16 important things you should know about Vanguard VFIAX mutual fund As an example, VFIAXs benchmark, the S&P 500, has Alphabet representing 3.9% of the entire index (as of 6/30/2022). This doesn't happen all that often, but it does happen. VTI profile: Vanguard Index Funds - Vanguard Total Stock Market ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. What is VFIAX invested in? Fund Description The Vanguard 500 Index was incepted in August 1976 and is managed by the Vanguard Group. Here are the top holdings: 3. Fundrise Innovation Fund: 1.85% annual fee. VFIAX performance? If you have an ad-blocker enabled you may be blocked from proceeding. Investors should not forget about beta, an important way to measure a mutual fund's risk compared to the market as a whole. I found this to be true at Vanguard during every single significant volatility event over the last decade. There are currently no items in this Watchlist. Vanguards VTSAX and VFIAX fit all three requirements of being diversified, low-cost, and tax efficient. Type a symbol or company name. Copyright 2023 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. We have already mentioned that investors in VFIAX can schedule regular, repeating automatic investments. VFWAX and VFIAX both have the exact same top ten holdings. This index fund also has an ETF equivalent, called VTI. Another error that is all too easy to make with standing orders, and I must confess I have done this myself, is to set a standing buy order at what seems at the time like a good price, and then forget you have set it. VFIAXs ETF equivalent is the Vanguard 500 Index Fund (VOO). Out of the top 25 index funds (according to MarketWatch), 19 come from one of these two providers. $10.00K. The minimum initial investment is $3,000. The main difference between VFIAX and VOO, is the obvious one: that the ETF can be traded all day , while orders for shares of the mutual fund are batched together all day long and held until the end of trading, when shares are purchased and all the orders received that day receive the same share price. 506 stock holdings VFIAXs top five sectors include (as of 6/30/2022): For a more complete listing of the funds major sector weightings, look at the chart below (prepared as of 6/30/2022): Finally, Vanguard 500 has $710 billion in total net assets across all share classes, including $362 billion in VFIAX, and it has an expense ratio of 0.04% (as of 6/30/2022).