Vanguard Total Stock Market ETF (VTI)

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Vanguard Total Stock Market ETF (VTI) is another popular index exchange traded fund. It invests mainly in stocks of U.S. companies. It also has a low cost.

This VTI fund objective is to track the performance of a benchmark index that measures the investment return of the overall stock market. The index benchmark is the CRSP U.S. Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq.

VTI Fund Profile

    Vanguard Total Stock Market ETF (VTI)
  • Fund Inception Date: 05/24/2001
  • Ticker Symbol: VTI
  • CUSIP: 922908769
  • Rank in category (YTD): 67%
  • Category: Large Blend
  • Yield: 1.87%
  • Capital Gains: -
  • Expense Ratio: 0.04%
  • Total Assets: $ 78.49 billion
  • Annual Turnover Rate: 4%
Updated May 2017

This U.S. stock fund has a decent yield of 1.78%. The expense fee is very low, only 0.05%. The current share price is $97.12.
For current share price, please check the link. This popular ETF has large assets of $43 billion.

Vanguard Total Stock Market ETF Performance

Ranked with 4 stars rating by Morningstar, this equity fund has a 3 year average return of 18.85%. In 2014, the year-to-date return is 2.58%. It has returned 9.52% over the past 1 year, and 14.20% over the past 5 year. The past 3 years performance is as follows:
  • Year 2017: 6.80% (YTD)
  • Year 2016: 12.83%
  • Year 2015: 0.36%
  • Year 2014: 12.54%
  • Year 2013: 33.45%
  • Year 2012: 16.45%
  • Year 2011: 0.97%

VTI Holdings

This VTI fund has 3772 stocks in its portfolio. The median market cap is $51 billion. Top 4 sectors are financials, technology, consumer services, and health care. Top 5 stocks are Apple Inc (AAPL), Exxon Mobil Corp (XOM), Microsoft Corp (MSFT), Google Inc (GOOGL), and Johnson & Johnson (JNJ).

More: Vanguard Total Bond Market II Index Fund

You can also invest in mutual fund if you are not comfortable with ETF. The other classes of mutual funds are: Investor Shares (VTSMX), and Admiral Shares (VTSAX). Both of these classes can be bought for as little as $3,000 for initial investment through your brokerage.

Pros:
  • This Vanguard Total Stock Market ETF has low cost and yield for income.
  • It can be used as a core stock fund for diversification.
Cons:
  • None.

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