Vanguard Total Stock Mkt Idx Instl Pls (M:VSMPX)

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137.53 -0.50  -0.36% Sep 24 USD
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M:VSMPX Total Returns Chart

M:VSMPX Key Stats

M:VSMPX Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 1.32% 2.09% 57
3M 5.74% 6.14% 55
6M 13.65% 7.66% 27
YTD 10.83% 9.25% 18
1Y 18.90% 17.38% 23
3Y 16.77% 14.47% 21
5Y 13.29% 11.78% --
10Y 11.80% 10.11% --
As of Sept. 24, 2018. Returns for periods of 1 year and above are annualized.

M:VSMPX Asset Allocation

Type % Net % Long % Short
Cash 0.61% 0.61% 0.00%
Stock 99.38% 99.38% 0.00%
Bond 0.01% 0.01% 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 Aug. 31, 2018

M:VSMPX Region Exposure

Americas 99.60%
North America 99.56%
Latin America 0.03%
Greater Europe 0.27%
United Kingdom 0.05%
Europe Developed 0.23%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 0.13%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.05%
Asia Emerging 0.08%
Market Classification
% Developed Markets 99.92%
% Emerging Markets 0.08%
As of Aug. 31, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

M:VSMPX Stock Sector Exposure

Basic Materials 2.86%
Communication Services 2.92%
Consumer Cyclical 12.30%
Consumer Defensive 6.52%
Energy 5.54%
Financial Services 16.01%
Healthcare 14.14%
Industrials 10.93%
Real Estate 3.60%
Technology 22.39%
Utilities 2.78%
As of Aug. 31, 2018

M:VSMPX Stock Market Capitalization

Giant 46.49%
Large 29.38%
Medium 17.66%
Small 5.57%
Micro 0.91%
As of Aug. 31, 2018

M:VSMPX Stock Style Exposure

Large Cap Value 24.31%
Large Cap Blend 24.54%
Large Cap Growth 27.90%
Mid Cap Value 5.65%
Mid Cap Blend 5.71%
Mid Cap Growth 5.81%
Small Cap Value 1.96%
Small Cap Blend 2.12%
Small Cap Growth 2.01%
As of Aug. 31, 2018
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M:VSMPX Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.37% 220.79 +1.44%
MSFT Microsoft Corp 2.89% 114.67 +0.36%
AMZN Amazon.com Inc 2.78% 1934.36 +1.01%
FB Facebook Inc A 1.41% 165.41 +1.52%
BRK.B Berkshire Hathaway Inc B 1.32% 218.13 -1.08%
JPM JPMorgan Chase & Co 1.31% 116.72 -0.96%
GOOGL Alphabet Inc A 1.23% 1179.56 +0.63%
GOOG Alphabet Inc Class C 1.21% 1173.37 +0.62%
JNJ Johnson & Johnson 1.21% 140.47 -1.69%
XOM Exxon Mobil Corp 1.14% 86.60 +1.68%
As of Aug. 31, 2018
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M:VSMPX One Page Reports

M:VSMPX Basic Info

Style
Equity Style Large Cap/Blend
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Prospectus Objective Growth
Fund Owner Firm Name Vanguard
Benchmark Index
CRSP US Total Market TR USD
100.0%

M:VSMPX Manager Info

Name Tenure
Gerard O’Reilly 23.60 yrs
Walter Nejman 2.26 yrs

M:VSMPX Net Fund Flows

1M -1.615B
3M -2.090B
6M 7.126B
YTD 17.19B
1Y 23.01B
3Y 124.92B
5Y 182.35B
10Y 254.29B
As of Aug. 31, 2018

M:VSMPX Risk Info

Beta (5Y) 1.003
Historical Sharpe (10Y) --
Historical Sortino (All) 1.341
Daily Value at Risk (VaR) 1% (All) 2.55%
Monthly Value at Risk (VaR) 1% (All) 8.08%

M:VSMPX Fundamentals

Dividend Yield TTM (9-24-18) 1.60%
SEC Yield (8-31-18) 1.81%
Weighted Average PE Ratio 20.28
Weighted Average Price to Sales Ratio 2.122
Weighted Average Price to Book Ratio 3.149
Weighted Median ROE 20.76%
Weighted Median ROA 6.99%
Forecasted Dividend Yield 1.77%
Forecasted PE Ratio 18.12
Forecasted Price to Sales Ratio 2.145
Forecasted Price to Book Ratio 3.003
Number of Holdings 3661
As of Aug. 31, 2018

M:VSMPX Growth Estimates

Forecasted 5 Yr Earnings Growth 12.27%
Forecasted Book Value Growth 1.42%
Forecasted Cash Flow Growth 1.69%
Forecasted Earnings Growth 8.42%
Forecasted Revenue Growth 0.63%
As of Aug. 31, 2018

M:VSMPX Comparables

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M:VSMPX 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 4/28/2015
Termination Date
Last Annual Report Date 12/31/2017
Last Prospectus Date 4/25/2018
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:VSMPX Excel Add-In Codes

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

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

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