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Morningstar

Vanguard Large Cap Index Institutional VLISX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 482.27  /  0.00 %
  • Total Assets 50.7 Bil
  • Adj. Expense Ratio
    0.040%
  • Expense Ratio 0.040%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.33%
  • Turnover 2%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

Morningstar’s Analysis VLISX

Will VLISX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VLISX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VLISX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VLISX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-constructed portfolio of US large-cap stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Vanguard Large Cap strategy offers a well-diversified, market-cap-weighted portfolio that captures the large- and mid-cap opportunity set while charging a low fee, a recipe for success over the long run.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings VLISX

More VLISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.02 3.6 Bil
Technology

Apple Inc

5.65 2.9 Bil
Technology

NVIDIA Corp

4.82 2.4 Bil
Technology

Amazon.com Inc

3.79 1.9 Bil
Consumer Cyclical

Meta Platforms Inc Class A

2.40 1.2 Bil
Communication Services

Alphabet Inc Class A

2.00 1.0 Bil
Communication Services

Berkshire Hathaway Inc Class B

1.65 836.9 Mil
Financial Services

Alphabet Inc Class C

1.65 834.8 Mil
Communication Services

Eli Lilly and Co

1.49 756.7 Mil
Healthcare

Broadcom Inc

1.39 705.7 Mil
Technology