Category Intermediate Government. 72 years. 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. •. 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. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. 3. This graph represents the growth of a hypothetical investment of $10,000. , and are not protected by SIPC. 63bn USD. Category Intermediate Core Bond. 97%). This can be Treasury bond funds or diversified, actively managed or indexed. investment grade bond market. 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. Bond Holdings. Summary. Effective Duration 6. VFIDX | A complete Vanguard Intermediate-Term Investment-Grade Fund;Admiral mutual fund overview by MarketWatch. 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. 72% 5. View mutual fund news, mutual fund market and mutual fund interest rates. ago. Re: VBILX. 00%) 11/21/23 Mutual Fund | $USD | NAV. Index Fund Admiral Shares (VBILX) Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) Connect with Vanguard. com. Category Inflation-Protected Bond. It is similar but not substantially identical to a total bond market index fund. Vanguard Total. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. 91 +0. 82 0. Comparing VBILX or VBTLX (Total US Bond) to VWIUX (Int-Term Tax-Exempt bond index) is a more apt comparison. We used Vanguard Intermediate-term Bond Index Fund (VBILX) ER 0. . VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. 3774% is the interest you'd actually get to keep by investing in VUSXX, if you're in the 22% Federal bracket. 09. Makes the latter a bit riskier. VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares Fund Family Name: Vanguard Expense Ratio: 0. S. VBILX has a bit longer duration at 6. 96% Tax bracket is 24% Fed, 9. (70-ish govt vs. 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. com Category: Total Bond Market Benchmark Index Name: Barclays Capital U. 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. Adj. or. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. 26%. 3 Category: Intermediate Core Bond return as of 11/02/2023. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 13. Both VBILX and VCORX are mutual funds. Risks associated with moderate funds . The strategy’s cheaper Admiral and I share. 10% ETFdb. As of Oct 31 2023. Follow. Credit Quality / Interest Rate Sensitivity High / Moderate. You could lose money by investing in the fund. The objective of this fund is to seek income and long-term growth of capital and income. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. It's longer than short term, and shorter than long term. S. Min. For the wash sale rule the correct term is "substantially identical". 0592I have a 30% TSM /70% fixed income allocation. 31 years. 00%) At close: 08:01PM EST Summary Chart. investment-grade bonds with maturities from five to 10 years. 72% : Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding VANGUARD INTERMEDIATE TERM BOND is 'Hold'. Learn more about mutual funds at fidelity. - Blue = 1 month t-bill yield. Average VBILX Category Average. Vanguard Intermediate-Term Bond Index Fund;Admiral (VBILX) Watchlist. A high-level overview of Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) stock. 3. VSCGX - Vanguard LifeStrategy Cnsrv Gr Inv - Review the VSCGX stock price, growth, performance, sustainability and more to help you make the best investments. Minafi categorizes both of these funds as large funds. 55. I don't think Fidelity offers an index mutual fund that is the direct equivalent of Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). VWITX - Vanguard Interm-Term Tx-Ex Inv - Review the VWITX stock price, growth, performance, sustainability and more to help you make the best investments. 61%) At close: 08:01PM EST. Vanguard Total Bond Market Index Fund Admiral Shares (ticker: VBTLX) 0. 82. 34. These can be described as the "sweet spot" of bond investing. investment-grade bonds. Vanguard inflation protected admiral fund, JPM government bond, and. S. Apr 26, 2016. Vanguard Interm-Term Bond Index Adm (VBILX) is a passively managed Taxable Bond Intermediate Core Bond fund. Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U. View mutual fund news, mutual fund market and mutual fund interest rates. The fund invests primarily in short-term corporate bonds, but generally has some exposure to intermediate-term corporate obligations. VBILX's 5-year performance has produced a positive alpha of 0. 68% rate quoted in the article was the rate prior to May. 41. Trouble logging in? Frequently Asked Questions. 1-year 2. Open an account. 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. Management style. 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. 5 Billion in assets under management, while VBILX has 36. 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. 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. 0. 10. The. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. by Lan Anh Tran. 46% and VBILX has an expense ratio of 0. See. 10. Minafi categorizes both of these funds as large funds. 5% = a bit less than 3½ years to get back to even. Summary. Pricing frequency. 4 Billion . Learn how it impacts everything we do. by Lan Anh Tran. 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. S. Min. Open an account. I am torn between the two but went with VBILX in place. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. The following are VBILX weaknesses from our perspective:. 16. VBILX is an index fund that tracks the performance of U. Write checks for $250 or more from your Vanguard nonretirement bond or money market fund. This is for persons in the US only. As many municipal bond issues are callable, Vanguard uses the Yield-to-Worst calculation as a more appropriate. • 1 yr. 95 0. Share Class Type Institutional. Adj. The minimum initial investment for VBILX is. VanguardTotal Bond Market Index Fund. The index is the Bloomberg U. Buying and selling the same lot of shares on the same day. Min. investment-grade bonds with maturities from five to 10 years. 340%. See fees data for Vanguard Intermediate-Term Bond Index (VBILX). VBILX net assets are $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. It hold 50% corporate bonds and 50% government bonds. FMI International is a capable offering, but less confidence in its non-U. 10. S. Learn more about mutual funds at fidelity. It seemed like a safe "set it and forget it" solution for someone who doesn't really know a lot about bonds. Rated on Sep 30, 2023 Published on Sep 30, 2023. About VTIAX. by Toons » Sun Jul 01, 2012 7:49 pm. Highly likely to be in a lower tax bracket in FIRE. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. MassiveBeard • 1 yr. YTD High, Low, Change, %Change: The high and low price year-to-date, with the change and. 1-0. 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. - VBTLX has a big chunk of govt mortgage-backed. 090%. I have around 400K in VBTLX, Vanguard Total Bond Market Index Fund Admiral Shares in taxable, in Vanguard. Vanguard says, “This index fund offers a low-cost, diversified approach to bond investing. The Vanguard Small-Cap Value Index Fund offers low-cost exposure to small U. 55%. Both have intermediate average duration, and good credit quality. Learn about its. benefits office or call Vanguard at. Vanguard Intermediate-Term Bond Index Admiral debuted in November of 2001. investment-grade bonds. Add in that VUSXX is completely state tax exempt and it's a. It beats out VBTLX (Total Bond Market). Time periods greater than 1 year are annualized. The 7 Best Bond Funds for Retirement Savers in 2022. 5 B: 2. I am early retiree mid 50s. The fund employs an indexing. Fund Description. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) - Find objective, share price, performance, expense ratio, holding, and risk details. The following are VBILX weaknesses from our perspective:. How To Invest / Fund Directory / Invesco Small Cap Equity Fund Class C vs Vanguard Intermediate-Term Bond Index Fund Admiral Shares . Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Learn more about mutual funds at fidelity. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares. , and are not protected by SIPC. 2010, so the vast bulk of the fund (about $101,000) was bought all at once then. This fund is not a popular choice with retail investors. Learn more about mutual funds at fidelity. 1% is total international bond. View and compare VBILX,Summary on Yahoo Finance. 97%,. This price volatility may be due to one of several factors: 1) a fund may hold longer-term bonds, which are subject to wide swings in value as interest rates rise and fall; 2) a fund may hold. Historically, our bond strategy has been a blend of Vanguard Intermediate Term Investment Grade (VFIDX) and Vanguard Total Bond Market Index Fund (VBTLX). This is for persons in the US only. Currency in USD Follow 2W 10W 9M 9. Perhaps not surprisingly, performance has been nearly identical since that time: 3. This is for persons in the US only. - CNBCSummary. The. Outside of that, nobody can answer this question as it relates entirely to your personal appetite for risk. intermediate-term core bonds, with a low cost and a Morningstar Medalist rating of Gold. Below is the comparison between VBILX and VBTLX. VBILX 3-year return is -5. Let the wash-sale window run its course for 30-days and invest wherever deemed fit on the 31st day. TTM Yield 4. Share Class Type Institutional. Quote. Short-Term Bond. Net expense ratio. 3% and are a large portion of VBIRX. 08%. S. Initial Investment 50,000. 78%. 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 net assets are $0. 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. Total net assets. and VBIRX (ST Index) with the goal of an overall duration of < 5 years. 11%, versus 0. 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. 05%. So, 3. 10%. Expense Ratio. 2W 10W 9M. Both VBTLX and VBILX are mutual funds. The Vanguard Intermediate-Term Investment-Grade Fund falls within Morningstar’s corporate bond category. Vanguard Short-Term Corporate Bond Fund offers a well-constructed portfolio of short-term corporate bonds at a razor-thin expense ratio. Funds in this category generally invest in corporate and other investment-grade. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. by Lan Anh Tran. 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. 3% I currently own VBILX. View VBILX mutual fund data and compare to other funds, stocks and exchanges. 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). VAIPX Performance - Review the performance history of the Vanguard Inflation-Protected Secs Adm fund to see it. , and are not protected by SIPC. 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. Initial Investment 50,000. 9. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. Vanguard Intermediate-Term Bond Index (VBILX) See Vanguard Intermediate-Term Bond Index (VBILX) mutual fund ratings from all the top fund analysts in one place. The Best Vanguard Mutual Funds Of November 2023. View mutual fund news, mutual fund market and mutual fund interest rates. 8 Bil. This means for smaller portfolios. 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”. This graph represents the growth of a hypothetical investment of $10,000. 5-year 3. Fund. 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. Bond fund |Admiral™ Shares. skew37. Vanguard Russell 1000 Growth Index Fund (VRGWX) 0. Blockage of these arteries occurs over time through a process called atherosclerosis, or the build-up of plaque. Solid underlying teams contribute to Vanguard STAR’s portfolio. As of November 13, 2023, the Vanguard Short-Term Bond Index Fund Investor Shares has assets totaling almost $32. When you own shares, you have insight to the entire sphere of the U. Status Open. 3% of the fund is invested in US Treasury and Agency bonds. Makes the latter a bit riskier. Advertisement. Lower-tier investment-grade corporate bonds are still extremely safe though. 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. com. See holdings data for Vanguard Intermediate-Term Bond Index (VBILX). VFSUX has more risk than VBIRX, but at least the yield is better than what you can get with no risk from a savings account. Category. S. Closed-end mutual funds and money market funds are not reflected with in the products universe. Min. 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. 0 Bil. The Vanguard Total International Stock Index Fund tracks the FTSE Global All Cap ex U. 26%. Compare and contrast: VBTLX vs VBILX. $0. Gerard O’Reilly. "Everything should be as simple as it is, but not simpler. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. The fund's assets are divided. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 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). 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. Performance charts for Vanguard Intermediate-Term Bond Index Fund (VBILX) including intraday, historical and comparison charts, technical analysis and trend lines. Get the lastest Class Information for. There are some differences of course but overall the funds are more similar than different. VBILX seemed like a good 50/50 bet on all fronts. Was just looking back at your visualizer link. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Minafi categorizes both of these funds as large funds. 84 USD. Expense Ratio. Net expense ratio: 0. Short-Term Bond. 11%. by Ryan Jackson. TTM Yield 5. 2W 10W 9M. Vanguard fund information shows the Investor, Admiral, and ETF share classes of a number of Vanguard funds. This is for persons in the US only. 4 Billion in assets under management, while VBTLX has 269 Billion . 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. Substantially identical. Most investor shares have a $1,000 minimum, while admiral shares have a $3,000 minimum for most broad based index funds; a $50,000 minimum for active funds and a $100,000 minimum for tax-managed funds. VBTLX VBILX. The Fund invests at least 80% of its assets in longer-term, investment. Status Open. Its two share classes’ Morningstar Analyst Ratings are. Corporations looking for debt financing for any number of corporate business. 11/08/23. com • 877-662-7447 For more information about Vanguard funds or Vanguard ETFs, visit vanguard. The Fund seeks to maintain a dollar-weighted average maturity consistent with that of the Index. Tenure Rank. - 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. VBILX has 36. Malvern, PA 19355. 33. Distribution Fee Level Low. VBILX's 5-year performance has produced a positive alpha of 0. This index covers more than 5,700 stocks across foreign developed and emerging markets. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. 50-ish for VBILX) IIRC. Discover historical prices for VBILX stock on Yahoo Finance. This price volatility may be due to one of several factors: 1) a fund may hold longer-term bonds, which are subject to wide swings in value as interest rates rise and fall; 2) a fund may hold income-oriented common stocks;. Research. Vanguard Mutual Fund Profile | Vanguard. 00 million. Vanguard Intermediate-Term Bond Index Fund was incepted in March 1994 and is managed by the Vanguard Group. Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares and Vanguard Tax-Exempt Bond ETF (). Return VBILX Category. Category. large-cap stocks at a miniscule price, giving it a durable edge over its Morningstar Category peers. You can also buy it as an ETF using the symbol BIV, with a one share minimum. by Ryan Jackson. 25 / 0. About VSIAX. Learn more about mutual funds at fidelity. First, in the short term, bonds fluctuate much less than stocks, and you may need a reliable investment. 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. Fund Description. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. VWIGX - Vanguard International Growth Inv - Review the VWIGX stock price, growth, performance, sustainability and more to help you make the best investments. Vanguard Intermediate-term Bond Index Fund has had higher returns but with higher risk than Vanguard Total Bond Market Index Fund. Its broad scope and diversified portfolio cut back on credit. The investment seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. For the wash sale rule the correct term is "substantially identical". The Fund seeks to track the performance of a broad, market-weighted bond index. com. Size of Fund (Millions) as of Nov 17, 2023 $19,903. 97%). 2. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. VBLAX | A complete Vanguard Long-Term Bond Index Fund;Admiral mutual fund overview by MarketWatch. VBILX has a 5-year beta of 1. 1. When you purchased VBILX, I'm presuming you intended to buy intermediate term bonds, with a mix of US Govt. Share Class Type No Load. These are risks associated with. 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. 0. 5-year 3. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. The Compare Products Tool universe includes all open-end mutual funds and exchange traded funds (ETF's) only. , and are not protected by SIPC. bond market. VBTLX held its value better during the Great Recession. VBILX Post-Liquidation. 16. Thus, Weighted Alpha is a measure of one-year growth with an emphasis on the most recent price activity. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. by Nour Al Twal. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Authors who don't like mortgage-backed bonds like corporate bonds even less, and VBILX has a larger allocation to corporate bonds (49% vs 38%). S. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. VBILX 3-year return is -5. Not substantially identical. VBILX cons. We use Vanguard Intermediate-term Bond Index Fund (VBILX). Perhaps not surprisingly, performance has been nearly identical since that time: 3. I use Fidelity and there is a 75$ transaction fee plus ER's ranging. However, competitive shifts amidst peers lead to a Morningstar Analyst Rating downgrade to Bronze from Silver. TTM Yield 5. The Vanguard Intermediate-Term Bond Index Admiral made its debut in November of 2001 and VBILX has managed to accumulate roughly $16.