Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
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 1,000 of the stocks in its target index, and the rest of its assets in a representative sample of the remaining stocks.


1 month-1.24% 3 years+19.17%
3 months-0.11% 5 years--
1 year+6.14% Since inception+13.53%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return--+13.75%
Expense ratio0.06%1.18%
Risk 5 year sharpe ratio1.051.02
Net assets$45.3B$1.7B
Average market cap$3.9B$7.8B
Average P/E20.620.2
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--


U.S. stock97.21%
International stock2.26%
Fixed income0.03%
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
LBTYK Liberty Global PLC0.76%
ILMN Illumina Inc0.64%
TSLA Tesla0.53%
UAL United Continental Holdings0.46%
LNKD LinkedIn0.45%
BMRN Biomarin Pharmaceutical Inc0.43%
LVS Las Vegas Sands Corp0.41%
TWTR Twitter0.41%
INCY Incyte Corp0.38%
LNG Cheniere Energy Inc0.36%

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