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
601Texas Roadhouse Inc 37,3796.2M $0.01 %
602Globe Life Inc 44,2516.2M $0.01 %
603Ally Financial Inc 156,6066.1M $0.01 %
604Medpace Holdings Inc 12,7736.1M $0.01 %
605Stifel Financial Corp 82,8386.1M $0.01 %
606Domino's Pizza Inc 17,0596.1M $0.01 %
607Coeur Mining Inc 325,3866.1M $0.01 %
608Coca-Cola Consolidated Inc 31,8386.1M $0.01 %
609BioMarin Pharmaceutical Inc 107,9636.1M $0.01 %
610Assurant Inc 27,9986.1M $0.01 %
611Advanced Drainage Systems Inc 43,8496M $0.01 %
612Range Resources Corp 132,7446M $0.01 %
613Aramark 147,6676M $0.01 %
614Gartner Inc 37,6616M $0.01 %
615Exelixis Inc 138,6445.9M $0.01 %
616Equitable Holdings Inc 157,9565.9M $0.01 %
617Zebra Technologies Corp 27,6795.8M $0.01 %
618Gen Digital Inc 307,0345.8M $0.01 %
619Nutanix Inc 151,6025.8M $0.01 %
620Invesco Ltd 237,1345.8M $0.01 %
621Samsara Inc 181,5975.8M $0.01 %
622Onto Innovation Inc 28,0185.7M $0.01 %
623Pinterest Inc 313,0435.7M $0.01 %
624DraftKings Inc 263,7445.7M $0.01 %
625Camden Property Trust 58,2565.7M $0.01 %
626AES Corp/The 400,9545.6M $0.01 %
627Trade Desk Inc/The 248,9785.6M $0.01 %
628SPX Technologies Inc 28,1005.6M $0.01 %
629Applied Industrial Technologies Inc 21,0135.6M $0.01 %
630TopBuild Corp 15,8695.6M $0.01 %
631EastGroup Properties Inc 30,0795.6M $0.01 %
632OGE Energy Corp 116,0475.6M $0.01 %
633Donaldson Co Inc 65,1755.5M $0.01 %
634Darling Ingredients Inc 89,0775.5M $0.01 %
635Revvity Inc 62,8725.5M $0.01 %
636J M Smucker Co/The 57,0965.5M $0.01 %
637HF Sinclair Corp 88,0715.5M $0.01 %
638Globus Medical Inc 63,3845.5M $0.01 %
639Allison Transmission Holdings Inc 46,4905.4M $0.01 %
640Dycom Industries Inc 16,0435.4M $0.01 %
641Solventum Corp 83,1955.4M $0.01 %
642Encompass Health Corp 56,1275.4M $0.01 %
643Madrigal Pharmaceuticals Inc 10,3075.4M $0.01 %
644TTM Technologies Inc 55,3175.4M $0.01 %
645American Financial Group Inc/OH 42,1805.4M $0.01 %
646IonQ Inc 185,8805.4M $0.01 %
647Docusign Inc 112,2975.3M $0.01 %
648Booz Allen Hamilton Holding Corp 67,9265.3M $0.01 %
649Flowserve Corp 71,8615.3M $0.01 %
650Saia Inc 15,0155.3M $0.01 %
651Wintrust Financial Corp 37,8705.3M $0.01 %
652Chart Industries Inc 25,4335.3M $0.01 %
653Core & Main Inc 106,3575.3M $0.01 %
654GameStop Corp 227,2345.2M $0.01 %
655Rambus Inc 60,7375.2M $0.01 %
656Oshkosh Corp 35,2205.2M $0.01 %
657Federal Realty Investment Trust 48,6085.2M $0.01 %
658Universal Health Services Inc 28,7705.1M $0.01 %
659American Homes 4 Rent 184,3335.1M $0.01 %
660Viper Energy Inc 109,4535.1M $0.01 %
661Toro Co/The 54,7265.1M $0.01 %
662Agree Realty Corp 67,7325.1M $0.01 %
663SOUTHSTATE BANK CORP 55,1055.1M $0.01 %
664Karman Holdings Inc 63,3305.1M $0.01 %
665BitMine Immersion Technologies Inc 256,1085.1M $0.01 %
666Praxis Precision Medicines Inc 15,6875.1M $0.01 %
667National Fuel Gas Co 53,5225M $0.01 %
668CNH Industrial NV 454,4645M $0.01 %
669Knight-Swift Transportation Holdings Inc 86,7605M $0.01 %
670News Corp 200,1325M $0.01 %
671Popular Inc 37,1845M $0.01 %
672Brixmor Property Group Inc 172,8955M $0.01 %
673Old Republic International Corp 124,7335M $0.01 %
674American Healthcare REIT Inc 104,8084.9M $0.01 %
675Owens Corning 45,4674.9M $0.01 %
676Eastman Chemical Co 64,2814.9M $0.01 %
677Builders FirstSource Inc 59,1674.9M $0.01 %
678Baxter International Inc 289,6894.9M $0.01 %
679SEI Investments Co 61,9524.9M $0.01 %
680Acuity Inc 17,2644.8M $0.01 %
681Norwegian Cruise Line Holdings Ltd 257,4484.8M $0.01 %
682Zions Bancorp NA 83,1334.8M $0.01 %
683Littelfuse Inc 14,0984.8M $0.01 %
684Charles River Laboratories International Inc 27,7184.8M $0.01 %
685Vaxcyte Inc 81,5074.7M $0.01 %
686Crane Co 27,5994.7M $0.01 %
687CubeSmart 128,6694.7M $0.01 %
688Arrowhead Pharmaceuticals Inc 74,8864.7M $0.01 %
689Element Solutions Inc 137,2224.7M $0.01 %
690Moog Inc 16,0044.7M $0.01 %
691BXP Inc 89,5624.6M $0.01 %
692Murphy USA Inc 9,3994.6M $0.01 %
693Cullen/Frost Bankers Inc 33,7394.6M $0.01 %
694CareTrust REIT Inc 126,1214.6M $0.01 %
695Bio-Techne Corp 88,0374.6M $0.01 %
696Masimo Corp 25,7074.6M $0.01 %
697Cognex Corp 93,2964.6M $0.01 %
698AptarGroup Inc 36,2284.6M $0.01 %
699Cytokinetics Inc 69,2394.6M $0.01 %
700Mosaic Co/The 178,7554.6M $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