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
501Invitation Homes Inc 326,2628.1M $0.01 %
502Mid-America Apartment Communities, Inc. 66,0508.1M $0.01 %
503Flutter Entertainment PLC 78,9448M $0.01 %
504Pentair PLC 91,8828M $0.01 %
505Jones Lang LaSalle Inc 26,3008M $0.01 %
506Deckers Outdoor Corp 79,9418M $0.01 %
507IDEX Corp 42,0098M $0.01 %
508Nordson Corp 29,9268M $0.01 %
509Graco Inc 92,9427.9M $0.01 %
510Rivian Automotive Inc 522,6557.9M $0.01 %
511Cooper Cos Inc/The 109,8147.9M $0.01 %
512Regency Centers Corp 103,1837.8M $0.01 %
513SS&C Technologies Holdings Inc 115,4477.8M $0.01 %
514Clean Harbors Inc 26,8527.7M $0.01 %
515DT Midstream Inc 57,1497.7M $0.01 %
516Carlisle Cos Inc 23,0197.7M $0.01 %
517Lincoln Electric Holdings Inc 30,7567.7M $0.01 %
518Tradeweb Markets Inc 64,9957.6M $0.01 %
519Reinsurance Group of America Inc 37,0027.6M $0.01 %
520Okta Inc 95,2677.5M $0.01 %
521WESCO International Inc 27,4037.5M $0.01 %
522TransUnion 108,2817.5M $0.01 %
523Avery Dennison Corp 43,2677.5M $0.01 %
524Neurocrine Biosciences Inc 56,6847.5M $0.01 %
525Everest Group Ltd 22,7287.4M $0.01 %
526Toast Inc 280,2107.4M $0.01 %
527Hasbro Inc 79,1227.4M $0.01 %
528Host Hotels & Resorts Inc 386,4687.4M $0.01 %
529Rocket Cos Inc 516,0907.4M $0.01 %
530QXO Inc 377,8277.3M $0.01 %
531Pinnacle Financial Partners Inc 85,1247.3M $0.01 %
532Kratos Defense & Security Solutions, Inc. 103,7127.3M $0.01 %
533Omega Healthcare Investors Inc 166,7217.3M $0.01 %
534Bridgebio Pharma Inc 98,2017.3M $0.01 %
535Toll Brothers Inc 53,4077.3M $0.01 %
536RenaissanceRe Holdings Ltd 24,5017.3M $0.01 %
537BJ's Wholesale Club Holdings Inc 73,7567.3M $0.01 %
538Roivant Sciences Ltd 261,7267.2M $0.01 %
539New York Times Co/The 86,2397.2M $0.01 %
540McCormick & Co Inc/MD 143,0477.2M $0.01 %
541Performance Food Group Co 84,1287.2M $0.01 %
542RPM International Inc 72,1947.2M $0.01 %
543Best Buy Co Inc 111,6627.2M $0.01 %
544Watsco Inc 19,6717.2M $0.01 %
545Guidewire Software Inc 47,7987.1M $0.01 %
546Lattice Semiconductor Corp 76,8497.1M $0.01 %
547Ralph Lauren Corp 20,6677.1M $0.01 %
548Five Below Inc 31,0487.1M $0.01 %
549TKO Group Holdings Inc 35,1097.1M $0.01 %
550Allegion plc 48,5367.1M $0.01 %
551Clorox Co/The 67,9817M $0.01 %
552Dick's Sporting Goods Inc 35,5227M $0.01 %
553Regal Rexnord Corp 37,4557M $0.01 %
554Antero Resources Corp 165,1817M $0.01 %
555Roku Inc 73,4176.9M $0.01 %
556Mueller Industries Inc 62,4806.9M $0.01 %
557Masco Corp 114,6196.9M $0.01 %
558Penumbra Inc 20,9856.9M $0.01 %
559HubSpot Inc 28,2076.9M $0.01 %
560Carlyle Group Inc/The 142,1686.9M $0.01 %
561TD SYNNEX Corp 40,7466.9M $0.01 %
562Advanced Energy Industries Inc 21,2506.9M $0.01 %
563Pinnacle West Capital Corp. 68,0496.9M $0.01 %
564Affirm Holdings Inc 148,1966.8M $0.01 %
565Solstice Advanced Materials Inc 89,0986.8M $0.01 %
566CACI International Inc 12,4376.8M $0.01 %
567Fidelity National Financial Inc 145,5546.8M $0.01 %
568Elanco Animal Health Inc 279,7816.7M $0.01 %
569Gaming and Leisure Properties Inc 150,8556.7M $0.01 %
570Hecla Mining Co 358,6306.7M $0.01 %
571Sterling Infrastructure Inc 16,3986.7M $0.01 %
572Ionis Pharmaceuticals Inc 88,5706.7M $0.01 %
573Ensign Group Inc/The 32,7166.6M $0.01 %
574Align Technology Inc 38,3616.6M $0.01 %
575Super Micro Computer Inc 286,9006.5M $0.01 %
576Atlassian Corp 95,6406.5M $0.01 %
577Guardant Health Inc 70,1816.5M $0.01 %
578Generac Holdings Inc 33,1366.5M $0.01 %
579Equity LifeStyle Properties Inc 103,6796.5M $0.01 %
580Modine Manufacturing Co 29,6936.4M $0.01 %
581Healthpeak Properties Inc 391,4766.4M $0.01 %
582Jack Henry & Associates Inc 40,6356.4M $0.01 %
583Essential Utilities Inc 159,3986.4M $0.01 %
584Crown Holdings Inc 63,8776.4M $0.01 %
585Circle Internet Group Inc 67,0466.4M $0.01 %
586Unum Group 87,3456.4M $0.01 %
587BorgWarner Inc 116,7776.3M $0.01 %
588Fox Corp 108,3836.3M $0.01 %
589Evercore Inc 21,1666.3M $0.01 %
590Webster Financial Corp 90,4876.3M $0.01 %
591AGNC Investment Corp 621,8066.2M $0.01 %
592UDR Inc 184,2926.2M $0.01 %
593Lamar Advertising Co 49,1466.2M $0.01 %
594Jazz Pharmaceuticals PLC 32,8806.2M $0.01 %
595Dynatrace Inc 167,6436.2M $0.01 %
596GoDaddy Inc 74,9906.2M $0.01 %
597Stanley Black & Decker Inc 87,1666.2M $0.01 %
598Service Corp International/US 74,9626.2M $0.01 %
599First Horizon Corp 271,5646.2M $0.01 %
600AECOM 72,7886.2M $0.01 %

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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