Vanguard says, “This index fund offers a low-cost, diversified approach to bond investing. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. Each owns some corporate bonds but not too. Here's the result since 2020. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. | Medalist Rating as of Sep 30, 2023 | See Vanguard Investment Hub. View VBILX holdings data and information to see the mutual fund assets and interests. m. 72 years. For the wash sale rule the correct term is "substantially identical". The. Summary. Simplify your finances with any of the following optional services for this fund: Checkwriting Redemption. Investment. 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. However calculating the Tax Equivalent yields of. benefits office or call Vanguard at. Based on the dollar number reported. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. This fund is not a popular choice with retail investors. 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). Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. About VTIAX. 07%). Here are seven of the best Vanguard bond mutual funds and ETFs to buy in 2023: ETF. Check out our FundAccess. However, competitive shifts amidst peers lead to a Morningstar Analyst Rating downgrade to Bronze from Silver. S. S. investment-grade bonds. com. By contrast, Vanguard Total Bond Market Index Adm (VBTLX) is about 50% government bonds, 27% corporate bonds and 23% MBS. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. $0. Last edited by texasgal47 on Fri Mar 09, 2018 12:56 am, edited 1 time in total. com. SMECX vs VBILX Fund Comparison . MassiveBeard • 1 yr. Summary. Learn how it impacts everything we do. 22% for VBMFX. Either the fund is too new, or return data of current frequency is not available. 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. 0592I have a 30% TSM /70% fixed income allocation. Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. , and are not protected by SIPC. Initial. 1% is total international bond. 10. Pricing frequency. Asset Class Fixed Income. Initial Investment 50,000. Share Class Type Institutional. Fund Performance. Average annual total return—after taxes on distributions and sale of fund shares. Buying and selling the same lot of shares on the same day. Rated on. Makes the latter a bit riskier. short-term bond exposure. Above average volume. Vanguard indicates that I have 57K in loss on VBTLX. Open an account. Perhaps not surprisingly, performance has been nearly identical since that time: 3. "Everything should be as simple as it is, but. S. 100 Vanguard Blvd. This Index includes all medium and larger issues of U. Morningstar Category High Yield Bond. Category Intermediate Government. I am finally convinced of the value of holding long term - it took a while to get it. Interactive Chart for Vanguard Interm-Term Bond Index Adm (VBILX), analyze all the data with a huge range of indicators. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. com Category: Total Bond Market Benchmark Index Name: Barclays Capital U. Distribution Fee Level Low. You could lose money by investing in the fund. 3 Category: Intermediate Core Bond return as of 11/02/2023. YTD. I use Fidelity and there is a 75$ transaction fee plus ER's ranging. Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at Nasdaq. Category Inflation-Protected Bond. 47 B-106. Credit Quality / Interest Rate Sensitivity High / Moderate. It has an expense ratio of 0. Category Health. m. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. "Learn how it impacts everything we do. VBILX has a longer duration than VBTLX and is generally the more volatile of the two, due to its increased sensitivity to interest rates. 97%). 6. The Vanguard Intermediate-Term Bond Index Admiral made its debut in November of 2001 and VBILX has managed to accumulate roughly $16. 0, then multiply that number times the SEC 7 day yield. Min. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. 73 M: 292 B: 5. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions. 357. 76 %. 96bn USD As of Oct 31 2023. Share class size: 15. 37 %. by Ryan Jackson. Analyze the Fund Fidelity ® Large Cap Core Enhanced Index Fund having Symbol FLCEX for type mutual-funds and perform research on other mutual funds. Trouble logging in? Frequently Asked Questions. 82. 29. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. The only difference is that the expense ratio for BND is slightly lower, at 0. 34. This is for persons in the US only. | Medalist Rating as of Sep 30, 2023 | See Vanguard Investment Hub. VanguardIntermediate-Term Tax-Exempt Fund. Benchmark Spl Bloomberg US 5-10Yr G/Cr FltAdj Growth of a $10,000 investment: January 31, 2013— December 31, 2022 Vanguard Interm-Term Bond Index Adm. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. S. Cash Flow. VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. 00 per share, it cannot guarantee it will do so. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. 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. VBLAX | A complete Vanguard Long-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. Expense Ratio 0. It's longer than short term, and shorter than long term. The following are VBILX weaknesses from our perspective:. 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. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for. Expense Ratio 0. Open an account. 05% for VBTLX. This means for smaller portfolios. Wiki article Wash sale. It seemed like a safe "set it and forget it" solution for someone who doesn't really know a lot about bonds. To calculate your own rate of interest that you'd get to keep for the fund, you'd subtract your marginal tax rate from 1. 1-year 2. 6 M. 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. 00 million. In tax-advantaged accounts, the investment opportunities may be limited (e. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. VBILX Fund : USD 9. We used Vanguard Intermediate-term Bond Index Fund (VBILX) ER 0. When you purchased VBILX, I'm presuming you intended to buy intermediate term bonds, with a mix of US Govt. Fund Size Comparison. We’d like to share more about how we work and what drives our day-to-day business. It can hold any. Initial Investment 50,000. Summary. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. Fund. 07%, which is lower than the 3-year return of the benchmark index (Bloomberg US 5-10 year Government/Credit Float Adjusted TR USD),. VBILX, standard deviation 5. S. pkcrafter Posts: 15443 Joined: Sun Mar 04, 2007 5:19 pm Location: CA. When I bought Mr. One comment — For I-Bonds issued from May 2021 through October 2021, the current rate is 3. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 88% / 3. Address. The Vanguard Total Bond Market Index fund falls within Morningstar’s intermediate-term bond category. 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. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. 84 USD. 1-YEAR. Updated 1 year ago. 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. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 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 has a bit longer duration at 6. As of Oct 31 2023. ago. Both VBILX and VBTLX are mutual funds. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. Min. Minafi. VBTLX Portfolio - Learn more about the Vanguard Total Bond Market Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. 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 actually cheaper than its peers when you consider factors like cost. 3% and are a large portion of VBIRX. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. When you own shares, you have insight to the entire sphere of the U. Vanguard FTSE Social Index Fund (VFTNX) 0. 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. Learn more about mutual funds at fidelity. VBIAX has 43. 05% for VBTLX. Intermediate-term bonds often have higher yields. 4 Billion . Chart. Fund size is a good indication of how many other investors trust this fund. 25 / 0. Vanguard Short-Term Investment Grade’s well-structured process and ultralow fees make it a sensible candidate for short-term bond exposure. Vertebrobasilar insufficiency is a condition characterized by poor blood flow to the posterior (back) portion of the brain, which is fed by two vertebral arteries that join to become the basilar artery. Recently I have noticed that IT holds 50% corporates, with a good chunk of BBB ratings, and ST holds maybe 25%. Vanguard Interm-Term Bond Index Adm. 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. 54% rate will be adjusted in November, it’s. 150%. The objective of this fund is to seek a high level of. VFIDX | A complete Vanguard Intermediate-Term Investment-Grade Fund;Admiral mutual fund overview by MarketWatch. 05%. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. Although the fund seeks to preserve the value of your investment at $1. VWIUX is an active muni fund, VBILX is about 50/50 govt/corp index fund, and VFICX is an active investment grade fund. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) - Find objective, share price, performance, expense ratio, holding, and risk details. 07%. •. 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. 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%). 2 Bil. Focusing strictly on corporate bonds should. Fund. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. YTD. ( 1. Learn how it impacts everything we do. 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. VBTLX has a lower 5-year return than VBILX (0. , and are not protected by SIPC. This fund is not a popular choice with retail investors. 5-10 Year Government/Credit Float Adjusted Index. Min. by Toons » Sun Jul 01, 2012 7:49 pm. Total Assets 42. 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. 1. When you own shares, you have insight to the entire sphere of the U. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. You'll likely be improving the credit quality, to 100% US Govt. VBILX 3-year return is -5. Thanks for any thoughts and/or suggestions. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. the total value of VBILX--the value you will see in your account if you reinvest dividends and otherwise do not buy or sell--. VTIAX - Vanguard Total Intl Stock Index Admiral - Review the VTIAX stock price, growth, performance, sustainability and more to help you make the best investments. 82 0. Sec Filings. Perhaps not surprisingly, performance has been nearly identical since that time: 3. VBILX has 36. Vanguard Long-Term Bond Index's rock-bottom fee and market-value-weighted approach make it a compelling option. 10% year to date while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) is down 20. These tend to be less volatile than bonds. VBILX cons. View the latest VBILX. 5 B: 2. You get a balance of risk and return, all with a low expense ratio of just 0. Total Assets 35. No. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. This explains why BIV's yield is significantly lower than that of VCIT. The Fund seeks to provide high current income that is exempt from federal income taxes and to preserve investors' principal. I would not make that change. 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). 2013. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. 84% vs 0. 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. In terms of fees, VBILX is a no load fund. S. The strategy's cheaper admiral share class earns a. This index includes all medium and larger issues of U. We used Vanguard Intermediate-term Bond Index Fund (VBILX) ER 0. " - Albert Einstein | Wiki article link: Bogleheads® investment. The fund employs an indexing. companies that appear undervalued, relative to potential. VBILX seemed like a good 50/50 bet on all fronts. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. They have greater long-term performance than short-term bonds. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 26%. NAV / 1-Day Return 98. BIV's SEC yield is currently 1. Index. The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a. For the wash sale rule the correct term is "substantially identical". Category Short Government. Connect with Vanguard ® • vanguard. These are risks associated with. - Orange = simulated 7-day yield from a rolling portfolio of t-bills: When rates are rising like now, t-bill yields are a lot higher than the rolling portfolio's yield, since the rolling portfolio gets dragged down by the older t-bills. intermediate-term core bonds, with a low cost and a Morningstar Medalist rating of Gold. Morningstar Medalist Rating. 4 Billion in assets under management, while VBTLX has 269 Billion. or. 34. Category Intermediate Core Bond. Comparing VBILX or VBTLX (Total US Bond) to VWIUX (Int-Term Tax-Exempt bond index) is a more apt comparison. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. 1. - CNBCSummary. 05%. Check out our FundAccess. 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”. 95 +0. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. This is for persons in the US only. 06 (+0. 00 million. 9. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. S. com. Summary. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Average VBILX Category Average. 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. However, this difference does not give BND a clear advantage in performance, as the. The Vanguard Total International Stock Index Fund tracks the FTSE Global All Cap ex U. VCADX is tax free both Fed and CA. VBILX is actually cheaper than its peers when you consider factors like cost. This is for persons in the US only. Annual. Not registered. VBILX is exempt from CA tax as I recently discovered. It is similar but not substantially identical to a total bond market index fund. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. Its broad diversification and razor-thin expense ratio make this one of the best mid-cap growth funds available. The investment seeks to track the performance of the Bloomberg U. YTD-1. Status Open. ; VBILX 5-year return is 0. Status Open. Check out our FundAccess. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. 10. Total net assets. 2W 10W 9M. 75. 78%. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 66% vs 3. 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. T. Credit Quality / Interest Rate Sensitivity High / Moderate. 16%. Fund Number. It was launched on Nov 12, 2001. USD | NAV as of Nov 17, 2023 | 1-Day Return. 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. Short-Term Bond. Category Inflation-Protected Bond. Automatic Investment Plan. 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. 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. In my opinion almost any short-term or intermediate-term bond fund, with good credit quality and low expense ratio will do the job of reducing portfolio volatility (risk). 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. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of 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. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. 70% annually. 64% and VFIDX at 2. Both FTBFX and VBILX have a similar number of assets under management. Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U. 09K Followers. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares. 07%, with VBILX. S. 21 %. (70-ish govt vs. S. Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. The objective of the fund is to seek current. 25%. Given the state of interest rates currently should one invest in I bonds or VBILX? The VBILX would be in a pretax SEP account. VAIPX Performance - Review the performance history of the Vanguard Inflation-Protected Secs Adm fund to see it. 33. 10%. by Ben Sater. Rated on Jun 27, 2023 Published. , and are not protected by SIPC. Username or BBID Email. Cost-basis method for pre-2012 is the default, which is "average" method. Vanguard Intermediate-Term Bond Index Fund;Admiral VBILX (U. 07%. The Vanguard Long-Term Bond Index Fund is in Morningstar's long-term bond category. VBILX. This graph represents the growth of a hypothetical investment of $10,000. 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.