View VBILX holdings data and information to see the mutual fund assets and interests. Interactive Chart for Vanguard Interm-Term Bond Index Adm (VBILX), analyze all the data with a huge range of indicators. Research information including trailing returns and hypothetical growth for Vanguard Intermediate. 1-year 2. However, if it bothers you to have idle money sitting, look for a different stock in the same industry. 2W 10W 9M. Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at Nasdaq. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 4 Billion in assets under management, while VBTLX has 269 Billion . bond portfolio. See holdings data for Vanguard Intermediate-Term Bond Index (VBILX). VBILX's 5-year performance has produced a positive alpha of 0. , and are not protected by SIPC. 88% / 3. by Ben Sater. 0 - 0. Rated on Jun 27, 2023 Published. 53%. , and are not protected by SIPC. Status Open. 09%. 8 M. | Medalist Rating as of Sep 30, 2023 | See Vanguard Investment Hub. The following are VBILX weaknesses from our perspective:. The only difference is that the expense ratio for BND is slightly lower, at 0. 20%) At close: 08:01PM EST. Recently I have noticed that IT holds 50% corporates, with a good chunk of BBB ratings, and ST holds maybe 25%. Lipper Classification High Yield Funds. These tend to be less volatile than bonds. This Index includes all medium and larger issues of U. About VSIAX. 31 years. As of today, it's looking at a 12% loss all at long-term capital gains. Vanguard offers about 15 bond funds that meet those criteria. 39% vs 0. Re: VBILX. 43) can get the job done. Rated on Jun 27, 2023 Published. For instance, try investing in Dell instead of HP. 02 (+0. Currency in USD Follow 2W 10W 9M 9. VCADX is tax free both Fed and CA. S. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. VBTLX Portfolio - Learn more about the Vanguard Total Bond Market Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. Vertebrobasilar insufficiency is a condition characterized by poor blood flow to the posterior (back) portion of the brain, which is fed by two vertebral arteries that join to become the basilar artery. Both VMFXX and SPAXX are mutual funds. O’Reilly, Principal of Vanguard Group, Inc. 11%, versus 0. View mutual fund news, mutual fund market and mutual fund interest rates. Dec. Follow. On Feb. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. Size of Fund (Millions) as of Nov 17, 2023 $19,903. 29 billion in assets, as of the most recently available. 96bn USD. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. by Ryan Jackson. VBILX has 36. I think I'll stick with the Total Bond Fund although VBILX is a fine choice, too. I am comparing this year's share price declines of Vanguard's Total Bond Market Index Fund Admiral (VBTLX, 0. Please note that there may be blackout. This year we opted to make Vanguard Intermediate-Term Bond Index (VBILX) our sole holding for simplicity that gives us about a 50/50 mix of Gov't and Corporate issues. In tax-advantaged accounts, the investment opportunities may be limited (e. Username or BBID Email. Vanguard Interm-Term Bond Index Adm (VBILX) is a passively managed Taxable Bond Intermediate Core Bond fund. This fund is not a popular choice with retail investors. 3 Category: Intermediate Core Bond return as of 11/02/2023. S. Insufficient Data. 5 factor) to activity at the beginning of the period. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) - Find objective, share price, performance, expense ratio, holding, and risk details. Although the fund seeks to preserve the value of your investment at $1. This index includes all medium and. This includes more than 10,000 bonds. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Initial Investment 50,000. Summary. 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. 22%Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. 922031711. YTD. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Fact sheet |September 30, 2023. Summary. Get the lastest Class Information for. The objective of the fund is to seek a high level of interest income. Substantially identical. Compare and contrast: VBTLX vs VBILX. View and compare VBILX,Summary on Yahoo Finance. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history. This index covers more than 5,700 stocks across foreign developed and emerging markets. com. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. These tend to be less volatile than bonds. The Vanguard Intermediate-Term Bond Index Admiral made its debut in November of 2001 and VBILX has managed to accumulate roughly $16. Summary. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past. Its admiral and exchange-traded fund share classes earn a Morningstar Analyst. 72% : Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding VANGUARD INTERMEDIATE TERM BOND is 'Hold'. or. S. The fund invests primarily in short-term corporate bonds, but generally has some exposure to intermediate-term corporate obligations. 00 USD: Min. S. Income Statement. 10. Not registered. Above average volume. This graph represents the growth of a hypothetical investment of $10,000. 90%-1. These can be described as the "sweet spot" of bond investing. Effective Duration 6. I'm thinking about selling it at the loss to avoid the yearly tax. View daily, weekly or monthly formats back to when Vanguard Intermediate-Term Bond Index Fund stock was issued. Income risk, which is the chance that the fund’s income will decline because of falling interest rates. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. VBILX 3-year return is -5. 34. Get the lastest Fund Profile for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. Fund size is a good indication of how many other investors trust this fund. 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. I thought of VWIUX because it's an intermediate-term fund, as are VBILX and VFICX. Quote. Vanguard says, “This index fund offers a low-cost, diversified approach to bond investing. Vanguard Interm-Term Bond Index Adm Overview. 2. 91 +0. VMFXX yield increases more quickly after a Fed rate hike because it holds shorter-term securities, but VUSXX usually ends up a bit higher once things settle down. 1-0. View mutual fund news, mutual fund market and mutual fund interest rates. 07%, which is lower than the 3-year return of the benchmark index (Bloomberg US 5-10 year Government/Credit Float Adjusted TR USD), 5. Despite changes in fees and expenses over that time period, the cumulative difference in. Historically, our bond strategy has been a blend of Vanguard Intermediate Term Investment Grade (VFIDX) and Vanguard Total Bond Market Index Fund (VBTLX). Vanguard Mutual Fund Profile | Vanguard. Share Class Type Institutional. Vanguard Intermediate-Term Bond Index Fund;Admiral 9. VWIUX is an active muni fund, VBILX is about 50/50 govt/corp index fund, and VFICX is an active investment grade fund. VFSTX is short-term - I guess I would have to find a short-term tax-exempt fund to TLH that one. 97%). This explains why BIV's yield is significantly lower than that of VCIT. 17 / 0. Chart. Credit Quality / Interest Rate Sensitivity High / Moderate. 70% annually. VWIGX - Vanguard International Growth Inv - Review the VWIGX stock price, growth, performance, sustainability and more to help you make the best investments. Compare. , and are not protected by SIPC. The investment seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. VBILX, VSBSX, VSGDX are my choices. VBILX Price - See what it cost to invest in the Vanguard Interm-Term Bond Index Adm fund and uncover hidden expenses to decide if this is the best investment for you. 16. 56%. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 37 %. 95 0. Aggregate Float Adjusted Index. 25%. Based on the dollar number reported. Share Class Type No Load. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. com • 877-662-7447 For more information about Vanguard funds or Vanguard ETFs, visit vanguard. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 33. Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at Nasdaq. Vanguard Intermediate-Term Corporate Fund was incepted in November 1993 and is managed by the Vanguard Group. 03%, compared to 0. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 92. VBILX net assets are $0. Quote. One comment — For I-Bonds issued from May 2021 through October 2021, the current rate is 3. View mutual fund news, mutual fund market and mutual fund interest rates. VBLAX | A complete Vanguard Long-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. 2010, so the vast bulk of the fund (about $101,000) was bought all at once then. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. Cost-basis method for pre-2012 is the default, which is "average" method. 95 +0. Rated on Jun 27, 2023 Published. VBILX was launched on launched on November 12, 2001, while BIV was launched a few years later on April 3, 2007. Its portfolio consists primarily of. Fund Number. Makes the latter a bit riskier. 5% per year immediately, and it will take 11. Both FTBFX and VBILX have a similar number of assets under management. Forgot your username or password? Continue. VFIDX | A complete Vanguard Intermediate-Term Investment-Grade Fund;Admiral mutual fund overview by MarketWatch. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. S. As of Oct 31 2023. Minafi categorizes both of these funds as large funds. The investment seeks to track the performance of the Bloomberg U. NAV / 1-Day Return 98. View the latest VBILX. Rated on Jun 27, 2023 Published. 74%: Net Assets in Top 10: 7. com. 2 Bloomberg US Agg Bond TR USD return as of 11/02/2023. Exchange. VBILX. 25 / 0. This includes more than 10,000 bonds. 340%. The minimum initial investment for VBILX is $3,000. government bonds of all maturities. 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. com Plain talk about riskNAV / 1-Day Return 9. Solid underlying teams contribute to Vanguard STAR’s portfolio. Vanguard Short-Term Corporate Bond Fund offers a well-constructed portfolio of short-term corporate bonds at a razor-thin expense ratio. 03%, compared to 0. Get the lastest Fund Holdings for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. 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. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. S. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Both VBTLX and VBILX are mutual funds. Despite changes in fees and expenses over that time period, the cumulative. Vanguard Total Bond Market Index Fund Admiral Shares (ticker: VBTLX) 0. Gerard O’Reilly. MassiveBeard • 1 yr. Tenure Rank. 1m. Vanguard Intermediate-Term Bond Index Fund;Admiral VBILX (U. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The fund was incepted in May 1996 and is managed by The Vanguard Group. Realistically, an 80/20 VT/BNDW split is quite similar long term to 100% VT, so that is a fine play. Rated on Jul 28, 2023 Published on Jul 28, 2023. VBILX is an index fund that tracks the performance of U. stocks. 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. Total Bond Admiral VBTLX-. 05%) and Intermediate-Term Bond Index Admiral VBILX, 0. 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. These two funds (VBILX and VCOBX) complement each other and if either MBS or the US Government issues tank, the other fund will make up for it- all on paper. The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a. Its broad diversification and razor-thin expense ratio make this one of the best mid-cap growth funds available. 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. Valley Forge PA 19482. 22) X 4. comFact sheet |September 30, 2023. 5-year 3. This makes it more sensitive to interest rate increases. , and are not protected by SIPC. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 46% and VBILX has an expense ratio of 0. It is essentially a one-stop shop for a. , and are not protected by SIPC. - VBTLX has a big chunk of govt mortgage-backed. "Everything should be as simple as it is, but not simpler. Macroaxis provides VANGUARD INTERMEDIATE buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude. 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 5-year return is 0. Summary. S. - Blue = 1 month t-bill yield. But Vanguard tells us that 50. The Fund seeks to track the performance of a broad, market-weighted bond index. VSCGX - Vanguard LifeStrategy Cnsrv Gr Inv - Review the VSCGX stock price, growth, performance, sustainability and more to help you make the best investments. First, in the short term, bonds fluctuate much less than stocks, and you may need a reliable investment. Get the lastest Fund Performance for Vanguard. Comparing VBILX or VBTLX (Total US Bond) to VWIUX (Int-Term Tax-Exempt bond index) is a more apt comparison. Discover historical prices for VBILX stock on Yahoo Finance. Both VBILX and VBTLX are mutual funds. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. 1-YEAR. Check out our FundAccess. The Vanguard Intermediate-Term Bond Index Fund offers low-cost, diversified exposure to U. and VBIRX (ST Index) with the goal of an overall duration of < 5 years. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Performance Chart. BIV's SEC yield is currently 1. Both have intermediate average duration, and good credit quality. Minafi categorizes both of these funds as large funds. VBILX net assets are $0. S. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. View VBILX mutual fund data and compare to other funds, stocks and. Credit Quality / Interest Rate Sensitivity High / Moderate. 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. Each owns some corporate bonds but not too high. Both VBILX and VCORX are mutual funds. 07%, with VBILX. VBILX. Share Class Type Institutional. Both VBTLX and VBILX are mutual funds. Gerard has been with Vanguard since 1992, has managed investment portfolios since 1994, O'Reilly has. g. 0. Fund summary. The fund employs an indexing. 5-10 Year Government/Credit Float Adjusted Index. Total net assets. We’d like to share more about how we work and what drives our day-to-day business. About VBLAX. 43) can get the job done. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. The objective of the fund is to seek current income by investing in U. In my opinion both Vanguard Total Bond Market Index Fund (VBTLX) and Vanguard Intermediate-term Bond Index Fund (VBILX) are very suitable for a retiree. Morningstar Medalist Rating. Learn more about mutual funds at fidelity. Here are seven of the best Vanguard bond mutual funds and ETFs to buy in 2023: ETF. Focusing strictly on corporate bonds should. Category. 41. , and are not protected by SIPC. Get the latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals. 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. 11%. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. I am early retiree mid 50s. Updated 1 year ago. 04 billion in assets, as of the most recently available. At least 80% of assets are invested in short-term and intermediate-term, investment-grade fixed income securities, primarily corporate bonds, and 95% invested in investment-grade securities rated Baa or. 4 Billion. Closed-end mutual funds and money market funds are not reflected with in the products universe. Write checks for $250 or more from your Vanguard nonretirement bond or money market fund. Vanguard Intermediate-Term Bond Index Fd has an asset-weighted Carbon Risk Score of 8. FSMEX - Fidelity® Select Medical Tech and Devcs - Review the FSMEX stock price, growth, performance, sustainability and more to help you make the best investments. 3% and are a large portion of VBIRX. SWIIX has a net expense ratio of 0. Minafi categorizes both of these funds as large funds. TTM Yield 3. S. A fellow Boglehead introduced me to this article describing a "keep investing simple, stupid" approach with 3-4 funds designed to beat VTSAX by having exposure to the S&P500, mid cap, and small cap stocks. Backtesting. VBILX is actually cheaper than its peers when you consider factors like cost. Expenses: 0. bonds and investment grade corporate bonds in a 50/50 mix with a duration of around 6 to 7 years. 290%. I don't think Fidelity offers an index mutual fund that is the direct equivalent of Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). Asset Class Fixed Income. 00 per share, it cannot guarantee it will do so. com. About VTIAX. - VBTLX has a big chunk of govt mortgage-backed. Size of Class (Millions) as of Nov 17, 2023 $7,344. The Motley Fool provides leading insight and analysis about stocks, helping investors stay informed. Each owns some corporate bonds but not too. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. 07% compared to the category average of 0. Share Class Type Institutional. Bottom line, for me, I still keep separate stock and bond funds - since you can't sell just the bonds in your VBIAX. css">Credit Quality / Interest Rate Sensitivity High / Moderate. - Black = VMFXX 7-day yield. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. VBIRX Performance - Review the performance history of the Vanguard Short-Term Bond Index Adm fund to see it's. VBTLX held its value better during the Great Recession. •. 2 Bil. 96bn USD As of Oct 31 2023. TTM Yield 5. 2. Many Vanguard index funds are eligible to convert to ETFs as Vanguard has a unique share class structure that allows this process to occur without taxes if it is completed while you hold the securities at Vanguard. What are your thoughts on using VBILX as a replacement for VBTLX? When comparing the two I see that VBILX seems to be VBTLX minus the MBS. investment-grade bonds. 5-10 Year Government/Credit Float Adjusted Index; Number of bonds: 2159 — Yield to maturity The Yield-to-Maturity figures. by Nour Al Twal. The value of a single share is called its share value or share price. -. I'm already doing some tax loss harvesting. 5% = a bit less than 3½ years to get back to even. Expense Ratio 0. I'm happy with its performance. Start a 7. See Vanguard Balanced Index Fund performance, holdings, fees, risk and other data from. ; VBILX 5-year return is 0. 0. "Everything should be as simple as it is, but not simpler. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. 72 percent over the past five years and 1. bond market. $9. As many municipal bond issues are callable, Vanguard uses the Yield-to-Worst calculation as a more appropriate. VBILX is exempt from CA tax as I recently discovered. Cash Flow. Total Assets 42. Rated on Aug 2. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. Summary. , and are not protected by SIPC. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc.