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Morningstar

Vanguard Short-Term Bond Index Adm VBIRX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 10.12  /  +0.13 %
  • Total Assets 57.8 Bil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 2.97%
  • Effective Duration 2.66 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VBIRX

Will VBIRX 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 VBIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VBIRX 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 VBIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

As cheap as they come.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U.S. short-term bond exposure. The following text is from Aug. 2, 2023.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings VBIRX

More VBIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes

1.43 826.6 Mil
Government

United States Treasury Notes

0.92 534.7 Mil
Government

United States Treasury Notes

0.76 439.2 Mil
Government

Mktliq 12/31/2049

0.75 432.1 Mil
Cash and Equivalents

United States Treasury Notes

0.71 410.9 Mil
Government

United States Treasury Notes

0.71 408.8 Mil
Government

United States Treasury Notes

0.68 391.0 Mil
Government

United States Treasury Notes

0.67 388.0 Mil
Government

United States Treasury Notes

0.67 384.7 Mil
Government

United States Treasury Notes

0.66 383.7 Mil
Government