Skip to Content
Morningstar

Vanguard Mid Cap Index InstitutionalPlus VMCPX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 276.06  /  0.83 %
  • Total Assets 51.2 Bil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.030%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000,000
  • Status Open
  • TTM Yield 1.68%
  • Turnover 12%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 10:21 PM GMT+0

Morningstar’s Analysis VMCPX

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

People Pillar

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

Well-diversified and cheap.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Vanguard Mid-Cap Index effectively combines a broadly diversified portfolio of U.S. mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its mid-cap blend Morningstar Category peers.

by Mo'ath Almahasneh
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VMCPX

More VMCPX Holdings
  • Current Portfolio Date
  • Equity Holdings 340
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

0.83
1,219,242,843
Technology

Arthur J. Gallagher & Co

0.78
1,144,311,074
Financial Services

Carrier Global Corp Ordinary Shares

0.76
1,111,418,163
Industrials

Motorola Solutions Inc

0.75
1,102,064,179
Technology

TransDigm Group Inc

0.74
1,092,931,805
Industrials

Arista Networks Inc

0.71
1,046,000,951
Technology

Microchip Technology Inc

0.71
1,038,875,323
Technology

Cintas Corp

0.69
1,009,985,611
Industrials

Nucor Corp

0.68
1,001,933,157
Basic Materials

PACCAR Inc

0.68
996,535,109
Industrials