Vanguard Institutional Index Fund Institutional Shares (VINIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index- a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all- or substantially all- of its assets in the stocks that make up the index- holding each stock in approximately the same proportion as its weighting in the index.


1 month+2.17% 3 years+11.74%
3 months+2.34% 5 years+14.06%
1 year+15.75% Since inception+9.85%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.06%+11.72%
Expense ratio0.04%0.95%
Risk 5 year sharpe ratio1.241.07
Net assets$225.1B$5.7B
Average market cap$99.6B$152.1B
Average P/E20.520.6
Portfolio turnover5%5%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 17 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock98.88%
International stock0.88%
Fixed income0.01%
Top 5 Sectors
Portfolio weighting
Financial service 16.31%
Energy 12.08%
Industrial materials 11.78%
Consumer goods 11.02%
Healthcare 10.72%
Top 10 Holdings
Portfolio weighting
AAPL Apple4.10%
MSFT Microsoft3.29%
AMZN Amazon2.83%
FB Facebook1.99%
JPM JPMorgan Chase1.59%
BRKB Berkshire Hathaway1.53%
XOM Exxon Mobil1.49%
GOOG Google1.43%
GOOGL Google1.42%
JNJ Johnson & Johnson1.39%