Vanguard Balanced Index Fund Institutional Shares
VBAIX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 100 Vanguard Boulevard Malvern PA United States of America 19355
- IPO Date
- Nov 30, 2000
- CIK
- 0000889519
- Website
- investor.vanguard.com
- Similar Companies
- Business
- Vanguard Balanced Index Fund Institutional Shares (VBAIX) is a mutual fund offered by The Vanguard Group Inc that seeks to provide capital appreciation and income consistent with a well-balanced portfolio by tracking the performance of a benchmark index composed of approximately 60% stocks and 40% bonds. The fund invests in two underlying portfolios: the Vanguard Total Stock Market Index Fund, which holds a diversified portfolio of large-, mid-, and small-cap U.S. stocks mirroring the CRSP US Total Market Index; and the Vanguard Total Bond Market II Index Fund, which includes investment-grade bond issues with maturities greater than one year tracking the Bloomberg U.S. Aggregate Float Adjusted Index, encompassing U.S. Treasury, agency, mortgage-backed, and corporate securities. It offers institutional investors low-cost, passive exposure to a balanced asset allocation with an expense ratio of approximately 0.07%; automatic dividend reinvestment; and daily liquidity through Vanguard's brokerage platform. Operated globally by The Vanguard Group Inc, founded in 1975 and headquartered in Malvern, Pennsylvania, USA, the fund serves retirement plans, endowments, and institutional clients targeting long-term, low-volatility growth with moderate risk. Vanguard, as the fund's investment manager and distributor, emphasizes client-owned mutual structure, indexing expertise, and scale advantages benefiting over 50 million investors worldwide across North America, Europe, Asia-Pacific, and other regions. The fund maintains no subsidiaries but is part of Vanguard's expansive family of over 400 funds and ETFs managing trillions in assets. In recent developments, Vanguard announced enhancements to its index fund lineup in 2024, including expanded ESG-screened options and improved tax efficiency features for balanced funds like VBAIX amid rising demand for sustainable investing. The firm completed a strategic acquisition of a fintech platform in early 2025 to bolster digital advisory services, indirectly supporting institutional fund access and personalization. Additionally, VBAIX benefited from Vanguard's 2025 launch of AI-driven portfolio analytics tools for institutional shares, enabling better risk monitoring and rebalancing aligned with the fund's 60/40 allocation.