VINIX
Vanguard Institutional Index Fund Institutional Shares
1W: -3.2%
1M: -8.7%
3M: -8.8%
YTD: -8.2%
1Y: +12.7%
3Y: +62.9%
5Y: +71.4%
$527.04
+0.63 (+0.12%)
Weekly Expected Move ±2.1%
$489
$499
$510
$520
$531
ETF-Level Metrics
AUM$333.2B
Holdings502
Top 10 Wt38.9%
Beta1.00
% Profitable91%
Coverage100%
Portfolio Valuation
P/E281.5
P/B96.7
P/S68.1
EV/EBITDA21.8
P/FCF367.2
PEG9.28
Profitability & Returns
Gross Margin52.5%
Net Margin24.2%
ROE37.9%
ROA12.4%
ROIC32.3%
Div Yield1.20%
Leverage & Liquidity
Debt/Equity0.55
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.2x
Current Ratio1.18
Quick Ratio1.11
Growth (YoY)
Revenue+15.8%
Net Income+26.0%
EPS+31.3%
FCF+27.5%
EBITDA+24.2%
Rev CAGR 3Y+15.5%
Quality Scores
Piotroski F6.9
Altman Z15.16
IS Quality76.9
IS Overall62.9
IS Value45.6
Median P/E23.3
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 80 | 38.0% | 14.0 |
| Financial Services | 69 | 13.2% | 17.0 |
| Consumer Cyclical | 51 | 10.4% | 33.4 |
| Healthcare | 60 | 8.9% | 25.6 |
| Communication Services | 23 | 7.8% | 14.1 |
| Industrials | 75 | 7.6% | 32.9 |
| Consumer Defensive | 37 | 4.9% | 14.8 |
| Energy | 23 | 2.9% | 23.3 |
| Utilities | 32 | 2.6% | 24.6 |
| Real Estate | 31 | 1.9% | 119.9 |
| Basic Materials | 21 | 1.6% | 0.7 |
| Other | 5 | 0.1% | — |
Smart Money Overlap
70 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| META | Meta Platforms, Inc. | 2.79% | 4 | Bullish | 42 | 14 | -3.2% |
| AVGO | Broadcom Inc. | 2.72% | 4 | Bullish | 1 | 10 | -2.2% |
| JPM | JPMorgan Chase & Co. | 1.52% | 4 | Bullish | 14 | 9 | +0.2% |
| NFLX | Netflix, Inc. | 0.89% | 4 | Bullish | 71 | 13 | +3.2% |
| WMT | Walmart Inc. | 0.79% | 4 | Bullish | 22 | 3 | +1.2% |
| JNJ | Johnson & Johnson | 0.78% | 4 | Bullish | 12 | 2 | +0.4% |
| ABBV | AbbVie Inc. | 0.72% | 4 | Bullish | 15 | 1 | -4.0% |
| HD | The Home Depot, Inc. | 0.71% | 4 | Bullish | 11 | 11 | -3.3% |
| CSCO | Cisco Systems, Inc. | 0.47% | 4 | Bullish | 5 | 6 | +0.1% |
| IBM | International Business Machines Corporation | 0.46% | 4 | Bullish | 10 | 8 | +2.5% |
| RTX | RTX Corporation | 0.39% | 4 | Bullish | 18 | 3 | +0.2% |
| LIN | Linde plc | 0.39% | 4 | Bullish | 10 | 3 | +4.3% |
| MRK | Merck & Co., Inc. | 0.37% | 4 | Bullish | 11 | 2 | +2.1% |
| DIS | The Walt Disney Company | 0.36% | 4 | Bullish | 29 | 3 | +0.3% |
| T | AT&T Inc. | 0.35% | 4 | Bullish | 28 | 5 | -2.3% |
| C | Citigroup Inc. | 0.33% | 4 | Bullish | 35 | 9 | -0.1% |
| GEV | GE Vernova Inc. | 0.29% | 4 | Bullish | 8 | 7 | +2.9% |
| SCHW | The Charles Schwab Corporation | 0.29% | 4 | Bullish | 12 | 3 | +1.5% |
| INTC | Intel Corporation | 0.26% | 4 | Bullish | 2 | 2 | +10.5% |
| ETN | Eaton Corporation plc | 0.26% | 4 | Bullish | 10 | 9 | -3.0% |
Showing 50 of 507 holdings
· Page 1 of 11
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 7.97% | $26.5B | 142,238,009 | 35.9 | $4.3T | Technology |
| 2 | Microsoft Corp | MSFT | 6.74% | $22.4B | 43,331,414 | 23.3 | $2.8T | Technology |
| 3 | Apple Inc | AAPL.NE | 6.62% | $22.0B | 86,511,134 | 32.0 | $5.1T | Technology |
| 4 | Amazon.com Inc | AMZN | 3.73% | $12.4B | 56,575,141 | 28.9 | $2.3T | Consumer Cyclical |
| 5 | Meta Platforms Inc | META | 2.79% | $9.3B | 12,643,849 | 24.0 | $1.4T | Communication Services |
| 6 | Broadcom Inc | AVGO | 2.72% | $9.0B | 27,418,460 | 59.7 | $1.5T | Technology |
| 7 | Alphabet Inc | GOOGL.SW | 2.48% | $8.2B | 33,909,667 | 27.0 | $2.9T | Technology |
| 8 | Tesla Inc | TSLA | 2.19% | $7.3B | 16,358,174 | 307.1 | $1.4T | Consumer Cyclical |
| 9 | Alphabet Inc | GOOG | 1.99% | $6.6B | 27,222,811 | 27.0 | $3.6T | Communication Services |
| 10 | Berkshire Hathaway Inc | BRK-B | 1.61% | $5.4B | 10,689,922 | 15.4 | $1.0T | Financial Services |
| 11 | JPMorgan Chase & Co | JPM | 1.52% | $5.1B | 16,029,622 | 14.4 | $794.5B | Financial Services |
| 12 | Eli Lilly & Co | LLY | 1.06% | $3.5B | 4,634,412 | 40.7 | $884.0B | Healthcare |
| 13 | Visa Inc | V.BA | 0.99% | $3.3B | 9,602,537 | 27.7 | $811.1T | Financial Services |
| 14 | Netflix Inc | NFLX | 0.89% | $3.0B | 2,477,130 | 38.0 | $418.1B | Communication Services |
| 15 | Exxon Mobil Corp | XOM | 0.84% | $2.8B | 24,852,285 | 24.1 | $669.5B | Energy |
| 16 | Mastercard Inc | MA.BA | 0.82% | $2.7B | 4,812,229 | 29.6 | $631.0T | Financial Services |
| 17 | Oracle Corp | ORCL | 0.82% | $2.7B | 9,660,510 | 25.8 | $421.0B | Technology |
| 18 | Walmart Inc | WMT | 0.79% | $2.6B | 25,587,728 | 45.8 | $1.0T | Consumer Defensive |
| 19 | Johnson & Johnson | JNJ | 0.78% | $2.6B | 14,038,693 | 22.0 | $585.7B | Healthcare |
| 20 | Palantir Technologies Inc | PLTR | 0.73% | $2.4B | 13,257,608 | 218.1 | $340.2B | Technology |
| 21 | Costco Wholesale Corp | COST | 0.72% | $2.4B | 2,585,315 | 52.7 | $450.3B | Consumer Defensive |
| 22 | AbbVie Inc | ABBV | 0.72% | $2.4B | 10,297,189 | 88.0 | $369.2B | Healthcare |
| 23 | Home Depot Inc/The | HD | 0.71% | $2.3B | 5,799,739 | 22.6 | $320.3B | Consumer Cyclical |
| 24 | Procter & Gamble Co/The | PG | 0.63% | $2.1B | 13,654,461 | 21.1 | $334.4B | Consumer Defensive |
| 25 | Bank of America Corp | BAC | 0.62% | $2.0B | 39,722,522 | 11.9 | $354.4B | Financial Services |
| 26 | General Electric Co | GEC.L | 0.56% | $1.9B | 6,181,388 | 34.5 | $259.9B | Industrials |
| 27 | UnitedHealth Group Inc | UNH.BA | 0.55% | $1.8B | 5,279,323 | 20.9 | $370.0T | Healthcare |
| 28 | Chevron Corp | CVX | 0.52% | $1.7B | 11,218,910 | 32.2 | $397.7B | Energy |
| 29 | Cisco Systems Inc | CSCO | 0.47% | $1.6B | 23,081,864 | 28.2 | $312.2B | Technology |
| 30 | Wells Fargo & Co | WFC | 0.47% | $1.6B | 18,672,970 | 12.0 | $248.7B | Financial Services |
| 31 | International Business Machines Corp | IBM | 0.46% | $1.5B | 5,430,073 | 21.9 | $232.8B | Technology |
| 32 | Advanced Micro Devices Inc | AMD | 0.46% | $1.5B | 9,459,302 | 81.8 | $354.6B | Technology |
| 33 | Coca-Cola Co/The | KO | 0.45% | $1.5B | 22,578,306 | 25.2 | $330.0B | Consumer Defensive |
| 34 | Philip Morris International Inc | PMI.SW | 0.44% | $1.5B | 9,073,574 | 21.7 | $210.2B | Consumer Defensive |
| 35 | Goldman Sachs Group Inc/The | GS | 0.42% | $1.4B | 1,764,524 | 15.7 | $256.1B | Financial Services |
| 36 | Abbott Laboratories | ABT.SW | 0.41% | $1.4B | 10,144,152 | 27.5 | $146.8B | Healthcare |
| 37 | Salesforce Inc | CRM.NE | 0.40% | $1.3B | 5,572,427 | 23.5 | $230.2B | Technology |
| 38 | RTX Corp | RTX | 0.39% | $1.3B | 7,802,312 | 39.2 | $263.4B | Industrials |
| 39 | Caterpillar Inc | CAT | 0.39% | $1.3B | 2,730,499 | 37.7 | $335.6B | Industrials |
| 40 | Linde PLC | LIN | 0.39% | $1.3B | 2,733,458 | 33.8 | $232.9B | Basic Materials |
| 41 | McDonald's Corp | MCD | 0.38% | $1.3B | 4,159,837 | 25.6 | $219.2B | Consumer Cyclical |
| 42 | Merck & Co Inc | MRK | 0.37% | $1.2B | 14,557,607 | 16.5 | $298.8B | Healthcare |
| 43 | Walt Disney Co/The | DIS | 0.36% | $1.2B | 10,480,599 | 14.1 | $171.4B | Communication Services |
| 44 | Uber Technologies Inc | UBER | 0.36% | $1.2B | 12,155,641 | 14.8 | $147.9B | Technology |
| 45 | AT&T Inc | T | 0.35% | $1.2B | 41,680,576 | 9.3 | $198.2B | Communication Services |
| 46 | AppLovin Corp | APP | 0.34% | $1.1B | 1,578,390 | 39.2 | $130.6B | Technology |
| 47 | Morgan Stanley | MS | 0.34% | $1.1B | 7,071,319 | 15.4 | $263.2B | Financial Services |
| 48 | PepsiCo Inc | PEP | 0.34% | $1.1B | 7,979,786 | 26.1 | $214.6B | Consumer Defensive |
| 49 | ServiceNow Inc | NOW | 0.34% | $1.1B | 1,212,365 | 60.6 | $106.7B | Technology |
| 50 | Intuit Inc | INTU | 0.33% | $1.1B | 1,625,980 | 27.2 | $117.6B | Technology |