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
801Prosperity Bancshares Inc 54,2703.6M $0.01 %
802Qorvo Inc 47,0413.6M $0.01 %
803Ormat Technologies Inc 32,5133.6M $0.01 %
804AutoNation Inc 18,5953.6M $0.01 %
805Chewy Inc 134,3913.6M $0.01 %
806Dutch Bros Inc 71,5053.6M $0.01 %
807EnerSys 20,7743.6M $0.01 %
808Lumen Technologies Inc 519,2173.6M $0.01 %
809Terreno Realty Corp 58,7263.6M $0.01 %
810Erie Indemnity Co 14,3323.6M $0.01 %
811Essential Properties Realty Trust Inc 118,5443.6M $0.01 %
812OneMain Holdings Inc 67,1183.6M $0.01 %
813TXNM Energy Inc 61,1543.6M $0.01 %
814MSA Safety Inc 21,7753.6M $0.01 %
815Voya Financial Inc 52,1563.6M $0.01 %
816Genpact Ltd 95,5693.6M $0.01 %
817Maplebear Inc 94,9023.6M $0.01 %
818Janus Henderson Group PLC 69,1543.6M $0.01 %
819Repligen Corp 30,0773.5M $0.01 %
820Timken Co/The 35,1693.5M $0.01 %
821Rayonier Inc 171,2823.5M $0.01 %
822Noble Corp PLC 71,8683.5M $0.01 %
823Brinker International Inc 24,5193.5M $0.01 %
824Sealed Air Corp 82,7093.5M $0.01 %
825Lear Corp 28,6563.5M $0.01 %
826Albertsons Cos Inc 202,8333.5M $0.01 %
827Hexcel Corp 42,6683.5M $0.01 %
828BrightSpring Health Services Inc 80,9993.5M $0.01 %
829Liberty Broadband Corp 68,4873.4M $0.01 %
830Wyndham Hotels & Resorts Inc 42,2833.4M $0.01 %
831Installed Building Products Inc 12,9333.4M $0.01 %
832GATX Corp 20,0313.4M $0.01 %
833Blue Owl Capital Inc 374,2823.4M $0.01 %
834Portland General Electric Co 64,6793.4M $0.01 %
835Applied Optoelectronics Inc 40,2163.4M $0.01 %
836Everus Construction Group Inc 28,7353.4M $0.01 %
837Starwood Property Trust Inc 196,5843.4M $0.01 %
838Middleby Corp/The 25,5093.4M $0.01 %
839Jefferies Financial Group Inc 81,3753.4M $0.01 %
840Eagle Materials Inc 17,6953.4M $0.01 %
841GXO Logistics Inc 64,6343.4M $0.01 %
842Healthcare Realty Trust Inc 197,0703.3M $0.01 %
843Southwest Gas Holdings Inc 38,4693.3M $0.01 %
844Cogent Biosciences Inc 86,8353.3M $0.01 %
845Planet Fitness Inc 44,9183.3M $0.01 %
846Rhythm Pharmaceuticals Inc 38,3563.3M $0.01 %
847SiteOne Landscape Supply Inc 25,0373.3M $0.01 %
848Axalta Coating Systems Ltd 120,2393.3M $0.01 %
849FNB Corp/PA 198,9913.3M $0.01 %
850Viasat Inc 72,5853.3M $0.01 %
851CarMax Inc 79,9233.3M $0.01 %
852Glaukos Corp 30,8003.3M $0.01 %
853California Resources Corp 47,8163.3M $0.01 %
854Lamb Weston Holdings Inc 78,2633.3M $0.01 %
855Gap Inc/The 136,1943.3M $0.01 %
856MarketAxess Holdings Inc 19,9743.3M $0.01 %
857Lithia Motors Inc 13,1723.3M $0.01 %
858Fox Corp 61,8943.3M $0.01 %
859First American Financial Corp 54,4453.3M $0.01 %
860Alkermes PLC 92,6373.3M $0.01 %
861Glacier Bancorp Inc 73,2983.3M $0.01 %
862United Bankshares Inc/WV 79,0353.3M $0.01 %
863Valley National Bancorp 265,7383.3M $0.01 %
864Archrock Inc 93,4503.3M $0.01 %
865AAON Inc 39,0533.2M $0.01 %
866Gates Industrial Corp PLC 141,7303.2M $0.01 %
867PTC Therapeutics Inc 47,0163.2M $0.01 %
868Madison Square Garden Sports Corp 9,9043.2M $0.01 %
869Applied Digital Corp 133,8173.2M $0.01 %
870Ollie's Bargain Outlet Holdings Inc 34,5083.2M $0.01 %
871Hyatt Hotels Corp 22,0843.2M $0.01 %
872MGIC Investment Corp 120,9353.2M $0.01 %
873Nuvalent Inc 30,9283.2M $0.01 %
874Murphy Oil Corp 76,4873.2M $0.01 %
875TPG Inc 77,8643.2M $0.01 %
876Paycom Software Inc 25,9513.2M $0.01 %
877Figma Inc 149,1333.2M $0.01 %
878Esab Corp 32,5053.1M $0.01 %
879Amkor Technology Inc 69,7263.1M $0.01 %
880Ryman Hospitality Properties Inc 33,7913.1M $0.01 %
881New Jersey Resources Corp 56,4703.1M $0.01 %
882Floor & Decor Holdings Inc 60,7943.1M $0.01 %
883Hanover Insurance Group Inc/The 17,7573.1M $0.01 %
884Terns Pharmaceuticals Inc 58,2313.1M $0.01 %
885Balchem Corp 18,1083.1M $0.01 %
886Valaris Ltd 31,2853.1M $0.01 %
887Landstar System Inc 19,1283.1M $0.01 %
888Kymera Therapeutics Inc 36,7793.1M $0.01 %
889Magnolia Oil & Gas Corp 96,7803.1M $0.01 %
890Plexus Corp 15,0833.1M $0.01 %
891FTI Consulting Inc 17,2213M $0.01 %
892ONE Gas Inc 35,3323M $0.01 %
893Taylor Morrison Home Corp 51,7863M $0.01 %
894StoneX Group Inc 37,3803M $0.01 %
895Chemed Corp 7,9673M $0.01 %
896Avantor Inc 383,4873M $0.01 %
897White Mountains Insurance Group Ltd 1,3663M $0.01 %
898Versant Media Group Inc 81,0643M $0.01 %
899Sonoco Products Co 55,4583M $0.01 %
900Churchill Downs Inc 33,3763M $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