Vanguard Total Stock Market Index Fund Investor Shares (VTSMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large 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 the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. 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.


1 month+5.17% 3 years+13.61%
3 months+12.13% 5 years+17.35%
1 year+21.28% Since inception+10.25%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+17.35%+13.39%
Expense ratio0.14%0.91%
Risk 5 year sharpe ratio0.900.81
Net assets$1.1T$8.2B
Average market cap$97.6B$233.2B
Average P/E27.024.8
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGerard O’Reilly / 26 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock99.03%
International stock0.93%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.48%
Industrial materials 12.20%
Energy 11.29%
Healthcare 10.84%
Consumer goods 10.67%
Top 10 Holdings
Portfolio weighting
AAPL Apple5.03%
MSFT Microsoft4.44%
AMZN Amazon3.70%
FB Facebook1.83%
GOOGL Google1.45%
GOOG Google1.37%
BRKB Berkshire Hathaway1.17%
TSLA Tesla1.16%
JNJ Johnson & Johnson1.04%
JPM JPMorgan Chase0.99%