VBINX Mutual Fund

NAV$55.25

AUM$3.2B

TER0.18%

Holdings16,006

VBINX Mutual Fund

NAV$55.25

Vanguard Balanced Index Fund

AUM$3.2B

TER0.18%

Holdings16,006

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Holdings Overlap Analysis

Compare VBINX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VBINX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VBINX Mutual Fund Overlap Analysis

VBINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VBINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16006 holdings, VBINX may share significant positions with broad-market funds.

VBINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VBINX tax-loss harvesting finds highly correlated but non-identical funds.