VANGUARD SMALL-CAP VALUE INDEX FUND

VANGUARD INDEX FUNDS · Series S000002847 · 4 share classes

Equity fund · 100% stocks
One fund, 4 share classes:VISVXVSIIXVBRVSIAX
$60.64B NAV
843 positions · as of 2026-03-31 · filed 2026-05-28
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q2

Vanguard Small-Cap Value Index Fund (the Fund) seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks.

Strategy · summarised

The fund tracks the CRSP US Small Cap Value Index by holding all or substantially all of its constituent stocks in the same proportions as the index. Because the fund attempts to replicate the index rather than sample it, its performance should closely match the index's return.

Expenses
0.05% 0.19%across 4 share classes
Share classExpense ratio
VISVX0.19%
VSIIX0.05%
VBR0.05%
VSIAX0.07%

Portfolio turnover 25.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.53%
of net assets
Stocks99.84%
Cash & short-term0.69%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 31 new43 exited

Largest new: CDW, TRMB, GPC, INVH, PNFP, FIG, VSNT, PIPR

Largest exited: SNDK, CMA, Frontier Communications Parent Inc, NVT, Cadence Bank, TER, Synovus Financial Corp, Piper Sandler Cos

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NRG Energy IncNRG0.75%$455.71M
Atmos Energy CorpATO0.74%$448.72M
Vanguard Cmt Funds-Vanguard Market Liquidity Fund0.69%$419.60M
Tapestry IncTPR0.69%$419.49M
Jabil IncJBL0.65%$391.26M
United Therapeutics CorpUTHR0.63%$381.60M
Flex LtdFLEX0.58%$353.39M
Omnicom Group IncOMC0.57%$343.17M
Williams-Sonoma IncWSM0.53%$319.60M
Smurfit Westrock PLCSW0.50%$305.61M
Showing 10 of 843Sign in to see more

Top 10 positions are 6.33% of net assets, top 25 12.82%, across 828 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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