Morningstar

Vanguard Russell 3000 Index Fund Institutional Shares VRTTX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $655.32  /  +0.77 %
  • Fund Size $6.5B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.04%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis VRTTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard Russell 3000 Index I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings VRTTX

More VRTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.26 472M
Technology

Apple Inc

6.56 426M
Technology

Microsoft Corp

5.19 337M
Technology

Amazon.com Inc

3.29 214M
Consumer Cyclical

Alphabet Inc Class A

2.75 178M
Communication Services

Broadcom Inc

2.23 145M
Technology

Alphabet Inc Class C

2.20 143M
Communication Services

Meta Platforms Inc Class A

2.17 141M
Communication Services

Micron Technology Inc

1.64 106M
Technology

Tesla Inc

1.41 92M
Consumer Cyclical

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