Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX)

173.72
Net Asset Value
+1.26%
1 Day
+5.69%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.06%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a benchmark index that measures the investment return of small- and mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's Completion Index, a broadly diversified index of stocks of small and mid-size U.S. companies. It invests all, or substantially all, of its assets in stocks of its target index, with nearly 80% of its assets invested in approximately 1,200 of the stocks in its target index, and the rest of its assets in a representative sample of the remaining stocks.

Performance

1 month+0.39% 3 years+16.95%
3 months+3.52% 5 years--
1 year+11.43% Since inception+13.99%
Data through --

Peer Comparisonvs. Mid-cap blend

 VEMPXCategory
Performance 5-yr return--+14.77%
Expense ratio0.06%1.22%
Risk 5 year sharpe ratio1.050.98
Net assets$44.0B$1.7B
Average market cap$3.9B$8.2B
Average P/E20.920.0
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 17 Years
Minimal initial investment$100,000,000.00
Minimum IRA investment--

Holdings

U.S. stock97.65%
International stock2.02%
Cash0.30%
Fixed income0.03%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 19.30%
Industrial materials 15.05%
Healthcare 10.69%
Consumer goods 9.73%
Consumer service 8.77%
Top 10 Holdings
Portfolio weighting
AAL American Airlines0.75%
LBTYK Liberty Global PLC0.74%
LNKD LinkedIn0.62%
ILMN Illumina Inc0.61%
TWTR Twitter0.54%
UAL United Continental Holdings0.53%
LVS Las Vegas Sands Corp0.46%
TSLA Tesla0.43%
LNG Cheniere Energy Inc0.39%
SWKS Skyworks Solutions Inc0.37%

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