VFIAX - Vanguard 500 Index Fund Admiral Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD
267.62
-0.39 (-0.15%)
At close: 8:00PM EDT
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Previous Close268.01
YTD Return10.73%
Expense Ratio (net)0.04%
CategoryLarge Blend
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingAverage
Sustainability Rating
Net Assets449B
Beta (3Y Monthly)1.00
Yield2.01%
5y Average ReturnN/A
Holdings Turnover4.00%
Last Dividend0.00
Average for CategoryN/A
Inception DateNov 13, 2000
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Vanguard Funds Mutual Fund 1 -- Vanguard 500 Index Fund Admiral Shares (VFIAX)Allocation: 50% of Portfolio 10-year performance: 13.96%The goal here is to keep costs to a minimum while generally sticking to Buffett's hypothesis when it comes to his wife's investments.In that case, it makes more sense for the S&P 500 investment to be a mutual fund rather than an ETF (although Vanguard Funds do offer commission-free ETFs) to avoid paying commissions on the largest segment of the portfolio. The Vanguard 500 Index Fund Admiral Shares (VFIAX) charge an annual expense ratio of just 0.04%.Your annual fees would amount to a mere $20 on a $50,000 portfolio. That's hard to beat, and Buffett knows it. The largest holdings in this fund include Apple (NASDAQ:AAPL), Exxon Mobil (NYSE:XOM) and Google (NASDAQ:GOOGL, NASDAQ:GOOG). The minimum investment is $10,000. 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For this reason, I recommend the Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX), which tracks the CRSP Mid Cap Index, an index composed of stocks that fall between the top 70%-85% of investable market capitalization. * 7 S&P 500 Dividend Stocks to Buy at Least Yielding 3% They're big enough to survive an economic hit but small enough to still be growing. With an expense ratio of 0.05%, this entry on our list of Vanguard funds is giving you safety and performance in one. Top holdings include Moody's (NYSE:MCO) and Roper Technologies (NYSE: ROP). 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Investing in both developed and emerging markets, the fund gives you good exposure to some of the world's future stars at an annual expense ratio of just 0.12%.With such low fees, it's no wonder Vanguard Funds has $6.6 billion invested in this ETF. Vanguard Funds ETF 2 -- Vanguard Short-Term Government Bond ETF (VGSH)Allocation: 10% of Portfolio 5-year performance: 1.05% Buffett recommends that 10% of his wife's portfolio go to short-term government bonds. Vanguard Funds has an ETF that does exactly that.The Vanguard Short-Term Government Bond ETF (VGSH) invests in investment-grade U.S. government bonds with average maturities between one and three years. The risk, on a scale of one to five, is one -- meaning this Vanguard ETF is for conservative investors looking for stable share prices. * 7 S&P 500 Dividend Stocks to Buy at Least Yielding 3% And with an expense ratio of 0.07%, this ETF should give you peace of mind for your short-term needs. Vanguard Funds Wildcard -- Vanguard Consumer Staples ETF (VDC)Allocation: 10% of Portfolio 10-year performance: 12.32% On this final piece of the puzzle, I'm going defensive. The mutual fund version of the S&P 500 has less than 10% invested in consumer staples' stocks. I mean to remedy that by putting the final 10% in the Vanguard Consumer Staples ETF (VDC), a collection of 109 household names including Procter & Gamble (NYSE:PG) and Coca-Cola (NYSE:KO).Since its inception in 2004, VDC has had but one year of negative annual total returns, and that was in 2008 when it experienced a 17% decline -- 20 percentage points better than the S&P 500. When the you-know-what hits the fan, you'll be glad you own this particular low-cost ETF (with a 0.10% expense ratio) from Vanguard Funds.It seems the "keep it simple" rule holds true, and Warren Buffett is the No. 1 follower.As of this writing, Will Ashworth did not own a position in any of the aforementioned securities. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 7 S&P 500 Dividend Stocks to Buy at Least Yielding 3% * 7 Stocks to Buy That Don't Care About Tariffs * 5 Healthcare Stocks to Pick Up From the Wreckage Compare Brokers The post Take Buffett's Advice: 5 Vanguard Funds to Buy appeared first on InvestorPlace.

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Symbols of most of the Vanguard mutual funds were updated from the original column to reflect Vanguard's change to the Admiral series of mutual funds which have lower fees. ]Vanguard index funds have long been at the forefront of passive investing and are favorites among the buy-and-hold community for building long-term portfolios.In terms of assets, two of Vanguard's funds, Vanguard Total Stock Market Index (MUTF:VTSMX) and Vanguard Total Bond Market Index (MUTF:VBTLX), are respectively among the largest stock funds and bond funds in the investment universe.InvestorPlace - Stock Market News, Stock Advice & Trading TipsWhen investors say they want to build a "set-it-and-forget-it" portfolio or a "lazy" portfolio, they look to Vanguard's broad selection of dirt-cheap mutual funds to do the building.There are many ways to construct a portfolio, but a timeless approach is to use a core and satellite structure, which consists of one or two core holdings that receive the highest allocations and usually three to five satellite holdings that receive smaller allocations. * 7 Healthy Dividend Stocks to Buy for Extra Stability With that backdrop in mind, here are seven Vanguard index funds to build a complete portfolio: Vanguard 500 Index (VFIAX)Expenses: 0.04% Minimum Investment: $3,000To get your portfolio started with Vanguard index funds, there's arguably no better choice than Vanguard's flagship index fund, Vanguard 500 Index (MUTF:VFIAX).Although many investors and advisors might argue that the Total Stock Market fund is a better choice for a core holding because of its broader diversity, VFIAX is a smart choice for investors building a portfolio to include several funds.Since VFIAX only includes roughly the top U.S. stocks by market cap, such as top holdings Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN), investors can build around this fund with another fund that holds small- and mid-cap stocks. Vanguard Extended Market Index (VEXAX)Expenses: 0.08% Minimum Investment: $3,000A perfect compliment to VFIAX is Vanguard Extended Market Index (MUTF:VEXAX), which will complete your exposure to the U.S. stock market.VEXAX tracks the S&P Completion Index, which includes small- and mid-cap U.S. stocks. Together with Vanguard's S&P 500 Index fund, an investor will capture the entire U.S. stock market. Since VEXAX provides more exposure to small- and mid-cap stocks than a total stock fund would provide, it introduces a combination of higher potential long-term returns and greater diversity to a portfolio. * 7 Healthy Dividend Stocks to Buy for Extra Stability Top holdings for VEXAX include Tesla (NASDAQ:TSLA), ServiceNow (NYSE:NOW), and Worldpay (NYSE:WP). 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Vanguard Total International Stock Index Fund (VTIAX)Expenses: 0.11% Minimum Investment: $3,000To cover the stock market outside of the U.S., you can get the job done with just one Vanguard index fund -- Vanguard Total International Stock Index (MUTF:VTIAX).This international stock index fund does cover the full range of market capitalization; however, it is cap-weighted, which means the top holdings are large-cap stocks, such as Royal Dutch Shell (NYSE:RDS.A), Nestle (OTCMKTS:NSRGY) and Tencent Holdings (OTCMKTS:TCEHY). 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Vanguard Real Estate Index (VGSLX)Expenses: 0.12% Minimum Investment: $3,000To add diversity to a portfolio, a quality sector fund like Vanguard Real Estate Index (MUTF:VGSLX) is a smart choice.Stocks in the real-estate sector as a whole do not have a high correlation, in terms of price movement, to the major market indices, such as the S&P 500 Index. This makes VGSLX a good satellite holding in a diversified portfolio.VGSIX tracks the MSCI US Investable Market Real Estate 25/50 Index, which includes 184 holdings, most of which are REITs like American Tower Corp (NYSE:AMT), Simon Property Group (NYSE:SPG) and Crown Castle International (NYSE:CCI).As of this writing, Kent Thune did not personally hold a position in any of the aforementioned securities, although he held VBTLX in some client accounts. Under no circumstances does this information represent a recommendation to buy or sell securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 10 Smart Money Stocks to Buy Now * The 10 Best Cheap Stocks to Buy Right Now * 7 Restaurant Stocks to Watch in 2019 Compare Brokers The post 6 Vanguard Index Funds for a Complete Portfolio appeared first on InvestorPlace.

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Today, Vanguard's S&P 500 index funds and ETFs have over $400 billion in combined assets under management, according to issuer data. To get the benefit of this index fund's low fee, investors are required to make a minimum investment of $3,000. Minimum investments are required on many Vanguard index funds, but that can be avoided by embracing the comparable ETFs, of which Vanguard has many to go along with its index funds. The Vanguard S&P 500 ETF (NYSEARCA:VOO), one of the world's largest ETFs, has no minimum investment requirement and shares that 0.04% expense ratio. VFIAX holds 509 stocks with a median market value of $99.1 billion. ### Vanguard Total Stock Market Index -- Admiral Shares (VTSAX) Expense Ratio: 0.04% While the aforementioned VFIAX started the index fund revolution, the Vanguard Total Stock Market Index - Admiral Shares (MUTF:VTSAX) is a juggernaut in its own right. With its low fee and massive roster of holdings, this index fund and its ETF equivalent are perfect ideas for novice investors. * 7 Stocks to Buy as the Dollar Weakens VTSAX's low annual fee makes it 96% cheaper than the average fees of competing strategies, a trait that likely explains the whopping $672.2 billion in assets across those index fund's various share classes. Speaking of big, VTSAX holds over 3,500 domestic stock, putting the "broad" in broad market fund. ### Vanguard Total Bond Market -- Admiral Shares (VBTLX) Expense Ratio: 0.05% Index funds helped democratize fixed-income investing and the Vanguard Total Bond Market -- Admiral Shares (MUTF:VBTLX) is one of the leaders of that charge. Thanks to index funds and passive ETFs, investors can access broad baskets of bonds at reasonable costs. VBTLX is a domestically focused fund, and its asset mix usually somewhere around 70% U.S. government debt and 30% investment-grade, domestic corporate bonds. Home to nearly 8,600 bonds, one of the largest rosters in the fixed income index fund space, VBTLX features little in the way of credit risk as essentially all of its holdings carry investment-grade ratings. This index fund's holdings have an average maturity of 8.3 years and an average duration of 5.9 years. VBTLX has a 12-month yield of 2.8%. ### Vanguard Value Index Fund -- Admiral Shares (VVIAX) Expense Ratio: 0.05% Among index funds focusing on a particular investment factor, value funds are among the most popular. The Vanguard Value Index Fund -- Admiral Shares (MUTF:VVIAX) offers cost-efficient exposure to a broad basket of U.S. large caps with the value designation. Factor funds usually carry higher fees than cap-weighted counterparts, but VVIAX is one of the cheaper value funds on the market. This index fund holds 344 stocks with a median market capitalization of $89.3 billion. Its price-to-earnings ratio of 14.3x reflects a modest discount to the S&P 500 and other broad domestic equity benchmarks. * 10 Growth Stocks With the Future Written All Over Them As is the case with many value index funds, this Vanguard fund is heavily allocated to the financial services sector. That sector accounts for 23.5% of VVIAX's weight. The healthcare and technology sectors combine for over 28% of the fund's weight. ### Vanguard Mid-Cap Index Fund -- Admiral Shares (VIMAX) Expense Ratio: 0.05% Index funds have their roots in domestic large caps, but the industry evolved to bring cost-effective exposure to smaller stocks to investors. That includes mid caps and the Vanguard Mid-Cap Index Fund -- Admiral Shares (MUTF:VIMAX), which is cheaper than 95% of competing funds, according to Vanguard data. Long-term investors should consider mid caps. "The S&P Mid-Cap Index is the winner for 25-year total return, by a mile. The mid-caps haven't taken home the prize for any of the other periods. However, they have beaten the S&P 500 for all the listed periods of 10 years or more," according to MarketWatch. VIMAX holds 366 stocks with a median market value of $12.5 billion, which is above the $10 billion mark that signals the official definition of mid-cap territory. This index fund devotes 20.5% of its weight to financial stocks while industrial and technology names combine for over 34%. ### Vanguard Short-Term Corporate Bond Index Fund -- Admiral Shares (VSCSX) Expense Ratio: 0.07% When the Federal Reserve raise interest rates, as it did four times last year, investors often move to shorter duration bonds and the related index funds. The issue with trimming interest rate risk is that investors' income streams can be hit by that move. One way of ameliorating that scenario is with short-term corporate bond index funds, such as the Vanguard Short-Term Corporate Bond Index Fund -- Admiral Shares (MUTF:VSCSX). VSCSX yields 2.7% and 90% cheaper than competing short-term corporate bonds funds. * 8 Dividend Stocks With Growth on the Horizon Credit risk is minimal with this index fund as almost 87% of VSCSX's 2,200-plus holdings are rated A or BBB. The index has an average duration of 2.7 years. ### Vanguard Total World Stock Index Fund -- Investor Shares (VTWSX) Expense Ratio: 0.19% Prior to the advent of index funds, investors looking for international equity exposure were forced to stock pick or embrace high-fee, actively managed mutual funds. Today, the universe of international equity index funds is chock full of funds appropriate for rookie and cost-conscious investors alike. The Vanguard Total World Stock Index Fund -- Investor Shares (MUTF:VTWSX) is one of the leading index funds in that group. As its name implies, VTWSX is a total market fund, meaning it offers exposure to a broad swath of regions and stocks. VTWSX, which holds over 8,100 stocks, has some emerging markets exposure to the tune of 9.9%, but the fund is dominated by developed markets. While VTWSX uses different terminology, it is essentially a global index fund, meaning its largest geographic exposure is the U.S. Japan, the U.K. and China combine for almost 17% of the fund's weight. Global and international index funds usually feature higher fees than counterparts focusing on domestic stocks, but VTWSX is still less expensive than 83% of rival funds. As of this writing, Todd Shriber did not own any of the aforementioned securities. ### More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Companies Apple Should Consider Buying * 7 Beaten-Up Housing Stocks Due for a Bounce Back * Take Buffett's Advice: 5 Vanguard Funds to Buy Compare Brokers The post The Bogle Way: 7 Index Funds for Passive Investors appeared first on InvestorPlace.

  • The 6 Best Vanguard Index Funds for 2019 and Beyond
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