Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX)

211.53
Net Asset Value
+0.19%
1 Day
+1.13%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.05%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track 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 S&P Completion Index- a broadly diversified index of stocks of small and mid-size U.S. companies. It invests by sampling the index- meaning that it holds a broadly diversified collection of securities that- in the aggregate- approximates the full index in terms of key characteristics. These characteristics include industry weightings and market capitalization- as well as certain financial measures- such as price/earnings ratio and dividend yield.

Performance

1 month-1.40% 3 years+9.16%
3 months+4.93% 5 years+12.91%
1 year+13.77% Since inception+12.30%
Data through --

Peer Comparisonvs. Mid-cap blend

 VEMPXCategory
Performance 5-yr return+12.91%+13.28%
Expense ratio0.05%1.10%
Risk 5 year sharpe ratio1.131.11
Net assets$65.0B$2.3B
Average market cap$4.1B$8.3B
Average P/E20.822.8
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 20 Years
Minimal initial investment$100,000,000.00
Minimum IRA investment--

Holdings

U.S. stock95.56%
Cash2.43%
International stock1.99%
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
TSLA Tesla0.83%
LVS Las Vegas Sands Corp0.50%
NOW ServiceNow Inc0.45%
LBTYK Liberty Global PLC0.45%
TMUS T-Mobile US Inc0.37%
FLT Fleetcor Technologies Inc0.34%
DVMT Dell Technologies Inc0.33%
MKL Markel Corp0.32%
BMRN Biomarin Pharmaceutical Inc0.32%
TWTR Twitter0.31%