Vanguard Institutional Index Fund Inst Plus (VIIIX)
462.57
-1.54
(-0.33%)
USD |
Mar 27 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the performance of the S&P 500 index, a benchmark that measures the investment return of large-capitalization stocks. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | S&P 500 Index Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | S&P 500 Index Objective Funds |
| Fund Owner Firm Name | Vanguard |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group High
5 Years
% Rank:
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YTD
% Rank:
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 28, 2025.
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.02% |
| Stock | 99.78% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.20% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple Inc | 6.96% | 221.70 | -0.96% |
| Microsoft Corp | 6.02% | 386.88 | -0.95% |
| NVIDIA Corp | 5.74% | 111.66 | 0.21% |
| Amazon.com Inc | 4.34% | 197.89 | -1.72% |
| Meta Platforms Inc | 2.93% | 598.01 | -0.76% |
| Alphabet Inc | 2.32% | 161.52 | -0.44% |
| Tesla Inc | 2.20% | 269.19 | -1.44% |
| Broadcom Inc | 2.02% | 172.30 | 0.18% |
| Alphabet Inc | 1.91% | 163.40 | -0.41% |
| Berkshire Hathaway Inc | 1.68% | 534.44 | -0.01% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.02% |
| Administration Fee | 19.72M% |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 100.00M None |
| Minimum Subsequent Investment | 1.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the performance of the S&P 500 index, a benchmark that measures the investment return of large-capitalization stocks. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | S&P 500 Index Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | S&P 500 Index Objective Funds |
| Fund Owner Firm Name | Vanguard |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 26.46% |
| EPS Growth (3Y) | 16.40% |
| EPS Growth (5Y) | 17.06% |
| Sales Growth (1Y) | 13.40% |
| Sales Growth (3Y) | 13.84% |
| Sales Growth (5Y) | 12.52% |
| Sales per Share Growth (1Y) | 14.77% |
| Sales per Share Growth (3Y) | 14.23% |
| Operating Cash Flow - Growth Ratge (3Y) | 16.15% |
As of January 31, 2025
Fund Details
| Key Dates | |
| Inception Date | 7/7/1997 |
| Last Annual Report Date | 12/31/2023 |
| Last Prospectus Date | 4/26/2024 |
| Share Classes | |
| VINIX | Inst |
| Attributes | |
| Index Fund |
|
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | No |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
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 securities and financial metrics, see our Complete Excel Reference. |