VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares
1W: -3.2%
1M: -8.7%
3M: -8.8%
YTD: -8.2%
1Y: +12.7%
3Y: +62.9%
5Y: +71.5%
$527.03
+0.63 (+0.12%)
Weekly Expected Move ±1.9%
$490
$500
$510
$520
$529
ETF-Level Metrics
AUM$333.6B
Holdings503
Top 10 Wt36.3%
Beta1.00
% Profitable92%
Coverage99%
Portfolio Valuation
P/E31.8
P/B10.9
P/S7.5
EV/EBITDA22.0
P/FCF41.6
PEG1.22
Profitability & Returns
Gross Margin51.1%
Net Margin23.7%
ROE37.7%
ROA12.6%
ROIC31.4%
Div Yield1.22%
Leverage & Liquidity
Debt/Equity0.55
Debt/Assets0.19
Net Debt/EBITDA—x
Interest Cov12.8x
Current Ratio1.18
Quick Ratio1.11
Growth (YoY)
Revenue+15.7%
Net Income+29.2%
EPS+30.2%
FCF+30.1%
EBITDA+25.2%
Rev CAGR 3Y+14.4%
Quality Scores
Piotroski F6.9
Altman Z13.63
IS Quality76.5
IS Overall64.7
IS Value45.5
Median P/E23.8
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 81 | 32.9% | 17.5 |
| Financial Services | 70 | 12.0% | 17.4 |
| Communication Services | 23 | 10.6% | 14.6 |
| Consumer Cyclical | 51 | 9.9% | 34.0 |
| Healthcare | 60 | 9.8% | 25.5 |
| Industrials | 76 | 8.5% | 33.1 |
| Consumer Defensive | 36 | 5.4% | 14.6 |
| Energy | 23 | 3.5% | 23.3 |
| Utilities | 32 | 2.9% | 24.6 |
| Real Estate | 31 | 2.0% | 119.9 |
| Basic Materials | 20 | 1.9% | 0.6 |
| Other | 3 | 0.3% | — |
Smart Money Overlap
74 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2.56% | 4 | Bullish | 1 | 10 | -2.2% |
| META | Meta Platforms, Inc. | 2.39% | 4 | Bullish | 42 | 14 | -3.2% |
| JPM | JPMorgan Chase & Co. | 1.30% | 4 | Bullish | 14 | 9 | +0.2% |
| JNJ | Johnson & Johnson | 1.02% | 4 | Bullish | 12 | 2 | +0.4% |
| WMT | Walmart Inc. | 0.95% | 4 | Bullish | 22 | 3 | +1.2% |
| ABBV | AbbVie Inc. | 0.70% | 4 | Bullish | 15 | 1 | -4.0% |
| NFLX | Netflix, Inc. | 0.69% | 4 | Bullish | 71 | 13 | +3.2% |
| HD | The Home Depot, Inc. | 0.64% | 4 | Bullish | 11 | 11 | -3.3% |
| CSCO | Cisco Systems, Inc. | 0.53% | 4 | Bullish | 5 | 6 | +0.1% |
| MRK | Merck & Co., Inc. | 0.52% | 4 | Bullish | 11 | 2 | +2.1% |
| RTX | RTX Corporation | 0.46% | 4 | Bullish | 18 | 3 | +0.2% |
| UNH | UnitedHealth Group Incorporated | 0.45% | 4 | Bullish | 7 | 5 | -1.7% |
| LIN | Linde plc | 0.40% | 4 | Bullish | 10 | 3 | +4.3% |
| GEV | GE Vernova Inc. | 0.40% | 4 | Bullish | 8 | 7 | +2.9% |
| IBM | International Business Machines Corporation | 0.38% | 4 | Bullish | 10 | 8 | +2.5% |
| INTC | Intel Corporation | 0.35% | 4 | Bullish | 2 | 2 | +10.5% |
| T | AT&T Inc. | 0.34% | 4 | Bullish | 28 | 5 | -2.3% |
| DIS | The Walt Disney Company | 0.32% | 4 | Bullish | 29 | 3 | +0.3% |
| C | Citigroup Inc. | 0.32% | 4 | Bullish | 35 | 9 | -0.1% |
| CRM | Salesforce, Inc. | 0.31% | 4 | Bullish | 10 | 5 | -4.2% |
Showing 50 of 506 holdings
· Page 1 of 11
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 7.30% | $24.4B | 137,651,585 | 35.9 | $4.3T | Technology |
| 2 | Apple Inc | AAPL | 6.62% | $22.1B | 83,703,116 | 32.0 | $3.8T | Technology |
| 3 | Microsoft Corp | MSFT | 4.95% | $16.5B | 42,102,217 | 23.3 | $2.8T | Technology |
| 4 | Amazon.com Inc | AMZN | 3.46% | $11.6B | 55,106,232 | 28.9 | $2.3T | Consumer Cyclical |
| 5 | Alphabet Inc | GOOGL | 3.08% | $10.3B | 32,952,525 | 27.0 | $3.6T | Communication Services |
| 6 | Broadcom Inc | AVGO | 2.56% | $8.5B | 26,750,640 | 59.7 | $1.5T | Technology |
| 7 | Alphabet Inc | GOOG | 2.46% | $8.2B | 26,345,480 | 27.0 | $3.6T | Communication Services |
| 8 | Meta Platforms Inc | META | 2.39% | $8.0B | 12,336,999 | 24.0 | $1.4T | Communication Services |
| 9 | Tesla Inc | TSLA | 1.92% | $6.4B | 15,917,346 | 307.1 | $1.4T | Consumer Cyclical |
| 10 | Berkshire Hathaway Inc | BRK-B | 1.57% | $5.2B | 10,387,753 | 15.4 | $1.0T | Financial Services |
| 11 | Eli Lilly & Co | LLY | 1.42% | $4.7B | 4,498,443 | 40.7 | $884.0B | Healthcare |
| 12 | JPMorgan Chase & Co | JPM | 1.30% | $4.3B | 14,424,223 | 14.4 | $794.5B | Financial Services |
| 13 | Exxon Mobil Corp | XOM | 1.09% | $3.6B | 23,889,150 | 24.1 | $669.5B | Energy |
| 14 | Johnson & Johnson | JNJ | 1.02% | $3.4B | 13,648,202 | 22.0 | $585.7B | Healthcare |
| 15 | Walmart Inc | WMT | 0.95% | $3.2B | 24,840,518 | 45.8 | $1.0T | Consumer Defensive |
| 16 | Visa Inc | V | 0.89% | $3.0B | 9,259,902 | 27.7 | $580.0B | Financial Services |
| 17 | Micron Technology Inc | MU | 0.78% | $2.6B | 6,358,379 | 17.1 | $413.0B | Technology |
| 18 | Costco Wholesale Corp | COST | 0.76% | $2.5B | 2,510,522 | 52.7 | $450.3B | Consumer Defensive |
| 19 | Mastercard Inc | MA | 0.72% | $2.4B | 4,644,826 | 29.6 | $440.4B | Financial Services |
| 20 | AbbVie Inc | ABBV | 0.70% | $2.3B | 10,011,672 | 88.0 | $369.2B | Healthcare |
| 21 | Netflix Inc | NFLX | 0.69% | $2.3B | 24,002,720 | 38.0 | $418.1B | Communication Services |
| 22 | Procter & Gamble Co/The | PG | 0.66% | $2.2B | 13,237,269 | 21.1 | $334.4B | Consumer Defensive |
| 23 | Home Depot Inc/The | HD | 0.64% | $2.1B | 5,638,403 | 22.6 | $320.3B | Consumer Cyclical |
| 24 | General Electric Co | GE | 0.61% | $2.0B | 5,974,970 | 34.5 | $296.6B | Industrials |
| 25 | Chevron Corp | CVX | 0.60% | $2.0B | 10,721,757 | 32.2 | $397.7B | Energy |
| 26 | Caterpillar Inc | CAT | 0.59% | $2.0B | 2,650,838 | 37.7 | $335.6B | Industrials |
| 27 | Advanced Micro Devices Inc | AMD | 0.55% | $1.8B | 9,222,283 | 81.8 | $354.6B | Technology |
| 28 | Bank of America Corp | BAC | 0.54% | $1.8B | 36,177,605 | 11.9 | $354.4B | Financial Services |
| 29 | Coca-Cola Co/The | KO | 0.54% | $1.8B | 21,932,529 | 25.2 | $330.0B | Consumer Defensive |
| 30 | Palantir Technologies Inc | PLTR | 0.53% | $1.8B | 12,940,015 | 218.1 | $340.2B | Technology |
| 31 | Cisco Systems Inc | CSCO | 0.53% | $1.8B | 22,323,034 | 28.2 | $312.2B | Technology |
| 32 | Merck & Co Inc | MRK | 0.52% | $1.7B | 14,059,732 | 16.5 | $298.8B | Healthcare |
| 33 | Applied Materials Inc | AMAT | 0.50% | $1.7B | 4,512,706 | 35.3 | $276.5B | Technology |
| 34 | Lam Research Corp | LRCX | 0.50% | $1.7B | 7,115,040 | 44.3 | $272.8B | Technology |
| 35 | Philip Morris International Inc | PM | 0.49% | $1.6B | 8,818,028 | 21.7 | $246.1B | Consumer Defensive |
| 36 | RTX Corp | RTX | 0.46% | $1.5B | 7,594,733 | 39.2 | $263.4B | Industrials |
| 37 | UnitedHealth Group Inc | UNH | 0.45% | $1.5B | 5,131,192 | 20.9 | $251.7B | Healthcare |
| 38 | Wells Fargo & Co | WFC | 0.43% | $1.4B | 17,782,137 | 12.0 | $248.7B | Financial Services |
| 39 | Goldman Sachs Group Inc/The | GS | 0.41% | $1.4B | 1,612,073 | 15.7 | $256.1B | Financial Services |
| 40 | Oracle Corp | ORCL | 0.41% | $1.4B | 9,527,687 | 25.8 | $421.0B | Technology |
| 41 | McDonald's Corp | MCD | 0.41% | $1.4B | 4,034,288 | 25.6 | $219.2B | Consumer Cyclical |
| 42 | Linde PLC | LIN | 0.40% | $1.3B | 2,645,072 | 33.8 | $232.9B | Basic Materials |
| 43 | GE Vernova Inc | GEV | 0.40% | $1.3B | 1,536,872 | 50.0 | $243.8B | Utilities |
| 44 | PepsiCo Inc | PEP | 0.39% | $1.3B | 7,745,796 | 26.1 | $214.6B | Consumer Defensive |
| 45 | International Business Machines Corp | IBM | 0.38% | $1.3B | 5,295,034 | 21.9 | $232.8B | Technology |
| 46 | Verizon Communications Inc | VZ | 0.36% | $1.2B | 23,883,525 | 12.2 | $208.4B | Communication Services |
| 47 | Amgen Inc | AMGN | 0.35% | $1.2B | 3,050,297 | 24.3 | $187.6B | Healthcare |
| 48 | Intel Corp | INTC | 0.35% | $1.2B | 25,398,947 | -916.3 | $251.6B | Technology |
| 49 | Abbott Laboratories | ABT | 0.34% | $1.1B | 9,850,331 | 27.5 | $178.8B | Healthcare |
| 50 | Morgan Stanley | MS | 0.34% | $1.1B | 6,842,496 | 15.4 | $263.2B | Financial Services |