Morningstar® Investment Profile™   Morningstar®
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Vanguard VIF Mid-Cap Index
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2024-03-31
Out of 392
Mid-Cap Blend Funds
Morningstar®
Style Box™
What is this?
As of 2024-03-31
Total Fund Assets ($ Mil)
2,702.5
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks to track the performance of the CRSP US Mid Cap Index that measures the investment return of mid-capitalization stocks.
The Portfolio employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size 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: Mid-Cap Blend
The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of the-road profile. Most shy away from high-priced growth stocks but aren't so price-conscious that they land in value territory. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. 
  Investment Risks
Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 98.1
Bullet Non-U.S. Stocks Non-U.S. Stocks 1.5
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.4
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2024-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 34.12
Basic Materials 5.52
Consumer Cyclical 8.41
Financial Services 12.87
Real Estate 7.32
Sensitive 43.66
Communication Services 3.40
Energy 4.55
Industrials 17.47
Technology 18.24
Defensive 22.22
Consumer Defensive 4.73
Healthcare 10.71
Utilities 6.78
Data through 2024-03-31
Holding Status
Total Number of Stock Holdings 328
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 7.65
Turnover % (as of 2023-12-31) 16.00
30 Day SEC Yield % 1.41
Top Holdings
Sector P/E % of Net
Assets
Amphenol Corp Class A 37.09 0.90
TransDigm Group Inc 52.25 0.85
PACCAR Inc 14.14 0.84
Cintas Corp 47.41 0.77
Constellation Energy Corp 36.90 0.77
Motorola Solutions Inc 35.75 0.77
Arthur J. Gallagher & Co 56.57 0.71
DexCom Inc 106.69 0.70
Welltower Inc --- 0.69
Copart Inc 41.37 0.65
Data through 2024-03-31
  Principal Risks   
Loss of Money, Not FDIC Insured, Index Correlation/Tracking Error, Market/Market Volatility, Equity Securities, Management
Show Risk Definitions
  Other Information
Inception Date: 1999-02-09
Portfolio Manager(s)
Awais Khan   (2021-07-19)
Awais Khan, CFA, Portfolio Manager at Vanguard. He has been with Vanguard since 2010; has worked in investment management since 2012. He earned B.S./B.S.B.A., University of North Carolina.
Aaron Choi   (2023-08-04)
Aaron Choi, CFA, Portfolio Manager at Vanguard. He has been with Vanguard since 2011, has worked in investment management since 2015, and has co-managed the Fund since August 2023. Education: B.S., Pennsylvania State University.
Investment Advisor(s)
Vanguard Group Inc
Issuer
Vanguard
Subadvisor(s)
---
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.