Vanguard Institutional Index Instl Pl (M:VIIIX)

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243.25 +0.77  +0.32% Dec 11 USD
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M:VIIIX Total Returns Chart

M:VIIIX Key Stats

M:VIIIX Performance

  Total Return (Price) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 2.47% 2.77% 59
3M 8.26% 8.25% 51
6M 10.05% 9.67% 38
YTD 20.70% 19.30% 28
1Y 20.44% 18.56% 23
3Y 11.08% 9.38% 13
5Y 15.73% 14.21% 12
10Y 8.17% 7.27% 20
As of Dec. 11, 2017. Returns for periods of 1 year and above are annualized.

M:VIIIX Asset Allocation

Type % Net % Long % Short
Cash 0.42% 0.42% 0.00
Stock 99.58% 99.58% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.00 0.00 0.00
As of Oct. 31, 2017

M:VIIIX Region Exposure

Americas 99.09%
North America 99.09%
Latin America 0.00
Greater Europe 0.37%
United Kingdom 0.05%
Europe Developed 0.32%
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 0.53%
Japan 0.00
Australasia 0.00
Asia Developed 0.05%
Asia Emerging 0.49%
Market Classification
% Developed Markets 99.51%
% Emerging Markets 0.49%
As of Oct. 31, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

M:VIIIX Stock Sector Exposure

Basic Materials 2.83%
Communication Services 3.62%
Consumer Cyclical 10.84%
Consumer Defensive 8.07%
Energy 5.91%
Financial Services 16.71%
Healthcare 14.29%
Industrials 10.53%
Real Estate 2.21%
Technology 21.83%
Utilities 3.17%
As of Oct. 31, 2017

M:VIIIX Stock Market Capitalization

Giant 50.52%
Large 35.78%
Medium 13.59%
Small 0.10%
Micro 0.00
As of Oct. 31, 2017

M:VIIIX Stock Style Exposure

Large Cap Value 28.06%
Large Cap Blend 29.10%
Large Cap Growth 29.36%
Mid Cap Value 5.46%
Mid Cap Blend 4.97%
Mid Cap Growth 2.95%
Small Cap Value 0.08%
Small Cap Blend 0.02%
Small Cap Growth 0.00
As of Oct. 31, 2017
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M:VIIIX Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.94% 172.67 +1.95%
MSFT Microsoft Corp 2.89% 85.23 +1.27%
AMZN Amazon.com Inc 1.99% 1168.92 +0.60%
FB Facebook Inc A 1.93% 179.04 +0.02%
JNJ Johnson & Johnson 1.69% 141.14 +0.39%
JPM JPMorgan Chase & Co 1.60% 105.62 -0.29%
XOM Exxon Mobil Corp 1.59% 83.03 +0.45%
BRK.B Berkshire Hathaway Inc B 1.53% 196.70 +0.13%
GOOGL Alphabet Inc A 1.39% 1051.97 +0.25%
GOOG Alphabet Inc C 1.38% 1041.10 +0.39%
As of Oct. 31, 2017
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M:VIIIX One Page Reports

M:VIIIX Basic Info

Style
Equity Style Large Cap/Blend
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Prospectus Objective Growth and Income
Fund Owner Firm Name Vanguard
Benchmark Index
S&P 500 TR USD
100.0%

M:VIIIX Manager Info

Name Tenure
Donald Butler 16.93 yrs
Michelle Louie 0.00 yrs

M:VIIIX Net Fund Flows

1M -4.816B
3M -10.80B
6M -18.66B
YTD -19.95B
1Y -23.46B
3Y -21.04B
5Y -12.09B
10Y 18.64B
As of Nov. 30, 2017

M:VIIIX Risk Info

Beta (5Y) 1.007
Historical Sharpe (10Y) 0.5691
Historical Sortino (All) 0.6398
Daily Value at Risk (VaR) 1% (All) 3.31%
Monthly Value at Risk (VaR) 1% (All) 13.49%

M:VIIIX Fundamentals

Dividend Yield TTM (12-8-17) 1.86%
SEC Yield (12-8-17) 1.86%
Weighted Average PE Ratio 22.32
Weighted Average Price to Sales Ratio 2.176
Weighted Average Price to Book Ratio 3.118
Weighted Median ROE 21.87%
Weighted Median ROA 7.65%
Forecasted Dividend Yield 1.97%
Forecasted PE Ratio 21.07
Forecasted Price to Sales Ratio 2.245
Forecasted Price to Book Ratio 3.006
Number of Holdings 509
As of Oct. 31, 2017

M:VIIIX Growth Estimates

Forecasted 5 Yr Earnings Growth 9.93%
Forecasted Book Value Growth 4.00%
Forecasted Cash Flow Growth 0.20%
Forecasted Earnings Growth 4.72%
Forecasted Revenue Growth 0.62%
As of Oct. 31, 2017

M:VIIIX Comparables

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M:VIIIX Attributes

Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment 100.00M USD
Minimum Subsequent Investment 1.00 USD
Fees
Actual 12B-1 Fee --
Actual Management Fee 0.02%
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
Key Dates
Inception Date 7/7/1997
Last Annual Report Date 12/31/2016
Last Prospectus Date 11/16/2017
Attributes
Exchange Traded Share No
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

M:VIIIX Excel Add-In Codes

  • Name: =YCI("M:VIIIX","name")
  • Broad Asset Class: =YCI("M:VIIIX", "broad_asset_class")
  • Broad Category: =YCI("M:VIIIX", "broad_category_group")
  • Prospectus Objective: =YCI("M:VIIIX", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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