Vanguard Balanced Index Fund Institutional Shares
VBAIX
NASDAQ
| Weiss Ratings | VBAIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | VBAIX-NASDAQ | Click to Compare |
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| Provider | Vanguard | |||
| Manager/Tenure (Years) | Joshua C. Barrickman (13), Tara Talone (3), Aurélie Denis (3), 1 other | |||
| Website | http://www.vanguard.com | |||
| Fund Information | VBAIX-NASDAQ | Click to Compare |
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| Fund Name | Vanguard Balanced Index Fund Institutional Shares | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Dec 01, 2000 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | 1.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | VBAIX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.05% | |||
| Dividend | VBAIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.22% | |||
| Asset Allocation | VBAIX-NASDAQ | Click to Compare |
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| Cash | 2.06% | |||
| Stock | 59.56% | |||
| U.S. Stock | 59.21% | |||
| Non-U.S. Stock | 0.35% | |||
| Bond | 38.28% | |||
| U.S. Bond | 35.53% | |||
| Non-U.S. Bond | 2.75% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.09% | |||
| Price History | VBAIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.34% | |||
| 30-Day Total Return | -2.36% | |||
| 60-Day Total Return | -2.81% | |||
| 90-Day Total Return | -1.97% | |||
| Year to Date Total Return | -1.80% | |||
| 1-Year Total Return | 15.96% | |||
| 2-Year Total Return | 21.96% | |||
| 3-Year Total Return | 41.90% | |||
| 5-Year Total Return | 38.14% | |||
| Price | VBAIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | VBAIX-NASDAQ | Click to Compare |
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| Nav | $50.17 | |||
| 1-Month Low NAV | $48.96 | |||
| 1-Month High NAV | $52.34 | |||
| 52-Week Low NAV | $43.37 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $53.75 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | VBAIX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 8.66 | |||
| Balance Sheet | VBAIX-NASDAQ | Click to Compare |
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| Total Assets | 61.44B | |||
| Operating Ratios | VBAIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.04% | |||
| Turnover Ratio | 31.00% | |||
| Performance | VBAIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.34% | |||
| Last Bear Market Total Return | -12.13% | |||