Pricing frequency: Daily: Total net assets: 34. Sec Filings. VBILX's 5-year performance has produced a positive alpha of 0. Vanguard Intermediate-Term Bond Index Fund;Admiral 9. 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. I'm happy with its performance. 84 USD. 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. Distribution Fee Level Low. 97%). Initial Investment 50,000. YTD High, Low, Change, %Change: The high and low price year-to-date, with the change and. Distribution Fee Level Low. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. , and are not protected by SIPC. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. Get the lastest Fund Holdings for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. The Vanguard Intermediate-Term Bond Index Fund offers low-cost, diversified exposure to U. The fund invests about 40% in corporate bonds and 60% in U. VBILX net assets are $0. 00 million. It's longer than short term, and shorter than long term. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Performance Chart. 63bn USD As of Oct 31 2023. By contrast, Vanguard Total Bond Market Index Adm (VBTLX) is about 50% government bonds, 27% corporate bonds and 23% MBS. VBILX Price - See what it cost to invest in the Vanguard Interm-Term Bond Index Adm fund and uncover hidden expenses to decide if this is the best investment for you. We’d like to share more about how we work and what drives our day-to-day business. 95 0. and VBIRX (ST Index) with the goal of an overall duration of < 5 years. Apr 26, 2016. Status Open. Analyze the Fund Fidelity ® Large Cap Core Enhanced Index Fund having Symbol FLCEX for type mutual-funds and perform research on other mutual funds. SMECX vs VBILX Fund Comparison . might be appropriate here. You get a balance of risk and return, all with a low expense ratio of just 0. bond portfolio. 82 0. The minimum initial investment for VBILX is $3,000. 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%). 83% 6. Start a 7. Morningstar Category High Yield Bond. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. -. 07%. Summary. 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. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. Transfer a fixed amount automatically from your bank account to your Vanguard account on a set schedule. 290%. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. S. Discover historical prices for VBILX stock on Yahoo Finance. Vanguard’s Target Retirement 2045 Fund is constructed for people who plan to retire between 2043 and 2047. 47 B-106. by Lan Anh Tran. Aggregate Float Adjusted Index. 16% and a Distribution yield last month of 2. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. Exchange. The Compare Products Tool universe includes all open-end mutual funds and exchange traded funds (ETF's) only. Check out our FundAccess. 340%. - Blue = 1 month t-bill yield. Here's the result since 2020. 57%. Min. Status Open. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Fund. 100 Vanguard Blvd. S. 92. View VBILX holdings data and information to see the mutual fund assets and interests. The fund was incepted in May 1996 and is managed by The Vanguard Group. A Roth IRA is a fantastic tool for building long-term wealth as it allows returns to build up with after-tax dollars. 70% annually. View VBILX holdings data and information to see the mutual fund assets and interests. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. VBILX is actually cheaper than its peers when you consider factors like cost. Compare and contrast: VBTLX vs VBILX. 5% = a bit less than 3½ years to get back to even. What are your thoughts on using VBILX as a replacement for VBTLX? When comparing the two I see that VBILX seems to be VBTLX minus the MBS. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. S. You could lose money by investing in the fund. Share Class Type Institutional. Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. Connect with Vanguard ® • vanguard. As I near 40, I'm wondering if I'm being too risky for the following reasons: 1. 20%) At close: 08:01PM EST. 61%) At close: 08:01PM EST. Pricing frequency. 3774%. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. 2. 74%: Net Assets in Top 10: 7. - 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. Its admiral and exchange-traded fund share classes earn a Morningstar Analyst. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. The only difference is that the expense ratio for BND is slightly lower, at 0. VBILX was launched on launched on November 12, 2001, while BIV was launched a few years later on April 3, 2007. 10% ETFdb. No. $0. 3. Tax exempt interest in taxable makes sense when you are in the 24% or higher tax bracket. Status Open. S. Fund Description. Index. Not registered. 56%. VBILX is actually cheaper than its peers when you consider factors like cost. 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. 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. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. Category. 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. 07%). Summary. The consensus seems to have been that VBILX gives you a slightly better return in "normal" times but is also slightly more risky and more volatile- mainly due to its higher corporate holdings and the higher number of bonds it holds which are. 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. Gerard has been with Vanguard since 1992, has managed investment portfolios since 1994, O'Reilly has. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. The expense ratio is 0. Fund Strategy. 25 / 0. He will be replaced by Roger Aliaga-Diaz. Category Foreign Large Growth. Expense Ratio 0. Income risk is generally moderate. 22) X 4. History of Fund/Manager Vanguard Group is responsible for VBILX, and. Vanguard Intermediate-Term Bond Index Fund;Admiral advanced mutual fund charts by MarketWatch. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. VBILX is actually cheaper than its peers when you consider factors like cost. S. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Credit Quality N/AN/A. Wash sale rules apply to stocks, bonds, mutual funds, exchange. 25 vs VBTLX -4. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Share Class Type Institutional. The fund invests about 40% in corporate bonds and 60% in U. 10. initial investment: 3,000. Learn more about mutual funds at fidelity. As many municipal bond issues are callable, Vanguard uses the Yield-to-Worst calculation as a more appropriate. 31 years. VBILX's 5-year performance has produced a positive alpha of 0. It was launched on Nov 12, 2001. It looks like both fell about -11% with the Intermediate slightly lower. nWjGf • 2 yr. “Don't waste your time looking back. Expense Ratio 0. 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. Research information including trailing returns and hypothetical growth for Vanguard Intermediate. short-term bond exposure. Many of the index mutual funds at Vanguard are eligible for tax-free conversion into ETF shares if the process is completed while the securities are held at Vanguard. I suggest selling Vanguard Intermediate-Term Bond Index Fund (VBILX) and switching to a very tax-efficient stock index funds in your taxable account, and replacing. Min. S. Adj. Rated on Jun 27, 2023 Published. by Lan Anh Tran. Category Short Government. 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. Rated on Jun 27, 2023 Published. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) key stats comparison: compare with other stocks by metrics: valuation, growth, profitability, momentum, EPS revisions, dividends, ratings. Advertisement. Income Statement. Vanguard Bond Index Funds. Share Class Type Institutional. There is a body of research that shows high. 8 M. Macroaxis provides VANGUARD INTERMEDIATE buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude. "Everything should be as simple as it is, but not simpler. , and are not protected by SIPC. Open an account. Thanks for any thoughts and/or suggestions. However, competitive shifts amidst peers lead to a Morningstar Analyst Rating downgrade to Bronze from Silver. Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) Watchlist. 72 percent over the past five years and 1. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Both VBTLX and VBILX are mutual funds. "Everything should be as simple as it is, but. VBILX Benchmark Bloomberg U. 16. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. View mutual fund news, mutual fund market and mutual fund interest rates. Status Open. The Motley Fool provides leading insight and analysis about stocks, helping investors stay informed. Distribution Fee Level Low. com. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. , and are not protected by SIPC. BIV-Vanguard Intermediate-Term Bond ETF | Vanguard. 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. NAV / 1-Day Return 98. VBILX 3-year return is -5. Start Date. 3% of the fund is invested in US Treasury and Agency bonds. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. VFIDX | A complete Vanguard Intermediate-Term Investment-Grade Fund;Admiral mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. Initial. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. BIV's SEC yield is currently 1. Invest for the long-term, not for the short-term. Below is the comparison between VBTLX and VBILX. Minafi categorizes both of these funds as large funds. 22% for VBMFX. 4. VFSTX is short-term - I guess I would have to find a short-term tax-exempt fund to TLH that one. 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. 00 (0. Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares and Vanguard Tax-Exempt Bond ETF (). It beats out VBTLX (Total Bond Market). Vanguard Intermediate-term Bond Index Fund has had higher returns but with higher risk than Vanguard Total Bond Market Index Fund. Expense Ratio 0. to 9 p. Highly likely to be in a lower tax bracket in FIRE. This index includes all medium and larger issues of U. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. VWIGX - Vanguard International Growth Inv - Review the VWIGX stock price, growth, performance, sustainability and more to help you make the best investments. 2. bond portfolio. Makes the latter a bit riskier. Minafi categorizes both of these funds as large funds. VWIUX is an active muni fund, VBILX is about 50/50 govt/corp index fund, and VFICX is an active investment grade fund. 4 Billion. I ended up keeping all of my bonds in VBILX. Minafi categorizes both of these funds as large funds. , and are not protected by SIPC. Learn more about mutual funds at fidelity. The management team overseeing Dodge & Cox Balanced continues to make sound tweaks to the fund’s process to reduce drawdowns and make it easier for investors to stick with over the long. Corporate High Yield 2% Issuer Capped Index. Learn more about mutual funds at fidelity. It basically swaps one intermediate term investment grade fund for another. com. TTM Yield 4. TTM Yield 3. 2010, so the vast bulk of the fund (about $101,000) was bought all at once then. Bond Holdings. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. RTPYEEST 112022 Connect with Vanguard® vanguard. Learn how it impacts everything we do. Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. 1-year 2. We use Vanguard Intermediate-term Bond Index Fund (VBILX). VBILX has less junk and pretty much the same 5 and 10 year returns but a fraction of the expense. SPAXX profile: The Fund seeks as high a level of current income as is consistent with preservation of capital and liquidity. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. I'm thinking about selling it at the loss to avoid the yearly tax. The investment seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. Annual. 02 (+0. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. 2 Bil. Wiki article Wash sale. Best Actively Managed Bond Funds . 09%. The Vanguard 500 Index Fund tracks the Standard & Poor's 500 index, one of the most widely watched benchmarks for U. Active. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at Nasdaq. Credit Quality / Interest Rate Sensitivity —. BIV – Vanguard Interm-Term Bond ETF – Check BIV price, review total assets, see historical growth, and review the analyst rating from Morningstar. Fund. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. What are VBILX negatives? The following are VBILX weaknesses from our perspective: VBILX net assets are $0. The VBILX has been described above and has no MBS while VCOBX is similar to VBTLX but has has a higher ownership of MBS. Comparing VBILX or VBTLX (Total US Bond) to VWIUX (Int-Term Tax-Exempt bond index) is a more apt comparison. Find the latest Vanguard Interm-Term Treasury Adm (VFIUX) stock quote, history, news and other vital information to help you with your stock trading and investing. 97%,. Last edited by texasgal47 on Fri Mar 09, 2018 12:56 am, edited 1 time in total. I'm already doing some tax loss harvesting. 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. See Vanguard Balanced Index Fund performance, holdings, fees, risk and other data from. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. This fund is not a popular choice with retail investors. | Medalist Rating as of Sep 30, 2023 | See Vanguard Investment Hub. 5 factor) to activity at the beginning of the period. 1-YEAR. 000 % : 11/01/2023-11/01/2052 : $8,005,077,235Fact sheet |September 30, 2023 VanguardBalanced Index Fund Balanced fund (stocks and bonds) |Admiral™ Shares Fund facts Risk level Low High Total netVanguard Total International Bond offers a market-cap-weighted portfolio of global investment-grade, non-U. VBILX has 36. Blockage of these arteries occurs over time through a process called atherosclerosis, or the build-up of plaque. VBILX has a bit longer duration at 6. It has an expense ratio of 0. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. This can be Treasury bond funds or diversified, actively managed or indexed. 04 billion in assets, as of the most recently available. Substantially identical. •. View VBILX mutual fund data and compare to other funds, stocks and exchanges. See holdings data for Vanguard Intermediate-Term Bond Index (VBILX). Category. 5 Billion in assets under management, while VBILX has 36. 07 % VBILX 46. Size of Class (Millions) as of Nov 17, 2023 $7,344. Learn more about mutual funds at fidelity. For money market funds that seek to maintain a stable price per share, the NAV is calculated. Summary. 4 Billion in assets under management, while VBTLX has 269 Billion. Rated on Jun 27, 2023 Published. Check out our FundAccess. 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). 07 0. 0, then multiply that number times the SEC 7 day yield. by Ryan Jackson. Summary. , and are not protected by SIPC. 07%. These two funds (VBILX and VCOBX) complement each other and if either MBS or the US Government issues tank, the other fund will make up for it- all on paper. Expenses: 0. About VBTLX. View All companies. com. We’d like to share more about how we work and what drives our day-to-day business. Bottom line, for me, I still keep separate stock and bond funds - since you can't sell just the bonds in your VBIAX. Bond fund |Admiral™ Shares. Vanguard Growth & Income. View mutual fund news, mutual fund market and mutual fund interest rates. 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. View mutual fund news, mutual fund market and mutual fund interest rates. The following are VBILX weaknesses from our perspective:. Open an account. 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. Realistically, an 80/20 VT/BNDW split is quite similar long term to 100% VT, so that is a fine play. Credit Quality / Interest Rate Sensitivity Medium / Moderate. These tend to be less volatile than bonds. by Morningstar Manager Research. Expense Ratio. View and compare VBILX,Summary on Yahoo Finance. VanguardIntermediate-Term Tax-Exempt Fund. Updated 1 year ago. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). VBILX has a higher 5-year return than VCORX (0. T. 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. VBILX cons. 37 %. com to obtain a prospectus or, if available,This is for persons in the US only. Vanguard Short-Term Investment Grade’s well-structured process and ultralow fees make it a sensible candidate for short-term bond exposure. 28%). Purchasing a security using an unsettled credit within the. Expense Ratio 0. The Fund seeks to track the performance of a broad, market-weighted bond index. Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. The Vanguard Intermediate-Term Investment-Grade Fund falls within Morningstar’s corporate bond category. Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. 34. About VICSX. VBILX 3-year return is -5. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. Vanguard Intermediate-Term Corporate Fund was incepted in November 1993 and is managed by the Vanguard Group. YTD. 16. I am early retiree mid 50s. By contrast, Vanguard Total Bond Market Index Adm (VBTLX) is about 50% government bonds, 27% corporate bonds and 23% MBS. Currency in USD Follow 2W 10W 9M 9. This index covers more than 5,700 stocks across foreign developed and emerging markets. 1m. This fund is not a popular choice with retail investors. VBILX Performance and Fees . Balance Sheet. 97%,. This is for persons in the US only. 11/08/23. Asset class. large-cap stocks at a miniscule price, giving it a durable edge over its Morningstar Category peers. • 1 yr. 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. Simplify your finances with any of the following optional services for this fund: Checkwriting Redemption. S. Summary. Index Fund Admiral Shares (VBILX) Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) Connect with Vanguard. This graph represents the growth of a hypothetical investment of $10,000. VBIRX | A complete Vanguard Short-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. 0. $0. S. YTD. The only difference is that the expense ratio for BND is slightly lower, at 0. Wiki article Wash sale. Quote. Vanguard inflation protected admiral fund, JPM government bond, and. Focusing strictly on corporate bonds should. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. com. 78%. investment-grade bonds with maturities from five to 10 years. Minafi. Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U. bond market. Have kept it simple by holding VBILX (VG Int-term Index) in both Taxable & IRA. 50-ish for VBILX) IIRC.