Vanguard Institutional Index Fund Institutional Plus Shares VIIIX NASDAQ · Financials · United States
$602.48 +0.00% +$0.00
Summary
Vanguard Institutional Index Fund Institutional Plus Shares is a mutual fund run by Vanguard. It does not trade on an exchange: you buy it from the fund company at a price set once a day. Positions inside: 516. The ten largest make up 39% of the fund.
- Yearly costs
- 0.02%
- Fund size
- $219.2B
- Positions
- 516
- Dividend yield
- 2.49%
- Running since
- 1997
What speaks for it
- Costs of 0.02% a year are below the middle of comparable funds (0.40%).
- A large fund with $219.2B under management.
- Average yearly growth over the last ten years: 12%.
- It has been running since 1997.
What to watch
- 41% of the fund is in one sector (Technology).
- 100% of the fund is in one country (United States).
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- -3.7%
- 3 months
- -2.7%
- This year
- +9.1%
- 1 year
- +8.1%
- 3 years
- +63%
- 5 years
- +48%
- 10 years
- +204%
- Avg. market cap
- $2.35T
- P/E
- 24.0x
- Forward P/E
- 22.5x
- P/S
- 5.9x
- P/B
- 7.0x
- P/FCF
- 36.2x
- EV/EBITDA
- 17.7x
- Dividend yield
- 0.68%
- ROIC
- 28.2%
- ROE
- 58.8%
- Gross margin
- 59.5%
- Operating margin
- 35.5%
- Net margin
- 33.2%
- Payout ratio
- 16.2%
- Net debt/EBITDA
- 0.6x
- Beta
- 1.01
Weighted average of the 50 largest companies, which make up 64% of the fund. Banks and insurers are left out of the gross margin, the ROIC and the EBITDA figures.
What is inside?
Moderately concentrated- 1 NVNvidia NVDA 8.4%
- 2 AAApple AAPL 7.4%
- 3 MSMicrosoft MSFT 5.8%
- 4 AMAmazon AMZN 3.7%
- 5 GOAlphabet GOOGL 3.1%
- 6 AVBroadcom AVGO 2.5%
- 7 GOAlphabet GOOG 2.5%
- 8 MEMeta META 2.4%
- 9 MUMicron MU 1.8%
- 10 TSTesla TSLA 1.5%
Positions in the fund: 516. The ten largest make up 39% of it.
Composition as of Nov 6, 2026.
Where is it spread?
One sector dominatesBy sector
- Technology 41%
- Financials 11%
- Communication services 9.9%
- Healthcare 9.2%
- Consumer cyclical 8.6%
- Other 21%
By country
- United States 100%
By company size
- Mega cap 66%
- Large cap 34%
- Mid cap 0.2%
By the company's market value: Mega cap from $200B, Large cap from $10B, Mid cap from $2B, Small cap from $300M, Micro cap below $300M.
Largest sector: Technology (41%). Largest country: United States (100%). Largest size group: Mega cap (66%).
What does it cost me?
Cheap- A year from $10,000
- $2.00
- Over 20 years
- $101
From every $10,000 invested the fund takes $2.00 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $101.
How has it done?
Growing over the long run- A year on average, 10 years
- +12%
- Deepest drop
- -28%
- Yearly volatility
- 14%
Average yearly growth over the last ten years: 12%. Deepest drop in these years: 28% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 2.49%
- Payments a year
- 4
- Last payment
- $1.61
Over the last 12 months it paid $15.03 per share, which is 2.49% of today's price. The last payment was $1.61 on Sep 23, 2026.
How expensive are the companies inside?
Usual valuation- P/E of the companies inside
- 24.0
- Average Bulios Score
- 73 out of 100
Weight by Bulios Fair Price
- Undervalued 4.9%
- Fairly valued 7.7%
- Overvalued 87%
On average the companies inside trade for 24.0 times their yearly profit. By Fair Price, 87% of the rated weight comes out as overvalued.
Counted from its largest companies (50), which make up 64% of the fund. Each company counts by its weight. We use the metrics, the Bulios Score and the Fair Price of the companies themselves.
Can I buy it as an ETF?
A mutual fund is bought from the fund company. These ETFs hold much of the same and trade on an exchange, so an ordinary broker carries them.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
VO VOO Vanguard 500 Index Fund | United States | 0.03% | $1.65T | +9.8% | Pays out | 100% |
VU VUAA.DE Vanguard S&P 500 UCITS ETF (USD) Accumulating | Ireland | 0.07% | $89.9B | +15% | Pays out | 100% |
VU VUSA.MI Vanguard S&P 500 UCITS ETF (USD) Distributing | Ireland | 0.07% | $87.0B | +14% | Pays out | 100% |
VN VNGDF Vanguard S&P 500 UCITS ETF (USD) Distributing | Ireland | 0.07% | $90.0B | +12% | Pays out | 100% |
VU VUSA.DE Vanguard S&P 500 UCITS ETF (USD) Distributing | Ireland | 0.07% | $87.0B | +14% | Pays out | 100% |
VU VUAA.MI Vanguard S&P 500 UCITS ETF (USD) Accumulating | Ireland | 0.07% | $90.0B | +15% | Pays out | 100% |
