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Morningstar

Vanguard S&P 500 Value Index Instl VSPVX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 352.99  /  0.30 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.83%
  • Turnover 27%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:15 PM GMT+0

Morningstar’s Analysis VSPVX

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

People Pillar

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

A strong management team and sound investment process underpin Vanguard S&P 500 Value Index Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VSPVX

More VSPVX Holdings
  • Current Portfolio Date
  • Equity Holdings 400
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.62
238,110,924
Technology

Meta Platforms Inc Class A

4.20
151,111,910
Communication Services

Amazon.com Inc

4.09
147,264,218
Consumer Cyclical

Berkshire Hathaway Inc Class B

3.91
140,472,996
Financial Services

JPMorgan Chase & Co

2.54
91,199,720
Financial Services

Walmart Inc

1.46
52,630,112
Consumer Defensive

Cisco Systems Inc

1.33
47,939,791
Technology

Salesforce Inc

1.23
44,144,643
Technology

Netflix Inc

1.14
41,172,705
Communication Services

Bank of America Corp

1.14
41,092,560
Financial Services