Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX)

171.38
Net Asset Value
+0.29%
1 Day
+4.27%
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+3.68% 3 years+18.05%
3 months+5.26% 5 years--
1 year+6.55% 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$3.6B$7.0B
Average P/E20.119.5
Portfolio turnover17%17%

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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. stock97.59%
International stock1.92%
Cash0.43%
Fixed income0.05%
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 Airlines0.81%
LBTYK Liberty Global PLC0.67%
ILMN Illumina Inc0.64%
UAL United Continental Holdings0.59%
LNKD LinkedIn0.55%
LVS Las Vegas Sands Corp0.46%
TSLA Tesla0.45%
TWTR Twitter0.44%
SWKS Skyworks Solutions Inc0.36%
LNG Cheniere Energy Inc0.36%

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