The Vanguard Intermediate-Term Investment-Grade Fund falls within Morningstar’s corporate bond category. 2 Billion in assets under management, while VBILX has 36. VBILX has a larger allocation to treasuries (51%) than VBTLX (42%). The index is the Bloomberg U. $0. VBTLX and VBILX have the same expense ratio (%). VBILX is managed by Vanguard. Check out our FundAccess. $0. Apr 26, 2016. We used Vanguard Intermediate-term Bond Index Fund (VBILX) ER 0. Share Class launch date Nov 19, 1998. As of Oct 31 2023. investment-grade bonds. 46% 4. 11, which means it is likely to be more volatile than the market average. Learn more about mutual funds at fidelity. Compare. pkcrafter Posts: 15443 Joined: Sun Mar 04, 2007 5:19 pm Location: CA. 3-year 3. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Expense Ratio 0. 97%). Recently I have noticed that IT holds 50% corporates, with a good chunk of BBB ratings, and ST holds maybe 25%. Address. Open an account. , and are not protected by SIPC. VBITX-Vanguard Short-Term Bond Index Fund Institutional Shares | Vanguard. Analyze the Fund Vanguard Intermediate-Term Bond Index Fund Admiral Shares having Symbol VBILX for type mutual-funds and perform research on other mutual funds. VBILX seemed like a good 50/50 bet on all fronts. I'm thinking about selling it at the loss to avoid the yearly tax. 5% = a bit less than 3½ years to get back to even. Status Open. The Fund invests at least 80% of its assets in longer-term, investment. 07%. Analyze the Fund Vanguard Intermediate-Term Bond Index Fund Admiral Shares having Symbol VBILX for type mutual-funds and perform research on other mutual funds. Share Class Type Institutional. Fund Strategy. 3. Status Open. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: Vanguard mutual funds | Vanguard ETFs® | Vanguard 529 portfolios. Expense Ratio. Expense Ratio 0. They have greater long-term performance than short-term bonds. For instance, try investing in Dell instead of HP. 4 Billion . 06 (+0. This fund is not a popular choice with retail investors. Transfer a fixed amount automatically from your bank account to your Vanguard account on a set schedule. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. BIV has 35. Wiki article Wash sale. " - Albert Einstein | Wiki article link: Bogleheads® investment. Index Fund Admiral Shares (VBILX) Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) Connect with Vanguard. might be appropriate here. About VSIAX. For the wash sale rule the correct term is "substantially identical". The Vanguard Total Bond Market Index fund falls within Morningstar’s intermediate-term bond category. S. 07%, with VBILX. Fund Description. Corporate High Yield 2% Issuer Capped Index. Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) Watchlist. 5-10 Year Government/Credit Float Adjusted Index; Number of bonds: 2159 — Yield to maturity The Yield-to-Maturity figures quoted for our municipal funds utilize a Yield-to-Worst calculation approach. Category. It has an expense ratio of 0. Summary. 0. Share Class Type Institutional. Outside of that, nobody can answer this question as it relates entirely to your personal appetite for risk. 16. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) This prospectus contains financial data for the Funds through the fiscal year ended December 31, 2022. Both VBTLX and VBILX are mutual funds. 200%. TTM Yield 4. 3774%. Vanguard Intermediate-Term Bond Index Fund;Admiral Annual stock financials by MarketWatch. VTIAX - Vanguard Total Intl Stock Index Admiral - Review the VTIAX stock price, growth, performance, sustainability and more to help you make the best investments. " - Albert Einstein | Wiki article link:. 5-year 3. Fund summary. by Ryan Jackson. 2010, so the vast bulk of the fund (about $101,000) was bought all at once then. FDSVX - Fidelity® Growth Discovery - Review the FDSVX stock price, growth, performance, sustainability and more to help you make the best investments. The Fund seeks to track the performance of a broad, market-weighted bond index. The Fund seeks to provide high current income that is exempt from federal income taxes and to preserve investors' principal. BNDX Performance - Review the performance history of the Vanguard Total International Bond ETF to see it's current status, yearly returns, and dividend history. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares. VAIPX Performance - Review the performance history of the Vanguard Inflation-Protected Secs Adm fund to see it. 2 Bloomberg US Agg Bond TR USD return as of 11/02/2023. There is a body of research that shows high. 71%). 25%. Research information including fund fees, cost projections and minimum investments for Vanguard Intermediate-Term Bond Index. VBILX's 5-year performance has produced a positive alpha of 0. I invested at 35 with Vanguard, and did a split of 80% VTSAX and 20% VBILX, and I have been automatically investing for the past 5 years to maintain this 80% / 20% mix. Share your opinion and gain insight from other stock traders and investors. VBILX has 36. Credit Quality N/AN/A. 4 Billion in assets under management, while VBTLX has 269 Billion. 6 M. Follow. History of Fund/Manager Vanguard Group is responsible for VBILX, and. VMFXX has a lower expense ratio than SPAXX (% vs 0. Category Short Government. Both VBTLX and VBILX are mutual funds. Substantially identical. 10%. Both VBILX and VBTLX are mutual funds. VWITX - Vanguard Interm-Term Tx-Ex Inv - Review the VWITX stock price, growth, performance, sustainability and more to help you make the best investments. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 76 %. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: Vanguard mutual funds | Vanguard ETFs® | Vanguard 529. Find the latest Vanguard Short-Term Bond Index Adm (VBIRX) stock quote, history, news and other vital information to help you with your stock trading and investing. S. Vanguard says, “This index fund offers a low-cost, diversified approach to bond investing. In my view the performance of VBILX is better considering risk differential. m. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. Category Inflation-Protected Bond. Vanguard Intermediate-Term Bond Index Fund;Admiral VBILX (U. Share Class Type Institutional. 74%: Net Assets in Top 10: 7. 17, 2023, Vanguard announced that William Coleman has been promoted to a leadership role and will no longer comanage the LifeStrategy series. 800 662-7447. Status Open. Morningstar Medalist Rating. VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares Fund Family Name: Vanguard Expense Ratio: 0. Corporations looking for debt financing for any number of corporate business. However calculating the Tax Equivalent yields of. Makes the latter a bit riskier. The Vanguard Intermediate-Term Bond Index Admiral made its debut in November of 2001 and VBILX has managed to accumulate roughly $16. Some folk hold Long-Term Treasury Index. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. View VBILX mutual fund data and compare to other funds, stocks and exchanges. - VBTLX has a big chunk of govt mortgage-backed. NAV For funds with a fluctuating price per share, the net asset value (NAV) is the market value of a mutual fund's total assets, minus liabilities, divided by the number of shares outstanding. Trouble logging in? Frequently Asked Questions. by Ben Sater. Duration N/A5. Research. 0 - 0. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 000 % : 11/01/2023-11/01/2052 : $8,005,077,235Fact sheet |September 30, 2023 VanguardBalanced Index Fund Balanced fund (stocks and bonds) |Admiral™ Shares Fund facts Risk level Low High Total netVanguard Total International Bond offers a market-cap-weighted portfolio of global investment-grade, non-U. Learn how it impacts everything we do. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. 00 million. Was just looking back at your visualizer link. Average VBILX Category Average. com. 16%. com. Category Intermediate Government. 61%) At close: 08:01PM EST. 00%) 11/21/23 Mutual Fund | $USD | NAV. additional. investment-grade bonds. Best Actively Managed Bond Funds . S. I'd go for a "high" yield savings account, at maybe 1% or more, over short term treasuries that are yielding about 0. See risk data for Vanguard Intermediate-Term Bond Index (VBILX). 66% vs 3. Currency in USD. Rated on Jul 28, 2023 Published on Jul 28, 2023. 40 percent over the past three years, 0. Vanguard FTSE Social Index Fund (VFTNX) 0. 3774% is the interest you'd actually get to keep by investing in VUSXX, if you're in the 22% Federal bracket. com. VBILX 3-year return is -5. 00 per share, it cannot guarantee it will do so. Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares and Vanguard Tax-Exempt Bond ETF (). com to obtain a prospectus or, if available,This is for persons in the US only. As many municipal bond issues are callable, Vanguard uses the Yield-to-Worst calculation as a more appropriate. CUSIP. Get the lastest Class Information for Vanguard Intermediate-Term. Risks associated with moderate funds . Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. Vanguard Total Bond Market Index Fund Admiral Shares (ticker: VBTLX) 0. Annual. 00 million. Valley Forge PA 19482. ( 1. S. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. Chart. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. VBIRX | A complete Vanguard Short-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. 25 Apr 2008. Asset class. VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. Learn more about mutual funds at fidelity. Share Class Type Institutional. Fund Performance. 8 M. Follow. Substantially Identical Security: A security that is so similar to another that the Internal Revenue Service (IRS) does not recognize a difference between the two. Vanguard Interm-Term Bond Index Adm. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. , Eastern time. MUTF: FSELX - Fidelity® Select Semiconductors FSELX stock price, growth, performance, sustainability and more to help you make the best investments. Above average volume. 92. The bond component of a three fund portfolio is usually Total Bond Index, Intermediate-Term Bond Index, or Intermediate-Term Treasury Index. Vanguard Intermediate-Term Bond Index Fund;Admiral 9. S. 00 million. Compare and contrast: VBTLX vs VBILX. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. O’Reilly, Principal of Vanguard Group, Inc. Sungarden Investment Publishing. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. VBILX's 5-year performance has produced a positive alpha of 0. 800-523-1036. 800-523-1188 Monday through Friday from 8:30 a. Open an account. Total Assets 42. VBILX: $11,374. 26%. Share Class Type Institutional. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. VBILX has a 5-year beta of 1. Morningstar Medalist Rating. Given the state of interest rates currently should one invest in I bonds or VBILX? The VBILX would be in a pretax SEP account. Credit Quality / Interest Rate Sensitivity High / Moderate. VBILX is an index fund that tracks the performance of U. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. 22% for VBMFX. 46% 4. Summary. Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). Initial Investment 50,000. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. stocks. 07 0. Connect with Vanguard ® • vanguard. Thus, Weighted Alpha is a measure of one-year growth with an emphasis on the most recent price activity. Tax exempt interest in taxable makes sense when you are in the 24% or higher tax bracket. Malvern, PA 19355. 03%, compared to 0. "VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Holdings. See holdings data for Vanguard Intermediate-Term Bond Index (VBILX). Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. See Vanguard Equity Income Fund (VEIRX) mutual fund ratings from all the top fund analysts in one place. Daily. , and are not protected by SIPC. MassiveBeard • 1 yr. •. Net expense ratio: 0. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. 95 / 0. Fund Number. Fund. VBILX has a longer duration than VBTLX and is generally the more volatile of the two, due to its increased sensitivity to interest rates. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. , and are not protected by SIPC. Automatic Investment Plan. ; VBILX 5-year return is 0. - CNBCSummary. 00%) At close: 08:01PM EST Summary Chart. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. A strict approach to inflation protection and low fees is a strategy that keeps this fund working well for investors, though interest rate changes remain this fund’s foil. . 4 % 11/12/01 5314 Investment objective Vanguard Intermediate-Term Bond Index Fund seeks to track the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. Start a 7. Learn more about mutual funds at fidelity. It assumes a retirement age of about 65. 2 Bil. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. 4 Billion in assets under management, while VBTLX has 269 Billion . 00 (0. VBILX 3-year return is -5. Rated on Sep 30, 2023 Published on Sep 30, 2023. Return VBILX Category. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. Analyze the Fund Vanguard Intermediate-Term Bond Index Fund Admiral Shares having Symbol VBILX for type mutual-funds and perform research on other mutual funds. com. 0/web/styles. Release Date: 09-30-2023 Vanguard Interm-Term Bond Index Adm VBILXHistorical Performance: VBILX vs BIV. Please contact Vanguard for additional information and to initiate the. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) - Find objective, share price, performance, expense ratio, holding, and risk details. The objective of the fund is to seek a high level of interest income. Invest for the long-term, not for the short-term. These are risks associated with. 6 vanguard fund cusip ticker 2022 record date 2022 reinvest and/or ex-dividend date 2022 payable date energy index admiral shares 92204a843 venax 3/22/22 3/23/22 3/24/22 6/21/22 6/22/22 6/23/22My money market emergency fund was perhaps six months pay, but my bonds represented a couple of years of pay (although there were mostly in my retirement accounts, so ago figure). •. 72% 5. 05%) and Intermediate-Term Bond Index Admiral VBILX, 0. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. Gerard has been with Vanguard since 1992, has managed investment portfolios since 1994, O'Reilly has. 73 M: 292 B: 5. This is for persons in the US only. Summary. , and are not protected by SIPC. Pricing frequency: Daily: Total net assets: 34. 33% = 3. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: 60% VBILX (intermediate total bond fund) 40% VFICX (intermediate bond fund, investor grade) This weighting will give you around 2/3 in corporate bonds and 1/3 in government bonds. 39% vs 0. The minimum initial investment for VBILX is $3,000. VBILX is actually cheaper than its peers when you consider factors like cost. However, competitive shifts amidst peers lead to a Morningstar Analyst Rating downgrade to Bronze from Silver. Minafi categorizes both of these funds as large funds. $15,810 MM 0. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. Rated on Nov 3, 2023. 05% for VBTLX. By contrast, Vanguard Total Bond Market Index Adm (VBTLX) is about 50% government bonds, 27% corporate bonds and 23% MBS. bond portfolio. 05%. What are VBILX negatives? The following are VBILX weaknesses from our perspective: VBILX net assets are $0. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10. The minimum initial investment for VBILX is. I haven't checked in a while, but as I recall, here are the major arguments put forth in many previous threads: - VBTLX has more Govt and less corporate holdings. Both VBILX and VBTLX have a similar number of assets under management. Status Open. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. The investment seeks to track the performance of the Bloomberg U. Both VBILX and VCORX are mutual funds. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. View the latest VBILX. Most investor shares have a $1,000 minimum, while admiral shares have a $3,000 minimum for most broad based index funds; a $50,000 minimum for active funds and a $100,000 minimum for tax-managed funds. Quarterly. Fact sheet |September 30, 2023. 10. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. View mutual fund news, mutual fund market and mutual fund interest rates. , and are not protected by SIPC. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. 82. 96bn USD. Get the latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) real-time quote, historical performance, charts, and other financial information to help you make more informed. Both VBILX and VBTLX have a similar number of assets under management. See performance data and interactive charts for Vanguard Intermediate-Term Bond Index (VBILX). 43) can get the job done. 07%. 25 / 0. Focusing strictly on corporate bonds should. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. I think I'll stick with the Total Bond Fund although VBILX is a fine choice, too. This index includes all medium and. If the IRS flagged your transactions as a wash sale, Bogleheads would be so proud that you got the IRS on record about what's "substantially identical" Top. Share Class Type Institutional. The Vanguard 500 Index Fund tracks the Standard & Poor's 500 index, one of the most widely watched benchmarks for U. Its broad scope and diversified portfolio cut back on credit. Both BIV and VBILX have a similar number of assets under management. Portfolio Visualizer, 1995-2021. T. VBILX 3-year return is -5. Let’s say one had $10-20,000 per year allocated to the conservative portion of one’s portfolio for FIRE retirement in 10 years. VWIUX is an active muni fund, VBILX is about 50/50 govt/corp index fund, and VFICX is an active investment grade fund. The objective of this fund is to seek high level of dividend income, as well as long-term growth of capital. **Close price adjusted for splits and dividend and/or capital gain distributions. VBTLX, standard deviation 3. Wiki article Wash sale. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. We’d like to share more about how we work and what drives our day-to-day business. The only major downside I see to this is that VFICX has a much tougher minimum for admiral shares ($50k vs $10k) compared to VBILX. 84% vs 0. Expense Ratio 0. Fund. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: Vanguard mutual funds | Vanguard ETFs® | Vanguard 529 portfolios. Min. 1. This graph represents the growth of a hypothetical investment of $10,000.