Morningstar

Vanguard S&P 500 Growth Index Fund Institutional Shares VSPGX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $1,142.42  /  +2.02 %
  • Fund Size $27.8B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.47%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis VSPGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard S&P 500 Growth Index Instl 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
Rated on Published on

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Portfolio Holdings VSPGX

More VSPGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.00 4B
Technology

Microsoft Corp

10.34 3B
Technology

Apple Inc

6.60 2B
Technology

Alphabet Inc Class A

5.48 2B
Communication Services

Broadcom Inc

4.54 1B
Technology

Alphabet Inc Class C

4.39 1B
Communication Services

Meta Platforms Inc Class A

4.34 1B
Communication Services

Amazon.com Inc

3.52 981M
Consumer Cyclical

Micron Technology Inc

3.27 911M
Technology

Advanced Micro Devices Inc

2.71 756M
Technology

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