- What does VITPX invest in?
- This fund aims to closely mirror the investment performance of the CRSP US Total Market Index. It achieves this by holding a diverse portfolio of U.S. stocks, spanning companies of all market capitalizations—large, mid, and small—and across both growth-oriented and value-oriented investment approaches. The fund is managed passively, utilizing an index sampling technique instead of active stock selection. For at least 75% of its total assets, the fund adheres to specific concentration limits: it generally avoids acquiring more than 10% of any single company's outstanding voting shares, and it typically refrains from investing over 5% of its entire portfolio in the securities of one issuer. However, these limitations may be overridden if necessary to accurately replicate the composition of its benchmark index. It's also important to note that these investment restrictions do not apply to obligations issued by the U.S. government or its associated agencies and instrumentalities.
- What is the expense ratio of VITPX?
- Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) charges an expense ratio of 0.02%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is VITPX?
- Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) manages $34.70B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VITPX actively managed or an index fund?
- VITPX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (VITPX's is 0.02%) because there's no security selection cost.
- When was VITPX launched?
- Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) launched in May 2001 and is managed by Vanguard.
- How has VITPX performed?
- VITPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
