Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX)

154.72
Net Asset Value
+1.26%
1 Day
-0.08%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.10%
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-3.97% 3 years+13.19%
3 months-2.35% 5 years--
1 year+25.58% Since inception+15.21%
Data through --

Peer Comparisonvs. Mid-cap blend

 VEMPXCategory
Performance 5-yr return--+22.97%
Expense ratio0.10%1.23%
Risk 5 year sharpe ratio1.371.28
Net assets$38.3B$2.0B
Average market cap$3.4B$7.3B
Average P/E20.619.8
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 16 Years
Minimal initial investment$100,000,000.00
Minimum IRA investment--

Holdings

U.S. stock97.46%
International stock2.38%
Cash0.12%
Fixed income0.03%
Other0.01%
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
LVS Las Vegas Sands Corp0.75%
LBTYK Liberty Global PLC Class C0.54%
ILMN Illumina, Inc.0.46%
LNKD LinkedIn Corp0.43%
TSLA Tesla Motors, Inc.0.41%
UAL United Continental Holdings Inc0.40%
AVGO Avago Technologies Ltd0.39%
HCA HCA Holdings Inc0.39%
DISH DISH Network Corp0.31%
LMCA Liberty Media Corporation Class A0.31%

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