Forgot your username or password? Continue. by Lan Anh Tran. 1%). VBILX has a bit longer duration at 6. The VBILX has been described above and has no MBS while VCOBX is similar to VBTLX but has has a higher ownership of MBS. Expense Ratio 0. What are VBILX negatives? The following are VBILX weaknesses from our perspective: VBILX net assets are $0. VBIAX has 43. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. Fund size is a good indication of how many other investors trust this fund. Each owns some corporate bonds but not too. Historically, our bond strategy has been a blend of Vanguard Intermediate Term Investment Grade (VFIDX) and Vanguard Total Bond Market Index Fund (VBTLX). 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. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. This is for persons in the US only. stock/40% U. Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares and Vanguard Tax-Exempt Bond ETF (). Vanguard Mutual Fund Profile | Vanguard. Fund. Release Date: 09-30-2023 Vanguard Interm-Term Bond Index Adm VBILX Historical Performance: VBILX vs BIV. View the latest VBILX. VBILX cons. VBTLX VBILX. 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. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Credit Quality / Interest Rate Sensitivity High / Moderate. This explains why BIV's yield is significantly lower than that of VCIT. 95 0. Some folk hold Long-Term Treasury Index. 91 +0. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. $0. 4% of it is total bond, and 3. These tend to be less volatile than bonds. VBTLX held its value better during the Great Recession. Write checks for $250 or more from your Vanguard nonretirement bond or money market fund. ago. Vanguard indicates that I have 57K in loss on VBTLX. Expenses: 0. 37 %. com. Vanguard fund information shows the Investor, Admiral, and ETF share classes of a number of Vanguard funds. skew37. com. 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. Either the fund is too new, or return data of current frequency is not available. Both BIV and VBILX have a similar number of assets under management. 26%. The objective of the fund is to seek current income by investing in U. 09, 2022 3:20 AM ET Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV) AGG, VBIIX, VBILX, VBIMX, VBIUX 4 Comments. View VBILX mutual fund data and compare to other funds, stocks and exchanges. VWIGX - Vanguard International Growth Inv - Review the VWIGX stock price, growth, performance, sustainability and more to help you make the best investments. Initial Investment 50,000. 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. Vanguard Long-Term Bond Index's rock-bottom fee and market-value-weighted approach make it a compelling option. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Initial Investment 50,000. It seemed like a safe "set it and forget it" solution for someone who doesn't really know a lot about bonds. 05% for VBTLX. 29 billion in assets, as of the most recently available. Min. , and are not protected by SIPC. Adj. Category Short Government. A high-level overview of Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) stock. 56 percent over the past decade. Vanguard Ultra-Short Bond’s portfolio managers have ample experience and supporting resources, but despite its low expenses, this fund’s straightforward approach and general market focus don. by Lan Anh Tran. , and are not protected by SIPC. I use Fidelity and there is a 75$ transaction fee plus ER's ranging. For money market funds that seek to maintain a stable price per share, the NAV is calculated. 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. Distribution Fee Level Low. View mutual fund news, mutual fund market and mutual fund interest rates. | Medalist Rating as of Sep 30, 2023 | See Vanguard Investment Hub. by Ryan Jackson. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. Vanguard Short-Term Corporate Bond Fund offers a well-constructed portfolio of short-term corporate bonds at a razor-thin expense ratio. VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. 6. 3% of the fund is invested in US Treasury and Agency bonds. In my opinion both Vanguard Total Bond Market Index Fund (VBTLX) and Vanguard Intermediate-term Bond Index Fund (VBILX) are very suitable for a retiree. 150%. The. Net expense ratio: 0. expertise leads to lower conviction in its investment process. Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. Learn more about mutual funds at fidelity. Learn more about mutual funds at fidelity. 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. 11 MB Walker | July 27, 2021 at 8:26 am MST. About VSIAX. Fund size is a good indication of. 5 factor) to activity at the beginning of the period. As I near 40, I'm wondering if I'm being too risky for the following reasons: 1. View All companies. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. and VBIRX (ST Index) with the goal of an overall duration of < 5 years. 41. BIV – Vanguard Interm-Term Bond ETF – Check BIV price, review total assets, see historical growth, and review the analyst rating from Morningstar. Aggregate Bond Index Benchmark Index Description: The index measures the performance of the U. Morningstar Medalist Rating. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. Fund Performance. 09. 90%-1. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. : Nasdaq) Vanguard Intermediate-Term Bond Index Fund;Admiral. 00%) At close: 08:01PM EST Summary Chart. 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%). 5 B: 2. The value of a single share is called its share value or share price. 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. 78%. 9. 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. 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. VBILX Category Low Category High VBILX % Rank; Net Assets: 35. VSCGX - Vanguard LifeStrategy Cnsrv Gr Inv - Review the VSCGX stock price, growth, performance, sustainability and more to help you make the best investments. by Nour Al Twal. The expense ratio is 0. See Vanguard Balanced Index Fund (VBIAX) mutual fund ratings from all the top fund analysts in one place. 5% = a bit less than 3½ years to get back to even. 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. VBIRX Performance - Review the performance history of the Vanguard Short-Term Bond Index Adm fund to see it's. Both BND and VBILX have a similar number of assets under management. , and are not protected by SIPC. Initial. Credit Quality / Interest Rate Sensitivity High / Limited. Cash Flow. VBILX is actually cheaper than its peers when you consider factors like cost. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. 3% and are a large portion of VBIRX. Learn. investment-grade bonds. 03%, compared to 0. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. First, in the short term, bonds fluctuate much less than stocks, and you may need a reliable investment. 09K Followers. Quarterly. Intermediate Core Bond $10,751 (right-click to delete right-click to manage) (long-press to drag) (drag to change anchor time) 921937801. Focusing strictly on corporate bonds should. The minimum initial investment for VBILX is $3,000. Inception date. Please note that there may be blackout. PO Box 2600 V26. 54% rate will be adjusted in November, it’s. 00 million. 4 Billion . The Vanguard Intermediate-Term Bond Index Fund offers low-cost, diversified exposure to U. S. Perhaps not surprisingly, performance has been nearly identical since that time: 3. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. might be appropriate here. Vanguard Intermediate-term Bond Index Fund has had higher returns but with higher risk than Vanguard Total Bond Market Index Fund. VBILX. 8fe60e10707aaca6. S. 4 % 11/12/01 5314 Investment objective Vanguard Intermediate-Term Bond Index Fund seeks to track the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. Thus, Weighted Alpha is a measure of one-year growth with an emphasis on the most recent price activity. 50%; Sharpe ratio, 0. The objective of the fund is to seek a high level of interest income. Current and Historical Performance Performance for Vanguard Interm-Term Bond Index Adm on Yahoo Finance. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. S. Rated on Jul 28, 2023 Published on Jul 28, 2023. This means for smaller portfolios. 63bn USD As of Oct 31 2023. This is for persons in the US only. 6. T. 07%. 83% 6. Its broad diversification and razor-thin expense ratio make this one of the best mid-cap growth funds available. 1-year 2. The. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). , 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. However calculating the Tax Equivalent yields of. Discover historical prices for VBILX stock on Yahoo Finance. VBILX 3-year return is -5. Vanguard S&P 500 Index offers a broadly diversified, low-turnover portfolio of U. This includes more than 10,000 bonds. 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. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Balance Sheet. 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. investment-grade bonds with maturities from five to 10 years. 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. The fund's assets are divided. This can be Treasury bond funds or diversified, actively managed or indexed. VanguardTotal Bond Market Index Fund. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. 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. Discover historical prices for VBILX stock on Yahoo Finance. Fact sheet |September 30, 2023. 29. 04 billion in assets, as of the most recently available. The mutual funds listed below may not be accurate or complete. 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. Intermediate-term bonds often have higher yields. Recently I have noticed that IT holds 50% corporates, with a good chunk of BBB ratings, and ST holds maybe 25%. VFICX gets 2 stars because it underperforms the Corporate Bond category with lower risk, and it has below average fees (about half the category average). However, if it bothers you to have idle money sitting, look for a different stock in the same industry. ” ― Ragnar Lothbrok. "Everything should be as simple as it is, but not simpler. Phone. 84% vs 0. 87% year to date. Status Open. Learn more about mutual funds at fidelity. ; VBILX 5-year return is 0. VMFXX and SPAXX have the same 5-year return (%). Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. 07 % VBILX 46. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. Learn how it impacts everything we do. The Vanguard Small-Cap Value Index Fund offers low-cost exposure to small U. VBTLX VBILX. Re: VBILX. Time periods greater than 1 year are annualized. Expense Ratio 0. 72% 5. 05% for VBTLX. The fund has returned 1. 84% vs 0. Barchart takes this Alpha and weights this, assigning more weight to recent activity, and less (0. Minafi categorizes both of these funds as large funds. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. initial investment: 3,000. Wash sale rules apply to stocks, bonds, mutual funds, exchange. 4 Billion in assets under management, while VBTLX has 269 Billion . , and are not protected by SIPC. Updated 1 year ago. 73 M: 292 B: 5. It has an expense ratio of 0. VBTLX and VBILX have the same expense ratio (%). For a list of the mutual funds that may be convertible to ETFs please see the list below. View mutual fund news, mutual fund market and mutual fund. com. 1m. Vanguard Bond Index Funds. Not substantially identical. These can be described as the "sweet spot" of bond investing. 1-0. will begin rising at 3. Expense Ratio 0. Bilix is established based on the world’s first PEGylated bilirubin platform technology to produce numerous “First in Class” in anti-inflammatory and “Best in Class”. Fund. See performance data and interactive charts for Vanguard Intermediate-Term Bond Index (VBILX). 08%. 25 / 0. The minimum initial investment for VBILX is. 53%. The 7 Best Bond Funds for Retirement Savers in 2022. VBILX has a higher 5-year return than VBTLX (0. . Forget "backtesting" which is based on past performance. Tenure Rank. 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. 5-10 Year Government/Credit Float Adjusted Index. VBILX Benchmark Bloomberg U. S. This is for persons in the US only. Quote. SWIIX has a net expense ratio of 0. 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. The account was opened in Dec. 10. Open an account. Re: Tax Loss Harvest Total Bond Market Fund (VBTLX) by Roothy » Tue May 15, 2018 8:14 pm. 1%. bond market. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. 71. Size of Class (Millions) as of Nov 17, 2023 $7,344. pkcrafter Posts: 15443 Joined: Sun Mar 04, 2007 5:19 pm Location: CA. Corporations looking for debt financing for any number of corporate business. Minafi categorizes both of these funds as large funds. “Don't waste your time looking back. VBILX. $9. com. S. 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. 10%. TTM Yield 3. Vanguard Growth & Income. The index covers about 80 percent of the investable. 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. VBILX has more corporate and lower graded bonds in it, which should increase the yield a bit. 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). Learn more about mutual funds at fidelity. Minafi categorizes both of these funds as large funds. About VICSX. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. Category Intermediate Core Bond. Average annual total return—after taxes on distributions and sale of fund shares. by Toons » Sun Jul 01, 2012 7:49 pm. SPAXX profile: The Fund seeks as high a level of current income as is consistent with preservation of capital and liquidity. S. I haven't checked in a while, but as I recall, here are the major arguments put forth in many previous threads: - VBTLX has more Govt and less corporate holdings. Initial Investment 50,000. This fund is not a popular choice with retail investors. " - Albert Einstein | Wiki article link:. Initial Investment 50,000. 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. (70-ish govt vs. Status Open. Advertisement. We’d like to share more about how we work and what drives our day-to-day business. 10. com Category: Total Bond Market Benchmark Index Name: Barclays Capital U. Makes the latter a bit riskier. 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. Investment. , and are not protected by SIPC. 03%, compared to 0. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. 800-523-1188 Monday through Friday from 8:30 a. VBILX: $11,374. Connect with Vanguard ® • vanguard. Gerard O’Reilly. S. " - Albert Einstein | Wiki article link: Bogleheads® investment. 1-year 2. Below is the comparison between VBTLX and VBILX. 55%. View mutual fund news, mutual fund market and mutual fund interest rates. Expense Ratio. These "noncovered" shares are now worth about. The Vanguard Intermediate-Term Bond Index Admiral made its debut in November of 2001 and VBILX has managed to accumulate roughly $16. Apr 26, 2016. 07% compared to the category average of 0. Latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 07%. I would not make that change. CUSIP. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. Fund Description. $0. 19 billion invested in 2,672 different holdings. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. The 1. VBILX's 5-year performance has produced a positive alpha of 0. by Lan Anh Tran. Currency in USD. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. 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. 61%) At close: 08:01PM EST. Fidelity US bond index. 95 / 0. About VFIAX. There is Fidelity® Intermediate Treasury Bond Index Fund (FUAMX), but FUAMX only includes intermediate-term treasury bonds (and not corporate bonds or other investment-grade bonds). additional. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. 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. Total Assets 35. VBTLX, standard deviation 3. Interactive Chart for Vanguard Interm-Term Bond Index Adm (VBILX), analyze all the data with a huge range of indicators. Fund Description. They have greater long-term performance than short-term bonds. Vanguard’s Target Retirement 2045 Fund is constructed for people who plan to retire between 2043 and 2047.