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Vanguard Mega Cap Value Index Instl VMVLX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 238.68  /  +0.31 %
  • Total Assets 7.3 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 2.45%
  • Turnover 7%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis VMVLX

Will VMVLX outperform in future?

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

A cheap and steady large-value index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mega Cap Value Index provides a market-cap-weighted portfolio of the cheapest companies in the mega-cap market. Its stable portfolio and razor-thin expense ratio make it a compelling choice.

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Portfolio Holdings VMVLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

3.93 284.6 Mil
Technology

Berkshire Hathaway Inc Class B

3.82 276.8 Mil
Financial Services

JPMorgan Chase & Co

3.56 258.2 Mil
Financial Services

Exxon Mobil Corp

3.03 219.6 Mil
Energy

UnitedHealth Group Inc

2.89 209.2 Mil
Healthcare

Procter & Gamble Co

2.48 179.5 Mil
Consumer Defensive

Johnson & Johnson

2.25 162.8 Mil
Healthcare

The Home Depot Inc

2.15 155.5 Mil
Consumer Cyclical

Merck & Co Inc

2.11 153.1 Mil
Healthcare

Chevron Corp

1.87 135.2 Mil
Energy