Morningstar

Vanguard S&P 500 Value Index Fund Institutional Shares VSPVX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $506.52  /  +0.45 %
  • Fund Size $6.8B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.72%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis VSPVX

Will VSPVX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard S&P 500 Value 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 VSPVX

More VSPVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.33 565M
Technology

Amazon.com Inc

3.94 267M
Consumer Cyclical

ExxonMobil Holdings Corp

2.30 156M
Energy

Intel Corp

2.05 139M
Technology

Walmart Inc

1.59 108M
Consumer Defensive

Costco Wholesale Corp

1.38 94M
Consumer Defensive

Chevron Corp

1.38 94M
Energy

Tesla Inc

1.30 88M
Consumer Cyclical

Merck & Co Inc

1.23 83M
Healthcare

Bank of America Corp

1.21 82M
Financial Services

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