As of. Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U. 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. This includes more than 10,000 bonds. the total value of VBILX--the value you will see in your account if you reinvest dividends and otherwise do not buy or sell--. by Lan Anh Tran. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. Min. Although the fund seeks to preserve the value of your investment at $1. Share Class Type No Load. 150%. VBILX, VSBSX, VSGDX are my choices. Risks associated with moderate funds . by Ryan Jackson. S. Simplify your finances with any of the following optional services for this fund: Checkwriting Redemption. Have kept it simple by holding VBILX (VG Int-term Index) in both Taxable & IRA. TTM Yield 3. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. 03%, compared to 0. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. Reply. S. You could lose money by investing in the fund. The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past. **Close price adjusted for splits and dividend and/or capital gain distributions. 3-year 3. VBILX has about 1/2 government bonds and 1/2 corporate bonds, with no mortgage backed securities (MBS). Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Despite changes in fees and expenses over that time period, the cumulative. 10% year to date while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) is down 20. Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Performance Chart. S. It beats out VBTLX (Total Bond Market). This fund is not a popular choice with retail investors. Expense Ratio 0. Learn more about mutual funds at fidelity. The Vanguard Total International Stock Index Fund tracks the FTSE Global All Cap ex U. Aggregate Bond Index Benchmark Index Description: The index measures the performance of the U. Distribution Fee Level Below Average. 9. It assumes a retirement age of about 65. However, this difference does not give BND a clear advantage in performance, as the. Vanguard Intermediate-Term Bond Index Fund;Admiral VBILX (U. 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. The objective of this fund is to seek high level of dividend income, as well as long-term growth of capital. 11, which means it is likely to be more volatile than the market average. BNDX Performance - Review the performance history of the Vanguard Total International Bond ETF to see it's current status, yearly returns, and dividend history. I'm thinking about moving some money from SWIIX Schwab Intermediate-Term Bond Fund to VBILX Vanguard Intermediate-Term Bond Index Admiral Shares and I'd like to make sure I'm reasoning about this correctly. -. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. Average VBILX Category Average. Interactive Chart for Vanguard Interm-Term Bond Index Adm (VBILX), analyze all the data with a huge range of indicators. 2. The fund invests about 40% in corporate bonds and 60% in U. 10. 70% annually. Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. 0 - 0. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. The more important question is whether bonds in a taxable account is tax efficient for you. This is for persons in the US only. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. VanguardIntermediate-Term Tax-Exempt Fund. Vanguard inflation protected admiral fund, JPM government bond, and. Pricing frequency. Release Date: 09-30-2023 Vanguard Interm-Term Bond Index Adm VBILXHistorical Performance: VBILX vs BIV. Summary. Write checks for $250 or more from your Vanguard nonretirement bond or money market fund. 10%. VBILX, standard deviation 5. VTIAX - Vanguard Total Intl Stock Index Admiral - Review the VTIAX stock price, growth, performance, sustainability and more to help you make the best investments. 07%. The VBILX has been described above and has no MBS while VCOBX is similar to VBTLX but has has a higher ownership of MBS. S. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. - VBTLX has a big chunk of govt mortgage-backed. Effective Duration 5. 10. 0. Rated on Jun 27, 2023 Published. Quote. SPAXX profile: The Fund seeks as high a level of current income as is consistent with preservation of capital and liquidity. Sec Filings. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. Connect with Vanguard ® • vanguard. In my view the performance of VBILX is better considering risk differential. Address. Open an account. Both FTBFX and VBILX have a similar number of assets under management. 3 Category: Intermediate Core Bond return as of 11/02/2023. Summary. 00 million. 39% vs 0. Rated on Jun 27, 2023 Published. Check out our FundAccess. • 1 yr. "VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Holdings. com. This graph represents the growth of a hypothetical investment of $10,000. •. It is similar but not substantially identical to a total bond market index fund. Thanks for any thoughts and/or suggestions. com. Fund Description. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. 5 B: 2. Invest for the long-term, not for the short-term. 26%. VTAPX - Vanguard Shrt-Term Infl-Prot Sec Idx Adm - Review the VTAPX stock price, growth, performance, sustainability and more to help you make the best investments. by Lan Anh Tran. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. Not registered. Initial. I think I'll stick with the Total Bond Fund although VBILX is a fine choice, too. Summary. VBILX. 5-10 Year Government/Credit Float Adjusted Index. 05%) and Intermediate-Term Bond Index Admiral VBILX, 0. I would not make that change. Total Bond Admiral VBTLX-. Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at Nasdaq. 07% compared to the category average of 0. 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. 11 MB Walker | July 27, 2021 at 8:26 am MST. Rated on Sep 30, 2023 Published on Sep 30, 2023. com. 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 has a 5-year beta of 1. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. by Nour Al Twal. 1 VBILX return as of 11/02/2023. VBILX has a longer duration than VBTLX and is generally the more volatile of the two, due to its increased sensitivity to interest rates. As of today, it's looking at a 12% loss all at long-term capital gains. Vanguard Growth & Income. Index. Dec. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). Index. The investment seeks to track the performance of the Bloomberg U. VBILX has better 5 and 10 year returns, still retains good credit quality, has similar duration and performed better during 2008 than VBTLX. 4 Billion. VBILX: $11,374. Daily. Bottom line, for me, I still keep separate stock and bond funds - since you can't sell just the bonds in your VBIAX. (70-ish govt vs. 16. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Morningstar Medalist Rating. , and are not protected by SIPC. 54% rate will be adjusted in November, it’s. Its broad scope and diversified portfolio cut back on credit. It can hold any. On Feb. Share Class Type Institutional. Fund size is a good indication of how many other investors trust this fund. The value of a single share is called its share value or share price. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. 5 factor) to activity at the beginning of the period. VBILX Benchmark Bloomberg U. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. 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. 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. css">Credit Quality / Interest Rate Sensitivity High / Moderate. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. 5-year 3. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Expense Ratio. 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. USD | NAV as of Nov 17, 2023 | 1-Day Return. O’Reilly, Principal of Vanguard Group, Inc. View mutual fund news, mutual fund market and mutual fund interest rates. 09%. Vanguard Interm-Term Bond Index Adm (VBILX) is doing it's job of reducing portfolio volatility, it's total return is up 3. 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. Learn more about mutual funds at fidelity. 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. I am finally convinced of the value of holding long term - it took a while to get it. 73 M: 292 B: 5. 84% vs 0. Vanguard FTSE Social Index Fund (VFTNX) 0. It's longer than short term, and shorter than long term. 0592I have a 30% TSM /70% fixed income allocation. View mutual fund news, mutual fund market and mutual fund interest rates. The Motley Fool provides leading insight and analysis about stocks, helping investors stay informed. 1) VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares 2) VICSX Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 3) VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares All have a reasonable yield with VICSX being the highest at 3. The only difference is that the expense ratio for BND is slightly lower, at 0. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. 46% 4. Check out our FundAccess. S. 00 ( 0. 84% vs 0. Below is the comparison between VBILX and VCORX. Initial Investment 50,000. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Was just looking back at your visualizer link. Closed-end mutual funds and money market funds are not reflected with in the products universe. Trouble logging in? Frequently Asked Questions. Both BND and VBILX have a similar number of assets under management. 95 / 0. Status Open. 72% : Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding VANGUARD INTERMEDIATE TERM BOND is 'Hold'. government and. This is for persons in the US only. VFISX - Vanguard Short-Term Treasury Inv - Review the VFISX stock price, growth, performance, sustainability and more to help you make the best investments. VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares Fund Family Name: Vanguard Expense Ratio: 0. Both VMFXX and SPAXX are mutual funds. 64% and VFIDX at 2. Vanguard indicates that I have 57K in loss on VBTLX. 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. *Close price adjusted for splits. 47 B-106. Short-Term Bond. 09%. Management style. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. 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. 41. The Fund invests by sampling the Index, meaning that it holds a range of securities that, in the aggregate, approximates. 84 USD. So, 3. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Here are seven of the best Vanguard bond mutual funds and ETFs to buy in 2023: ETF. VBILX is actually cheaper than its peers when you consider factors like cost. 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. VBILX has a bit longer duration at 6. Given the state of interest rates currently should one invest in I bonds or VBILX? The VBILX would be in a pretax SEP account. 1m. ago. In my view the performance of VBILX is better considering risk differential. Credit Quality / Interest Rate Sensitivity High / Moderate. , and are not protected by SIPC. expertise leads to lower conviction in its investment process. 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. See fees data for Vanguard Intermediate-Term Bond Index (VBILX). Vanguard Intermediate-Term Corporate Fund was incepted in November 1993 and is managed by the Vanguard Group. VFIAX | A complete Vanguard 500 Index Fund;Admiral mutual fund overview by MarketWatch. 00 per share, it cannot guarantee it will do so. View VBILX holdings data and information to see the mutual fund assets and interests. ; VBILX 5-year return is 0. TTM Yield 4. 40 percent over the past three years, 0. Some folk hold Long-Term Treasury Index. S. Category. View mutual fund news, mutual fund market and mutual fund interest rates. Category Intermediate Core Bond. About VWIAX. You're not going that way. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. VBILX 3-year return is -5. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). VBILX 3-year return is -5. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. 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. When you purchased VBILX, I'm presuming you intended to buy intermediate term bonds, with a mix of US Govt. 55%. I'm thinking about selling it at the loss to avoid the yearly tax. 5-10 Year Government/Credit Float Adjusted Index; Number of bonds: 2159 — Yield to maturity The Yield-to-Maturity figures. Share Class Type No Load. Income risk is generally moderate. BIV – Vanguard Interm-Term Bond ETF – Check BIV price, review total assets, see historical growth, and review the analyst rating from Morningstar. 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 cons. Above average volume. Top. A Roth IRA is a fantastic tool for building long-term wealth as it allows returns to build up with after-tax dollars. Rated on Aug 2. m. Expense Ratio 0. Start Date. This Index includes all medium and larger issues of U. Expense Ratio 0. 4% of it is total bond, and 3. Its admiral and exchange-traded fund share classes earn a Morningstar Analyst. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. It has an expense ratio of 0. Bogle was recommending more corporate bonds than there are in total bond market index funds. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. Duration N/A5. I ended up keeping all of my bonds in VBILX. View VBILX mutual fund data and compare to other funds, stocks and exchanges. 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. com. comFact sheet |September 30, 2023. It would be considered a wash sale even if you sold in taxable and bought in tax-advantaged. 2. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. com. government bonds of all maturities. 96% Tax bracket is 24% Fed, 9. 12%. Learn about its. See risk data for Vanguard Intermediate-Term Bond Index (VBILX). Substantially identical. nWjGf • 2 yr. 71. 4 Billion in assets under management, while VBTLX has 269 Billion. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. by sparroww » Tue Dec 06, 2022 7:34 pm. 10%. , and are not protected by SIPC. For the wash sale rule the correct term is "substantially identical". by Ben Sater. 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 average default rate of the lowest rated investment grade bond (BBB) is 0. S. VBILX cons. •. VBILX – Fund Analysis – Vanguard Interm-Term Bond Index Adm | Morningstar Vanguard Interm-Term Bond Index Adm VBILX Fund Analysis Morningstar. VBILX seemed like a good 50/50 bet on all fronts. I have around 400K in VBTLX, Vanguard Total Bond Market Index Fund Admiral Shares in taxable, in Vanguard. 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. $15,810 MM 0. investment-grade bonds. 100 Vanguard Blvd. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Forget "backtesting" which is based on past performance. Its broad diversification and razor-thin expense ratio make this one of the best mid-cap growth funds available. 91 +0. 02/24/2015. Analyze the risk of the Vanguard Interm-Term Bond Index Adm fund and see how it stands up against market volatility to ensure it is the right investment for you. 20%) At close: 08:01PM EST. SWIIX has a net expense ratio of 0. It basically swaps one intermediate term investment grade fund for another. If the IRS flagged your transactions as a wash sale, Bogleheads would be so proud that you got the IRS on record about what's "substantially identical" Top. com Category: Total Bond Market Benchmark Index Name: Barclays Capital U. Bond fund |Admiral™ Shares. VBTLX VBILX. Fund. com. Currency in USD. 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. Beyond that, note also that VBILX has lower credit quality (almost twice as much in Baa/A rated bonds). Status Open. This is for persons in the US only. Exchange. 54%. by Ryan Jackson. But Vanguard tells us that 50. 26%. Open an account. Automatic Investment Plan. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. " - Albert Einstein | Wiki article link:. Unfortunately, most of my investments are in taxable for historic reasons. Net expense ratio: 0. 10. ( 1. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. S. 34. Adj. The 1. VBILX is actually cheaper than its peers when you consider factors like cost. VBILX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. intermediate-term core bonds, with a low cost and a Morningstar Medalist rating of Gold. Rowe Price, my other preferred fund family, has a New York fund but I haven't. 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. Vanguard Total Bond Market Index Fund, Investor Shares was incepted in December 1986 and is managed by The Vanguard Group. VBILX Performance and Fees . Morningstar Category High Yield Bond. VBILX: Manager & start date: Joshua Barrickman. 00 million. Learn more about mutual funds at fidelity. These are risks associated with. Learn more about mutual funds at fidelity. Currency in USD Follow 2W 10W 9M 9. •. 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. 92%. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. Vanguard Growth & Income. DODIX | A complete Dodge & Cox Income Fund;I mutual fund overview by MarketWatch. 07%, with VBILX. 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”. Size of Fund (Millions) as of Nov 17, 2023 $19,903. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. 50-ish for VBILX) IIRC. 82 0. Category Foreign Large Growth. It is essentially a one-stop shop for a. Fund size is a good indication of how many other investors trust this fund. 05%. S. Initial Investment 50,000.