Corporations looking for debt financing for any number of corporate business. 70% annually. I am comparing this year's share price declines of Vanguard's Total Bond Market Index Fund Admiral (VBTLX, 0. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. S. Fund. The bond component of a three fund portfolio is usually Total Bond Index, Intermediate-Term Bond Index, or Intermediate-Term Treasury Index. Wiki article Wash sale. Category Intermediate Government. the total value of VBILX--the value you will see in your account if you reinvest dividends and otherwise do not buy or sell--. 91 +0. T. Balance Sheet. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. 05% for VBTLX. S. Start Date. 10. com. 3774%. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. 05%) and Intermediate-Term Bond Index Admiral VBILX, 0. The objective of the fund is to seek a high level of interest income. Macroaxis provides VANGUARD INTERMEDIATE buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude. Backtesting. This is for persons in the US only. 33% = 3. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. S. Substantially identical. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Rated on Sep 30, 2023 Published on Sep 30, 2023. Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. Total Bond Admiral VBTLX-. Fund. Learn. S. Latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. Minafi. The fund has returned 1. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10. Vanguard indicates that I have 57K in loss on VBTLX. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Performance Chart. Reply. This fund is not a popular choice with retail investors. Bogle was recommending more corporate bonds than there are in total bond market index funds. com to obtain a prospectus or, if available,This is for persons in the US only. The strategy's cheaper admiral share class earns a. VBILX has 36. About VAIPX. Credit Quality / Interest Rate Sensitivity Medium / Moderate. Apr 26, 2016. 3774% is the interest you'd actually get to keep by investing in VUSXX, if you're in the 22% Federal bracket. VBILX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. 06 (+0. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. A high-level overview of Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) stock. Open an account. Tax exempt interest in taxable makes sense when you are in the 24% or higher tax bracket. 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”. VBILX cons. •. 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. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: This is for persons in the US only. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. SMECX vs VBILX Fund Comparison . Minafi categorizes both of these funds as large funds. Find the latest Vanguard Interm-Term Corp Bd Idx Admiral (VICSX) stock quote, history, news and other vital information to help you with your stock trading and investing. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. Thank you in advance for the advice. | Medalist Rating as of Sep 30, 2023 | See Vanguard Investment Hub. Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. Return VBILX Category. Minafi categorizes both of these funds as large funds. com. The objective of this fund is to seek a high level of. When I bought Mr. Learn more about mutual funds at fidelity. investment-grade bonds. See Vanguard Balanced Index Fund (VBIAX) mutual fund ratings from all the top fund analysts in one place. investment-grade bonds with maturities from five to 10 years. UpperNwGuy. I took this to heart and began exploring the three funds in the title for my Roth IRA. Share Class Type Institutional. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 40 percent over the past three years, 0. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. Fidelity US bond index. Learn how it impacts everything we do. Status Open. by Lan Anh Tran. 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. A bond is a series of future dollar payments to be made at future times--many small coupon. The fund invests about 40% in corporate bonds and 60% in U. Rated on Nov 3, 2023. VBILX: $11,374. 00 USD: Min. 10. 20%) At close: 08:01PM EST. 07%). 9. BND has 269 Billion in assets under management, while VBILX has 36. Vanguard Total. by Lan Anh Tran. intermediate-term core bonds, with a low cost and a Morningstar Medalist rating of Gold. 64% and VFIDX at 2. Initial Investment 50,000. Fund Description. 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. VBTLX VBILX. 84% vs 0. Status Open. Bogle was a fan of VBILX and mentions it as a nice alternative to Total Bond in a 2014 interview with C Benz. You get a balance of risk and return, all with a low expense ratio of just 0. 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. comFact sheet |September 30, 2023. com Plain talk about riskNAV / 1-Day Return 9. 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. See Vanguard Balanced Index Fund performance, holdings, fees, risk and other data from. 46% 4. I'm thinking about selling it at the loss to avoid the yearly tax. The 3. Fund. Re: VBILX. VBILX cons. 97%,. 75. 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. Vanguard Mutual Fund Profile | Vanguard. - VBTLX has a big chunk of govt mortgage-backed. Makes the latter a bit riskier. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. 1%. Initial Investment 50,000. The objective of this fund is to seek income and long-term growth of capital and income. Distribution Fee Level Low. VBILX | A complete Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. Rated on Jun 27, 2023 Published. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. DODIX | A complete Dodge & Cox Income Fund;I mutual fund overview by MarketWatch. investment-grade bonds. VBILX has about 1/2 government bonds and 1/2 corporate bonds, with no mortgage backed securities (MBS). Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. Vanguard offers about 15 bond funds that meet those criteria. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. 922031711. Category Inflation-Protected Bond. Start a 7. 357. by Nour Al Twal. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. Size of Fund (Millions) as of Nov 17, 2023 $19,903. 00%) 11/21/23 Mutual Fund | $USD | NAV. Min. VTIAX - Vanguard Total Intl Stock Index Admiral - Review the VTIAX stock price, growth, performance, sustainability and more to help you make the best investments. VBILX has more credit risk (corp bond exposure) if that's a factor for you. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. For money market funds that seek to maintain a stable price per share, the NAV is calculated. by Lan Anh Tran. See holdings data for Vanguard Intermediate-Term Bond Index (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. View the latest VBILX. 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). When you own shares, you have insight to the entire sphere of the U. This index includes all medium and larger issues of U. Cost-basis method for pre-2012 is the default, which is "average" method. VBTLX, standard deviation 3. Net expense ratio: 0. 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. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. 87% year to date. 84 USD. 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. The objective of the fund is to seek a high level of interest income. by Ryan Jackson. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares. Summary. VBTLX Performance - Review the performance history of the Vanguard Total Bond Market Index Adm fund to see it's current status, yearly returns, and dividend. Insufficient Data. 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. 0, then multiply that number times the SEC 7 day yield. 1%). VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. 200%. 4. 46% 4. This index covers more than 5,700 stocks across foreign developed and emerging markets. 5-10 Year Government/Credit Float Adjusted Index. *Close price adjusted for splits. I am early retiree mid 50s. I think I'll stick with the Total Bond Fund although VBILX is a fine choice, too. The Best Vanguard Mutual Funds Of November 2023. , and are not protected by SIPC. Research information including trailing returns and hypothetical growth for Vanguard Intermediate. 3% and are a large portion of VBIRX. 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. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. nWjGf • 2 yr. 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. The fund is only available to retail investors (natural persons). The index covers about 80 percent of the investable. On Feb. “Don't waste your time looking back. See. com. About VICSX. Compare and contrast: VBTLX vs VBILX. You're not going that way. The mutual funds listed below may not be accurate or complete. 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. We’d like to share more about how we work and what drives our day-to-day business. For a list of the mutual funds that may be convertible to ETFs please see the list below. Open an account. , and are not protected by SIPC. VBILX was launched on launched on November 12, 2001, while BIV was launched a few years later on April 3, 2007. About VBLAX. 63bn USD. Expense Ratio 0. About VTIAX. 07%. Credit Quality / Interest Rate Sensitivity —. 37 %. 00 per share, it cannot guarantee it will do so. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. 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. 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. Fund size is a good indication of how many other investors trust this fund. 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. Write checks for $250 or more from your Vanguard nonretirement bond or money market fund. Expense Ratio 0. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Distribution Fee Level Low. VAIPX Performance - Review the performance history of the Vanguard Inflation-Protected Secs Adm fund to see it. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. VBILX is an index fund that tracks the performance of U. VBILX's 5-year performance has produced a positive alpha of 0. Maturity 90. Credit Quality / Interest Rate Sensitivity High / Moderate. 84%: Number of Holdings: 2175: 1: 17903: 15. Category Health. Fund. " - Albert Einstein | Wiki article link:. I have about $25k in SWIIX so switching to VBILX should. I thought of VWIUX because it's an intermediate-term fund, as are VBILX and VFICX. View the latest Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Vanguard Intermediate-Term Bond Index Fund;Admiral 9. 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. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 54%. Currency in USD. VBIAX Performance - Review the performance history of the Vanguard Balanced Index Adm fund to see it's current. Minafi categorizes both of these funds as large funds. 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. Initial Investment 50,000. Learn more about mutual funds at fidelity. It hold 50% corporate bonds and 50% government bonds. 82. Morningstar Category High Yield Bond. VBILX is actually cheaper than its peers when you consider factors like cost. VICSX | A complete Vanguard Intermediate-Term Corporate Bond Index Fund;Admiral mutual fund overview by MarketWatch. Simplify your finances with any of the following optional services for this fund: Checkwriting Redemption. Size of Class (Millions) as of Nov 17, 2023 $7,344. The Vanguard Intermediate-Term Bond Index Fund offers low-cost, diversified exposure to U. , and are not protected by SIPC. Here's the result since 2020. Income risk is generally moderate. 92%. 07% compared to the category average of 0. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Realistically, an 80/20 VT/BNDW split is quite similar long term to 100% VT, so that is a fine play. Discover historical prices for VBILX stock on Yahoo Finance. 31 years. bonds and investment grade corporate bonds in a 50/50 mix with a duration of around 6 to 7 years. Adj. pkcrafter Posts: 15443 Joined: Sun Mar 04, 2007 5:19 pm Location: CA. Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) Watchlist. 66% vs 3. Sungarden Investment Publishing. The following are VBILX weaknesses from our perspective:. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. by Ben Sater. View daily, weekly or monthly formats back to when Vanguard Intermediate-Term Bond Index Fund stock was issued. VBILX is actually cheaper than its peers when you consider factors like cost. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 7 years. Each owns some corporate bonds but not too. The Vanguard Intermediate-Term Bond Index Admiral made its debut in November of 2001 and VBILX has managed to accumulate roughly $16. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. SPAXX profile: The Fund seeks as high a level of current income as is consistent with preservation of capital and liquidity. Min. For the wash sale rule the correct term is "substantially identical". Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. 3-year 3. 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). FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions. Learn how it impacts everything we do. This graph represents the growth of a hypothetical investment of $10,000. View mutual fund news, mutual fund market and mutual fund interest rates. 53%. Fund Description. S. Income Statement. Pricing frequency: Daily: Total net assets: 34. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. , and are not protected by SIPC. 61%) At close: 08:01PM EST. Now, I'm presuming you'll be changing both of those characteristics. Net expense ratio. There is a body of research that shows high. S. investment grade bond market. S. FDSVX - Fidelity® Growth Discovery - Review the FDSVX stock price, growth, performance, sustainability and more to help you make the best investments. The VBILX has been described above and has no MBS while VCOBX is similar to VBTLX but has has a higher ownership of MBS. 2W 10W 9M. and VBIRX (ST Index) with the goal of an overall duration of < 5 years. Wiki article Wash sale. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). Yes. 1-YEAR. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Open an account. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. com. Duration N/A5. 71%). , and are not protected by SIPC. The Vanguard Long-Term Bond Index Fund is in Morningstar's long-term bond category. , 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. 28%; Sharpe ratio, 0. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Both VBTLX and VBILX are mutual funds. Both VBIAX and VBILX have a similar number of assets under management. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Total Assets 38. 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. VBITX-Vanguard Short-Term Bond Index Fund Institutional Shares | Vanguard. However, if it bothers you to have idle money sitting, look for a different stock in the same industry. VBILX. S. NAV For funds with a fluctuating price per share, the net asset value (NAV) is the market value of a mutual fund's total assets, minus liabilities, divided by the number of shares outstanding. It looks like both fell about -11% with the Intermediate slightly lower. S. VBILX is actually cheaper than its peers when you consider factors like cost. This includes more than 10,000 bonds. Vanguard Short-Term Corporate Bond Fund offers a well-constructed portfolio of short-term corporate bonds at a razor-thin expense ratio. It is essentially a one-stop shop for a. VBILX, VSBSX, VSGDX are my choices. Min. Credit Quality N/AN/A. VBILX has a higher 5-year return than VCORX (0. VFSTX is short-term - I guess I would have to find a short-term tax-exempt fund to TLH that one. YTD. (70-ish govt vs. BIV has 35. 22%Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. VBILX has 36. This Index includes all medium and larger issues of U. Vanguard Total Bond Market Index Fund, Investor Shares was incepted in December 1986 and is managed by The Vanguard Group. 26%. 00 (0. In tax-advantaged accounts, the investment opportunities may be limited (e. View VBILX mutual fund data and compare to other funds, stocks and. VBILX Benchmark Bloomberg U. 07 % VBILX 46. FMI International is a capable offering, but less confidence in its non-U. 96bn USD As of Oct 31 2023. css">Credit Quality / Interest Rate Sensitivity High / Moderate. Discover historical prices for VBILX stock on Yahoo Finance. Fund size is a good indication of how many other investors trust this fund. Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U. Forgot your username or password? Continue. Beyond that, note also that VBILX has lower credit quality (almost twice as much in Baa/A rated bonds). 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. The Vanguard Intermediate-Term Investment-Grade Fund falls within Morningstar’s corporate bond category. Expense Ratio 0. The Motley Fool provides leading insight and analysis about stocks, helping investors stay informed. , and are not protected by SIPC. FTBFX has 28. I'm still in this mix of 80% VTSAX and 20% VBILX 2. S. VBTLX has a lower 5-year return than VBILX (0. 0/web/styles. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Username or BBID Email. Vanguard FTSE Social Index Fund (VFTNX) 0. 9. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure.