Morningstar

Vanguard Mega Cap Value Index Instl VMVLX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 252.59  /  +0.50 %
  • Total Assets 8.5 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 2.27%
  • Turnover 7%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VMVLX

Will VMVLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VMVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VMVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A cheap and steady large-value index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mega Cap Value Index provides a market-cap-weighted portfolio of the cheapest companies in the mega-cap market. Its stable portfolio and razor-thin expense ratio make it a compelling choice.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VMVLX

More VMVLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

4.33 366.1 Mil
Technology

JPMorgan Chase & Co

3.71 313.3 Mil
Financial Services

Berkshire Hathaway Inc Class B

3.38 285.5 Mil
Financial Services

UnitedHealth Group Inc

3.12 263.6 Mil
Healthcare

Exxon Mobil Corp

3.04 256.7 Mil
Energy

Procter & Gamble Co

2.33 196.5 Mil
Consumer Defensive

Johnson & Johnson

2.29 193.7 Mil
Healthcare

The Home Depot Inc

2.10 177.3 Mil
Consumer Cyclical

AbbVie Inc

1.99 168.2 Mil
Healthcare

Walmart Inc

1.97 166.1 Mil
Consumer Defensive

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