Sensible Investor

Immutable verification record

VANGUARD S&P MID-CAP 400 INDEX FUND

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-02-28 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for Vanguard S&P Mid-Cap 400 Index Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

93.9% of this portfolio matches the S&P MidCap 400, which costs $100 a year per $100,000 to own outright. This fund charges $70 a year.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “VANGUARD S&P MID-CAP 400 INDEX FUND — best-fit active share,” 6.1% versus the S&P MidCap 400, fund portfolio as of 2026-02-28; measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-31. https://sensible-investor.com/registry/ivoo/as-of/363649da-fcfb-4007-87ef-de06de7710ca

IVOO filed expense ratio

Sensible Investor, “VANGUARD S&P MID-CAP 400 INDEX FUND — filed expense ratio,” 0.07% for IVOO, as of 2025-08-31. https://sensible-investor.com/registry/ivoo/as-of/363649da-fcfb-4007-87ef-de06de7710ca

IVOO fee per active unit

Sensible Investor, “VANGUARD S&P MID-CAP 400 INDEX FUND — fee per unit of active management,” 1.14% using the IVOO expense ratio as of 2025-08-31 and fund portfolio as of 2026-02-28. https://sensible-investor.com/registry/ivoo/as-of/363649da-fcfb-4007-87ef-de06de7710ca

Active share by comparison index

Holdings difference for every comparison calculated in this run.
IndexActive shareHoldings evidenceIdentifier match
the S&P MidCap 4006.1%measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-3196.6%
the Russell 2000 index84.0%measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-3116.1%
the Russell 1000 Value index92.5%measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-3175.6%
the total US market94.8%measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-3199.6%
the Russell 1000 index95.5%measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-3183.0%
the Russell 1000 Growth index98.5%measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-3127.0%
the S&P 50099.8%measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-313.1%
the S&P SmallCap 60099.8%measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-310.2%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share classExpense ratioFiling periodSEC document
IVOO (Vanguard S&P Mid-Cap 400 Index Fund)0.07%2025-08-31Open SEC expense filing
VSPMX (Vanguard S&P Mid-Cap 400 Index Fund)0.03%2025-08-31Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match96.6%
the S&P MidCap 40096.6%
the Russell 2000 index16.1%
the Russell 1000 Value index75.6%
the total US market99.6%
the Russell 1000 index83.0%
the Russell 1000 Growth index27.0%
the S&P 5003.1%
the S&P SmallCap 6000.2%

Fee-drag windows

Dollar fee drag from licensed return windows; the lowest-cost control class is omitted rather than compared with itself, and missing history remains explicit.
Share classWindowFee dragWindow dates
IVOO10 years$1,5142016-07-29 to 2026-07-29
IVOO20 years$7,3612006-07-31 to 2026-07-29
IVOO30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
VSPMX10 years$5062016-07-29 to 2026-07-29
VSPMX20 years$2,4622006-07-31 to 2026-07-29
VSPMX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26

Check it yourself

  1. Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
  2. Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
  3. Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)

Download this record as JSON

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