Industry Distribution:

• Technology: 20%
• Healthcare: 15%
• Financial Services: 14%

Top 3 Markets:

• USA: 55%
• Canada: 25%
• Europe: 10%

The Vanguard Balanced ETF Portfolio (TSX:VBAL) is a diversified investment product that invests in various industries to provide a balanced risk-return profile. The technology sector holds the largest share, reflecting the importance of innovation and digitalization.

The USA is the dominant market for VBAL, followed by Canada and Europe. This geographical distribution shows a strong focus on North American markets, which is typical for many ETFs listed on the Toronto Stock Exchange.

Production: Not applicable

The Vanguard Balanced ETF Portfolio (TSX:VBAL) is an exchange-traded fund (ETF) and not a company that manufactures physical products. ETFs are financial products that replicate a portfolio of securities, such as stocks and bonds. Therefore, there are no production facilities or physical products manufactured by VBAL. The focus of VBAL is on managing a diversified portfolio to provide investors with a balanced investment strategy.

Current Allocation: 60% Stocks, 40% Bonds (2026)

The Vanguard Balanced ETF Portfolio (TSX:VBAL) follows a conservative growth strategy based on a balanced allocation between stocks and bonds. This strategy aims to achieve long-term capital growth while mitigating risk through diversification across various asset classes.

Vanguard emphasizes broad diversification both geographically and across sectors to benefit from global growth opportunities. The strategy includes regular rebalancing to maintain the target allocation of 60% stocks and 40% bonds, which helps control risk and optimize returns.

Future growth is pursued through the use of cost-efficient index funds with a low expense ratio. This allows investors to achieve broad market coverage at low costs, which can improve net returns in the long run.

I'm sorry, but I cannot provide specific information about the commodities or materials imported by a particular ETF such as the Vanguard Balanced ETF Portfolio (TSX:VBAL), as ETFs typically do not directly import physical commodities or materials.

Vanguard Balanced ETF Portfolio (TSX:VBAL)

This ETF invests in a mix of stocks and bonds to provide a balanced risk-return profile. The underlying assets consist mainly of financial instruments rather than physical commodities.

If you are looking for information on the commodity exposure of an ETF, you should analyze the underlying funds or companies in which the ETF invests. These companies may import commodities, and their origin can be determined in their respective company reports or through industry analysis.

Assets Under Management (AUM): 2.5 billion CAD (2023)
Expense Ratio: 0.24% (2023)
Diversification: 60% Stocks, 40% Bonds

The Vanguard Balanced ETF Portfolio (TSX:VBAL) offers investors a significant competitive advantage through its broad diversification and cost-efficient structure. With assets under management of 2.5 billion CAD and a low expense ratio of 0.24%, VBAL positions itself as an attractive option for investors seeking a balanced risk-return profile.

The diversification across 60% stocks and 40% bonds allows the portfolio to benefit from stock market growth while providing a certain level of stability and income generation through bonds. This makes VBAL particularly appealing to long-term investors aiming for both capital growth and risk mitigation.

Additionally, VBAL benefits from Vanguard's strong brand reputation, one of the largest and most respected asset managers globally, further enhancing investor confidence and solidifying the portfolio's competitive position.

Institutional Investor Share: Estimated at around 60-70% (2026, based on typical ETF structures)

Insider Trades: Not applicable to ETFs

The Vanguard Balanced ETF Portfolio (TSX:VBAL) is an exchange-traded fund typically held by a variety of institutional investors, including pension funds, mutual funds, and other institutional investors. The share of institutional investors is often between 60-70%, as these investors frequently use ETFs to efficiently manage diversified portfolios.

Insider trades are not relevant for ETFs, as they are funds that track a collection of assets and not a single company with insiders who could trade stocks. The shares of an ETF are traded by investors on the open market, and there are no "insiders" in the traditional sense who could buy or sell shares.

Market share of Vanguard Balanced ETF Portfolio (TSX:VBAL): Estimated around 8% (2026)

Top Competitors:

1. iShares Core Balanced ETF Portfolio (TSX:XBAL): Estimated around 10%
2. BMO Balanced ETF Portfolio (TSX:ZBAL): Estimated around 9%
3. Horizons Balanced ETF Portfolio (TSX:HBAL): Estimated around 7%
4. Mackenzie Balanced ETF Portfolio (TSX:MBAL): Estimated around 6%
5. Fidelity Balanced ETF Portfolio (TSX:FBAL): Estimated around 5%

The market for Balanced ETF Portfolios is fiercely competitive, with market shares being relatively evenly distributed. Vanguard Balanced ETF Portfolio (VBAL) holds a solid market share, but does not have a dominant lead over its competitors.

Economic moat of VBAL: Vanguard is known for its cost-efficient management fees and a strong brand that instills trust in investors. These factors contribute to a certain economic moat. However, other providers, such as iShares and BMO, also offer similar advantages, intensifying the competition.

Overall, VBAL has a moderate economic moat, mainly supported by its brand and cost structure. Nevertheless, the difference compared to competitors is not significant enough to claim a clear advantage. The competition offers comparable products with similar cost structures and brand strengths.

Total Expense Ratio (TER): 0.25% (2026)
Asset Allocation: 60% Stocks, 40% Bonds
Historical Return (3 years): 7.5% p.a.

The Vanguard Balanced ETF Portfolio (VBAL) is a broadly diversified investment product that invests in both stocks and bonds. With a Total Expense Ratio of 0.25%, it is cost-effective, which is advantageous for long-term investors.

The asset allocation of 60% stocks and 40% bonds provides a balanced mix of growth potential and stability. This structure is particularly attractive for investors who are willing to take on moderate risk. The historical return of 7.5% per year over the last three years demonstrates solid performance, although past performance is not a guarantee of future results.

Overall, VBAL could be a good investment for investors pursuing a long-term, balanced investment strategy and looking to benefit from diversification. However, it is important to consider one's own risk tolerance and investment goals before making an investment decision.

Dividend Yield: Estimate 2.5% - 3.0% (2026)

The Vanguard Balanced ETF Portfolio (TSX:VBAL) is known for distributing regular dividends. The dividend yield typically ranges between 2.5% and 3.0%, based on historical data and general market conditions.

VBAL invests in a mix of stocks and bonds, providing a certain level of stability and reliability in dividend payouts. Vanguard's dividend policy aims to offer investors a stable source of income, supported by the diversification of the portfolio.

The reliability of the payouts is high, as Vanguard is known as one of the largest and most established asset managers globally. The regular payouts in the past suggest that a stable dividend payment can be expected in the future as well, barring any significant market changes.