Vanguard Total Stock Mkt Idx Instl Pls (VSMPX)

Fund Assets	2.02T
Expense Ratio	0.02%
Min. Investment	$100,000,000
Turnover	2.00%
Dividend (ttm)	3.44
Dividend Yield	1.12%
Dividend Growth	0.78%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 29, 2025

Previous Close	307.82
YTD Return	17.64%
1-Year Return	13.04%
5-Year Return	89.56%
52-Week Low	221.15
52-Week High	308.57
Beta (5Y)	1.04
Holdings	3533
Inception Date	Apr 28, 2015

About VSMPX

The fund employs an indexing investment approach designed to track the performance of the index, which represents approximately 100% 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.

• Fund Family: Vanguard
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: VSMPX
• Share Class: Institutional Plus Shares
• Index: CRSP US Total Stock Market TR

Performance

VSMPX had a total return of 13.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.98%.

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%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
VSTSX	Institutional Select Shares	0.01%
VITSX	Institutional Shares	0.03%
VTSAX	Admiral Shares	0.04%
VTSMX	Investor Shares	0.14%

Top 10 Holdings

35.23% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.14%
Apple Inc.	AAPL	6.13%
Microsoft Corporation	MSFT	5.88%
Amazon.com, Inc.	AMZN	3.58%
Broadcom Inc.	AVGO	2.66%
Alphabet, Inc.	GOOGL	2.50%
Meta Platforms, Inc.	META	2.15%
Alphabet Inc.	GOOG	1.99%
Tesla, Inc.	TSLA	1.91%
Berkshire Hathaway Inc.	BRK.B	1.31%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 29, 2025	$0.8355	Sep 30, 2025
Jun 30, 2025	$0.8405	Jul 1, 2025
Mar 27, 2025	$0.9017	Mar 28, 2025
Dec 23, 2024	$0.8596	Dec 24, 2024
Sep 27, 2024	$0.7952	Sep 30, 2024
Jun 28, 2024	$0.8694	Jul 1, 2024