Vanguard institutional total stock market index fund institutional plus shares

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Is Vanguard Institutional Index a good investment?
What is the Vanguard Institutional Index Fund?
Is Vanguard Total Stock Market a good investment?
What are the top 10 holdings in VTSAX?

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Last | 10/13/22 EDT

65.08+1.58 (+2.49%)

52 week range

63.50 - 92.66

52 Week High92.66
52 Week High Date12/27/21
52 Week Low63.50
52 Week Low Date10/12/22
Dividend Yield1.67
Net Assets25,461.2
Deferred Load %-
Port Turnover %5

Key Stats

Min Initial Invest100M
Min Sub Invest1
Expense Ratio %0.02
Front End Load %-
YTD % Change-24.86
1 Year % Change-17.98

KEY STATS

52 Week High92.66
52 Week High Date12/27/21
52 Week Low63.50
52 Week Low Date10/12/22
Dividend Yield1.67
Net Assets25,461.2
Deferred Load %-
Port Turnover %5
Min Initial Invest100M
Min Sub Invest1
Expense Ratio %0.02
Front End Load %-
YTD % Change-24.86
1 Year % Change-17.98

There is no recent news for this security.

52 Week Range 63.50 - 92.66
YTD -23.03%
5 Year 52.52%
Total Net Assets $23.246B
Yield 1.83%
Net Expense Ratio 0.02%
Turnover % 5%
52 Week Avg Return -17.29%

YTD Lipper Ranking:Quintile 3 (58th percentile)

5 Total Returns
5 Consistent Return
4 Preservation
4 Tax Efficiency
5 Expense

Highest
5
4
3
2
1
Lowest

Category	Multi-Cap Core
Portfolio Style	Growth
Fund Family	VANGUARD INSTL FDS
Fund Status	Open
Fund Inception	May 31, 2001
Managers	Nejman O?Reilly

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market.

Front load	N/A
Deferred load	N/A
Max. redemption fee	N/A
Total expense ratio	0.02%
12 b-1	0%
Turnover	5%

Alpha	-0.06
Beta	1.03
Standard deviation	5.97
R. squared	0.99

Standard (taxable)	$100,000,000
IRA	N/A

	Fund Return	Category1	Index (S&P 500)	% rank in category	Quintile rank
YTD	-23.03%	-21.96%	-22.03%	57%	3
1yr	-17.29%	-16.64%	-14.58%	57%	3
3yr2	8.54%	6.97%	9.06%	28%	2
5yr2	8.81%	7.13%	9.45%	19%	1
10yr2	11.74%	10.23%	12.05%	16%	1

1Multi-Cap Core Funds
23, 5 and 10 Year Returns are Annualized

No Headlines Available

Income dividend	$0.28
Dividend frequency	Quarterly
Capital Gain (2021)	$3.63
Capital Gain (YTD)	$2.49

Date	Income Distribution	Capital Gains Distribution
YTD	$0.82	$2.49
2021	$1.11	$3.63
2020	$1.44	$7.12
2019	$1.25	$0.75
2018	$1.19	$1.19
2017	$1.04	$0.40
2016	$1.03	$0.38
2015	$1.06	-
2014	$0.84	-
2013	$0.74	-
2012	$0.70	-

Fund Type:

Net Assets:

Return:

Is Vanguard Institutional Index a good investment?

This fund carries a 5-year annualized total return of 10.92%, and it sits in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 13.98%, which places it in the top third during this time-frame.

What is the Vanguard Institutional Index Fund?

Vanguard Institutional Index Fund seeks to track the investment performance of the Standard & Poor's 500 Index, an unmanaged benchmark representing U.S. large-capitalization stocks. Using full replication, the portfolio holds all stocks in the same capitalization weighting as the index.

Is Vanguard Total Stock Market a good investment?

The Vanguard Total Stock Market ETF (VTI) VTI is a balanced fund, with a healthy mix of small-cap, midcap, and blue-chip stocks. VTI is a highly efficient fund with a low expense ratio. AUM are also impressive at more than $271 billion.