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Morningstar

Vanguard Small Cap Index InstlPlus VSCPX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 265.94  /  0.66 %
  • Total Assets 45.0 Bil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.030%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000,000
  • Status Open
  • TTM Yield 1.60%
  • Turnover 14%

USD | NAV as of Sep 20, 2023 | 1-Day Return as of Sep 20, 2023, 10:24 PM GMT+0

Morningstar’s Analysis VSCPX

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

People Pillar

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

Best in class.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

The Vanguard Small-Cap Index offers a well-diversified, low-turnover portfolio that is representative of the U.S. small-cap market. These features coupled with a best-in-class fee earn the cheapest share classes a Morningstar Medalist Rating upgrade to Gold from Silver. The more expensive investor share class retains its Silver rating.

by Zachary Evens
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VSCPX

More VSCPX Holdings
  • Current Portfolio Date
  • Equity Holdings 1439
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slcmt1142

1.48
1,880,553,278
Cash and Equivalents

Mktliq 12/31/2049

0.58
736,690,004
Cash and Equivalents

Fair Isaac Corp

0.44
559,409,311
Technology

Targa Resources Corp

0.40
507,667,069
Energy

Builders FirstSource Inc

0.38
484,179,055
Industrials

PTC Inc

0.36
453,691,997
Technology

Bunge Ltd

0.35
448,369,099
Consumer Defensive

IDEX Corp

0.35
445,562,671
Industrials

Reliance Steel & Aluminum Co

0.34
436,301,686
Basic Materials

Atmos Energy Corp

0.34
436,263,034
Utilities