Registry rank 12 · Portfolio as of 2026-03-31

VANGUARD INSTITUTIONAL INDEX FUND

VIIIX · VINIX

Best-fit active share0.2%vs IVV · fund as of 2026-03-31 · proxy as of 2026-03-31

Declared-benchmark active shareNot filed yetNo mapped declared benchmark

VIIIX expense ratio0.02%SEC expense filing · as of 2025-12-31

VIIIX fee per active unitNot meaningful — index-tracking portfolio (active share under 5%)expense as of 2025-12-31; fund as of 2026-03-31; proxy as of 2026-03-31

Filed fees in dollars

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline.
Share class and filing	10 years	20 years	30 years
VIIIX0.02% · SEC expense filing · as of 2025-12-31	$310	$1,009	$2,463
VINIX0.03% · SEC expense filing · as of 2025-12-31	$465	$1,512	$3,689

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Share classStarting amount ($)YearsAnnual return (%)

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. VIIIX SEC expense filing, as of 2025-12-31. Methodology.

Illustration for VIIIX; expense ratio filed as of 2025-12-31.
Result	Amount
Ending value at baseline	$265,330
Ending value at filed expense ratio	$264,321
Difference attributed to fee drag	$1,009

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IVV

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

JPMorgan Chase & Co.-0.08%

Visa, Inc.-0.03%

Goldman Sachs Group, Inc. (The)-0.02%

Bank of America Corp.-0.02%

NVIDIA Corp.+0.01%

Apple, Inc.+0.01%

Citigroup, Inc.-0.01%

Alphabet, Inc.+0.01%

Microsoft Corp.+0.01%

Amazon.com, Inc.+0.01%

Holding	Fund	IVV	Difference
JPMorgan Chase & Co.	1.34%	1.42%	-0.08%
Visa, Inc.	0.88%	0.91%	-0.03%
Goldman Sachs Group, Inc. (The)	0.43%	0.45%	-0.02%
Bank of America Corp.	0.56%	0.58%	-0.02%
NVIDIA Corp.	7.60%	7.58%	+0.01%
Apple, Inc.	6.68%	6.67%	+0.01%
Citigroup, Inc.	0.34%	0.35%	-0.01%
Alphabet, Inc.	5.40%	5.40%	+0.01%
Microsoft Corp.	4.93%	4.92%	+0.01%
Amazon.com, Inc.	3.65%	3.64%	+0.01%

Source and verification

SEC N-PORT filing · filed 2026-05-28 · period 2026-03-31

SEC expense filing · period 2025-12-31

Immutable verification record · Active-share method