government bonds of all maturities. This includes more than 10,000 bonds. Cash Flow. Macroaxis provides VANGUARD INTERMEDIATE buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude. Learn how it impacts everything we do. VanguardIntermediate-Term Tax-Exempt Fund. By contrast, Vanguard Total Bond Market Index Adm (VBTLX) is about 50% government bonds, 27% corporate bonds and 23% MBS. We’d like to share more about how we work and what drives our day-to-day business. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Vanguard Mutual Fund Profile | Vanguard. 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. PO Box 2600 V26. 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. VFISX - Vanguard Short-Term Treasury Inv - Review the VFISX stock price, growth, performance, sustainability and more to help you make the best investments. 1m. Both VBIAX and VBILX have a similar number of assets under management. 07%: Front end load--Deferred load--Maximum Redemption Fee--Min. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. Vanguard Growth & Income. About VICSX. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. The consensus seems to have been that VBILX gives you a slightly better return in "normal" times but is also slightly more risky and more volatile- mainly due to its higher corporate holdings and the higher number of bonds it holds which are. S. , and are not protected by SIPC. 09, 2022 3:20 AM ET Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV) AGG, VBIIX, VBILX, VBIMX, VBIUX 4 Comments. Vanguard Intermediate-Term Bond Index Fd has an asset-weighted Carbon Risk Score of 8. Summary. Income risk, which is the chance that the fund’s income will decline because of falling interest rates. Interest rate risk should be moderate for the fund because it invests primarily in intermediate-term bonds, whose prices are less sensitive to interest rate changes than are the prices of long-term bonds. 16%. Each owns some corporate bonds but not too. intermediate-term core bonds, with a low cost and a Morningstar Medalist rating of Gold. The minimum initial investment for VBILX is $3,000. 29. VBILX Post-Liquidation. com. 55. 92%. S. VMFXX has a lower expense ratio than SPAXX (% vs 0. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. I ended up keeping all of my bonds in VBILX. com. 2W 10W 9M. Expense Ratio 0. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. Its admiral and exchange-traded fund share classes earn a Morningstar Analyst. 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. About VSIAX. 8fe60e10707aaca6. I would not make that change. Thus, Weighted Alpha is a measure of one-year growth with an emphasis on the most recent price activity. A wash sale occurs when you sell a security in a taxable account and repurchase the same or a “substantially identical” security within 30 days before or after the sale. Duration N/A5. 08%. 07%, which is lower than the 3-year return of the benchmark index (Bloomberg US 5-10 year Government/Credit Float Adjusted TR USD),. 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. Fund Number. 19 billion invested in 2,672 different holdings. 66% vs 3. VBILX (VG Intermediate Bond Fund) has a SEC yield of 3. Review the VASGX stock price for Vanguard LifeStrategy Growth Inv, growth, performance, sustainability and more to help you make the best investments. Aggregate Float Adjusted Index. * 1 = Top 20%, 5 = Bottom 20%. View the latest VBILX. S. Initial Investment 50,000. com. The fund's assets are divided. S. Summary. We’d like to share more about how we work and what drives our day-to-day business. com. Status Open. Share class size: 15. VBILX has a bit longer duration at 6. The Fund seeks to maintain a dollar-weighted average maturity consistent with that of the Index. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Barchart takes this Alpha and weights this, assigning more weight to recent activity, and less (0. 07%. 11, which means it is likely to be more volatile than the market average. DODIX | A complete Dodge & Cox Income Fund;I mutual fund overview by MarketWatch. 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. Check out our FundAccess. 91 +0. The fund invests about 40% in corporate bonds and 60% in U. Active. CUSIP. Get the lastest Class Information for. Wiki article Wash sale. 000 % : 11/01/2023-11/01/2052 : $8,005,077,235Account Options. When you own shares, you have insight to the entire sphere of the U. This Index includes all medium and larger issues of U. 88% / 3. The Vanguard Intermediate-Term Investment-Grade Fund falls within Morningstar’s corporate bond category. BIV has 35. (70-ish govt vs. Time periods greater than 1 year are annualized. Credit Quality / Interest Rate Sensitivity High / Moderate. I thought of VWIUX because it's an intermediate-term fund, as are VBILX and VFICX. 340%. VBILX net assets are $0. VBIRX | A complete Vanguard Short-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and 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. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. The Fund invests at least 80% of its assets in longer-term, investment. S. The fund is only available to retail investors (natural persons). 87% year to date. Bogle was a fan of VBILX and mentions it as a nice alternative to Total Bond in a 2014 interview with C Benz. 95 / 0. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk. 00%) At close: 08:01PM EST Summary Chart. 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. 05%. 22) X 4. 5-year 3. 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. Below is the comparison between VBILX and VBTLX. , and are not protected by SIPC. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). A high-level overview of Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) stock. Vanguard Interm-Term Bond Index Adm. 10% ETFdb. S. VBILX has more corporate and lower graded bonds in it, which should increase the yield a bit. This can be Treasury bond funds or diversified, actively managed or indexed. 10. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) key stats comparison: compare with other stocks by metrics: valuation, growth, profitability, momentum, EPS revisions, dividends, ratings. 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. Vanguard FTSE Social Index Fund (VFTNX) 0. Min. For instance, try investing in Dell instead of HP. Distribution Fee Level Below Average. Risks associated with moderate funds . Rated on Sep 30, 2023 Published on Sep 30, 2023. Short-Term Bond. The expense ratio is 0. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. 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. As I near 40, I'm wondering if I'm being too risky for the following reasons: 1. VBILX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. 5% = a bit less than 3½ years to get back to even. Open an account. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. 00 USD: Min. Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. Lipper Classification High Yield Funds. VFSTX is short-term - I guess I would have to find a short-term tax-exempt fund to TLH that one. 5% per year immediately, and it will take 11. You get a balance of risk and return, all with a low expense ratio of just 0. : Nasdaq) Vanguard Intermediate-Term Bond Index Fund;Admiral. , and are not protected by SIPC. VBILX has a higher 5-year return than VCORX (0. See the company profile for Vanguard Interm-Term Bond Index Adm (VBILX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key. 3. 26%. This fund is not a popular choice with retail investors. by Lan Anh Tran. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10. 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. It was launched on Nov 12, 2001. Chart. Substantially identical. S. Daily. 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. This is for persons in the US only. Its broad scope and diversified portfolio cut back on credit. 00%) 11/21/23 Mutual Fund | $USD | NAV. The higher Sharpe ratio for VBTLX shows us that VBILX did have higher return, but not as much as might have been hoped for given the higher volatility. VICSX | A complete Vanguard Intermediate-Term Corporate Bond Index Fund;Admiral mutual fund overview by MarketWatch. But we can restrict trading in your accounts if your transactions violate industry regulations and the Vanguard Brokerage Account Agreement. 53%. 70% annually. S. 4. There is a body of research that shows high. 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). Initial Investment 50,000. You can also buy it as an ETF using the symbol BIV, with a one share minimum. The fund employs an indexing. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. 17 / 0. This index includes all medium and. 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. 46% and VBILX has an expense ratio of 0. 5 B: 2. A bond is a series of future dollar payments to be made at future times--many small coupon. Advertisement. 8 Bil. "Everything should be as simple as it is, but. Learn more about mutual funds at fidelity. 96bn USD. About VTIAX. 26%. VBILX is actually cheaper than its peers when you consider factors like cost. Fund summary. VBILX seemed like a good 50/50 bet on all fronts. By contrast, Vanguard Total Bond Market Index Adm (VBTLX) is about 50% government bonds, 27% corporate bonds and 23% MBS. $9. The strategy’s cheaper Admiral and I share. The. Category Muni National Long. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. Latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. Index Fund Admiral Shares (VBILX) Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) Connect with Vanguard. 41. Expense Ratio 0. 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. These tend to be less volatile than bonds. , and are not protected by SIPC. View VBILX mutual fund data and compare to other funds, stocks and exchanges. 2. VBIAX Performance - Review the performance history of the Vanguard Balanced Index Adm fund to see it's current. stock/40% U. Vanguard FTSE Social Index Fund (VFTNX) 0. The bond component of a three fund portfolio is usually Total Bond Index, Intermediate-Term Bond Index, or Intermediate-Term Treasury Index. As of November 13, 2023, the Vanguard Short-Term Bond Index Fund Investor Shares has assets totaling almost $32. 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Fund Strategy. Net expense ratio. About VBTLX. Start a 7. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for. Thanks for any thoughts and/or suggestions. The only difference is that the expense ratio for BND is slightly lower, at 0. The VBILX has been described above and has no MBS while VCOBX is similar to VBTLX but has has a higher ownership of MBS. 72% 5. S. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. Average annual total return—after taxes on distributions and sale of fund shares. stocks. Was just looking back at your visualizer link. Research information including trailing returns and hypothetical growth for Vanguard Intermediate. Expense Ratio. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. We’d like to share more about how we work and what drives our day-to-day business. See risk data for Vanguard Intermediate-Term Bond Index (VBILX). Learn more about mutual funds at fidelity. 1. This price volatility may be due to one of several factors: 1) a fund may hold longer-term bonds, which are subject to wide swings in value as interest rates rise and fall; 2) a fund may hold. 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. We used Vanguard Intermediate-term Bond Index Fund (VBILX) ER 0. The more important question is whether bonds in a taxable account is tax efficient for you. History of Fund/Manager Vanguard Group is responsible for VBILX, and. 64% and VFIDX at 2. Follow. S. Minafi categorizes both of these funds as large funds. SMECX vs VBILX Fund Comparison . 83% 6. Vanguard Total Bond Market Index Fund Admiral Shares (ticker: VBTLX) 0. VBILX is actually cheaper than its peers when you consider factors like cost. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. S. 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. TTM. Category Intermediate Government. VAIPX Performance - Review the performance history of the Vanguard Inflation-Protected Secs Adm fund to see it. Distribution Fee Level Low. Status Open. VBIAX has 43. 97%). It can hold any. I like that the fund is about 1/2 government bonds and 1/2 corporate bonds, and has no MBS. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 0/web/styles. FDSVX - Fidelity® Growth Discovery - Review the FDSVX stock price, growth, performance, sustainability and more to help you make the best investments. Sungarden Investment Publishing. Adj. Bond Holdings. Category. VBIRX Performance - Review the performance history of the Vanguard Short-Term Bond Index Adm fund to see it's. 07%, with VBILX. VBILX is an index fund that tracks the performance of U. 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. The objective of the fund is to seek a high level of interest income. Based on the dollar number reported. VWIGX - Vanguard International Growth Inv - Review the VWIGX stock price, growth, performance, sustainability and more to help you make the best investments. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. UpperNwGuy. 0 Bil. Interactive Chart for Vanguard Interm-Term Bond Index Adm (VBILX), analyze all the data with a huge range of indicators. 43) can get the job done. VBILX November 3, 2023 • end of day • CURRENCY IN USD. VBILX Benchmark Bloomberg U. In terms of fees, VBILX is a no load fund. 0 - 0. First, in the short term, bonds fluctuate much less than stocks, and you may need a reliable investment. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. 25 Apr 2008. 26%. Vanguard has only long-term and money-market tax-exempt funds for New York. 72 percent over the past five years and 1. Average VBILX Category Average. Index. 3774%. Research. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Purchasing a security using an unsettled credit within the. Get the lastest Fund Holdings for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. Return VBILX Category. This is for persons in the US only. But they have lower market risk. 16. VBILX, standard deviation 5. Get the lastest Class Information for Vanguard Intermediate-Term. 2013. VBTLX VBILX. Re: Tax Loss Harvest Total Bond Market Fund (VBTLX) by Roothy » Tue May 15, 2018 8:14 pm. 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. VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. The Fund seeks to track the performance of a broad, market-weighted bond index. The. Both VBILX and VBTLX have a similar number of assets under management. I went back over the past 5 years of posts regarding this specific question. You're not going that way. Min. Forget "backtesting" which is based on past performance. 4% of it is total bond, and 3. It looks like both fell about -11% with the Intermediate slightly lower. It is similar but not substantially identical to a total bond market index fund. Both VMFXX and SPAXX are mutual funds. 97%,. Updated 1 year ago. Category Intermediate Core Bond. 71. Vanguard Interm-Term Bond Index Adm (VBILX) is doing it's job of reducing portfolio volatility, it's total return is up 3. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. 09. Min. com Category: Total Bond Market Benchmark Index Name: Barclays Capital U. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. The objective of this fund is to seek high level of dividend income, as well as long-term growth of capital. Morningstar Medalist Rating. This fund is not a popular choice with retail investors. Discover historical prices for VBILX stock on Yahoo Finance. Analyze the risk of the Vanguard Interm-Term Bond Index Adm fund and see how it stands up against market volatility to ensure it is the right investment for you. The mutual funds listed below may not be accurate or complete. The Fund seeks to maintain a dollar-weighted average maturity consistent with that of the Index. VBILX Category Low Category High VBILX % Rank; Net Assets: 35. View mutual fund news, mutual fund market and mutual fund interest rates. 09%. Share Class Type No Load. If the bond fund has to be held in taxable, and the investor's income level is high, they use Intermediate-Term Tax-Exempt or Tax-Exempt Index. VFIDX | A complete Vanguard Intermediate-Term Investment-Grade Fund;Admiral mutual fund overview by MarketWatch. or. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 39% vs 0. This fund is not a popular choice with retail investors. 07 0. Asset class.