Morningstar

Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares VSPMX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 495.48  /  +0.96 %
  • Total Assets 5.9B
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 1.27%
  • Turnover 15%

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

Morningstar’s Analysis VSPMX

Will VSPMX 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 VSPMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSPMX 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 VSPMX’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 Mid-Cap 400 Index I 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

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Portfolio Holdings VSPMX

More VSPMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

1.00 59M
Technology

Illumina Inc

0.90 53M
Healthcare

TechnipFMC PLC

0.87 51M
Energy

Everpure Inc Class A

0.82 48M
Technology

Okta Inc Class A

0.81 48M
Technology

ATI Inc

0.78 46M
Industrials

nVent Electric PLC

0.68 40M
Industrials

Carpenter Technology Corp

0.66 39M
Industrials

US Foods Holding Corp

0.64 38M
Consumer Defensive

Tenet Healthcare Corp

0.64 38M
Healthcare

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