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

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128.59 +1.96  +1.55% Feb 23 USD
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M:VSMPX Total Returns Chart

M:VSMPX Key Stats

M:VSMPX Performance

  Total Return (Price) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -3.16% -4.58% 40
3M 5.80% 4.29% 60
6M 13.99% 10.88% 37
YTD 2.76% 1.00% 47
1Y 18.29% 15.18% 47
3Y -- 9.09% --
5Y -- 13.02% --
10Y -- 8.56% --
As of Feb. 23, 2018. Returns for periods of 1 year and above are annualized.

M:VSMPX Asset Allocation

Type % Net % Long % Short
Cash 0.02% 0.02% 0.00%
Stock 99.34% 99.34% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 0.00% 0.00% 0.00%
Other 0.64% 0.64% 0.00%
As of Jan. 31, 2018

M:VSMPX Region Exposure

Americas 99.18%
North America 99.15%
Latin America 0.03%
Greater Europe 0.33%
United Kingdom 0.04%
Europe Developed 0.29%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 0.49%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.06%
Asia Emerging 0.43%
Market Classification
% Developed Markets 99.57%
% Emerging Markets 0.43%
As of Jan. 31, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

M:VSMPX Stock Sector Exposure

Basic Materials 3.56%
Communication Services 3.35%
Consumer Cyclical 10.65%
Consumer Defensive 7.86%
Energy 6.08%
Financial Services 18.12%
Healthcare 14.75%
Industrials 12.26%
Real Estate 3.71%
Technology 16.73%
Utilities 2.93%
As of Jan. 31, 2018

M:VSMPX Stock Market Capitalization

Giant 37.06%
Large 32.43%
Medium 20.73%
Small 7.02%
Micro 2.76%
As of Jan. 31, 2018

M:VSMPX Stock Style Exposure

Large Cap Value 25.46%
Large Cap Blend 22.50%
Large Cap Growth 22.24%
Mid Cap Value 6.57%
Mid Cap Blend 6.90%
Mid Cap Growth 6.86%
Small Cap Value 3.08%
Small Cap Blend 3.23%
Small Cap Growth 3.16%
As of Jan. 31, 2018
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M:VSMPX Top 10 Holdings

Symbol Name % Weight Price % Chg
FB Facebook Inc A 1.65% 183.29 +2.40%
BRK.B Berkshire Hathaway Inc B 1.50% 202.76 +1.01%
JPM JPMorgan Chase & Co 1.48% 117.31 +2.03%
JNJ Johnson & Johnson 1.37% 132.02 +1.62%
XOM Exxon Mobil Corp 1.37% 77.53 +2.20%
GOOGL Alphabet Inc A 1.30% 1128.09 +1.64%
GOOG Alphabet Inc C 1.29% 1126.79 +1.82%
BAC Bank of America Corporation 1.17% 32.03 +1.07%
WFC Wells Fargo & Co 1.08% 59.17 +0.61%
CVX Chevron Corp 0.88% 112.59 +2.46%
As of Jan. 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 23.02 yrs
Walter Nejman 1.68 yrs

M:VSMPX Net Fund Flows

1M 3.224B
3M 5.466B
6M 15.24B
YTD 3.224B
1Y 47.38B
3Y 111.86B
5Y 179.79B
10Y 250.27B
As of Jan. 31, 2018

M:VSMPX Risk Info

Beta (5Y) --
Historical Sharpe (10Y) --
Historical Sortino (All) 1.637
Daily Value at Risk (VaR) 1% (All) 2.51%
Monthly Value at Risk (VaR) 1% (All) 8.23%

M:VSMPX Fundamentals

Dividend Yield TTM (2-23-18) 2.08%
SEC Yield (1-31-18) 1.70%
Weighted Average PE Ratio 23.33
Weighted Average Price to Sales Ratio 2.085
Weighted Average Price to Book Ratio 3.017
Weighted Median ROE 19.38%
Weighted Median ROA 6.45%
Forecasted Dividend Yield 1.78%
Forecasted PE Ratio 19.65
Forecasted Price to Sales Ratio 1.985
Forecasted Price to Book Ratio 2.747
Number of Holdings 3640
As of Jan. 31, 2018

M:VSMPX Growth Estimates

Forecasted 5 Yr Earnings Growth 10.31%
Forecasted Book Value Growth 0.27%
Forecasted Cash Flow Growth 2.03%
Forecasted Earnings Growth 3.11%
Forecasted Revenue Growth -0.03%
As of Jan. 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 12/31/2016
Last Prospectus Date 4/27/2017
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: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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