VTIVanguard Total Stock Market Index Fund ETF Shares

Beacon PickGrow my money25y track recordRanked #4 of 2,960 in this goal

Tracks the performance of a benchmark index measuring the overall stock market.

By Vanguard · Launched 2001

Annual Cost

0.03%

#190 of 5,562 · low cost

Fund Size

$2.3T

#1 of 5,562 · large

Return (1Y)Goal

+27.3%

Track Record

25 years

#130 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,535+25.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Index tracked

CRSP US Total Market Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.6% of fund✓ well diversified

NVIDIA Corp

6.6%

Apple Inc

6.1%

Microsoft Corp

5.5%

Amazon.com Inc

3.4%

Alphabet Inc

2.8%

Broadcom Inc

2.5%

Alphabet Inc

2.2%

Meta Platforms Inc

2.2%

Tesla Inc

1.9%

Eli Lilly & Co

1.4%

Asset allocation

Stocks

99.2%

Cash

0.6%

Other

0.2%

By sector

Technology

33.5%

Financial Services

12.0%

Communication

10.3%

Consumer Cyclical

10.0%

Industrials

9.8%

Healthcare

9.2%

Consumer Defensive

4.7%

Energy

3.7%

Other

6.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.7%Moderate

Year-on-year price swings

Max drawdown

-35.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.08Strong risk-adjusted returns

Sortino (3Y)

1.59Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the performance of a benchmark index measuring the overall stock market.
Strategy: Employs an indexing approach to track the CRSP US Total Market Index, representing approximately 100% of the investable U.S. stock market. Invests by sampling the Index to hold a diversified collection of securities that approximates the full Index characteristics.
Inception date: May 24, 2001
Fund family: Vanguard