Dover Corp 75,84015.8M $0.03 %
319Teledyne Technologies Inc 26,06215.8M $0.03 %
320FirstEnergy Corp 308,96715.7M $0.03 %
321Texas Pacific Land Corp 32,96715.6M $0.03 %
322Workday Inc 119,93115.6M $0.03 %
323Extra Space Storage Inc 118,65615.6M $0.03 %
324TechnipFMC PLC 224,86715.5M $0.03 %
325Willis Towers Watson PLC 53,22915.5M $0.03 %
326PPL Corp 401,59215.3M $0.03 %
327Sunbelt Rentals Holdings Inc 234,25115.2M $0.03 %
328Casey's General Stores Inc 20,89615.2M $0.03 %
329Expedia Group Inc 65,83215.2M $0.03 %
330Biogen Inc 82,53315.1M $0.03 %
331VICI Properties Inc 553,45515.1M $0.03 %
332Fiserv Inc 270,96915.1M $0.03 %
333Jabil Inc 56,50515M $0.03 %
334American Water Works Co Inc 109,91015M $0.03 %
335Natera Inc 74,54014.9M $0.03 %
336Expand Energy Corp 135,38714.9M $0.03 %
337Verisk Analytics Inc 77,65314.7M $0.03 %
338Dollar General Corp 123,97214.7M $0.03 %
339Hubbell Inc 29,93814.7M $0.02 %
340Eversource Energy 211,37814.6M $0.02 %
341Veeva Systems Inc 83,27314.6M $0.02 %
342United Therapeutics Corp 24,65614.6M $0.02 %
343DTE Energy Co 99,32014.5M $0.02 %
344Mettler-Toledo International Inc 11,42914.4M $0.02 %
345Raymond James Financial Inc 98,93114.3M $0.02 %
346Coterra Energy Inc 406,52814.3M $0.02 %
347FTAI Aviation Ltd 57,70314.1M $0.02 %
348Curtiss-Wright Corp 20,75114.1M $0.02 %
349Live Nation Entertainment Inc 92,49714.1M $0.02 %
350Steel Dynamics Inc 78,07914.1M $0.02 %
351Northern Trust Corp 99,40913.9M $0.02 %
352Cincinnati Financial Corp 87,55313.8M $0.02 %
353ON Semiconductor Corp 221,94513.7M $0.02 %
354Qnity Electronics Inc 118,10213.6M $0.02 %
355Dexcom Inc 216,65313.6M $0.02 %
356Citizens Financial Group Inc 226,62213.6M $0.02 %
357Fair Isaac Corp 12,71413.6M $0.02 %
358LPL Financial Holdings Inc 45,10913.6M $0.02 %
359Fidelity National Information Services Inc 289,02213.6M $0.02 %
360Flex Ltd 206,96813.5M $0.02 %
361PPG Industries Inc 125,83313.4M $0.02 %
362Tractor Supply Co 296,40913.4M $0.02 %
363CMS Energy Corp 172,14213.4M $0.02 %
364Synchrony Financial 195,68413.3M $0.02 %
365Omnicom Group Inc 174,71813.2M $0.02 %
366Ulta Beauty Inc 24,97813.1M $0.02 %
367AvalonBay Communities, Inc. 79,71913M $0.02 %
368Ares Management Corp 118,15912.9M $0.02 %
369Markel Group Inc 6,71312.8M $0.02 %
370PulteGroup Inc 108,41712.8M $0.02 %
371Darden Restaurants Inc 64,82112.7M $0.02 %
372Regions Financial Corp 485,98112.7M $0.02 %
373CoreWeave Inc 163,16012.6M $0.02 %
374NiSource Inc 269,36112.6M $0.02 %
375Church & Dwight Co Inc 133,28112.4M $0.02 %
376Labcorp Holdings Inc 46,33112.4M $0.02 %
377Williams-Sonoma Inc 67,22512.3M $0.02 %
378KeyCorp 611,29812.3M $0.02 %
379STERIS PLC 55,26812.2M $0.02 %
380XPO Inc 62,65712.2M $0.02 %
381Equifax Inc 67,68312.2M $0.02 %
382Royal Gold Inc 47,76412.2M $0.02 %
383Quest Diagnostics Inc 61,85312.1M $0.02 %
384AST SpaceMobile Inc 146,18512.1M $0.02 %
385Woodward Inc 33,55412M $0.02 %
386Equity Residential 201,97811.9M $0.02 %
387Albemarle Corp 66,27111.9M $0.02 %
388Humana Inc 67,88711.8M $0.02 %
389Veralto Corp 132,62911.7M $0.02 %
390Smurfit Westrock PLC 293,91511.7M $0.02 %
391Constellation Brands Inc 78,07911.7M $0.02 %
392LyondellBasell Industries NV 145,11911.7M $0.02 %
393Dollar Tree Inc 106,37211.6M $0.02 %
394VeriSign Inc 46,42011.5M $0.02 %
395Burlington Stores Inc 35,38011.5M $0.02 %
396MasTec Inc 35,60411.5M $0.02 %
397US Foods Holding Corp 124,12411.4M $0.02 %
398Zoom Communications Inc 142,05811.4M $0.02 %
399SoFi Technologies Inc 718,18711.4M $0.02 %
400First Solar Inc 57,40611.3M $0.02 %

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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