The objective of the fund is to seek current. 2W 10W 9M. 73 M: 292 B: 5. Its admiral and exchange-traded fund share classes earn a Morningstar Analyst. VBILX has a higher 5-year return than VCORX (0. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. Portfolio Visualizer, 1995-2021. 2 VANGUARD FUND CUSIP TICKER 2022 RECORD DATE 2022 REINVEST AND/OR EX-DIVIDEND DATE 2022 PAYABLE DATE Consumer Staples Index Admiral Shares 92204A850 VCSAX 3/22/22 3/23/22 3/24/22 6/21/22 6/22/22 6/23/22My money market emergency fund was perhaps six months pay, but my bonds represented a couple of years of pay (although there were mostly in my retirement accounts, so ago figure). Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. I'm still in this mix of 80% VTSAX and 20% VBILX 2. Summary. Currency in USD Follow 2W 10W 9M 9. SPAXX profile: The Fund seeks as high a level of current income as is consistent with preservation of capital and liquidity. Min. 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. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 10. 28%; Sharpe ratio, 0. The objective of the fund is to seek a high level of interest income. Blockage of these arteries occurs over time through a process called atherosclerosis, or the build-up of plaque. 87% year to date. VBIAX has 43. Reply. 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. 11%. 74%: Net Assets in Top 10: 7. It is similar but not substantially identical to a total bond market index fund. 05% for VBTLX. The index is the Bloomberg U. Initial Investment 50,000. , and are not protected by SIPC. 3% and are a large portion of VBIRX. 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. 8, indicating that its companies have low exposure to carbon-related risks. See performance data and interactive charts for Vanguard Intermediate-Term Bond Index (VBILX). Balance Sheet. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. VBTLX and VBILX have the same expense ratio (%). 05%. I have around 400K in VBTLX, Vanguard Total Bond Market Index Fund Admiral Shares in taxable, in Vanguard. I am a first-time user. S. 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%). Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. , and are not protected by SIPC. 95 0. ago. VMFXX yield increases more quickly after a Fed rate hike because it holds shorter-term securities, but VUSXX usually ends up a bit higher once things settle down. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. com. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 57%. How To Invest / Fund Directory / Invesco Small Cap Equity Fund Class C vs Vanguard Intermediate-Term Bond Index Fund Admiral Shares . About VTIAX. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. "Everything should be as simple as it is, but not simpler. 63bn USD. Expense Ratio 0. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. "Everything should be as simple as it is, but not simpler. Average annual total return—after taxes on distributions and sale of fund shares. $15,810 MM 0. Gerard C. See fees data for Vanguard Intermediate-Term Bond Index (VBILX). Research. $0. Credit Quality / Interest Rate Sensitivity High / Moderate. Learn how it impacts everything we do. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. 05% for VBTLX. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. VBTLX has a lower 5-year return than VBILX (0. Address. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. Learn more about mutual funds at fidelity. Status Open. 11/08/23. Initial Investment 50,000. ; VBILX 5-year return is 0. Vanguard Interm-Term Bond Index Adm (VBILX) is a passively managed Taxable Bond Intermediate Core Bond fund. Expenses: 0. Income Statement. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Fund Description. Category Muni National Long. 3. I am finally convinced of the value of holding long term - it took a while to get it. •. S. 0592I have a 30% TSM /70% fixed income allocation. 6 Billion in assets under management, while VBILX has 36. Vanguard Short-Term Corporate Bond Fund offers a well-constructed portfolio of short-term corporate bonds at a razor-thin expense ratio. • 1 yr. 2. 5-10 Year Government/Credit Float Adjusted Index. Compare and contrast: VBTLX vs VBILX. Posts: 9180. S. VBILX's 5-year performance has produced a positive alpha of 0. Insufficient Data. As of today, it's looking at a 12% loss all at long-term capital gains. The value of a single share is called its share value or share price. 2 Billion in assets under management, while VBILX has 36. TTM Yield 5. (70-ish govt vs. 11, which means it is likely to be more volatile than the market average. 34. 83% 6. It looks like both fell about -11% with the Intermediate slightly lower. 33% = 3. Vanguard Interm-Term Bond Index Adm. 22) X 4. VMFXX has a lower expense ratio than SPAXX (% vs 0. government bonds of all maturities. 72 percent over the past five years and 1. View Minimum Investment Information and Available Brokerage for Vanguard Interm-Term Bond Index Adm (VBILX)<link rel="stylesheet" href="pkg/1. The 7 Best Bond Funds for Retirement Savers in 2022. In tax-advantaged accounts, the investment opportunities may be limited (e. As I near 40, I'm wondering if I'm being too risky for the following reasons: 1. 0. Share Class Type Institutional. 10. 00%) 11/21/23 Mutual Fund | $USD | NAV. S. Morningstar Medalist Rating. Category Health. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. short-term bond exposure. 08%. 0 - 0. S. It was launched on Nov 12, 2001. Total Bond Admiral VBTLX-. It seemed like a safe "set it and forget it" solution for someone who doesn't really know a lot about bonds. Learn more about mutual funds at fidelity. pkcrafter Posts: 15443 Joined: Sun Mar 04, 2007 5:19 pm Location: CA. 00 million. A fellow Boglehead introduced me to this article describing a "keep investing simple, stupid" approach with 3-4 funds designed to beat VTSAX by having exposure to the S&P500, mid cap, and small cap stocks. Initial Investment 50,000. Category Inflation-Protected Bond. VBILX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. Learn more about mutual funds at fidelity. The objective of this fund is to seek high level of dividend income, as well as long-term growth of capital. Some folk hold Long-Term Treasury Index. VBILX 3-year return is -5. Vanguard Bond Index Funds. They have greater long-term performance than short-term bonds. VTIAX - Vanguard Total Intl Stock Index Admiral - Review the VTIAX stock price, growth, performance, sustainability and more to help you make the best investments. The Vanguard Interm-Term Bond Index Adm expense ratio is low compared to funds in the Intermediate Core Bond category. Is the next interest rate increase already baked into the current VBILX stock price? The federal reserve next meets March 20 & 21. Start Date. Vanguard Long-Term Bond Index's rock-bottom fee and market-value-weighted approach make it a compelling option. S. ( 1. Total Assets 42. Rated on Jul 28, 2023 Published on Jul 28, 2023. 31 years. The biggest difference in performance happened in 2013 when the capital return for VBILX was -6. 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. 16. VBILX net assets are $0. 53%. VBILX Post-Liquidation. 800 662-7447. However calculating the Tax Equivalent yields of. About VBLAX. investment-grade bonds. View mutual fund news, mutual fund market and mutual fund interest rates. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) - Find objective, share price, performance, expense ratio, holding, and risk details. Start a 7. This means for smaller portfolios. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. Check out our FundAccess. NAV / 1-Day Return 98. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. Then I added a 10% allocation of VISVX to VTSAX/VBILX/VWIGX and it back-performed even better yet. Follow. VICSX - Vanguard Interm-Term Corp Bd Idx Admiral - Review the VICSX stock price, growth, performance, sustainability and more to help you make the best investments. VBIAX Performance - Review the performance history of the Vanguard Balanced Index Adm fund to see it's current. Vanguard Total Bond Market Index Fund, Investor Shares was incepted in December 1986 and is managed by The Vanguard Group. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. I think I'll stick with the Total Bond Fund although VBILX is a fine choice, too. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Rated on Nov 3, 2023. MassiveBeard • 1 yr. 29. Annual. 1-year 2. A Roth IRA is a fantastic tool for building long-term wealth as it allows returns to build up with after-tax dollars. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: 60% VBILX (intermediate total bond fund) 40% VFICX (intermediate bond fund, investor grade) This weighting will give you around 2/3 in corporate bonds and 1/3 in government bonds. Open an account. Average VBILX Category Average. A bond is a series of future dollar payments to be made at future times--many small coupon. For a list of the mutual funds that may be convertible to ETFs please see the list below. 10. VBILX, VSBSX, VSGDX are my choices. 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 20%) At close: 08:01PM EST. 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 portfolios. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. com. Summary. 5% per year immediately, and it will take 11. 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 portfolios. Both BND and VBILX have a similar number of assets under management. It is essentially a one-stop shop for a. Index. Category. The Securities and Exchange Commission (SEC) has not approved or disapproved theseThe fund was incepted in November 1992 and is managed by The Vanguard Group. VSCSX - Vanguard Short-Term Corp Bd Idx Admiral - Review the VSCSX stock price, growth, performance, sustainability and more to help you make the best investments. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. Vanguard Total Bond Market Index Fund Admiral Shares (ticker: VBTLX) 0. Last edited by texasgal47 on Fri Mar 09, 2018 12:56 am, edited 1 time in total. VWIUX is an active muni fund, VBILX is about 50/50 govt/corp index fund, and VFICX is an active investment grade fund. 10. Fund Number. 46% 4. com. S. View VBILX mutual fund data and compare to other funds, stocks and. View mutual fund news, mutual fund market and mutual fund interest rates. Bogle was a fan of VBILX and mentions it as a nice alternative to Total Bond in a 2014 interview with C Benz. 3 Category: Intermediate Core Bond return as of 11/02/2023. VBIRX Performance - Review the performance history of the Vanguard Short-Term Bond Index Adm fund to see it's. VBILX net assets are $0. This fund is not a popular choice with retail investors. VBILX – Fund Analysis – Vanguard Interm-Term Bond Index Adm | Morningstar Vanguard Interm-Term Bond Index Adm VBILX Fund Analysis Morningstar. The Vanguard Total Bond Market Index fund falls within Morningstar’s intermediate-term bond category. The fund employs an indexing. - VBTLX has a big chunk of govt mortgage-backed. 5 factor) to activity at the beginning of the period. com. 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. VBILX, standard deviation 5. Credit Quality / Interest Rate Sensitivity High / Moderate. VBTLX, standard deviation 3. Either the fund is too new, or return data of current frequency is not available. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 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. VanguardTotal Bond Market Index Fund. comFact sheet |September 30, 2023. 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. View the latest VBILX. Username or BBID Email. VBTLX held its value better during the Great Recession. Expense Ratio 0. S. But we can restrict trading in your accounts if your transactions violate industry regulations and the Vanguard Brokerage Account Agreement. 09K Followers. 43) can get the job done. USD | NAV as of Nov 17, 2023 | 1-Day Return. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history. 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 objective of this fund is to seek a high level of. by Lan Anh Tran. This fund is not a popular choice with retail investors. Not substantially identical. Vanguard Long-Term Bond Index's rock-bottom fee and market-value-weighted approach make it a compelling option. But they have lower market risk. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares. $0. 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. 5-year 3. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. Vanguard’s Target Retirement 2045 Fund is constructed for people who plan to retire between 2043 and 2047. VBILX has less junk and pretty much the same 5 and 10 year returns but a fraction of the expense. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Summary. Share Class Type Institutional. 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. 00%) At close: 08:01PM EST Summary Chart. UpperNwGuy. 25 Apr 2008. 357. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. by Ryan Jackson. For the wash sale rule the correct term is "substantially identical". 13. , and are not protected by SIPC. Share Class Type Institutional. VFISX - Vanguard Short-Term Treasury Inv - Review the VFISX stock price, growth, performance, sustainability and more to help you make the best investments. 150%. Phone. investment-grade bonds with maturities from five to 10 years. 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. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. 22% for VBMFX. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. VBILX. Its broad diversification and razor-thin expense ratio make this one of the best mid-cap growth funds available. Distribution Fee Level Below Average. Status Open. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. Open an account. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. The index covers about 80 percent of the investable. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. 07%, which is lower than the 3-year return of the benchmark index (Bloomberg US 5-10 year Government/Credit Float Adjusted TR USD),. Realistically, an 80/20 VT/BNDW split is quite similar long term to 100% VT, so that is a fine play. S. All of its. 8 Bil. 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. Minafi categorizes both of these funds as large funds. Vanguard Interm-Term Bond Index Adm Overview. | Medalist Rating as of Sep 30, 2023 | See Vanguard Investment Hub. VBILX. ago. ; VBILX 5-year return is 0. 3. 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. 04 billion in assets, as of the most recently available. 02/24/2015. Wiki article Wash sale. Chart. 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. Summary. It hold 50% corporate bonds and 50% government bonds. The following are VBILX weaknesses from our perspective:. At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life. 33. VBILX net assets are $0. -. 03%, compared to 0. 56 percent over the past decade. Fund Description. Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares and Vanguard Tax-Exempt Bond ETF (). “Don't waste your time looking back. We’d like to share more about how we work and what drives our day-to-day business. Please note that there may be blackout. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. stocks. ” ― Ragnar Lothbrok. It is similar but not substantially identical to a total bond market index fund. This is for persons in the US only. Minafi categorizes both of these funds as large funds. 3774%. 10%. 71%). YTD High, Low, Change, %Change: The high and low price year-to-date, with the change and. Now, I'm presuming you'll be changing both of those characteristics. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. Connect with Vanguard ® • vanguard. This fund is not a popular choice with retail investors. Vanguard says, “This index fund offers a low-cost, diversified approach to bond investing. Discover historical prices for VBILX stock on Yahoo Finance. Credit Quality / Interest Rate Sensitivity High / Moderate. About VBLAX. Learn more about mutual funds at fidelity. See. S. Research information including fund fees, cost projections and minimum investments for Vanguard Intermediate-Term Bond Index. Closed-end mutual funds and money market funds are not reflected with in the products universe. 0. 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. RTPYEEST 112022 Connect with Vanguard® vanguard. Current and Historical Performance Performance for Vanguard Interm-Term Bond Index Adm on Yahoo Finance. I thought of VWIUX because it's an intermediate-term fund, as are VBILX and VFICX. The fund invests about 40% in corporate bonds and 60% in U. 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 portfolios. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. 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. by Lan Anh Tran.