Morningstar

Vanguard Total World Stock Index Fund Institutional Shares VTWIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $326.05  /  +0.70 %
  • Fund Size $101.2B
  • Adjusted Expense Ratio 0.070%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.52%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis VTWIX

Will VTWIX outperform in the 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 VTWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Diversifies across emerging and developed markets.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

Vanguard Total World Stock Index captures all corners of the global stock market, making it one of the best diversified funds available.

by Brian Paoli
Rated on Published on

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Portfolio Holdings VTWIX

More VTWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.32 4B
Technology

Apple Inc

3.84 4B
Technology

Microsoft Corp

3.16 3B
Technology

Amazon.com Inc

2.11 2B
Consumer Cyclical

Alphabet Inc Class A

1.68 2B
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

1.53 2B
Technology

Broadcom Inc

1.44 1B
Technology

Alphabet Inc Class C

1.31 1B
Communication Services

Meta Platforms Inc Class A

1.05 1B
Communication Services

Micron Technology Inc

0.91 926M
Technology

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