Vanguard Total Stock Fund Quote

VTSMX Fund  USD 130.71  0.33  0.25%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Vanguard Total is trading at 130.71 as of the 21st of June 2024; that is -0.25% down since the beginning of the trading day. The fund's open price was 131.04. Vanguard Total has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Total Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of May 2024 and ending today, the 21st of June 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the index, which represents approximately 100 percent of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.. More on Vanguard Total Stock

Moving together with Vanguard Mutual Fund

  0.66VMLUX Vanguard Limited TermPairCorr
  0.65VMLTX Vanguard Limited TermPairCorr
  0.83VMNVX Vanguard Global MinimumPairCorr
  0.62VMMSX Vanguard Emerging MarketsPairCorr

Moving against Vanguard Mutual Fund

  0.59VMNFX Vanguard Market NeutralPairCorr
  0.58VMNIX Vanguard Market NeutralPairCorr

Vanguard Mutual Fund Highlights

Fund ConcentrationVanguard Funds, Large Growth Funds, Large Blend Funds, Large Blend, Vanguard, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date26th of April 2019
Fiscal Year EndDecember
Vanguard Total Stock [VTSMX] is traded in USA and was established 21st of June 2024. Vanguard Total is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Vanguard family. This fund at this time has accumulated 814.09 B in net assets with no minimum investment requirementsVanguard Total Stock is currently producing year-to-date (YTD) return of 12.71% with the current yeild of 0.01%, while the total return for the last 3 years was 7.9%.
Check Vanguard Total Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Total Stock Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Total Stock Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
FBMeta PlatformsStockInternet Content & Information
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
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Vanguard Total Top Holders

VASGXVanguard Lifestrategy GrowthMutual FundAllocation--70% to 85% Equity
VFFVXVanguard Target RetirementMutual FundTarget-Date 2055
VTTSXVanguard Target RetirementMutual FundTarget-Date 2060+
VSCGXVanguard Lifestrategy ServativeMutual FundAllocation--30% to 50% Equity
VFIFXVanguard Target RetirementMutual FundTarget-Date 2050
VTWNXVanguard Target RetirementMutual FundTarget-Date 2020
VTTHXVanguard Target RetirementMutual FundTarget-Date 2035
VTIVXVanguard Target RetirementMutual FundTarget-Date 2045
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Vanguard Total Stock Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Total market risk premium is the additional return an investor will receive from holding Vanguard Total long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Total. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Total's alpha and beta are two of the key measurements used to evaluate Vanguard Total's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Total Against Markets

Other Information on Investing in Vanguard Mutual Fund

Vanguard Total financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Total security.
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Transaction History
View history of all your transactions and understand their impact on performance
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