Vanguard Balanced Index Fund Institutional Shares
VBAIX
NASDAQ
| Weiss Ratings | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.07% | |||
| Dividend | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.16% | |||
| Asset Allocation | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.06% | |||
| Stock | 61.41% | |||
| U.S. Stock | 61.05% | |||
| Non-U.S. Stock | 0.36% | |||
| Bond | 38.43% | |||
| U.S. Bond | 35.68% | |||
| Non-U.S. Bond | 2.75% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.09% | |||
| Price History | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.33% | |||
| 30-Day Total Return | -0.19% | |||
| 60-Day Total Return | 0.68% | |||
| 90-Day Total Return | 3.05% | |||
| Year to Date Total Return | 6.52% | |||
| 1-Year Total Return | 13.59% | |||
| 2-Year Total Return | 26.12% | |||
| 3-Year Total Return | 45.46% | |||
| 5-Year Total Return | 41.53% | |||
| Price | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $54.12 | |||
| 1-Month Low NAV | $53.79 | |||
| 1-Month High NAV | $54.47 | |||
| 52-Week Low NAV | $48.96 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $54.88 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.69 | |||
| Standard Deviation | 9.49 | |||
| Balance Sheet | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 63.70B | |||
| Operating Ratios | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.04% | |||
| Turnover Ratio | 31.00% | |||
| Performance | VBAIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.30% | |||
| Last Bear Market Total Return | -12.13% | |||