Nasdaq - Delayed Quote USD

Vanguard Institutional Index Instl Pl (VIIIX)

484.98
+3.43
+(0.71%)
At close: 8:04:30 PM EDT

Top 10 Holdings (33.51% of Total Assets)

SymbolCompany% Assets
Apple Inc. 7.00%
Microsoft Corporation 5.86%
NVIDIA Corporation 5.57%
Amazon.com, Inc. 3.77%
Meta Platforms, Inc. 2.65%
Berkshire Hathaway Inc. 2.05%
Alphabet Inc. 1.89%
Broadcom Inc. 1.65%
Alphabet Inc. 1.55%
Tesla, Inc. 1.52%

Sector Weightings

SectorVIIIX
Technology   31.00%
Healthcare   11.19%
Industrials   7.46%
Energy   3.66%
Utilities   2.72%
Real Estate   2.27%

Overall Portfolio Composition (%)

Cash 0.18%
Stocks 99.82%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average VIIIX Category Average
Price/Earnings 0.04 0.04
Price/Book 0.22 0.21
Price/Sales 0.33 0.4
Price/Cashflow 0.06 0.06
Median Market Cap 312,904.19 335,222.28
3 Year Earnings Growth 12.72 21.25

Bond Holdings

Average VIIIX Category Average
Maturity -- --
Duration -- 4.6
Credit Quality -- --

Performance & Risk

YTD Return 0.64%
5y Average Return 17.37%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Vanguard
Net Assets 290.08B
YTD Return -4.93%
Yield 1.38%
Morningstar Rating
Inception Date Jul 07, 1997

Fund Summary

The fund employs an indexing investment approach designed to track the performance of the S&P 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. It is non-diversified.

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