Morningstar® Investment Profile™   Investment
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Vanguard Small Cap Index Adm  VSMAX
Please click on the Investment Option Disclosure link above for more information.
Release date as of 2021-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2021-10-31
Out of 601
Small Blend Funds
Style Box™
What is this?
As of 2021-10-31
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks to track the performance of the CRSP US Small Cap Index that measures the investment return of small-capitalization stocks.
The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
  Morningstar Category: Small Blend
Small-blend portfolios favor U.S. firms at the smaller end of the market-capitalization range. Some aim to own an array of value and growth stocks while others employ a discipline that leads to holdings with valuations and growth rates close to the small-cap averages. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. 
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 97.7
Bullet Non-U.S. Stocks Non-U.S. Stocks 0.6
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.7
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2021-10-31
Morningstar Equity Sectors
% of Stocks
Cyclical 41.13
Basic Materials 4.36
Consumer Cyclical 12.82
Financial Services 14.19
Real Estate 9.76
Sensitive 39.70
Communication Services 2.54
Energy 4.18
Industrials 16.47
Technology 16.51
Defensive 19.17
Consumer Defensive 3.80
Healthcare 13.13
Utilities 2.24
Data through 2021-10-31
Holding Status
Total Number of Stock Holdings 1525
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 3.20
Turnover % (as of 2020-12-31) 22.00
30 Day SEC Yield % 1.03
Top Holdings
Sector P/E % of Net
Bio-Techne Corp 150.91 0.36
Pool Corp 34.90 0.34
Diamondback Energy Inc --- 0.34
Entegris Inc 51.01 0.33
VICI Properties Inc Ordinary Shares --- 0.32
Signature Bank 23.51 0.31
Nuance Communications Inc 5505.00 0.30
Molina Healthcare Inc 29.31 0.30
IDEX Corp 39.53 0.30
Ceridian HCM Holding Inc --- 0.30
Data through 2021-10-31
  Principal Risks   
Loss of Money, Not FDIC Insured, Market/Market Volatility, Equity Securities, ETF, Early Close/Late Close/Trading Halt, Management, Market Trading
Show Risk Definitions
  Other Information
Inception Date: 2000-11-13
Portfolio Manager(s)
William A. Coleman   (2016-04-27)
William A. Coleman, CFA, Portfolio Manager at Vanguard. He has worked in investment management since joining Vanguard in 2006 and has co-managed the Conservative Allocation and Moderate Allocation Portfolios since 2013. Education: B.S., King’s College; M.S., Saint Joseph’s University.
Gerard C. O’Reilly   (2016-04-27)
Gerard C. O’Reilly, Principal of Vanguard Group, Inc. Gerard has been with Vanguard since 1992, has managed investment portfolios since 1994, O'Reilly has managed stock index portfolios since 1994. Education: B.S., Villanova University.
Investment Advisor(s)
Vanguard Group Inc
Show Data Definitions

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