VSIIX Mutual Fund

VSIIX Mutual Fund

NAV$59.85
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Fund Essentials - as of Mar 31, 2026

Net Assets
$7.2B
Expense Ratio
0.05%
Dividend Yield (Current)
1.77%
Holdings
841
Inception Date
Dec 7, 1999
Fund Family
Vanguard (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+16.66%
1 Year+25.18%
3 Year+14.14%
5 Year+9.64%
10 Year+10.53%

Asset Allocation

Stocks: 99.79%
Bonds: 0.47%
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Top Holdings

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TickerNameWeight
NRGNrg Energy0.75%
ATOAtmos Energy Corp0.74%
TPRTapestry Inc.0.69%
JBLJabil, Inc.0.64%
UTHRUnited Therapeutics Corp0.63%
Top 10 Concentration: 6.11%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.77%
Frequency
Quarterly
Latest Distribution
$0.28
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VSIIX Mutual Fund Overview

VSIIX Mutual Fund (Vanguard Morningstar Small-Cap Value Index Fund Institutional Class) is managed by Vanguard (US) with $7.20B in net assets. VSIIX expense ratio is 0.05%, holding 841 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1999-12-07.

VSIIX performance shows a YTD return of 16.66%. The 1-year return is 25.18% and the 5-year return is 9.64%. VSIIX dividend yield stands at 1.77%, paid quarterly.

VSIIX top holdings include Nrg Energy (0.8%), Atmos Energy Corp (0.7%), Tapestry Inc. (0.7%), Jabil, Inc. (0.6%), United Therapeutics Corp (0.6%). Go to all VSIIX holdings, VSIIX sectors, or VSIIX dividends.

VSIIX can be compared against other funds. Use VSIIX overlap to find shared positions, or VSIIX vs another fund for a side-by-side view. VSIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.