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22 important things you should know about Vanguard VITSX mutual fund

Updated: Yesterday
100
Bull Case
  • High net assets
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • Low expense ratio
  • No sales load or distribution fees
Bear Case
  • No Bear case arguments for now!

Before we start: if you’re looking for VITSX “stock” price, you can quickly find it out by visiting Finny and typing "VITSX quote". If you’re looking for a quick scoop on VITSX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "VITSX". You’ll get all this info in one place.

Are you looking to buy or sell VITSX? Or perhaps you’re looking for VITSX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this VITSX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: VITSX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: VITSX buy or sell; the pros and cons of investing in VITSX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to VITSX.

And here is the list of questions we’ll answer:

  1. Describe Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares (VITSX).
  2. What are VITSX holdings?
  3. What is VITSX performance? What are VITSX historical returns?
  4. How many up and down years did VITSX have historically?
  5. What is VITSX dividend yield?
  6. What is VITSX minimum initial investment amount?
  7. What is VITSX expense ratio?
  8. Does VITSX have any sales loads or 12b-1 distribution expenses?
  9. What is VITSX tax efficiency (tax-cost ratio)?
  10. What is VITSX beta? How would you assess VITSX risk?
  11. What is VITSX Sharpe ratio?
  12. What is VITSX Finny Score? VITSX buy or sell?
  13. What are the pros of investing in VITSX? What are VITSX buy reasons?
  14. What are the cons of investing in VITSX? What are VITSX sell reasons?
  15. Compare and contrast: VITSX vs VTSAX.
  16. Compare and contrast: VITSX vs VFIAX.
  17. Compare and contrast: VITSX vs VTI.
  18. Compare and contrast: VITSX vs VINIX.
  19. Compare and contrast: VITSX vs VIIIX.
  20. Compare and contrast: VITSX vs VOO.
  21. Compare and contrast: VITSX vs VSMPX.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares (VITSX).

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

2. What are VITSX top holdings?

VITSX has 3,571 stock holdings and 2 bond holdings.

The top 10 holdings represent 21.72% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 4.71%
Apple Inc AAPL 4.28%
Amazon.com Inc AMZN 3.47%
Facebook Inc A FB 1.82%
Alphabet Inc A GOOGL 1.46%
Alphabet Inc Class C GOOG 1.39%
Johnson & Johnson JNJ 1.32%
Berkshire Hathaway Inc Class B BRK.B 1.18%
Visa Inc Class A V 1.12%
Procter & Gamble Co PG 0.97%

3. What is VITSX performance? What are VITSX historical returns?

VITSX has generated the following returns:

  • 1-month return is -2.97%;
  • 3-month return is 6.80%;
  • 1-year return is 11.48%;
  • 3-year return is 11.13%;
  • 5-year return is 12.48%;
  • 10-year return is 13.27%;
  • 15-year return is 9.21%.

4. How many up and down years did VITSX have historically?

In the last 10 years, VITSX had 9 up years and 1 down year.

VITSX up and down years

5. What is VITSX dividend yield?

VITSX yield is 1.77%.

6. What is VITSX minimum initial investment amount?

VITSX minimum initial investment amount is $5.00M.

7. What is VITSX expense ratio?

VITSX expense ratio is 0.03%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

VITSX expenses

8. Does VITSX have any sales loads or 12b-1 distribution expenses?

VITSX 12b-1 distribution fee is 0. VITSX front-end sales load is 0. VITSX back-end sales load is 0.

9. What is VITSX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.48%;
  • 3-year ax cost ratio is 0.56%.
VITSX tax costs

10. What is VITSX beta? How would you assess VITSX risk?

  • 3-year beta is 1.04;
  • 5-year beta is 1.04;
  • 10-year beta is 1.04;
  • 15-year beta is 1.03.
VITSX Beta

11. What is VITSX Sharpe ratio?

  • 3-year Sharpe ratio is 0.54;
  • 5-year Sharpe ratio is 0.62;
  • 10-year Sharpe ratio is 0.95;
  • 15-year Sharpe ratio is 0.59.
VITSX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 100. Our quantitative analysis shows 5 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100.

13. What are the pros of investing in VITSX? What are VITSX buy reasons?

The following are VITSX strengths from our perspective:

  • <strong>VITSX net assets</strong> are $152.71 billion. This fund is a popular choice with retail and institutional investors.
  • <strong>VITSX 10-year return</strong> is 13.27%, which is in line with the 10-year return of the benchmark index (CRSP US Total Market TR USD), 14.2%.
  • <strong>VITSX 15-year return</strong> is 9.21%, which is higher than the 15-year return of the benchmark index (CRSP US Total Market TR USD), 9.17%.
  • <strong>VITSX expense ratio</strong> is 0.03%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in VITSX? What are VITSX negatives?

There are no visible red flags.

Alternatives

15. Compare and contrast: VITSX vs VTSAX.

Both VITSX and VTSAX are mutual funds. VITSX has a higher 5-year return than VTSAX (12.48% vs 12.47%). VITSX has a lower expense ratio than VTSAX (0.03% vs 0.04%). Below is the comparison between VITSX and VTSAX.

VITSX VTSAX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $152.71B $252.53B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
YTD Return 3.01% 3%
1-Year Return 11.48% 11.49%
3-Year Return 11.13% 11.13%
5-Year Return 12.48% 12.47%
10-Year Return 13.27% 13.26%
Dividend Yield 1.77% 1.76%

VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out VITSX vs VTSAX comparison details.

16. Compare and contrast: VITSX vs VFIAX.

Both VITSX and VFIAX are mutual funds. VITSX has a lower 5-year return than VFIAX (12.48% vs 13.01%). VITSX has a lower expense ratio than VFIAX (0.03% vs 0.04%). Below is the comparison between VITSX and VFIAX.

VITSX VFIAX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $152.71B $319.62B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
YTD Return 3.01% 2.94%
1-Year Return 11.48% 11.73%
3-Year Return 11.13% 11.6%
5-Year Return 12.48% 13.01%
10-Year Return 13.27% 13.44%
Dividend Yield 1.77% 1.87%

VFIAX profile: The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

For further information, check out VITSX vs VFIAX comparison details.

17. Compare and contrast: VITSX vs VTI.

VITSX is a mutual fund, whereas VTI is an ETF. VITSX has a lower 5-year return than VTI (12.48% vs 13.02%). VITSX and VTI have the same expense ratio (0.03%). Below is the comparison between VITSX and VTI.

VITSX VTI
Segment U.S. Equity: Large Blend Equity: U.S. - Total Market
Net Assets $152.71B $128.53B
Expense Ratio 0.03% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A CRSP US Total Market Index
YTD Return 3.01% 3.4%
1-Year Return 11.48% 12.15%
3-Year Return 11.13% 11.29%
5-Year Return 12.48% 13.02%
10-Year Return 13.27% 13.22%
Dividend Yield 1.77% 1.88%

VTI profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out VITSX vs VTI comparison details.

18. Compare and contrast: VITSX vs VINIX.

Both VITSX and VINIX are mutual funds. VITSX has a lower 5-year return than VINIX (12.48% vs 13.01%). VITSX has a lower expense ratio than VINIX (0.03% vs 0.04%). Below is the comparison between VITSX and VINIX.

VITSX VINIX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $152.71B $116.81B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
YTD Return 3.01% 2.97%
1-Year Return 11.48% 11.75%
3-Year Return 11.13% 11.61%
5-Year Return 12.48% 13.01%
10-Year Return 13.27% 13.45%
Dividend Yield 1.77% 1.91%

VINIX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

For further information, check out VITSX vs VINIX comparison details.

19. Compare and contrast: VITSX vs VIIIX.

Both VITSX and VIIIX are mutual funds. VITSX has a lower 5-year return than VIIIX (12.48% vs 13.03%). VITSX has a higher expense ratio than VIIIX (0.03% vs 0.02%). Below is the comparison between VITSX and VIIIX.

VITSX VIIIX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $152.71B $125.36B
Expense Ratio 0.03% 0.02%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
YTD Return 3.01% 2.97%
1-Year Return 11.48% 11.77%
3-Year Return 11.13% 11.63%
5-Year Return 12.48% 13.03%
10-Year Return 13.27% 13.47%
Dividend Yield 1.77% 1.93%

VIIIX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

For further information, check out VITSX vs VIIIX comparison details.

20. Compare and contrast: VITSX vs VOO.

VITSX is a mutual fund, whereas VOO is an ETF. VITSX has a lower 5-year return than VOO (12.48% vs 13.54%). VITSX and VOO have the same expense ratio (0.03%). Below is the comparison between VITSX and VOO.

VITSX VOO
Segment U.S. Equity: Large Blend Equity: U.S. - Large Cap
Net Assets $152.71B $127.99B
Expense Ratio 0.03% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A S&P 500
YTD Return 3.01% 3.51%
1-Year Return 11.48% 12.57%
3-Year Return 11.13% 11.85%
5-Year Return 12.48% 13.54%
10-Year Return 13.27% 13.42%
Dividend Yield 1.77% 1.98%

VOO profile: The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

For further information, check out VITSX vs VOO comparison details.

21. Compare and contrast: VITSX vs VSMPX.

Both VITSX and VSMPX are mutual funds. VITSX has a lower 5-year return than VSMPX (12.48% vs 12.5%). VITSX has a higher expense ratio than VSMPX (0.03% vs 0.02%). Below is the comparison between VITSX and VSMPX.

VITSX VSMPX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $152.71B $188.19B
Expense Ratio 0.03% 0.02%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
YTD Return 3.01% 3.02%
1-Year Return 11.48% 11.5%
3-Year Return 11.13% 11.14%
5-Year Return 12.48% 12.5%
10-Year Return 13.27% 13.21%
Dividend Yield 1.77% 1.78%

VSMPX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out VITSX vs VSMPX comparison details.

In the VITSX review, we covered VITSX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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