Vanguard U.S. 500 Stock Index Fund Institutional Plus EUR Acc

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
Vanguard U.S. 500 Stock Index Fund Institutional Plus EUR Acc
Fund29.3-8.318.526.73.6
+/-Cat3.01.21.33.5-0.4
+/-B’mrk2.21.5-0.6-0.1-0.3
 
Key Stats
NAV
12/02/2025
 EUR 508.19
Day Change -0.48%
Morningstar Category™ US Large-Cap Blend Equity
ISIN IE00BFPM9V94
Fund Size (Mil)
12/02/2025
 USD 14669.35
Share Class Size (Mil)
12/02/2025
 EUR 1323.05
Max Initial Charge -
Ongoing Charge
10/12/2024
  0.06%
Morningstar Research
Analyst Report27/01/2025
Brendan McCann, Associate Analyst
Morningstar, Inc

The Vanguard S&P 500 ETF is expected to continue to outperform its Morningstar Category peers over the long term, with passive investment approaches such as the one offered with this strategy becoming the standard for investors looking to gain...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent25
Process25
Performance
Price
Investment Objective: Vanguard U.S. 500 Stock Index Fund Institutional Plus EUR Acc
The Fund seeks to track the performance of the Index.
Returns
Trailing Returns (GBP)12/02/2025
YTD3.73
3 Years Annualised15.64
5 Years Annualised14.53
10 Years Annualised15.01
12 Month Yield 0.00
Management
Manager Name
Start Date
Donald Butler
04/11/1998
Inception Date
06/12/2013
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 NR USDMorningstar US Large-Mid NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Vanguard U.S. 500 Stock Index Fund Institutional Plus EUR Acc31/12/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.010.01100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United States99.44
Europe - ex Euro0.27
Eurozone0.16
United Kingdom0.09
Asia - Developed0.04
Top 5 Sectors%
Technology33.72
Financial Services13.16
Consumer Cyclical11.42
Healthcare10.10
Communication Services9.37
Top 5 HoldingsSector%
Apple IncTechnologyTechnology7.60
NVIDIA CorpTechnologyTechnology6.61
Microsoft CorpTechnologyTechnology6.29
Amazon.com IncConsumer CyclicalConsumer Cyclical4.12
Meta Platforms Inc Class ACommunication ServicesCommunication Services2.56
Vanguard U.S. 500 Stock Index Fund Institutional Plus EUR Acc

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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