Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.38: the stock has moved about 38% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerVanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) trades at $97.81. Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) provides investors with exposure to small-capitalization U.S. growth stocks through a passively managed index fund. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for VSGIX: VSGIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) Financial Services Profile
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) offers investors a low-cost, passively managed approach to access the high-growth potential of small-cap U.S. equities, tracking a growth-style index within this often-volatile market segment, suitable for diversified portfolios seeking small-cap growth exposure.
What Is the Investment Thesis for VSGIX?
The fund's focus on growth stocks within the small-cap segment offers the potential for above-average returns, although investors should be aware of the inherent volatility associated with this market segment. With a beta of 1.38, VSGIX is more volatile than the overall market. As of 2026, the fund has a market cap of $40.93 billion. The fund's performance is closely tied to the overall health and growth prospects of the small-cap U.S. equity market.
Based on FMP financials and quantitative analysis
VSGIX Key Highlights
VSGIX provides exposure to small-capitalization U.S. growth stocks, offering potential for high growth.
- The fund is passively managed, aiming to track a growth-style index of small-sized companies.
- VSGIX has a beta of 1.38, indicating higher volatility compared to the broader market.
- The fund has a market capitalization of $40.93 billion, reflecting its significant size within the small-cap growth segment.
- VSGIX does not offer a dividend yield, as it focuses on growth rather than income generation.
Who Are VSGIX's Competitors?
VSGIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | $45.27 | +0.67% | $48.3B | — |
| DIA SPDR Dow Jones Industrial Average ETF Trust | $511.10 | +0.49% | $43.0B | — |
| MGK Vanguard Mega Cap Growth ETF | $93.68 | +0.99% | $36.1B | — |
| SCHB Schwab U.S. Broad Market ETF | $29.71 | +0.35% | $44.6B | — |
| VBK Vanguard Small-Cap Growth ETF | $346.96 | +0.94% | $47.9B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VSGIX's Key Strengths?
Low expense ratio
- Passively managed, tracking a specific index
- Diversified exposure to small-cap growth stocks
- Strong brand reputation of Vanguard
What Are VSGIX's Weaknesses?
Focus on the volatile small-cap segment
- No dividend yield
- Limited flexibility compared to actively managed funds
- Potential for tracking error
What Are the Key Risks for VSGIX?
Volatility in the small-cap segment can lead to fluctuations in the fund's value.
- Economic downturn impacting small-cap companies.
- Increased competition from other low-cost index funds.
- Changes in the composition of the underlying index could negatively impact performance.
- Regulatory changes impacting the asset management industry.
What Are VSGIX's Competitive Advantages?
- Low Expense Ratio: VSGIX's low expense ratio provides a cost advantage over actively managed funds and other passively managed funds with higher fees.
- Vanguard's Brand Reputation: Vanguard's strong brand reputation and client-focused approach attract investors and contribute to the fund's success.
- Passive Management: The fund's passive management strategy allows it to track the index closely and minimize tracking error.
- Scale: Vanguard's large scale allows it to operate efficiently and offer competitive pricing.
What Does VSGIX Do?
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) is a passively managed index fund designed to provide investors with exposure to the small-capitalization growth segment of the U.S. equity market. The fund operates under the umbrella of The Vanguard Group, a leading investment management company known for its low-cost investment options and client-focused approach. VSGIX seeks to track the performance of a designated small-cap growth index, offering a diversified portfolio of small-sized companies exhibiting growth characteristics. The fund's strategy involves replicating the index's holdings, weighting, and overall composition, aiming to deliver investment returns that closely mirror the index's performance. By focusing on small-cap growth stocks, VSGIX provides investors with the opportunity to participate in the potential growth of emerging companies and innovative businesses. However, it's important to note that the small-cap segment can be more volatile than the broader market, and investors should be prepared for potential fluctuations in the fund's value. VSGIX is tailored for investors seeking to add a small-cap growth component to their diversified investment portfolios, offering a cost-effective and passively managed approach to accessing this segment of the market.
What Products and Services Does VSGIX Offer?
- Provide investors with exposure to small-capitalization U.S. growth stocks.
- Track the performance of a designated small-cap growth index.
- Offer a diversified portfolio of small-sized companies exhibiting growth characteristics.
- Replicate the index's holdings, weighting, and overall composition.
- Deliver investment returns that closely mirror the index's performance.
- Provide a cost-effective and passively managed approach to accessing the small-cap growth segment of the market.
How Does VSGIX Make Money?
- Passively track a designated small-cap growth index.
- Replicate the index's holdings and weighting.
- Generate revenue through management fees charged to investors.
- Maintain a low expense ratio to attract investors.
What Industry Does VSGIX Operate In?
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) operates within the asset management industry, specifically focusing on passively managed index funds. The asset management industry is characterized by increasing demand for low-cost investment options and the growing popularity of passive investment strategies. VSGIX competes with other small-cap growth funds, including those offered by DFAC, DIA, MGK, SCHB, and VBK, as well as other passively managed index funds. The competitive landscape is driven by factors such as expense ratios, tracking error, and investment performance. VSGIX's low-cost structure and focus on tracking a small-cap growth index position it favorably within the industry.
Who Are VSGIX's Key Customers?
- Individual investors seeking exposure to small-cap growth stocks.
- Institutional investors looking for a cost-effective way to access the small-cap growth market.
- Financial advisors seeking to build diversified portfolios for their clients.
- Retirement savers looking to invest in a growth-oriented fund.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -0.6%.
VSGIX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio
- Passively managed, tracking a specific index
- Diversified exposure to small-cap growth stocks
- Strong brand reputation of Vanguard
Bear Case
- Focus on the volatile small-cap segment
- No dividend yield
- Limited flexibility compared to actively managed funds
- Potential for tracking error
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VSGIX Latest News
No recent news available for VSGIX.
VSGIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for VSGIX.
Price Targets
Wall Street price target analysis for VSGIX.
VSGIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for VSGIX; grades run from A+ (80-100) to F (below 30).
Vanguard Small-Cap Growth Index Fund Institutional Shares Financials Stock: Key Questions Answered
What do analysts say about VSGIX stock?
As a passively managed index fund, VSGIX does not have individual stock analyst ratings in the traditional sense. However, analysts generally view small-cap growth stocks as having the potential for higher returns but also higher volatility compared to large-cap stocks. The fund's performance is closely tied to the overall health and growth prospects of the small-cap U.S. equity market.
What are the main risks for VSGIX?
The primary risks associated with VSGIX stem from its focus on the small-cap segment of the U.S. equity market. Small-cap stocks are generally more volatile than large-cap stocks, and their prices can fluctuate significantly in response to economic and market conditions.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information as of 2026-03-17.