We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Above Average People ratings. Vanguard Extended Market Index partners a broadly diversified portfolio of mid- and small-cap stocks with low turnover and a minuscule fee, which should provide it a durable edge over category peers. The following text is from Aug. 7, 2023.
Vanguard Extended Market Index Investor VEXMX
- NAV / 1-Day Return 138.01 / +1.45 %
- Total Assets 107.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.190%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 3,000
- Status Limited
- TTM Yield 1.08%
- Turnover 11%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis VEXMX
Will VEXMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Slcmt1142 | 1.43 | 1.5 Bil | Cash and Equivalents |
Marvell Technology Inc | 0.93 | 1.0 Bil | Technology |
Palantir Technologies Inc Ordinary Shares - Class A | 0.88 | 952.8 Mil | Technology |
CRH PLC | 0.88 | 952.7 Mil | Basic Materials |
Workday Inc Class A | 0.79 | 853.0 Mil | Technology |
Apollo Global Management Inc Class A | 0.72 | 774.3 Mil | Financial Services |
The Trade Desk Inc Class A | 0.66 | 711.0 Mil | Technology |
Cheniere Energy Inc | 0.60 | 646.7 Mil | Energy |
Ferguson Enterprises Inc | 0.59 | 634.3 Mil | Industrials |
DoorDash Inc Ordinary Shares - Class A | 0.57 | 615.3 Mil | Communication Services |