Morningstar

Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares VSMVX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 468.87  /  +0.98 %
  • Total Assets 2.0B
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 1.78%
  • Turnover 47%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis VSMVX

Will VSMVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSMVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VSMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard S&P Small-Cap 600 Val Idx Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VSMVX

More VSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paycom Software Inc

1.07 21M
Technology

Match Group Inc Ordinary Shares - New

1.02 20M
Communication Services

Jackson Financial Inc

1.00 20M
Financial Services

CarMax Inc

0.94 19M
Consumer Cyclical

SM Energy Co

0.91 18M
Energy

Eastman Chemical Co

0.89 18M
Basic Materials

Conagra Brands Inc

0.83 16M
Consumer Defensive

Lamb Weston Holdings Inc

0.81 16M
Consumer Defensive

Lincoln National Corp

0.78 16M
Financial Services

Matson Inc

0.73 15M
Industrials

Sponsor Center