Vanguard Instl Ttl Stk Mkt Idx InstlPls

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Performance

VITPX - Snapshot

Vitals

YTD Return 12.0%
3 Yr Annualized Return 10.1%
5 Yr Annualized Return 11.5%
Net Assets $33.1 B
Holdings in Top 10 22.9%

52 WEEK LOW AND HIGH

$76.30

$46.94

$77.24

Expenses

OPERATING RELATED FEES

Expense Ratio 0.02%

SALES FEES

Front Load N/A
Deferred Load N/A

BROKERAGE FEES

Turnover 5.00%

TRADING FEES

Max Redemption Fee N/A

Min Investment

Standard (Taxable) $100,000,000
IRA N/A

Fund Classification

Primary Theme
U.S. Large-Cap Blend Equity
Fund Type Open End Mutual Fund
Investment Style Large Blend

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Vanguard Total Stock Market Index Fund

Fund

$89.85

+0.80%

$921.44 B

$0.00

12.79%

Vanguard Total Stock Market Index Fund

VTI | ETF

$184.73

+0.82%

$921.44 B

1.20%

$2.20

14.65%

Vanguard 500 Index Fund

VOO | ETF

$328.42

+0.59%

$557.01 B

1.64%

$5.35

12.83%

Vanguard 500 Index Fund

Fund

$330.90

+0.57%

$557.01 B

$0.00

10.98%

SPDR® S&P 500 ETF Trust

SPY | ETF

$357.46

+0.60%

$277.59 B

1.60%

$5.68

12.85%

VITPX - Profile

Distributions

YTD Total Return 12.0%
3 Yr Annualized Total Return 10.1%
5 Yr Annualized Total Return 11.5%
Capital Gain Distribution Frequency None
Net Income Ratio 1.88%

DIVIDENDS

Dividend Yield 0.0%
Dividend Distribution Frequency Quarterly

Fund Details

Legal Name

Vanguard Institutional Total Stock Market Index Fund
Fund Family Name

Vanguard
Inception Date

May 31, 2001
Shares Outstanding

N/A
Share Class

Inst
Currency

USD
Domiciled Country

United States
Manager

Walter Nejman

Fund Description

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.

VITPX - Performance

Return Ranking - Trailing

Period	VITPX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	12.0%	-70.4%	2150.2%	34.48%
1 Yr	10.2%	-21.4%	36.7%	22.48%
3 Yr	10.1%*	-18.8%	14.0%	26.09%
5 Yr	11.5%*	-6.8%	15.3%	17.73%
10 Yr	12.9%*	-1.0%	16.4%	13.67%

* Annualized

Return Ranking - Calendar

Period	VITPX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	26.9%	-22.7%	41.1%	26.20%
2018	-9.0%	-100.0%	1.4%	23.84%
2017	18.1%	-100.0%	33.2%	25.21%
2016	9.6%	-44.8%	25.0%	24.18%
2015	-1.8%	-51.1%	20.5%	21.60%

Total Return Ranking - Trailing

Period	VITPX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	12.0%	-70.4%	2150.2%	33.19%
1 Yr	10.2%	-21.4%	36.7%	20.13%
3 Yr	10.1%*	-18.8%	14.0%	24.30%
5 Yr	11.5%*	-6.8%	15.3%	16.41%
10 Yr	12.9%*	-1.0%	16.4%	13.06%

* Annualized

Total Return Ranking - Calendar

Period	VITPX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	26.9%	-21.6%	41.1%	26.35%
2018	-9.0%	-100.0%	1.4%	49.25%
2017	18.1%	-100.0%	33.2%	63.16%
2016	9.6%	-16.4%	26.8%	50.54%
2015	-1.8%	-26.4%	106.5%	51.22%

NAV & Total Return History

VITPX - Holdings

Concentration Analysis

	VITPX	Category Low	Category High	VITPX % Rank
Net Assets	33.1 B	153 K	921 B	4.95%
Number of Holdings	3238	1	3591	0.74%
Net Assets in Top 10	7.55 B	-95.2 M	210 B	5.80%
Weighting of Top 10	22.93%	2.3%	100.0%	87.99%

Top 10 Holdings

Apple Inc 5.15%
Microsoft Corp 4.71%
Amazon.com Inc 3.97%
Facebook Inc A 1.94%
Alphabet Inc A 1.49%
Alphabet Inc Class C 1.41%
Berkshire Hathaway Inc Class B 1.16%
Johnson & Johnson 1.11%
Tesla Inc 1.07%
Procter & Gamble Co 1.05%

Asset Allocation

	Weighting	Return Low	Return High	VITPX % Rank
Stocks	99.93%	0.00%	148.88%	14.62%
Cash	0.06%	-110.24%	100.00%	82.01%
Bonds	0.01%	0.00%	85.20%	10.04%
Preferred Stocks	0.00%	0.00%	14.67%	30.46%
Other	0.00%	-7.86%	100.00%	29.18%
Convertible Bonds	0.00%	0.00%	27.81%	26.28%

Stock Sector Breakdown

	Weighting	Return Low	Return High	VITPX % Rank
Technology	23.43%	0.00%	52.52%	56.14%
Healthcare	14.54%	0.00%	53.39%	43.32%
Financial Services	12.56%	0.00%	44.52%	61.12%
Consumer Cyclical	12.06%	0.00%	53.63%	36.22%
Communication Services	10.52%	0.00%	34.05%	50.00%
Industrials	9.21%	0.00%	29.63%	42.43%
Consumer Defense	6.80%	0.00%	46.61%	72.71%
Real Estate	3.55%	0.00%	18.16%	19.99%
Utilities	3.02%	0.00%	18.14%	36.43%
Basic Materials	2.42%	0.00%	34.89%	41.34%
Energy	1.90%	0.00%	13.74%	46.73%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	VITPX % Rank
US	99.01%	0.00%	147.48%	15.90%
Non US	0.92%	0.00%	62.26%	65.77%

Bond Sector Breakdown

	Weighting	Return Low	Return High	VITPX % Rank
Cash & Equivalents	87.36%	0.00%	100.00%	86.20%
Government	12.27%	0.00%	100.00%	4.62%
Corporate	0.37%	0.00%	100.00%	15.25%
Derivative	0.00%	0.00%	34.88%	25.26%
Securitized	0.00%	0.00%	54.88%	24.09%
Municipal	0.00%	0.00%	4.31%	23.33%

Bond Geographic Breakdown

	Weighting	Return Low	Return High	VITPX % Rank
US	0.01%	0.00%	66.03%	9.97%
Non US	0.00%	0.00%	28.48%	24.73%

VITPX - Expenses

Operational Fees

	VITPX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	0.02%	0.01%	20.53%	99.28%
Management Fee	0.02%	0.00%	2.00%	1.85%
12b-1 Fee	N/A	0.00%	1.00%	N/A
Administrative Fee	N/A	0.00%	0.95%	N/A

Sales Fees

	VITPX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Front Load	N/A	1.00%	5.75%	N/A
Deferred Load	N/A	0.95%	5.00%	N/A

Trading Fees

	VITPX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Max Redemption Fee	N/A	0.25%	2.00%	N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

	VITPX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Turnover	5.00%	0.00%	451.00%	12.14%

VITPX - Distributions

Dividend Yield Analysis

	VITPX	Category Low	Category High	VITPX % Rank
Dividend Yield	0.00%	0.00%	17.86%	33.66%

Dividend Distribution Analysis

	VITPX	Category Low	Category High	Category Mod
Dividend Distribution Frequency	Quarterly	Annually	Monthly	Annually

Net Income Ratio Analysis

	VITPX	Category Low	Category High	VITPX % Rank
Net Income Ratio	1.88%	-3.04%	3.34%	13.81%

Capital Gain Distribution Analysis

	VITPX	Category Low	Category High	Capital Mode
Capital Gain Distribution Frequency	None	Annually	Annually	Annually

Dividend Payout History

Date	Amount
Sep 28, 2018	$0.367
Jun 22, 2018	$0.262
Sep 22, 2017	$0.275
Jun 28, 2017	$0.218
Sep 19, 2016	$0.256
Jun 17, 2016	$0.212
Mar 17, 2016	$0.232
Dec 21, 2015	$0.273
Sep 21, 2015	$0.233
Jun 22, 2015	$0.195
Mar 27, 2015	$0.357
Dec 22, 2014	$0.261
Sep 22, 2014	$0.209
Jun 23, 2014	$0.181
Mar 31, 2014	$0.192
Dec 27, 2013	$0.219
Sep 27, 2013	$0.184
Jun 28, 2013	$0.175
Mar 28, 2013	$0.157
Dec 27, 2012	$0.237
Sep 28, 2012	$0.162
Jun 29, 2012	$0.154
Mar 30, 2012	$0.147
Dec 28, 2011	$0.154
Sep 30, 2011	$0.135
Jun 30, 2011	$0.124
Mar 31, 2011	$0.123
Dec 29, 2010	$0.146
Sep 28, 2010	$0.127
Jun 29, 2010	$0.121
Mar 30, 2010	$0.107
Dec 29, 2009	$0.163
Sep 29, 2009	$0.111
Jun 24, 2009	$0.100
Mar 27, 2009	$0.113
Dec 29, 2008	$0.149
Sep 25, 2008	$0.133
Jun 27, 2008	$0.140
Mar 28, 2008	$0.135
Dec 24, 2007	$0.168
Sep 24, 2007	$0.141
Jun 25, 2007	$0.131
Mar 26, 2007	$0.112
Dec 27, 2006	$0.152
Sep 25, 2006	$0.111
Jun 26, 2006	$0.121
Mar 20, 2006	$0.122
Dec 22, 2005	$0.088
Sep 26, 2005	$0.112
Jun 27, 2005	$0.101
Mar 28, 2005	$0.102
Jan 03, 2005	$0.176
Sep 27, 2004	$0.092
Jun 28, 2004	$0.082
Mar 29, 2004	$0.082
Jan 02, 2004	$0.112
Sep 29, 2003	$0.082
Jun 23, 2003	$0.072
Mar 31, 2003	$0.071
Jan 02, 2003	$0.112
Sep 30, 2002	$0.081
Jun 24, 2002	$0.062
Mar 25, 2002	$0.072
Jan 02, 2002	$0.091
Sep 24, 2001	$0.050
Jun 25, 2001	$0.010

View More +

VITPX - Fund Manager Analysis

Managers

Walter Nejman

Start Date

Tenure

Tenure Rank

Apr 27, 2016

4.52

4.5%

Walter Nejman, Portfolio Manager at Vanguard. He has been with Vanguard since 2005; has worked in investment management since 2008; and has co-managed the Communication Services Index, Health Care Index, Industrials Index, and Information Technology Index Funds since 2015. Education: B.A., Arcadia University; M.B.A., Villanova University.

Gerard O’Reilly

Start Date

Tenure

Tenure Rank

Apr 27, 2016

4.52

4.5%

Gerard C. O’Reilly, Principal of Vanguard Group, Inc. Gerard has been with Vanguard since 1992, has managed investment portfolios since 1994, O'Reilly has managed stock index portfolios since 1994. Education: B.S., Villanova University.

Tenure Analysis

Category Low	Category High	Category Average	Category Mode
0.01	41.86	6.28	0.67

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Vanguard Instl Ttl Stk Mkt Idx InstlPls

VITPX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

VITPX - Profile

Distributions

Fund Details

Fund Description

VITPX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

VITPX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

Bond Sector Breakdown

Bond Geographic Breakdown

VITPX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

VITPX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

VITPX - Fund Manager Analysis

Managers

Walter Nejman

Gerard O’Reilly

Tenure Analysis

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