Nasdaq - Delayed Quote USD

Vanguard Value Index I (VIVIX)

69.34 +0.07 (+0.10%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 69.27
  • YTD Return 18.98%
  • Expense Ratio 0.04%
  • Category Large Value
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 186B
  • Beta (5Y Monthly) 0.80
  • Yield 2.27%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 1.15
  • Inception Date Nov 13, 2000

The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value 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.

Vanguard

Fund Family

Large Value

Fund Category

186B

Net Assets

2000-11-13

Inception Date

Performance Overview: VIVIX

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Trailing returns as of 10/17/2024. Category is Large Value.

YTD Return

VIVIX
18.98%
Category
4.44%
?

1-Year Return

VIVIX
29.79%
Category
14.37%
?

3-Year Return

VIVIX
11.65%
Category
6.04%
?

5-Year Return

VIVIX
12.27%
Category
9.20%
?

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Holdings: VIVIX

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Top 10 Holdings (22.86% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 3.42%
BRK-B
Berkshire Hathaway Inc. 3.23%
JPM
JPMorgan Chase & Co. 2.93%
UNH
UnitedHealth Group Incorporated 2.46%
XOM
Exxon Mobil Corporation 2.40%
PG
The Procter & Gamble Company 1.83%
JNJ
Johnson & Johnson 1.81%
HD
The Home Depot, Inc. 1.66%
ABBV
AbbVie Inc. 1.57%
WMT
Walmart Inc. 1.55%

Sector Weightings

Recent News: VIVIX

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Research Reports: VIVIX

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