Vanguard Institutional Index Instl Pl (M:VIIIX)

Add to Watchlists
Create an Alert
240.88 -5.71  -2.32% Dec 7 USD
View Full Chart
M:VIIIX Total Returns Chart

M:VIIIX Key Stats

M:VIIIX Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -6.17% -5.99% 49
3M -7.85% -8.09% 38
6M -4.03% -5.05% 32
YTD 0.30% -1.65% 24
1Y 1.79% -0.14% 24
3Y 10.46% 8.78% 13
5Y 10.08% 8.24% 8
10Y 14.05% 13.02% 21
15Y 8.48% 7.63% 19
20Y 6.10% 5.99% 35
As of Dec. 7, 2018. Returns for periods of 1 year and above are annualized.

M:VIIIX Asset Allocation

Type % Net % Long % Short
Cash 0.20% 0.20% 0.00%
Stock 99.78% 99.78% 0.00%
Bond 0.02% 0.02% 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, 2018

M:VIIIX Region Exposure

Americas 99.58%
North America 99.58%
Latin America 0.00%
Greater Europe 0.37%
United Kingdom 0.04%
Europe Developed 0.29%
Europe Emerging 0.05%
Africa/Middle East 0.00%
Greater Asia 0.05%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.05%
Asia Emerging 0.00%
Market Classification
% Developed Markets 99.95%
% Emerging Markets 0.05%
As of Oct. 31, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

M:VIIIX Stock Sector Exposure

Basic Materials 2.01%
Communication Services 3.52%
Consumer Cyclical 11.68%
Consumer Defensive 7.82%
Energy 5.71%
Financial Services 16.07%
Healthcare 14.99%
Industrials 9.97%
Real Estate 2.30%
Technology 22.81%
Utilities 3.11%
As of Oct. 31, 2018

M:VIIIX Stock Market Capitalization

Giant 56.38%
Large 34.02%
Medium 9.60%
Small 0.00%
Micro 0.00%
As of Oct. 31, 2018

M:VIIIX Stock Style Exposure

Large Cap Value 28.93%
Large Cap Blend 29.16%
Large Cap Growth 32.45%
Mid Cap Value 3.70%
Mid Cap Blend 3.71%
Mid Cap Growth 2.04%
Small Cap Value 0.00%
Small Cap Blend 0.00%
Small Cap Growth 0.00%
As of Oct. 31, 2018
View More Holdings

M:VIIIX Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 4.37% 168.49 -3.57%
MSFT Microsoft Corp 3.56% 104.82 -4.00%
AMZN Amazon.com Inc 2.85% 1629.13 -4.12%
BRK.B Berkshire Hathaway Inc B 1.70% 204.88 -1.48%
JNJ Johnson & Johnson 1.63% 145.43 -0.33%
JPM JPMorgan Chase & Co 1.59% 103.29 -1.81%
FB Facebook Inc A 1.59% 137.42 -1.58%
XOM Exxon Mobil Corp 1.47% 77.64 -0.96%
GOOG Alphabet Inc Class C 1.44% 1036.58 -3.01%
GOOGL Alphabet Inc A 1.42% 1046.58 -2.92%
As of Oct. 31, 2018
Advertisement

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 17.85 yrs
Michelle Louie 0.92 yrs

M:VIIIX Net Fund Flows

1M -993.21M
3M -4.952B
6M -10.41B
YTD -22.18B
1Y -26.21B
3Y -51.76B
5Y -45.38B
10Y -12.49B
As of Nov. 30, 2018

M:VIIIX Risk Info

Beta (5Y) 1.00
Historical Sharpe (10Y) 1.155
Historical Sortino (All) 0.838
Daily Value at Risk (VaR) 1% (All) 3.29%
Monthly Value at Risk (VaR) 1% (All) 13.14%

M:VIIIX Fundamentals

Dividend Yield TTM (12-7-18) 1.98%
30-Day SEC Yield (12-4-18) 1.99%
7-Day SEC Yield (11-28-03) 0.02%
Weighted Average PE Ratio 19.03
Weighted Average Price to Sales Ratio 2.104
Weighted Average Price to Book Ratio 3.071
Weighted Median ROE 23.39%
Weighted Median ROA 8.22%
Forecasted Dividend Yield 1.95%
Forecasted PE Ratio 16.67
Forecasted Price to Sales Ratio 2.167
Forecasted Price to Book Ratio 2.931
Number of Holdings 509
As of Oct. 31, 2018

M:VIIIX Growth Estimates

Forecasted 5 Yr Earnings Growth 11.11%
Forecasted Book Value Growth 4.85%
Forecasted Cash Flow Growth 3.59%
Forecasted Earnings Growth 8.75%
Forecasted Revenue Growth 3.79%
As of Oct. 31, 2018

M:VIIIX Comparables

Edit

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
Termination Date
Last Annual Report Date 12/31/2017
Last Prospectus Date 4/26/2018
Attributes
Exchange Traded Share No
Exchange Traded Note No
Enhanced Index Fund No
Fixed Distribution Fund No
High-Net Worth Individual 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
Socially Responsible Fund 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.

Access our powerful Excel Add-in with a YCharts Professional Membership. Learn More.

Advertisement

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.