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Morningstar

Vanguard Mega Cap Value Index Instl VMVLX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 227.25  /  +0.71 %
  • Total Assets 7.5 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 2.36%
  • Turnover 7%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.

  • Process Pillar

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

  • People Pillar

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

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.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VMVLX

More VMVLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

4.06 302.6 Mil
Financial Services

Broadcom Inc

3.84 286.5 Mil
Technology

JPMorgan Chase & Co

3.57 266.4 Mil
Financial Services

Exxon Mobil Corp

2.86 213.1 Mil
Energy

UnitedHealth Group Inc

2.84 211.2 Mil
Healthcare

The Home Depot Inc

2.37 176.3 Mil
Consumer Cyclical

Procter & Gamble Co

2.37 176.3 Mil
Consumer Defensive

Johnson & Johnson

2.36 175.9 Mil
Healthcare

Merck & Co Inc

2.07 154.4 Mil
Healthcare

AbbVie Inc

1.99 148.5 Mil
Healthcare