Vanguard Total Stock Mkt Idx Instl Pls (VSMPX)
| Fund Assets | 2.31T |
| Expense Ratio | 0.02% |
| Min. Investment | $100,000,000 |
| Turnover | 3.00% |
| Dividend (ttm) | 3.59 |
| Dividend Yield | 1.07% |
| Dividend Growth | 5.73% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 26, 2026 |
| Previous Close | 339.42 |
| YTD Return | 10.94% |
| 1-Year Return | 21.37% |
| 5-Year Return | 76.59% |
| 52-Week Low | 279.05 |
| 52-Week High | 341.82 |
| Beta (5Y) | 1.05 |
| Holdings | 3498 |
| Inception Date | Apr 28, 2015 |
About VSMPX
Established in 1992, the Vanguard Total Stock Market Index Fund Institutional Plus Shares provides investors with comprehensive access to the entire U.S. equity market, encompassing small-, mid-, and large-capitalization companies, as well as both growth and value investment approaches. Its key characteristics are its low expenses, extensive diversification, and the potential for tax efficiency. This fund is particularly suitable for those seeking an economical means to gain broad U.S. stock market exposure, provided they are prepared for the inherent volatility of equity investing. It can serve as a primary equity holding or even as the sole domestic stock component within a portfolio. For 75% of its total assets, the fund must adhere to specific limitations: it cannot purchase more than 10% of the outstanding voting securities of any single company, nor can more than 5% of its total assets be invested in any one issuer's securities, unless such an allocation is necessary to accurately replicate its target index. These restrictions do not apply to investments in obligations issued or guaranteed by the U.S. government.
Performance
VSMPX had a total return of 21.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.83%.
Equivalent ETF
VSMPX has an equivalent ETF with the ticker symbol VTI, the Vanguard Total Stock Market ETF. This is an ETF from the same fund company that follows the same index. It has an expense ratio of 0.03% compared to 0.02% for VSMPX.
| Symbol | Name | Expense Ratio |
|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 0.03% |
Top 10 Holdings
34.61% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 6.70% |
| Apple Inc. | AAPL | 6.29% |
| Microsoft Corporation | MSFT | 4.59% |
| Amazon.com, Inc. | AMZN | 3.59% |
| Alphabet Inc. | GOOGL | 3.04% |
| Broadcom Inc. | AVGO | 2.91% |
| Alphabet Inc. | GOOG | 2.39% |
| Meta Platforms, Inc. | META | 1.90% |
| Tesla, Inc. | TSLA | 1.69% |
| Micron Technology, Inc. | MU | 1.50% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 26, 2026 | $0.9615 | Jun 29, 2026 |
| Mar 27, 2026 | $0.9196 | Mar 30, 2026 |
| Dec 22, 2025 | $0.8752 | Dec 23, 2025 |
| Sep 29, 2025 | $0.8355 | Sep 30, 2025 |
| Jun 30, 2025 | $0.8405 | Jul 1, 2025 |
| Mar 27, 2025 | $0.9017 | Mar 28, 2025 |