Morningstar® Investment Profile™   Morningstar®
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Vanguard VIF Mid-Cap Index
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2022-05-31
Out of 372
Mid-Cap Blend Funds
Style Box™
What is this?
As of 2022-05-31
Total Fund Assets ($ Mil)
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  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 98.3
Bullet Non-U.S. Stocks Non-U.S. Stocks 1.4
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.3
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2022-05-31
Morningstar Equity Sectors
% of Stocks
Cyclical 36.43
Basic Materials 4.86
Consumer Cyclical 9.94
Financial Services 11.91
Real Estate 9.72
Sensitive 41.12
Communication Services 4.24
Energy 7.21
Industrials 11.43
Technology 18.24
Defensive 22.45
Consumer Defensive 4.21
Healthcare 11.75
Utilities 6.49
Data through 2022-05-31
Holding Status
Total Number of Stock Holdings 372
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 7.42
Turnover % (as of 2021-12-31) 20.00
30 Day SEC Yield % 1.26
Top Holdings
Sector P/E % of Net
Occidental Petroleum Corp 10.49 0.97
Valero Energy Corp 20.87 0.83
Devon Energy Corp 14.00 0.78
Synopsys Inc 49.72 0.77
Centene Corp 32.19 0.75
Corteva Inc 25.88 0.71
Cadence Design Systems Inc 57.36 0.67
Amphenol Corp Class A 26.64 0.67
IQVIA Holdings Inc 38.85 0.64
Microchip Technology Inc 32.00 0.63
Data through 2022-05-31
  Principal Risks   
Loss of Money, Not FDIC Insured, Market/Market Volatility, Equity Securities, Management
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  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. Education: B.S./B.S.B.A., University of North Carolina.
Donald M. Butler   (1999-02-09)
Donald M. Butler, CFA, Principal of Vanguard. He has been with Vanguard since 1992; has managed investment portfolios since 1997; and has co-managed the Tax-Managed Capital Appreciation Fund, Tax-Managed Small-Cap Fund, and the stock portion of the Tax-Managed Balanced Fund since 2016. Education: B.S.B.A., Shippensburg University.
Investment Advisor(s)
Vanguard Group Inc
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Returns will vary and shares may be worth more or less than their original cost when sold.