Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- PO Box 2600 Valley Forge PA United States of America 19482
- IPO Date
- Jan 2, 2019
- CIK
- 0000752177
- Similar Companies
- Business
- Vanguard Institutional Target Retirement 2055 Fund Institutional Shares (VIVLX) is a target-date mutual fund offered by The Vanguard Group, Inc., designed to provide capital appreciation and current income consistent with its asset allocation strategy for investors planning to retire around 2055. The fund invests substantially all of its assets in other Vanguard mutual funds, including Vanguard Total Stock Market Index Fund, Vanguard Total International Stock Index Fund, Vanguard Total Bond Market II Index Fund, Vanguard Total International Bond II Index Fund, and Vanguard Short-Term Inflation-Protected Securities Index Fund; its portfolio features approximately 54.7% U.S. stocks, 37.3% international stocks, 5.6% U.S. bonds, and 2.4% international bonds as of the latest reporting, with allocations gradually shifting to become more conservative over time by reducing equity exposure and increasing fixed income. Indirect holdings encompass a diversified mix of U.S. and foreign large-, mid-, and small-capitalization stocks, along with short-, intermediate-, and long-term U.S. government, agency, investment-grade corporate bonds, mortgage-backed securities, inflation-protected obligations, and hedged foreign bonds. Launched in 2010 under The Vanguard Group, Inc., headquartered in Malvern, Pennsylvania, the fund targets institutional investors such as retirement plans and serves participants expecting to leave the workforce in or within a few years of 2055, eventually aligning its allocation with that of the Vanguard Target Retirement Income Fund approximately seven years post-target date. The Vanguard Group manages total net assets exceeding $64 billion across its Target Retirement 2055 series, with VIVLX maintaining a low expense ratio of 0.08% and low turnover rate of 0.7%. In recent developments, Vanguard expanded its Investor Proxy Choice program in 2025 to include additional index funds, enhancing investor options for proxy voting policies aligned with individualized preferences, though specific eligibility for VIVLX remains tied to broader retirement offerings; the firm also announced three new funds for its Investor Choice program in 2026, including the Vanguard 500 Index Fund, signaling ongoing product evolution. No major acquisitions, funding rounds, or name changes specific to VIVLX were reported in the last 1-2 years, with performance updates as of September 30, 2025, showing year-to-date returns of 17.82% and ten-year annualized returns of 11.15%. The fund operates globally through its underlying index funds, providing exposure to U.S. and international markets without direct subsidiaries, as part of Vanguard's broader suite of low-cost institutional target-date solutions.