About VSPVX
Vanguard S&P 500 Value Index Fund Institutional Shares is a mutual fund designed to track the performance of the S&P 500 Value Index, which represents large-capitalization value stocks in the United States. By employing a passive, index-tracking strategy, the fund aims to mirror the returns of its benchmark, focusing on companies that display value characteristics such as lower price-to-book ratios and lower price-to-earnings ratios. The fund’s portfolio includes leading names across key sectors, with top holdings such as Berkshire Hathaway, JPMorgan Chase, Exxon Mobil, Johnson & Johnson, and Walmart, reflecting its diversified investment in financial services, energy, healthcare, and consumer sectors.
Catering to institutional investors, this share class offers a relatively low expense ratio and requires a substantial minimum initial investment. The fund distributes dividends on a quarterly basis and maintains a large pool of assets, emphasizing cost efficiency and broad exposure to value-oriented equities. Its role in the financial markets is to provide a cost-effective, diversified vehicle for gaining exposure to the value segment of the S&P 500, serving as a core holding for institutional portfolios seeking long-term capital appreciation with a value tilt.
Fund Family Vanguard
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol VSPVX
Share Class Institutional Shares
Index S&P 500 Value Total Return Index
VSPVX had a total return of 16.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.48%.
