{ "runId": "363649da-fcfb-4007-87ef-de06de7710ca", "capturedAt": "2026-07-29T14:22:09.616Z", "methodologyVersion": "closet-index@2.0.0", "cohortVersion": "cohort-v2@2026-07-24", "cohortRank": 1, "seriesId": "S000002848", "cik": 36405, "seriesName": "VANGUARD TOTAL STOCK MARKET INDEX FUND", "classes": [ { "classId": "C000007807", "ticker": "VITSX", "netExpenseRatio": 0.0003, "expensePeriod": "2025-12-31", "sourceAccession": "0000036405-26-000181", "sourceUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000181/0000036405-26-000181-index.html", "missingReason": null }, { "classId": "C000155407", "ticker": "VSMPX", "netExpenseRatio": 0.0002, "expensePeriod": "2025-12-31", "sourceAccession": "0000036405-26-000181", "sourceUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000181/0000036405-26-000181-index.html", "missingReason": null }, { "classId": "C000170276", "ticker": "VSTSX", "netExpenseRatio": 0.0001, "expensePeriod": "2025-12-31", "sourceAccession": "0000036405-26-000181", "sourceUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000181/0000036405-26-000181-index.html", "missingReason": null }, { "classId": "C000007808", "ticker": "VTI", "netExpenseRatio": 0.0003, "expensePeriod": "2025-12-31", "sourceAccession": "0000036405-26-000181", "sourceUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000181/0000036405-26-000181-index.html", "missingReason": null }, { "classId": "C000007806", "ticker": "VTSAX", "netExpenseRatio": 0.0004, "expensePeriod": "2025-12-31", "sourceAccession": "0000036405-26-000181", "sourceUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000181/0000036405-26-000181-index.html", "missingReason": null }, { "classId": "C000007805", "ticker": "VTSMX", "netExpenseRatio": 0.0006, "expensePeriod": "2025-12-31", "sourceAccession": "0000036405-26-000181", "sourceUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000181/0000036405-26-000181-index.html", "missingReason": null } ], "fundFiling": { "cik": 36405, "seriesId": "S000002848", "accession": "0000036405-26-000323", "filingDate": "2026-05-28", "periodOfReport": "2026-03-31", "primaryDocumentUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000323/primary_doc.xml" }, "proxyPeriods": { "IVV": { "periodOfReport": "2026-03-31", "accession": "0002071691-26-012459", "filingDate": "2026-05-28" }, "IWB": { "periodOfReport": "2026-03-31", "accession": "0001004726-26-003726", "filingDate": "2026-05-22" }, "IWF": { "periodOfReport": "2026-03-31", "accession": "0001004726-26-003755", "filingDate": "2026-05-22" }, "IWD": { "periodOfReport": "2026-03-31", "accession": "0001004726-26-003757", "filingDate": "2026-05-22" }, "IJH": { "periodOfReport": "2026-03-31", "accession": "0000940400-26-020794", "filingDate": "2026-05-26" }, "IJR": { "periodOfReport": "2026-03-31", "accession": "0000940400-26-020784", "filingDate": "2026-05-26" }, "IWM": { "periodOfReport": "2026-03-31", "accession": "0002071691-26-012507", "filingDate": "2026-05-28" }, "VTI": { "periodOfReport": "2026-03-31", "accession": "0000036405-26-000323", "filingDate": "2026-05-28" } }, "bestFitProxy": "VTI", "declaredBenchmarkName": "CRSP US Total Market Index", "declaredBenchmarkPeriod": "2025-12-31", "declaredBenchmarkAccession": "0000036405-26-000181", "declaredBenchmarkSourceUrl": "https://www.sec.gov/Archives/edgar/data/36405/000003640526000181/0000036405-26-000181-index.html", "declaredProxy": "VTI", "benchmarkMismatch": "match", "identifierMatchRate": 0.9999970439966002, "reviewRequired": false, "reviewReason": null, "feeDragBaselineExpenseRatio": 0.0001, "feeDragByClass": [ { "classId": "C000007807", "projections": [ { "horizonYears": 10, "fundEndingValue": 162424.66212673276, "baselineEndingValue": 162734.39632475894, "feeDragVsBaseline": 309.73419802618446 }, { "horizonYears": 20, "fundEndingValue": 263817.708669833, "baselineEndingValue": 264824.8374718372, "feeDragVsBaseline": 1007.1288020041538 }, { "horizonYears": 30, "fundEndingValue": 428505.0219374645, "baselineEndingValue": 430961.10057781835, "feeDragVsBaseline": 2456.078640353866 } ] }, { "classId": "C000155407", "projections": [ { "horizonYears": 10, "fundEndingValue": 162579.4628414918, "baselineEndingValue": 162734.39632475894, "feeDragVsBaseline": 154.93348326714477 }, { "horizonYears": 20, "fundEndingValue": 264320.8173782801, "baselineEndingValue": 264824.8374718372, "feeDragVsBaseline": 504.0200935570756 }, { "horizonYears": 30, "fundEndingValue": 429731.3650718483, "baselineEndingValue": 430961.10057781835, "feeDragVsBaseline": 1229.7355059700203 } ] }, { "classId": "C000170276", "projections": [ { "horizonYears": 10, "fundEndingValue": 162734.39632475894, "baselineEndingValue": 162734.39632475894, "feeDragVsBaseline": 0 }, { "horizonYears": 20, "fundEndingValue": 264824.8374718372, "baselineEndingValue": 264824.8374718372, "feeDragVsBaseline": 0 }, { "horizonYears": 30, "fundEndingValue": 430961.10057781835, "baselineEndingValue": 430961.10057781835, "feeDragVsBaseline": 0 } ] }, { "classId": "C000007808", "projections": [ { "horizonYears": 10, "fundEndingValue": 162424.66212673276, "baselineEndingValue": 162734.39632475894, "feeDragVsBaseline": 309.73419802618446 }, { "horizonYears": 20, "fundEndingValue": 263817.708669833, "baselineEndingValue": 264824.8374718372, "feeDragVsBaseline": 1007.1288020041538 }, { "horizonYears": 30, "fundEndingValue": 428505.0219374645, "baselineEndingValue": 430961.10057781835, "feeDragVsBaseline": 2456.078640353866 } ] }, { "classId": "C000007806", "projections": [ { "horizonYears": 10, "fundEndingValue": 162269.99407933938, "baselineEndingValue": 162734.39632475894, "feeDragVsBaseline": 464.4022454195656 }, { "horizonYears": 20, "fundEndingValue": 263315.50978508836, "baselineEndingValue": 264824.8374718372, "feeDragVsBaseline": 1509.3276867488166 }, { "horizonYears": 30, "fundEndingValue": 427282.06213824527, "baselineEndingValue": 430961.10057781835, "feeDragVsBaseline": 3679.03843957308 } ] }, { "classId": "C000007805", "projections": [ { "horizonYears": 10, "fundEndingValue": 161961.05558241656, "baselineEndingValue": 162734.39632475894, "feeDragVsBaseline": 773.3407423423778 }, { "horizonYears": 20, "fundEndingValue": 262313.8352537062, "baselineEndingValue": 264824.8374718372, "feeDragVsBaseline": 2511.002218130976 }, { "horizonYears": 30, "fundEndingValue": 424846.2565156237, "baselineEndingValue": 430961.10057781835, "feeDragVsBaseline": 6114.844062194636 } ] } ], "licensedReturnMetrics": { "provenance": "Computed on licensed market-return history", "computedAt": "2026-07-29T14:22:09.616Z", "proxy": "VTI", "proxyReturnBasis": "total", "feeDragByClass": [ { "classId": "C000007807", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.14386614299653777, "fundEndingValue": 382423.96138634376, "baselineEndingValue": 383093.23706061253, "feeDragVsBaseline": 669.275674268778, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.11134474582585718, "fundEndingValue": 821106.2581749706, "baselineEndingValue": 824066.7267721615, "feeDragVsBaseline": 2960.4685971909203, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": null, "fundEndingValue": null, "baselineEndingValue": null, "feeDragVsBaseline": null, "missingReason": "proxy history begins 2001 — no full 30-year window" } ], "missingReason": null }, { "classId": "C000155407", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.14386614299653777, "fundEndingValue": 382758.4675700671, "baselineEndingValue": 383093.23706061253, "feeDragVsBaseline": 334.76949054544093, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.11134474582585718, "fundEndingValue": 822585.2272492542, "baselineEndingValue": 824066.7267721615, "feeDragVsBaseline": 1481.4995229073102, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": null, "fundEndingValue": null, "baselineEndingValue": null, "feeDragVsBaseline": null, "missingReason": "proxy history begins 2001 — no full 30-year window" } ], "missingReason": null }, { "classId": "C000170276", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.14386614299653777, "fundEndingValue": 383093.23706061253, "baselineEndingValue": 383093.23706061253, "feeDragVsBaseline": 0, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.11134474582585718, "fundEndingValue": 824066.7267721615, "baselineEndingValue": 824066.7267721615, "feeDragVsBaseline": 0, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": null, "fundEndingValue": null, "baselineEndingValue": null, "feeDragVsBaseline": null, "missingReason": "proxy history begins 2001 — no full 30-year window" } ], "missingReason": null }, { "classId": "C000007808", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.14386614299653777, "fundEndingValue": 382423.96138634376, "baselineEndingValue": 383093.23706061253, "feeDragVsBaseline": 669.275674268778, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.11134474582585718, "fundEndingValue": 821106.2581749706, "baselineEndingValue": 824066.7267721615, "feeDragVsBaseline": 2960.4685971909203, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": null, "fundEndingValue": null, "baselineEndingValue": null, "feeDragVsBaseline": null, "missingReason": "proxy history begins 2001 — no full 30-year window" } ], "missingReason": null }, { "classId": "C000007806", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.14386614299653777, "fundEndingValue": 382089.7183253414, "baselineEndingValue": 383093.23706061253, "feeDragVsBaseline": 1003.5187352711218, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.11134474582585718, "fundEndingValue": 819629.8154543939, "baselineEndingValue": 824066.7267721615, "feeDragVsBaseline": 4436.911317767692, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": null, "fundEndingValue": null, "baselineEndingValue": null, "feeDragVsBaseline": null, "missingReason": "proxy history begins 2001 — no full 30-year window" } ], "missingReason": null }, { "classId": "C000007805", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.14386614299653777, "fundEndingValue": 381422.02083565743, "baselineEndingValue": 383093.23706061253, "feeDragVsBaseline": 1671.2162249551038, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": 0.11134474582585718, "fundEndingValue": 816684.4927259809, "baselineEndingValue": 824066.7267721615, "feeDragVsBaseline": 7382.234046180616, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "proxyHistoryStart": "2001-05-31", "annualizedProxyReturn": null, "fundEndingValue": null, "baselineEndingValue": null, "feeDragVsBaseline": null, "missingReason": "proxy history begins 2001 — no full 30-year window" } ], "missingReason": null } ], "trackingDifferenceByClass": [ { "classId": "C000007807", "ticker": "VITSX", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "fundHistoryStart": "1997-07-07", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": 0.0006783981160334296, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "fundHistoryStart": "1997-07-07", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": 0.0002735105024129769, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": "1997-07-07", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 30-year window" } ], "missingReason": null }, { "classId": "C000155407", "ticker": "VSMPX", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "fundHistoryStart": "2015-04-28", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": 0.0008472560706165311, "missingReason": null }, { "horizonYears": 20, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": "2015-04-28", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 20-year window" }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": "2015-04-28", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 30-year window" } ], "missingReason": null }, { "classId": "C000170276", "ticker": "VSTSX", "windows": [ { "horizonYears": 10, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": null, "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 10-year window" }, { "horizonYears": 20, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": null, "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 20-year window" }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": null, "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 30-year window" } ], "missingReason": null }, { "classId": "C000007808", "ticker": "VTI", "windows": null, "missingReason": "fund NAV history unavailable for VTI" }, { "classId": "C000007806", "ticker": "VTSAX", "windows": [ { "horizonYears": 10, "windowStart": "2016-07-29", "windowEnd": "2026-07-29", "fundHistoryStart": "2000-11-13", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": 0.0005600169869506288, "missingReason": null }, { "horizonYears": 20, "windowStart": "2006-07-31", "windowEnd": "2026-07-29", "fundHistoryStart": "2000-11-13", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": 0.0001865209072680063, "missingReason": null }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": "2000-11-13", "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 30-year window" } ], "missingReason": null }, { "classId": "C000007805", "ticker": "VTSMX", "windows": [ { "horizonYears": 10, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": null, "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 10-year window" }, { "horizonYears": 20, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": null, "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 20-year window" }, { "horizonYears": 30, "windowStart": null, "windowEnd": "2026-07-29", "fundHistoryStart": null, "proxyHistoryStart": "2001-05-31", "annualizedPercentage": null, "missingReason": "no exact shared fund NAV/proxy anchors for a full 30-year window" } ], "missingReason": null } ] }, "filterStats": { "total": 3524, "keptLongCommonEquity": 3504, "droppedAssetCategory": { "EP": 3, "DE": 15, "STIV": 2 }, "droppedPayoffProfile": 0, "droppedNonPositivePct": 0 }, "publishable": true, "feePerActiveUnitDisplay": "Replaced by the computed index-premium verdict.", "activeShareDisplay": "benchmark proxy for this registry" }