13 important things you should know about Vanguard VSMPX mutual fund
Updated: November 26, 2021
Bull case
High net assets
Low expense ratio
No sales load or distribution fees
Bear case

No bear case arguments.

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

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

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

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

  1. Describe Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Plus Class Shares (VSMPX).
  2. What are VSMPX holdings?
  3. What is VSMPX performance? What are VSMPX historical returns?
  4. What is VSMPX dividend yield?
  5. What is VSMPX minimum initial investment amount?
  6. Does VSMPX have any sales loads or 12b-1 distribution expenses?
  7. What is VSMPX Finny Score? VSMPX buy or sell?
  8. What are the pros of investing in VSMPX? What are VSMPX buy reasons?
  9. What are the cons of investing in VSMPX? What are VSMPX sell reasons?
  10. Compare and contrast: VSMPX vs VTI.
  11. Compare and contrast: VSMPX vs VIIIX.
  12. Compare and contrast: VSMPX vs VTSAX.
  13. Compare and contrast: VSMPX vs VTSMX.

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 Plus Class Shares (VSMPX).

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 VSMPX top holdings?

VSMPX has 3,588 stock holdings and 1 bond holdings.

The top 10 holdings represent 23.05% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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

VSMPX has generated the following returns:

4. What is VSMPX dividend yield?

VSMPX yield is 1.21%.

5. What is VSMPX minimum initial investment amount?

VSMPX minimum initial investment amount is $100.00M.

6. Does VSMPX have any sales loads or 12b-1 distribution expenses?

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

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 3 reasons to buy and 0 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in VSMPX? What are VSMPX buy reasons?

The following are VSMPX strengths from our perspective:

  • VSMPX net assets are $288.44 billion. This fund is a popular choice with retail and institutional investors.
  • VSMPX expense ratio is 0.02%, 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.

9. What are the cons of investing in VSMPX? What are VSMPX negatives?

There are no visible red flags.

Alternatives

10. Compare and contrast: VSMPX vs VTI.

VSMPX is a mutual fund, whereas VTI is an ETF.

VSMPX has a lower 5-year return than VTI (% vs 18.62%).

VSMPX has a lower expense ratio than VTI (0.02% vs 0.03%).

VSMPX VTI
Segment U.S. Equity: Large Blend Equity: U.S. - Total Market
Net Assets $288.44B $283.29B
Expense Ratio 0.02% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A CRSP US Total Market Index
Dividend Yield 1.21% N/A

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 VSMPX vs VTI comparison details.

11. Compare and contrast: VSMPX vs VIIIX.

Both VSMPX and VIIIX are mutual funds.

VSMPX has a lower 5-year return than VIIIX (% vs 18.75%).

VSMPX and VIIIX have the same expense ratio (0.02%). Below is the comparison between VSMPX and VIIIX.

VSMPX VIIIX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $288.44B $169.84B
Expense Ratio 0.02% 0.02%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
Dividend Yield 1.21% 1.28%

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 VSMPX vs VIIIX comparison details.

12. Compare and contrast: VSMPX vs VTSAX.

Both VSMPX and VTSAX are mutual funds.

VSMPX has a lower 5-year return than VTSAX (% vs 18.55%).

VSMPX has a lower expense ratio than VTSAX (0.02% vs 0.04%).

VSMPX VTSAX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $288.44B $335.43B
Expense Ratio 0.02% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
Dividend Yield 1.21% 1.19%

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 VSMPX vs VTSAX comparison details.

13. Compare and contrast: VSMPX vs VTSMX.

Both VSMPX and VTSMX are mutual funds.

VSMPX has a lower 5-year return than VTSMX (% vs 18.42%).

VSMPX has a lower expense ratio than VTSMX (0.02% vs 0.14%).

VSMPX VTSMX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $288.44B $135.45B
Expense Ratio 0.02% 0.14%
Management Style passive (index-based) passive (index-based)
Underlying Index N/A N/A
Dividend Yield 1.21% 1.1%

VTSMX 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 VSMPX vs VTSMX comparison details.

In the VSMPX review, we covered VSMPX 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.