VBIAX Mutual Fund
VBIAX Mutual Fund
NAV$54.87
AUM$50.8B
TER0.07%
Holdings16,006
See how much of VBIAX you already own
VBIAX Mutual Fund
NAV$54.87
Vanguard Balanced Index Fund admiral Class
AUM$50.8B
TER0.07%
Holdings16,006
See how much of VBIAX you already own
VBIAX Mutual Fund Overlap Analysis
VBIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VBIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16006 holdings, VBIAX may share significant positions with broad-market funds.
VBIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VBIAX tax-loss harvesting finds highly correlated but non-identical funds.