Unit price
Equity
Market Captialization Large Investment Style Blend
Management style
Asset class
Category
Risk / reward scale
Less
More
YTD returns
as of 06/25/2025
Investment minimum
per account
NAV price
as of 06/25/2025
Unit price
as of 06/25/2025
Management style | Index |
|---|---|
Asset class | Domestic Stock - General |
Category | Large Blend |
Inception date | 12/17/2002 |
Portfolio Number | 4515 |
Minimum Investment
per account
Unit Price
as of 06/25/2025
Unit change
as of 06/25/2025
YTD returns
as of 06/25/2025
Vanguard 500 Index Portfolio’s main goal is to provide long-term growth by investing all of its assets in Vanguard Institutional Index Fund. Through the portfolio’s investment in this fund, you get exposure to stocks issued by the largest companies in the United States. The fund is designed to track the performance of the Standard & Poor’s 500 Index.
The portfolio could be a good fit for college savers with a long-term savings goal. Investors should be comfortable with the ups and downs that come with investing in the stock market.
The portfolio does not employ an investment advisor, but it benefits from the investment advisory services of the underlying Vanguard mutual fund(s) in which it invests.
as of 05/31/2025
Recent returns
Average annual
| Month-end | 3-Month total | YTD | 1-yr | 3-yr | 5-yr | 10-yr | Since inception 12/17/2002 | |
|---|---|---|---|---|---|---|---|---|
Vanguard 500 Index | 6.29% | -0.41% | 1.01% | 13.37% | 14.26% | 15.79% | 12.69% | 10.50% |
| 6.29% | -0.37% | 1.06% | 13.52% | 14.41% | 15.94% | 12.86% | 10.84% |
as of 03/31/2025
| Year | 1st Qtr | 2nd Qtr | 3rd Qtr | 4th Qtr | Year-end | |
|---|---|---|---|---|---|---|
| 2025 | -4.30% | — | — | — | — | — |
| 2024 | 10.52% | 4.26% | 5.85% | 2.37% | 24.86% | 25.02% |
| 2023 | 7.47% | 8.70% | -3.30% | 11.64% | 26.11% | 26.29% |
| 2022 | -4.63% | -16.13% | -4.91% | 7.52% | -18.22% | -18.11% |
| 2021 | 6.15% | 8.52% | 0.54% | 10.98% | 28.53% | 28.71% |
| 2020 | -19.62% | 20.52% | 8.89% | 12.11% | 18.26% | 18.40% |
| 2019 | 13.63% | 4.25% | 1.68% | 9.02% | 31.31% | 31.49% |
| 2018 | -0.79% | 3.40% | 7.65% | -13.57% | -4.56% | -4.38% |
| 2017 | 6.02% | 3.05% | 4.43% | 6.60% | 21.61% | 21.83% |
| 2016 | 1.29% | 2.40% | 3.83% | 3.75% | 11.74% | 11.96% |
| 2015 | 0.91% | 0.25% | -6.51% | 7.01% | 1.19% | 1.38% |
as of 12/31/2024
| Year | Total return | |
|---|---|---|
| 2024 | 24.86% | 25.02% |
| 2023 | 26.11% | 26.29% |
| 2022 | -18.22% | -18.11% |
| 2021 | 28.53% | 28.71% |
| 2020 | 18.26% | 18.40% |
| 2019 | 31.31% | 31.49% |
| 2018 | -4.56% | -4.38% |
| 2017 | 21.61% | 21.83% |
| 2016 | 11.74% | 11.96% |
| 2015 | 1.19% | 1.38% |
| 2014 | 13.43% | 13.69% |
| 2013 | 32.05% | 32.39% |
| 2012 | 15.76% | 16.00% |
| 2011 | 1.85% | 2.11% |
| 2010 | 14.66% | 15.06% |
as of 05/31/2025
| 1-yr | 3-yr | 5-yr | 10-yr | Since inception 12/17/2002 | |
|---|---|---|---|---|---|
| Vanguard 500 Index | 13.37% | 49.17% | 108.16% | 230.33% | 841.10% |
| 13.52% | 49.77% | 109.53% | 235.35% | — |
Vanguard 500 Index
0.13%
Transaction fee
None
Account service fee
None
Fund family redemption fee
None
None
Note: All fees are included in the expense ratio.
| Accounts | Initial minimum |
|---|---|
| 529 Plan | $1,000 Per account |
The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate so that investors' units, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited.
Closing price as of 06/25/2025
Unit price
Unit price change
52-week High
as of 02/19/2025
52-week Low
as of 04/08/2025
52-week Difference
| 06/25/2025 | $97.07 |
| 06/24/2025 | $97.07 |
| 06/23/2025 | $96.00 |
| 06/20/2025 | $95.08 |
| 06/18/2025 | $95.29 |
| 06/17/2025 | $95.31 |
| 06/16/2025 | $96.11 |
| 06/13/2025 | $95.21 |
| 06/12/2025 | $96.28 |
| 06/11/2025 | $95.91 |
as of 05/31/2025
Equity
Market Captialization Large Investment Style Blend
The portfolio does not employ an investment advisor, but it benefits from the investment advisory services of the underlying Vanguard mutual fund(s) in which it invests.
Performance & fees
Most recent data available. © 2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) does not constitute investment advice offered by Morningstar; and (4) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
R-squared and beta are calculated from trailing 36-month fund returns relative to the associated benchmark.
© 2023 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Vanguard 529 College Savings Plan is a Nevada Trust administered by the office of the Nevada State Treasurer. The Vanguard Group, Inc., serves as the Investment Manager for The Vanguard 529 College Savings Plan and through its affiliate, Vanguard Marketing Corporation, markets and distributes the Plan. Ascensus Broker Dealer Services, LLC, serves as Program Manager and has overall responsibility for the day-to-day operations. The Plan's portfolios, although they invest in Vanguard mutual funds, are not mutual funds. Investment returns are not guaranteed and you could lose money by investing in the Plan.
For more information about The Vanguard 529 College Savings Plan, obtain a Program Description(PDF), which includes investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor.
The portfolio’s total return, like stock prices generally, will fluctuate within a wide range, so an investor could lose money over short or even long periods. The portfolio’s underlying fund is also subject to: