Vanguard Balanced Index Fund Institutional Shares (VBAIX)

Fund Assets	55.55B
Expense Ratio	0.06%
Min. Investment	$5,000,000
Turnover	n/a
Dividend (ttm)	3.05
Dividend Yield	6.54%
Dividend Growth	49.90%
Payout Frequency	Quarterly
Ex-Dividend Date	Mar 27, 2025

Previous Close	46.63
YTD Return	-1.88%
1-Year Return	13.28%
5-Year Return	56.29%
52-Week Low	43.37
52-Week High	51.73
Beta (5Y)	1.00
Holdings	15000
Inception Date	Nov 30, 2000

About VBAIX

The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market with 60% of its assets; the fund seeks to track the performance of a broad, market-weighted bond index with 40% of its assets. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index.

• Fund Family: Vanguard
• Category: Allocation--50% to 70% Equity
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: VBAIX
• Share Class: Institutional Shares
• Index: CRSP US Total Stock Market TR

Performance

VBAIX had a total return of 13.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.89%.

Chart

Bar chart with 6 bars.

The chart has 1 X axis displaying categories.

The chart has 1 Y axis displaying values. Data ranges from -1.8782996445323197 to 13.278.

End of interactive chart.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
VBIAX	Admiral Shares	0.07%
VBINX	Investor Shares	0.18%

Top 10 Holdings

17.27% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	3.67%
Microsoft Corporation	MSFT	3.07%
NVIDIA Corporation	NVDA	2.76%
Amazon.com, Inc.	AMZN	1.99%
Meta Platforms, Inc.	META	1.39%
Alphabet Inc.	GOOGL	0.99%
Berkshire Hathaway Inc.	BRK.B	0.96%
Broadcom Inc.	AVGO	0.86%
Alphabet Inc.	GOOG	0.80%
Tesla, Inc.	TSLA	0.78%

Dividend History

Ex-Dividend	Amount	Pay Date
Mar 27, 2025	$0.93576	Mar 28, 2025
Dec 30, 2024	$1.58854	Dec 31, 2024
Sep 26, 2024	$0.2617	Sep 27, 2024
Jun 27, 2024	$0.2628	Jun 28, 2024
Mar 21, 2024	$0.44666	Mar 22, 2024
Dec 20, 2023	$1.1401	Dec 21, 2023