VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares
1W: -1.0%
1M: -0.2%
3M: +1.7%
YTD: +10.9%
1Y: +12.5%
3Y: +81.5%
5Y: +79.7%
$618.18
+4.56 (+0.74%)
Weekly Expected Move ±1.4%
$596
$605
$614
$622
$631
ETF-Level Metrics
AUM$360.4B
Holdings504
Top 10 Wt37.8%
Beta1.01
% Profitable94%
Coverage100%
Portfolio Valuation
P/E29.7
P/B10.8
P/S8.9
EV/EBITDA21.5
P/FCF48.8
PEG0.75
Profitability & Returns
Gross Margin54.7%
Net Margin30.0%
ROE42.7%
ROA15.2%
ROIC29.5%
Div Yield1.13%
Leverage & Liquidity
Debt/Equity0.54
Debt/Assets0.20
Net Debt/EBITDA-0.2x
Interest Cov16.8x
Current Ratio1.10
Quick Ratio1.04
Growth (YoY)
Revenue+23.6%
Net Income+42.5%
EPS+42.4%
FCF+39.2%
EBITDA+38.8%
Rev CAGR 3Y+21.3%
Quality Scores
Piotroski F6.8
Altman Z12.19
IS Quality77.3
IS Overall67.1
IS Value48.5
Median P/E21.4
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 87 | 38.8% | 138.5 |
| Financial Services | 71 | 12.0% | 14.9 |
| Communication Services | 23 | 9.4% | 12.3 |
| Healthcare | 59 | 9.2% | 25.3 |
| Consumer Cyclical | 51 | 9.1% | 36.2 |
| Industrials | 73 | 7.6% | 31.3 |
| Consumer Defensive | 33 | 4.5% | 25.7 |
| Energy | 22 | 3.5% | 18.2 |
| Utilities | 31 | 2.0% | 19.0 |
| Basic Materials | 24 | 1.9% | -14.4 |
| Real Estate | 30 | 1.8% | 42.5 |
| Other | 3 | 0.1% | — |
Smart Money Overlap
66 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2.65% | 4 | Bullish | 1 | 14 | -0.1% |
| BRK-B | Berkshire Hathaway Inc. | 1.40% | 4 | Bullish | 3 | 3 | -1.4% |
| INTC | Intel Corp. | 0.67% | 4 | Bullish | 1 | 6 | +22.1% |
| ORCL | Oracle Corporation | 0.38% | 4 | Bullish | 1 | 3 | +3.3% |
| LIN | Linde plc | 0.34% | 4 | Bullish | 1 | 2 | +0.2% |
| ABT | Abbott Laboratories | 0.29% | 4 | Bullish | 3 | 6 | +7.6% |
| SCHW | The Charles Schwab Corporation | 0.27% | 4 | Bullish | 1 | 4 | +10.4% |
| WELL | Welltower Inc. | 0.25% | 4 | Bullish | 4 | 2 | -5.7% |
| PFE | Pfizer Inc. | 0.24% | 4 | Bullish | 3 | 2 | +5.6% |
| ETN | Eaton Corporation plc | 0.24% | 4 | Bullish | 4 | 5 | +4.8% |
| UBER | Uber Technologies, Inc. | 0.23% | 4 | Bullish | 3 | 9 | -6.2% |
| SPGI | S&P Global Inc. | 0.20% | 4 | Bullish | 3 | 21 | +3.4% |
| ADBE | Adobe Inc. | 0.18% | 4 | Bullish | 1 | 6 | -12.9% |
| ADP | Automatic Data Processing, Inc. | 0.17% | 4 | Bullish | 1 | 3 | +16.1% |
| BX | Blackstone Inc. | 0.16% | 4 | Bullish | 10 | 3 | -6.3% |
| INTU | Intuit Inc. | 0.15% | 4 | Bullish | 2 | 15 | -19.8% |
| CEG | Constellation Energy Corporation | 0.13% | 4 | Bullish | 1 | 4 | -7.3% |
| TMUS | T-Mobile US, Inc. | 0.13% | 4 | Bullish | 1 | 4 | -11.4% |
| HOOD | Robinhood Markets, Inc. | 0.13% | 4 | Bullish | 4 | 3 | +36.7% |
| AMT | American Tower Corporation | 0.12% | 4 | Bullish | 1 | 4 | -7.7% |
Showing 50 of 507 holdings
· Page 1 of 11
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 8.07% | $28.6B | 129,477,012 | 29.4 | $5.7T | Technology |
| 2 | Apple Inc | AAPL | 7.03% | $24.9B | 78,515,013 | 38.1 | $4.9T | Technology |
| 3 | Microsoft Corp | MSFT | 5.69% | $20.1B | 39,710,654 | 28.8 | $3.8T | Technology |
| 4 | Amazon.com Inc | AMZN | 3.84% | $13.6B | 52,329,424 | 20.0 | $2.7T | Consumer Cyclical |
| 5 | Alphabet Inc | GOOGL | 3.00% | $10.6B | 31,341,327 | 16.9 | $4.2T | Communication Services |
| 6 | Broadcom Inc | AVGO | 2.65% | $9.4B | 25,310,390 | 44.1 | $1.7T | Technology |
| 7 | Alphabet Inc | GOOG | 2.39% | $8.5B | 25,270,824 | 16.9 | $4.1T | Communication Services |
| 8 | Meta Platforms Inc | META | 1.90% | $6.7B | 11,739,571 | 27.1 | $1.9T | Communication Services |
| 9 | Micron Technology Inc | MU | 1.63% | $5.8B | 6,028,601 | 14.3 | $1.2T | Technology |
| 10 | Tesla Inc | TSLA | 1.56% | $5.5B | 15,050,077 | 314.1 | $1.5T | Consumer Cyclical |
| 11 | JPMorgan Chase & Co | JPM | 1.44% | $5.1B | 14,324,015 | 14.3 | $890.6B | Financial Services |
| 12 | Berkshire Hathaway Inc | BRK-B | 1.40% | $4.9B | 9,800,565 | 12.7 | $1.1T | Financial Services |
| 13 | Eli Lilly & Co | LLY | 1.38% | $4.9B | 4,228,844 | 38.2 | $1.1T | Healthcare |
| 14 | Advanced Micro Devices Inc | AMD | 1.16% | $4.1B | 8,716,821 | 160.9 | $1.0T | Technology |
| 15 | ExxonMobil Holdings Corp | XOM | 1.01% | $3.6B | 22,157,879 | 21.1 | $679.7B | Energy |
| 16 | Johnson & Johnson | JNJ | 0.97% | $3.4B | 12,868,452 | 29.6 | $617.0B | Healthcare |
| 17 | Visa Inc | V | 0.95% | $3.4B | 8,872,537 | 30.6 | $673.4B | Financial Services |
| 18 | Mastercard Inc | MA | 0.72% | $2.5B | 4,313,419 | 30.3 | $484.4B | Financial Services |
| 19 | Walmart Inc | WMT | 0.69% | $2.5B | 23,436,210 | 37.6 | $829.7B | Consumer Defensive |
| 20 | AbbVie Inc | ABBV | 0.68% | $2.4B | 9,444,765 | 74.0 | $464.3B | Healthcare |
| 21 | Intel Corp | INTC | 0.67% | $2.4B | 26,404,155 | -56.6 | $601.9B | Technology |
| 22 | Cisco Systems Inc | CSCO | 0.66% | $2.3B | 21,115,901 | 33.4 | $442.2B | Technology |
| 23 | Palantir Technologies Inc | PLTR | 0.65% | $2.3B | 12,274,377 | 149.8 | $433.4B | Technology |
| 24 | Costco Wholesale Corp | COST | 0.63% | $2.2B | 2,371,665 | 33.3 | $408.3B | Consumer Defensive |
| 25 | Bank of America Corp | BAC | 0.61% | $2.2B | 34,901,746 | 12.2 | $381.4B | Financial Services |
| 26 | Chevron Corp | CVX | 0.58% | $2.1B | 10,007,784 | 19.7 | $411.8B | Energy |
| 27 | Lam Research Corp | LRCX | 0.57% | $2.0B | 6,685,303 | 60.0 | $434.6B | Technology |
| 28 | Caterpillar Inc | CAT | 0.55% | $2.0B | 2,462,238 | 36.2 | $389.4B | Industrials |
| 29 | Merck & Co Inc | MRK | 0.55% | $2.0B | 13,203,193 | 114.5 | $356.4B | Healthcare |
| 30 | Applied Materials Inc | AMAT | 0.55% | $1.9B | 4,242,481 | 46.3 | $428.8B | Technology |
| 31 | UnitedHealth Group Inc | UNH | 0.53% | $1.9B | 4,854,782 | 23.9 | $337.7B | Healthcare |
| 32 | General Electric Co | GE | 0.53% | $1.9B | 5,577,386 | 36.3 | $321.2B | Industrials |
| 33 | Coca-Cola Co/The | KO | 0.52% | $1.8B | 20,698,902 | 25.7 | $368.5B | Consumer Defensive |
| 34 | Netflix Inc | NFLX | 0.52% | $1.8B | 22,510,203 | 20.8 | $279.2B | Communication Services |
| 35 | Procter & Gamble Co/The | PG | 0.51% | $1.8B | 12,448,161 | 21.5 | $344.5B | Consumer Defensive |
| 36 | Home Depot Inc/The | HD | 0.49% | $1.7B | 5,324,527 | 19.8 | $282.0B | Consumer Cyclical |
| 37 | Palo Alto Networks Inc | PANW | 0.47% | $1.7B | 4,335,494 | 876.6 | $328.6B | Technology |
| 38 | Philip Morris International Inc | PM | 0.44% | $1.6B | 8,331,793 | 26.9 | $292.2B | Consumer Defensive |
| 39 | Goldman Sachs Group Inc/The | GS | 0.43% | $1.5B | 1,478,755 | 13.8 | $266.3B | Financial Services |
| 40 | RTX Corp | RTX | 0.42% | $1.5B | 7,198,880 | 32.1 | $248.9B | Industrials |
| 41 | Wells Fargo & Co | WFC | 0.40% | $1.4B | 16,359,187 | 11.5 | $243.3B | Financial Services |
| 42 | Morgan Stanley | MS | 0.39% | $1.4B | 6,408,307 | 15.3 | $300.2B | Financial Services |
| 43 | Oracle Corp | ORCL | 0.38% | $1.4B | 9,071,147 | 22.0 | $409.9B | Technology |
| 44 | GE Vernova Inc | GEV | 0.36% | $1.3B | 1,436,517 | 28.0 | $263.3B | Industrials |
| 45 | Texas Instruments Inc | TXN | 0.36% | $1.3B | 4,865,162 | 44.4 | $268.3B | Technology |
| 46 | Crowdstrike Holdings Inc | CRWD | 0.36% | $1.3B | 5,442,935 | 7671.6 | $275.0B | Technology |
| 47 | Sandisk Corp | SNDK | 0.35% | $1.2B | 791,657 | 22.1 | $254.7B | Technology |
| 48 | Amgen Inc | AMGN | 0.35% | $1.2B | 2,885,103 | 24.8 | $217.5B | Healthcare |
| 49 | Thermo Fisher Scientific Inc | TMO | 0.35% | $1.2B | 1,986,399 | 35.2 | $242.1B | Healthcare |
| 50 | KLA Corp | KLAC | 0.35% | $1.2B | 6,983,111 | 56.2 | $270.3B | Technology |