government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10. S. com. Not substantially identical. 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. Category Inflation-Protected Bond. Average annual total return—after taxes on distributions and sale of fund shares. Size of Fund (Millions) as of Nov 17, 2023 $19,903. Historically, our bond strategy has been a blend of Vanguard Intermediate Term Investment Grade (VFIDX) and Vanguard Total Bond Market Index Fund (VBTLX). I am finally convinced of the value of holding long term - it took a while to get it. Rated on Nov 3, 2023. Release Date: 09-30-2023 Vanguard Interm-Term Bond Index Adm VBILXHistorical Performance: VBILX vs BIV. Latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. **Close price adjusted for splits and dividend and/or capital gain distributions. 72% 5. VBILX 3-year return is -5. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. VBILX. "Everything should be as simple as it is, but not simpler. 96% Tax bracket is 24% Fed, 9. Learn how it impacts everything we do. See fees data for Vanguard Intermediate-Term Bond Index (VBILX). VBILX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. Vanguard Total Bond Market Index Fund, Investor Shares was incepted in December 1986 and is managed by The Vanguard Group. 2. by Ben Sater. Vanguard Mutual Fund Profile | Vanguard. Bloomberg US 5-10 Year Government/Credit Bond Index $11,439. Its two share classes’ Morningstar Analyst Ratings are. 15. Write checks for $250 or more from your Vanguard nonretirement bond or money market fund. 07 % VBILX 46. Adj. Rated on. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. See. Above average volume. Index. S. Given the state of interest rates currently should one invest in I bonds or VBILX? The VBILX would be in a pretax SEP account. 09%. Rated on Jun 27, 2023 Published. Minafi categorizes both of these funds as large funds. Category Intermediate Government. 8fe60e10707aaca6. For the wash sale rule the correct term is "substantially identical". 6%, with VBILX at 2. 28%; Sharpe ratio, 0. VBILX: Manager & start date: Joshua Barrickman. Pricing frequency. As I near 40, I'm wondering if I'm being too risky for the following reasons: 1. 800 662-7447. Summary. The strategy's cheaper admiral share class earns a. Category Muni National Long. It can hold any. S. As of. Interactive Chart for Vanguard Interm-Term Bond Index Adm (VBILX), analyze all the data with a huge range of indicators. 07 0. These can be described as the "sweet spot" of bond investing. by Lan Anh Tran. Phone. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. S. Analyze the Fund Fidelity ® Large Cap Core Enhanced Index Fund having Symbol FLCEX for type mutual-funds and perform research on other mutual funds. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. The Best Vanguard Mutual Funds Of November 2023. This fund is not a popular choice with retail investors. 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. Get the lastest Fund Profile for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. VSCGX - Vanguard LifeStrategy Cnsrv Gr Inv - Review the VSCGX stock price, growth, performance, sustainability and more to help you make the best investments. VBILX. Address. "VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Holdings. Category Inflation-Protected Bond. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. 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. Fund. 800-523-1036. Both VBTLX and VBILX are mutual funds. 09K Followers. Short-Term Bond. YTD. Macroaxis provides VANGUARD INTERMEDIATE buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude. Learn more about mutual funds at fidelity. Invest for the long-term, not for the short-term. I went back over the past 5 years of posts regarding this specific question. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. It was launched on Nov 12, 2001. VBILX Post-Liquidation. 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 minimum initial investment for VBILX is. As many municipal bond issues are callable, Vanguard uses the Yield-to-Worst calculation as a more appropriate. VBILX has a higher 5-year return than VCORX (0. ago. Summary. VBILX Performance and Fees . I'd go for a "high" yield savings account, at maybe 1% or more, over short term treasuries that are yielding about 0. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. VBILX 3-year return is -5. VBTLX, standard deviation 3. Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at Nasdaq. Wiki article Wash sale. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. 800-523-1188 Monday through Friday from 8:30 a. ; VBILX 5-year return is 0. Status Open. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. 29. Min. See performance data and interactive charts for Vanguard Intermediate-Term Bond Index (VBILX). Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. VBILX. Fund Description. View VBILX mutual fund data and compare to other funds, stocks and. 6. Vanguard Intermediate-Term Bond Index Fund;Admiral 9. 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. Expense Ratio 0. Research information including fund fees, cost projections and minimum investments for Vanguard Intermediate-Term Bond Index. The Fund invests at least 80% of its assets in longer-term, investment. 50%; Sharpe ratio, 0. Fund Strategy. The Vanguard Intermediate-Term Bond Index Admiral made its debut in November of 2001 and VBILX has managed to accumulate roughly $16. See risk data for Vanguard Intermediate-Term Bond Index (VBILX). Valley Forge PA 19482. Both BIV and VBILX have a similar number of assets under management. Bond fund |Admiral™ Shares. 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. Initial. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. *Close price adjusted for splits. 7 years. 50-ish for VBILX) IIRC. -dollar-denominated bonds. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. As of Oct 31 2023. 0 - 0. Credit Quality / Interest Rate Sensitivity High / Moderate. Share Class Type No Load. large-cap stocks at a miniscule price, giving it a durable edge over its Morningstar Category peers. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. VBTLX and VBILX have the same expense ratio (%). Initial Investment 50,000. “Don't waste your time looking back. How To Invest / Fund Directory / Invesco Small Cap Equity Fund Class C vs Vanguard Intermediate-Term Bond Index Fund Admiral Shares . Bond Holdings. Highly likely to be in a lower tax bracket in FIRE. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Start a 7. bond market. It has an expense ratio of 0. 12%. MassiveBeard • 1 yr. Min. 9. Initial Investment 50,000. 10. Discover historical prices for VBILX stock on Yahoo Finance. 75. Check out our FundAccess. Vanguard Intermediate-Term Corporate Fund was incepted in November 1993 and is managed by the Vanguard Group. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. The Vanguard Long-Term Bond Index Fund is in Morningstar's long-term bond category. 4 Billion . • 1 yr. Category Inflation-Protected Bond. 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”. Expense Ratio 0. I like that the fund is about 1/2 government bonds and 1/2 corporate bonds, and has no MBS. "Everything should be as simple as it is, but not simpler. 70% annually. History of Fund/Manager Vanguard Group is responsible for VBILX, and. Risks associated with moderate funds . by Lan Anh Tran. 8 M. The Motley Fool provides leading insight and analysis about stocks, helping investors stay informed. Asset class. Asset Class Fixed Income. At least 80% of assets are invested in short-term and intermediate-term, investment-grade fixed income securities, primarily corporate bonds, and 95% invested in investment-grade securities rated Baa or. Open an account. •. 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. Lipper Classification High Yield Funds. 6 vanguard fund cusip ticker 2022 record date 2022 reinvest and/or ex-dividend date 2022 payable date energy index admiral shares 92204a843 venax 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). Minafi categorizes both of these funds as large funds. 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. VBILX Portfolio - Learn more about the Vanguard Interm-Term Bond Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. Vanguard Intermediate-Term Corporate Fund was incepted in November 1993 and is managed by the Vanguard Group. In tax-advantaged accounts, the investment opportunities may be limited (e. The average default rate of the lowest rated investment grade bond (BBB) is 0. 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). This includes more than 10,000 bonds. TTM Yield 5. Gerard O’Reilly. 2W 10W 9M. I invested at 35 with Vanguard, and did a split of 80% VTSAX and 20% VBILX, and I have been automatically investing for the past 5 years to maintain this 80% / 20% mix. 84% vs 0. Both VBTLX and VBILX are mutual funds. 09. Find the latest Vanguard Balanced Index Inv (VBINX) stock quote, history, news and other vital information to help you with your stock trading and investing. nWjGf • 2 yr. BIV-Vanguard Intermediate-Term Bond ETF | Vanguard. 53%. Summary. Fund Performance. , and are not protected by SIPC. 1-0. pkcrafter Posts: 15443 Joined: Sun Mar 04, 2007 5:19 pm Location: CA. S. Add in that VUSXX is completely state tax exempt and it's a. ; VBILX 5-year return is 0. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Username or BBID Email. 1m. O’Reilly, Principal of Vanguard Group, Inc. VBILX has a 5-year beta of 1. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. However, if it bothers you to have idle money sitting, look for a different stock in the same industry. Research. We’d like to share more about how we work and what drives our day-to-day business. I am torn between the two but went with VBILX in place. Both VBILX and VBTLX have a similar number of assets under management. Credit Quality / Interest Rate Sensitivity High / Moderate. This Index includes all medium and larger issues of U. Min. Share Class Type Institutional. 11, which means it is likely to be more volatile than the market average. Release Date: 09-30-2023 Vanguard Interm-Term Bond Index Adm VBILX Historical Performance: VBILX vs BIV. Expense Ratio 0. View Minimum Investment Information and Available Brokerage for Vanguard Interm-Term Bond Index Adm (VBILX)<link rel="stylesheet" href="pkg/1. 11/08/23. Average VBILX Category Average. VBILX has 36. 25 vs VBTLX -4. 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. (70-ish govt vs. 00 million. Category Health. 1-year 2. 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. Although the fund seeks to preserve the value of your investment at $1. 16. 340%. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) - Find objective, share price, performance, expense ratio, holding, and risk details. S. TTM Yield 5. 2010, so the vast bulk of the fund (about $101,000) was bought all at once then. S. 3. 55%. The strategy's cheaper admiral share class earns a. 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. Summary. The Vanguard Total Bond Market Index fund falls within Morningstar’s intermediate-term bond category. Learn how it impacts everything we do. Vanguard has only long-term and money-market tax-exempt funds for New York. 13. Blockage of these arteries occurs over time through a process called atherosclerosis, or the build-up of plaque. Based on the dollar number reported. Transfer a fixed amount automatically from your bank account to your Vanguard account on a set schedule. He will be replaced by Roger Aliaga-Diaz. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. Follow. VBILX is a part of the Vanguard Group family of funds, a company based out of Malvern, PA. This Index measures the performance of a wide. Best Actively Managed Bond Funds . expertise leads to lower conviction in its investment process. Rated on Nov 3, 2023. Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. Learn more about mutual funds at fidelity. by Ryan Jackson. 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). Vanguard Long-Term Bond Index's rock-bottom fee and market-value-weighted approach make it a compelling option. 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. T. VFIAX | A complete Vanguard 500 Index Fund;Admiral mutual fund overview by MarketWatch. 50-ish for VBILX) IIRC. I ended up keeping all of my bonds in VBILX. 3% and are a large portion of VBIRX. additional. 63bn USD As of Oct 31 2023. " - Albert Einstein | Wiki article link: Bogleheads® investment. Both have intermediate average duration, and good credit quality. 05%) and Intermediate-Term Bond Index Admiral VBILX, 0. For a list of the mutual funds that may be convertible to ETFs please see the list below. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Its broad scope and diversified portfolio cut back on credit. com. 39% vs 0. View and compare VBILX,Summary on Yahoo Finance. 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. About VFIAX. 5 B: 2. 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. VBILX Category Low Category High VBILX % Rank; Net Assets: 35. com. Distribution Fee Level Below Average. About VICSX. Minafi categorizes both of these funds as large funds. 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. , 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. VBTLX VBILX. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 3. Despite changes in fees and expenses over that time period, the cumulative difference in. Total Assets 38. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. The 1. S. Discover historical prices for VBILX stock on Yahoo Finance. 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. - VBTLX has a big chunk of govt mortgage-backed. Learn more about mutual funds at fidelity. Morningstar Medalist Rating. Vanguard Short-Term Investment Grade’s well-structured process and ultralow fees make it a sensible candidate for short-term bond exposure. I'm thinking about selling it at the loss to avoid the yearly tax. 05%. 4 Billion . Rated on Aug 2. 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. The. Outside of that, nobody can answer this question as it relates entirely to your personal appetite for risk. 0. VBITX-Vanguard Short-Term Bond Index Fund Institutional Shares | Vanguard. Posts: 9180. 04 billion in assets, as of the most recently available. Research information including trailing returns and hypothetical growth for Vanguard Intermediate. Index. Fund. or. Bottom line, for me, I still keep separate stock and bond funds - since you can't sell just the bonds in your VBIAX. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. 07%. : Nasdaq) Vanguard Intermediate-Term Bond Index Fund;Admiral. 71%). About VAIPX. 08%. Automatic Investment Plan. Share Class Type No Load. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. 0/web/styles. Top. 02/24/2015. Malvern, PA 19355. 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. 84%: Number of Holdings: 2175: 1: 17903: 15. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk. 290%. 72% 5. If you do want to roll the dice on longer-term investments for a little more yield, bond ETFs such as the Vanguard Long-Term Bond ETF ( BLV, $115. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history. 1%). S. 00 million. S. Compare and contrast: VBTLX vs VBILX. 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. will begin rising at 3. 00 per share, it cannot guarantee it will do so. 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. You can also buy it as an ETF using the symbol BIV, with a one share minimum. by Ryan Jackson. 39% vs 0. 09, 2022 3:20 AM ET Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV) AGG, VBIIX, VBILX, VBIMX, VBIUX 4 Comments. A bond is a series of future dollar payments to be made at future times--many small coupon. ” ― Ragnar Lothbrok. Get the lastest Fund Holdings for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. 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. Find the latest Vanguard Short-Term Bond Index Adm (VBIRX) stock quote, history, news and other vital information to help you with your stock trading and investing. VWIUX is an active muni fund, VBILX is about 50/50 govt/corp index fund, and VFICX is an active investment grade fund. 22) X 4. VBTLX Portfolio - Learn more about the Vanguard Total Bond Market Index Adm investment portfolio including asset allocation, stock style, stock holdings and more. Share Class Type Institutional. 07%, with VBILX. , and are not protected by SIPC. Status Open. This is for persons in the US only. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. 1. , and are not protected by SIPC.