Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) Watchlist. When you purchased VBILX, I'm presuming you intended to buy intermediate term bonds, with a mix of US Govt. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Active. This index includes all medium and. Phone. Min. About VSIAX. S. VBILX 3-year return is -5. Vanguard launched the fund in 2001. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. investment-grade bonds. Category Short Government. 5 B: 2. About VAIPX. Raspberry-503 wrote: ↑ Sun Dec 11, 2022 11:44 pm I was drilling down in my AA in Personal Capital and I noticed it showed both BND (Vanguard Total Bond Market ETF) and VBILX (Vanguard Intermediate-Term Bond Index Fund Admiral Shares) participate in the allocation of International bonds. 43) can get the job done. 72 years. by Ryan Jackson. Share Class Type Institutional. 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. Tenure. Currency in USD. The fund employs an indexing. Given the state of interest rates currently should one invest in I bonds or VBILX? The VBILX would be in a pretax SEP account. There is a body of research that shows high. 090%. But they have lower market risk. Fund Strategy. Learn about its. Distribution Fee Level Low. Summary. 09. Category Intermediate Core Bond. ; VBILX 5-year return is 0. 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. The investment seeks to track the performance of the Bloomberg U. 72% 5. 1-0. 07 0. Either the fund is too new, or return data of current frequency is not available. It looks like both fell about -11% with the Intermediate slightly lower. The fund was incepted in May 1996 and is managed by The Vanguard Group. 1%). Expense Ratio. 84% vs 0. Vanguard FTSE Social Index Fund (VFTNX) 0. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). View VBILX holdings data and information to see the mutual fund assets and interests. 340%. 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. 8 M. 16. 09%. Morningstar Medalist Rating. Expense Ratio 0. However, competitive shifts amidst peers lead to a Morningstar Analyst Rating downgrade to Bronze from Silver. Recently I have noticed that IT holds 50% corporates, with a good chunk of BBB ratings, and ST holds maybe 25%. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions. Release Date: 09-30-2023 Vanguard Interm-Term Bond Index Adm VBILXHistorical Performance: VBILX vs BIV. I think I'll stick with the Total Bond Fund although VBILX is a fine choice, too. com. TTM Yield 5. Let the wash-sale window run its course for 30-days and invest wherever deemed fit on the 31st day. Vanguard Intermediate-Term Corporate Fund was incepted in November 1993 and is managed by the Vanguard Group. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. YTD High, Low, Change, %Change: The high and low price year-to-date, with the change and. the total value of VBILX--the value you will see in your account if you reinvest dividends and otherwise do not buy or sell--. See. Quarterly. S. Share class size: 15. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. VBILX net assets are $0. This includes more than 10,000 bonds. Intermediate Core Bond $10,751 (right-click to delete right-click to manage) (long-press to drag) (drag to change anchor time) 921937801. The investment seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Performance Chart. 84%: Number of Holdings: 2175: 1: 17903: 15. Open an account. Wiki article Wash sale. , and are not protected by SIPC. Fund Size Comparison. 17, 2023, Vanguard announced that William Coleman has been promoted to a leadership role and will no longer comanage the LifeStrategy series. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. View Minimum Investment Information and Available Brokerage for Vanguard Interm-Term Bond Index Adm (VBILX)<link rel="stylesheet" href="pkg/1. Investment. However, if it bothers you to have idle money sitting, look for a different stock in the same industry. The fund's assets are divided. 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. 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 37 %. The best stock comparison tool in Galaxy! Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. View mutual fund news, mutual fund market and mutual fund interest rates. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 02/24/2015. All of the Fund’s investments will be selected through the sampling process, and at least 80% of the Fund’s assets will be invested in bonds held in the Index. 4. Summary. S. Fund size is a good indication of how many other investors trust this fund. Address. 2 Index figures do not reflect deductions for fees or expenses. 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. 25%. 00%) 11/21/23 Mutual Fund | $USD | NAV. Both VBILX and VBTLX have a similar number of assets under management. 3774%. Category Foreign Large Growth. Simplify your finances with any of the following optional services for this fund: Checkwriting Redemption. Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. Compare and contrast: VBTLX vs VBILX. Thus, Weighted Alpha is a measure of one-year growth with an emphasis on the most recent price activity. VBTLX and VBILX have the same expense ratio (%). One comment — For I-Bonds issued from May 2021 through October 2021, the current rate is 3. Find the latest Vanguard Total Bond Market Index Adm (VBTLX) stock quote, history, news and other vital information to help you with your stock trading and investing. VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. Expense Ratio 0. VAIPX Performance - Review the performance history of the Vanguard Inflation-Protected Secs Adm fund to see it. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. I ended up keeping all of my bonds in VBILX. Initial Investment 50,000. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. PO Box 2600 V26. 71. I went back over the past 5 years of posts regarding this specific question. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. See holdings data for Vanguard Intermediate-Term Bond Index (VBILX). Share Class Type No Load. These tend to be less volatile than bonds. Rowe Price, my other preferred fund family, has a New York fund but I haven't. 19 billion invested in 2,672 different holdings. See Vanguard Equity Income Fund performance, holdings, fees, risk and other data from. Thanks for any thoughts and/or suggestions. VBILX has a 5-year beta of 1. 82. Start Date. 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. Although the fund seeks to preserve the value of your investment at $1. Rated on Aug 2. Open an account. Find the latest Vanguard Balanced Index Adm (VBIAX) stock quote, history, news and other vital information to help you with your stock trading and investing. 150%. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Initial Investment 50,000. First, in the short term, bonds fluctuate much less than stocks, and you may need a reliable investment. ago. , and are not protected by SIPC. Vanguard Intermediate-Term Bond Index (VBILX) See Vanguard Intermediate-Term Bond Index (VBILX) mutual fund ratings from all the top fund analysts in one place. S. The Vanguard 500 Index Fund tracks the Standard & Poor's 500 index, one of the most widely watched benchmarks for U. The Fund invests at least 80% of its assets in longer-term, investment. 29. VBILX cons. The fund has returned 1. -dollar-denominated bonds. This explains why BIV's yield is significantly lower than that of VCIT. Fund. Sec Filings. Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. Vanguard inflation protected admiral fund, JPM government bond, and. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. The Compare Products Tool universe includes all open-end mutual funds and exchange traded funds (ETF's) only. Insufficient Data. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 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. Posts: 9180. 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. Fund Description. 4% of it is total bond, and 3. 5% = a bit less than 3½ years to get back to even. $15,810 MM 0. It is similar but not substantially identical to a total bond market index fund. benefits office or call Vanguard at. Expense Ratio 0. , you may only have access to an Aggregate Bond Index like BND/VBTLX in your employer-sponsored 401K / 403B / 457B), and you don't have the tax-exempt benefit, so something more like BND/VBTLX, BIV/VBILX, etc. View VBILX mutual fund data and compare to other funds, stocks and exchanges. View mutual fund news, mutual fund market and mutual fund interest rates. 72% : Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding VANGUARD INTERMEDIATE TERM BOND is 'Hold'. VBILX has a higher 5-year return than VCORX (0. Excellent summary of all the options. 5-10 Year Government/Credit Float Adjusted Index. intermediate-term core bonds, with a low cost and a Morningstar Medalist rating of Gold. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. View mutual fund news, mutual fund market and mutual fund interest rates. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. We used Vanguard Intermediate-term Bond Index Fund (VBILX) ER 0. VanguardIntermediate-Term Tax-Exempt Fund. Min. 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. Its admiral and exchange-traded fund share classes earn a Morningstar Analyst. Summary. Its broad scope and diversified portfolio cut back on credit. The average default rate of the lowest rated investment grade bond (BBB) is 0. m. VBILX is managed by Vanguard. These tend to be less volatile than bonds. Adj. Re: Tax Loss Harvest Total Bond Market Fund (VBTLX) by Roothy » Tue May 15, 2018 8:14 pm. Annual. 75. The objective of the fund is to seek a high level of interest income. Historically, our bond strategy has been a blend of Vanguard Intermediate Term Investment Grade (VFIDX) and Vanguard Total Bond Market Index Fund (VBTLX). 3% and are a large portion of VBIRX. short-term bond exposure. , and are not protected by SIPC. Fund size is a good indication of how many other investors trust this 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. I'm still in this mix of 80% VTSAX and 20% VBILX 2. VBTLX VBILX. Category Inflation-Protected Bond. 11%. Vanguard Long-Term Bond Index's rock-bottom fee and market-value-weighted approach make it a compelling option. All of its. Authors who don't like mortgage-backed bonds like corporate bonds even less, and VBILX has a larger allocation to corporate bonds (49% vs 38%). Cash Flow. 3. 05% for VBTLX. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. The strategy's cheaper admiral share class earns a. Long-term investors who don't mind taking a bit of extra market risk might want to think about an actively managed bond fund. Lower-tier investment-grade corporate bonds are still extremely safe though. 95 0. Start a 7. Outside of that, nobody can answer this question as it relates entirely to your personal appetite for risk. The Vanguard Total International Stock Index Fund tracks the FTSE Global All Cap ex U. About VBLAX. VBILX 3-year return is -5. com. I took this to heart and began exploring the three funds in the title for my Roth IRA. 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. Time periods greater than 1 year are annualized. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. T. S. This index covers more than 5,700 stocks across foreign developed and emerging markets. Fund size is a good indication of how many other investors trust this fund. VBILX (VG Intermediate Bond Fund) has a SEC yield of 3. 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. by Lan Anh Tran. , and are not protected by SIPC. S. 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. Discover historical prices for VBILX stock on Yahoo Finance. Credit Quality / Interest Rate Sensitivity High / Limited. Vanguard Mutual Fund Profile | Vanguard. S. , and are not protected by SIPC. Despite changes in fees and expenses over that time period, the cumulative difference in. The Vanguard Total Bond Market Index fund falls within Morningstar’s intermediate-term bond category. VBILX. Get the lastest Fund Holdings for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. We use Vanguard Intermediate-term Bond Index Fund (VBILX). 66% vs 3. Min. 2 Billion in assets under management, while VBILX has 36. Category Intermediate Government. Its broad diversification and razor-thin expense ratio make this one of the best mid-cap growth funds available. Balance Sheet. 46% 4. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. I am finally convinced of the value of holding long term - it took a while to get it. VBILX. The account was opened in Dec. However calculating the Tax Equivalent yields of. Substantially identical. Net expense ratio. VBILX cons. The index is the Bloomberg U. Then I added a 10% allocation of VISVX to VTSAX/VBILX/VWIGX and it back-performed even better yet. VBTLX held its value better during the Great Recession. 96% Tax bracket is 24% Fed, 9. If you do want to roll the dice on longer-term investments for a little more yield, bond ETFs such as the Vanguard Long-Term Bond ETF ( BLV, $115. 00 USD: Min. will begin rising at 3. Makes the latter a bit riskier. 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. 1-year 2. Corporations looking for debt financing for any number of corporate business. Minafi categorizes both of these funds as large funds. Advertisement. Get the latest Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading. On Feb. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Below is the comparison between VBTLX and VBILX. Portfolio Visualizer, 1995-2021. 28%). Check out our FundAccess. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. Bloomberg US 5-10 Year Government/Credit Bond Index $11,439. Find the latest Vanguard Balanced Index Inv (VBINX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. VBILX net assets are $0. Get the lastest Class Information for. The Vanguard Intermediate-Term Bond Index Fund offers low-cost, diversified exposure to U. The. 70% annually. Latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. 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. 50%; Sharpe ratio, 0. Min. : Nasdaq) Vanguard Intermediate-Term Bond Index Fund;Admiral. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Average annual total return—after taxes on distributions and sale of fund shares. •. 5-10 Year Government/Credit Float Adjusted Index. Fact sheet |September 30, 2023. I'm happy with its performance. •. I am not in a Total international fund. VBILX was the only bond index fund offered in my 401(k), BIV is the ETF version of VBILX Since both 401(k) and tIRA are tax-deferred, the money between the two is highly fungible, but I recently decided I wanted my 401(k) to grow the fastest of the two because if I retire or lose my job between 55 and 59 1/2 I can tap my 401(k) thanks to the. Fund Number. Some folk hold Long-Term Treasury Index. 22% for VBMFX. 50-ish for VBILX) IIRC. VBTLX and VBILX have the same expense ratio (%). I am comparing this year's share price declines of Vanguard's Total Bond Market Index Fund Admiral (VBTLX, 0. The minimum initial investment for VBILX is $3,000. 3% I currently own VBILX. , and are not protected by SIPC. S. MUTF: FSELX - Fidelity® Select Semiconductors FSELX stock price, growth, performance, sustainability and more to help you make the best investments. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. All of the Fund’s investments will be selected through the sampling process, and at least 80% of the Fund’s assets will be invested in bonds held in the Index. S. Rated on Sep 30, 2023 Published on Sep 30, 2023. VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares Fund Family Name: Vanguard Expense Ratio: 0. 78%. 20%) At close: 08:01PM EST. nWjGf • 2 yr. Initial Investment 50,000. The Best Vanguard Mutual Funds Of November 2023. additional. Expense Ratio 0. Learn. Learn how it impacts everything we do. 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. css">Credit Quality / Interest Rate Sensitivity High / Moderate. The following are VBILX weaknesses from our perspective:. Tenure Rank. We’d like to share more about how we work and what drives our day-to-day business. Forget "backtesting" which is based on past performance. The minimum initial investment for VBILX is. 11 MB Walker | July 27, 2021 at 8:26 am MST. Discover historical prices for VBILX stock on Yahoo Finance. Expenses: 0. 4 Billion . Vanguard Mutual Fund Profile | Vanguard. The 1. , and are not protected by SIPC. 34. BIV has 35. The Motley Fool provides leading insight and analysis about stocks, helping investors stay informed. This is for persons in the US only. Bond fund |Admiral™ Shares. Start a 7. In a taxable brokerage account a good tax loss harvesting partner for Vanguard Total Bond Market Index Adm (VBTLX) could be (1) Vanguard Intermediate-term Bond Index Fund (VBILX), or (2) Vanguard Interm-Term Treasury Adm (VFIUX). VFIDX | A complete Vanguard Intermediate-Term Investment-Grade Fund;Admiral mutual fund overview by MarketWatch. 4 Billion. Sungarden Investment Publishing.