92 datasets found
  1. Vanguards total stock market index fund (VTI) asset allocation breakdown...

    • statista.com
    Updated Aug 12, 2025
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    Statista (2025). Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2024 [Dataset]. https://www.statista.com/statistics/1372152/vanguards-total-stock-market-index-fund-asset-allocation-in-the-usby-security-type/
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    Dataset updated
    Aug 12, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2024
    Area covered
    United States
    Description

    Over ********* of the total assets managed by Vanguard's total stock market index fund traded under the ticket symbol VTI was allocated to technology stocks. Consumer discretionary stocks accounted for the second largest portion of assets. The asset allocation of the total stock market index fund was comparable to that of the asset allocation of the S&P 500 index. The S&P 500 is often quoted as a barometer of U.S. market performance. However, as the S&P 500 tracks *** of the largest U.S. companies, it is not inclusive of the performance of small and mid-cap companies. Investors can buy into the total stock market index fund (VTI), for wider market exposure.

  2. F

    S&P 500

    • fred.stlouisfed.org
    json
    Updated Dec 1, 2025
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    (2025). S&P 500 [Dataset]. https://fred.stlouisfed.org/series/SP500
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Dec 1, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-pre-approvalhttps://fred.stlouisfed.org/legal/#copyright-pre-approval

    Description

    View data of the S&P 500, an index of the stocks of 500 leading companies in the US economy, which provides a gauge of the U.S. equity market.

  3. Total index mutual funds in the U.S. 2000-2023, by index type

    • statista.com
    Updated Nov 29, 2025
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    Statista (2025). Total index mutual funds in the U.S. 2000-2023, by index type [Dataset]. https://www.statista.com/statistics/1263896/number-index-mutual-funds-type-usa/
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    Dataset updated
    Nov 29, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Area covered
    United States
    Description

    The number of the different types of index mutual funds in the United States varied greatly, with each category displaying a different pattern from 2000 to 2023. The number of S&P 500 index funds generally decreased during the period under observation, while the number of other domestic equity funds generally increased. The number of world equity funds and hybrid and bond funds also generally increased during the time period, although to a smaller degree and with some fluctuation. At the end of 2023, there were ** S&P 500 funds, *** other domestic equity funds, ** world equity funds, and ** hybrid and bond funds.

  4. T

    United States Stock Market Index (US500) - Index Price | Live Quote |...

    • tradingeconomics.com
    csv, excel, json, xml
    Updated Nov 7, 2015
    + more versions
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    TRADING ECONOMICS (2015). United States Stock Market Index (US500) - Index Price | Live Quote | Historical Chart | Trading Economics [Dataset]. https://tradingeconomics.com/spx:ind
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    json, csv, excel, xmlAvailable download formats
    Dataset updated
    Nov 7, 2015
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jan 1, 2000 - Dec 1, 2025
    Area covered
    United States
    Description

    Prices for United States Stock Market Index (US500) including live quotes, historical charts and news. United States Stock Market Index (US500) was last updated by Trading Economics this December 1 of 2025.

  5. Largest ETFs worldwide August 2025, by market capitalization

    • statista.com
    Updated Nov 29, 2025
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    Statista (2025). Largest ETFs worldwide August 2025, by market capitalization [Dataset]. https://www.statista.com/statistics/1316549/largest-etfs-worldwide-by-market-cap/
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    Dataset updated
    Nov 29, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Aug 2025
    Area covered
    Worldwide
    Description

    As of August 2025, Vanguard Total Stock Market ETF was the highest valued exchange-traded fund globally, with a market capitalization of about ******illion U.S. dollars. Market capitalization of an ETF is calculated by multiplying the number of shares issued in the fund by the share price. At over ****trillion U.S. dollars, the Vanguard Total Stock Market Index Fund is overall the largest investment fund by AUM. The Vanguard fund is different because shares in the fund are sold as a variety of different products, some of which are structured as ETFs (like the third-largest fund listed in this statistic), while others are structured as traditional mutual funds. What are ETFs? ETFs are similar to mutual funds, in that they consist of a pool of investors’ funds which are managed by an independent third party for the purpose of a common financial investment. However, ETFs differ through how shares in the fund are bought and sold through a stock exchange, rather than directly from the fund manager. This provides the advantages of generally lower prices (as the transaction costs are paid by the exchange operator rather than the fund manager), and the possibility of intraday trading (as shares in a traditional mutual fund can only be bought and sold after the close of daily trading. The total assets managed by ETFs globally is almost *** times lower than that of mutual funds, although the gap in AUM between ETFs and mutual funds in the United States is much lower, at just over ***** times less. Who are the largest ETF providers? The largest provider of ETFs globally is Blackrock, the world’s largest asset management company. As of August 2025, the company had more than *** trillion U.S. dollars of assets under management in exchange traded funds in the U.S. alone, while Blackrock’s total assets under management across all products reached over *****trillion U.S. dollars. Rounding out the top three providers of ETFs are fellow U.S asset managers Vanguard and State Street.

  6. F

    Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent...

    • fred.stlouisfed.org
    json
    Updated Mar 13, 2025
    + more versions
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    (2025). Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent Change in Index [Dataset]. https://fred.stlouisfed.org/series/BOGZ1PC073164013A
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Mar 13, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-public-domainhttps://fred.stlouisfed.org/legal/#copyright-public-domain

    Description

    Graph and download economic data for Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent Change in Index (BOGZ1PC073164013A) from 1971 to 2024 about mutual funds, equity, liabilities, interest rate, interest, price index, rate, indexes, price, and USA.

  7. Countries with largest stock markets globally 2025

    • statista.com
    Updated Nov 29, 2025
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    Statista (2025). Countries with largest stock markets globally 2025 [Dataset]. https://www.statista.com/statistics/710680/global-stock-markets-by-country/
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    Dataset updated
    Nov 29, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2025
    Area covered
    Worldwide
    Description

    In 2025, stock markets in the United States accounted for roughly ** percent of world stocks. The next largest country by stock market share was China, followed by the European Union as a whole. The New York Stock Exchange (NYSE) and the NASDAQ are the largest stock exchange operators worldwide. What is a stock exchange? The first modern publicly traded company was the Dutch East Industry Company, which sold shares to the general public to fund expeditions to Asia. Since then, groups of companies have formed exchanges in which brokers and dealers can come together and make transactions in one space. Stock market indices group companies trading on a given exchange, giving an idea of how they evolve in real time. Appeal of stock ownership Over half of adults in the United States are investing money in the stock market. Stocks are an attractive investment because the possible return is higher than offered by other financial instruments.

  8. Total net assets of US-based mutual funds worldwide 1998-2024

    • statista.com
    Updated Nov 29, 2025
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    Statista (2025). Total net assets of US-based mutual funds worldwide 1998-2024 [Dataset]. https://www.statista.com/statistics/255518/mutual-fund-assets-held-by-investment-companies-in-the-united-states/
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    Dataset updated
    Nov 29, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Area covered
    Worldwide
    Description

    The total global net assets of mutual funds registered in the United States amounted to approximately 28.54 trillion U.S. dollars in 2024, compared to around 5.53 trillion U.S. dollars in 1998. Mutual funds: additional information Mutual funds are investment funds in which the capital is pooled from several investors and then used to buy securities such as stocks, bonds, or money market instruments. Although investing in mutual funds rather than direct investment in individual securities still presents a certain degree of risk, it has become more and more common practice around the world. One of the biggest advantages of this type of investment is the fact that the fund assets are managed by professionals. They aim to eliminate some risk involved in investing in individual stocks and bonds through diversification of assets. As of 2024, there were almost 7,038 mutual funds domiciled in the United States. There are four main types of mutual funds, categorized by the nature of their principal investments, namely: stock or equity funds (whether domestic or international), bond or fixed income funds, money market funds, and hybrid funds. In 2023, domestic equity funds were the most popular category in the United States, representing 46 percent of all mutual fund and ETF assets.

  9. y

    S&P 500 12 Month Total Return

    • ycharts.com
    html
    Updated Nov 5, 2025
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    Standard and Poor's (2025). S&P 500 12 Month Total Return [Dataset]. https://ycharts.com/indicators/sp_500_12_month_total_return
    Explore at:
    htmlAvailable download formats
    Dataset updated
    Nov 5, 2025
    Dataset provided by
    YCharts
    Authors
    Standard and Poor's
    License

    https://www.ycharts.com/termshttps://www.ycharts.com/terms

    Time period covered
    Nov 30, 1999 - Oct 31, 2025
    Area covered
    United States
    Variables measured
    S&P 500 12 Month Total Return
    Description

    View monthly updates and historical trends for S&P 500 12 Month Total Return. from United States. Source: Standard and Poor's. Track economic data with YC…

  10. F

    Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Level

    • fred.stlouisfed.org
    json
    Updated Sep 11, 2025
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    (2025). Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Level [Dataset]. https://fred.stlouisfed.org/series/BOGZ1FL073164013Q
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Sep 11, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-public-domainhttps://fred.stlouisfed.org/legal/#copyright-public-domain

    Description

    Graph and download economic data for Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Level (BOGZ1FL073164013Q) from Q4 1970 to Q2 2025 about mutual funds, equity, liabilities, interest rate, interest, rate, price index, indexes, price, and USA.

  11. y

    S&P 500 1 Year Return

    • ycharts.com
    html
    Updated Nov 5, 2025
    + more versions
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    Standard and Poor's (2025). S&P 500 1 Year Return [Dataset]. https://ycharts.com/indicators/sp_500_1_year_return
    Explore at:
    htmlAvailable download formats
    Dataset updated
    Nov 5, 2025
    Dataset provided by
    YCharts
    Authors
    Standard and Poor's
    License

    https://www.ycharts.com/termshttps://www.ycharts.com/terms

    Time period covered
    Nov 30, 1999 - Oct 31, 2025
    Area covered
    United States
    Variables measured
    S&P 500 1 Year Return
    Description

    View monthly updates and historical trends for S&P 500 1 Year Return. from United States. Source: Standard and Poor's. Track economic data with YCharts an…

  12. T

    Russia Stock Market Index MOEX CFD Data

    • tradingeconomics.com
    • ko.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Updated Oct 24, 2025
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    TRADING ECONOMICS (2025). Russia Stock Market Index MOEX CFD Data [Dataset]. https://tradingeconomics.com/russia/stock-market
    Explore at:
    json, csv, excel, xmlAvailable download formats
    Dataset updated
    Oct 24, 2025
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Sep 22, 1997 - Dec 2, 2025
    Area covered
    Russia
    Description

    Russia's main stock market index, the MOEX, fell to 2681 points on December 2, 2025, losing 0.20% from the previous session. Over the past month, the index has climbed 4.30% and is up 5.58% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from Russia. Russia Stock Market Index MOEX CFD - values, historical data, forecasts and news - updated on December of 2025.

  13. T

    Japan Stock Market Index (JP225) Data

    • tradingeconomics.com
    • ko.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Updated Dec 2, 2025
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    TRADING ECONOMICS (2025). Japan Stock Market Index (JP225) Data [Dataset]. https://tradingeconomics.com/japan/stock-market
    Explore at:
    excel, csv, xml, jsonAvailable download formats
    Dataset updated
    Dec 2, 2025
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jan 5, 1965 - Dec 2, 2025
    Area covered
    Japan
    Description

    Japan's main stock market index, the JP225, rose to 49553 points on December 2, 2025, gaining 0.51% from the previous session. Over the past month, the index has declined 3.78%, though it remains 26.25% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Japan. Japan Stock Market Index (JP225) - values, historical data, forecasts and news - updated on December of 2025.

  14. T

    China Shanghai Composite Stock Market Index Data

    • tradingeconomics.com
    • jp.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Updated Dec 2, 2025
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    TRADING ECONOMICS (2025). China Shanghai Composite Stock Market Index Data [Dataset]. https://tradingeconomics.com/china/stock-market
    Explore at:
    xml, csv, excel, jsonAvailable download formats
    Dataset updated
    Dec 2, 2025
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Dec 19, 1990 - Dec 2, 2025
    Area covered
    China
    Description

    China's main stock market index, the SHANGHAI, fell to 3898 points on December 2, 2025, losing 0.42% from the previous session. Over the past month, the index has declined 1.98%, though it remains 15.36% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from China. China Shanghai Composite Stock Market Index - values, historical data, forecasts and news - updated on December of 2025.

  15. Largest mutual funds worldwide in August 2025, by net assets

    • statista.com
    Updated Aug 19, 2025
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    Statista (2025). Largest mutual funds worldwide in August 2025, by net assets [Dataset]. https://www.statista.com/statistics/1261777/largest-mutual-funds-worldwide/
    Explore at:
    Dataset updated
    Aug 19, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Aug 15, 2025
    Area covered
    Worldwide
    Description

    As of August 15, 2025, the largest mutual fund in the world was the Vanguard Total Stock Market Index Fund, listed under the ticker VTSAX, which had an astonishing **** trillion U.S. dollars of net assets under management (AUM). However, it should be noted that this investment fund has been divided into multiple distinct products, not all of which are sold as mutual funds. Some shares in the fund are sold as an exchange traded, meaning it could be argued that, strictly speaking, the Vanguard Total Stock Market Index Fund in its totality cannot be classed as a mutual fund. A similar situation holds for several other investment funds included in this statistic. An ETF is a basket of shares (or other financial assets) which generally tracks an underlying index. They are similar to mutual funds, with the fundamental difference that ETFs are listed on stock exchanges, with ETF shares being traded just like regular stock.

  16. y

    S&P 500 2 Year Return

    • ycharts.com
    html
    Updated Nov 5, 2025
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    Standard and Poor's (2025). S&P 500 2 Year Return [Dataset]. https://ycharts.com/indicators/sp_500_2_year_return
    Explore at:
    htmlAvailable download formats
    Dataset updated
    Nov 5, 2025
    Dataset provided by
    YCharts
    Authors
    Standard and Poor's
    License

    https://www.ycharts.com/termshttps://www.ycharts.com/terms

    Time period covered
    Nov 30, 1999 - Oct 31, 2025
    Area covered
    United States
    Variables measured
    S&P 500 2 Year Return
    Description

    View monthly updates and historical trends for S&P 500 2 Year Return. from United States. Source: Standard and Poor's. Track economic data with YCharts an…

  17. F

    Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent...

    • fred.stlouisfed.org
    json
    Updated Sep 11, 2025
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    (2025). Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent Change in Index [Dataset]. https://fred.stlouisfed.org/series/BOGZ1PC073164013Q
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Sep 11, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-public-domainhttps://fred.stlouisfed.org/legal/#copyright-public-domain

    Description

    Graph and download economic data for Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent Change in Index (BOGZ1PC073164013Q) from Q1 1971 to Q2 2025 about mutual funds, equity, liabilities, interest rate, interest, rate, price index, indexes, price, and USA.

  18. m

    Schwab U.S. Large-Cap Value ETF - Price Series

    • macro-rankings.com
    csv, excel
    Updated Dec 10, 2009
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    macro-rankings (2009). Schwab U.S. Large-Cap Value ETF - Price Series [Dataset]. https://www.macro-rankings.com/markets/etfs/schv-us
    Explore at:
    excel, csvAvailable download formats
    Dataset updated
    Dec 10, 2009
    Dataset authored and provided by
    macro-rankings
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Area covered
    united states
    Description

    Index Time Series for Schwab U.S. Large-Cap Value ETF. The frequency of the observation is daily. Moving average series are also typically included. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Value Total Stock Market Index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value based on a number of factors.

  19. c

    The global index fund market size is USD XX million in 2024.

    • cognitivemarketresearch.com
    pdf,excel,csv,ppt
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    Cognitive Market Research, The global index fund market size is USD XX million in 2024. [Dataset]. https://www.cognitivemarketresearch.com/index-fund-market-report
    Explore at:
    pdf,excel,csv,pptAvailable download formats
    Dataset authored and provided by
    Cognitive Market Research
    License

    https://www.cognitivemarketresearch.com/privacy-policyhttps://www.cognitivemarketresearch.com/privacy-policy

    Time period covered
    2021 - 2033
    Area covered
    Global
    Description

    According to Cognitive Market Research, the global index fund market size was USD XX million in 2024. It will expand at a compound annual growth rate (CAGR) of 6.00% from 2024 to 2031.

    North America held the major market share for more than 40% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 4.2% from 2024 to 2031.
    Europe accounted for a market share of over 30% of the global revenue with a market size of USD XX million.
    Asia Pacific held a market share of around 23% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 8.0% from 2024 to 2031.
    Latin America had a market share of more than 5% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.4% from 2024 to 2031.
    Middle East and Africa had a market share of around 2% of the global revenue and was estimated at a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.7% from 2024 to 2031.
    The insurance fund held the highest index fund market revenue share in 2024.
    

    Market Dynamics of Index Fund Market

    Key Drivers for Index Fund Market

    Increased Awareness and Education About Investing to Increase the Demand Globally

    Increased awareness and education about investing have driven the growth of the index fund market. As people become more informed about financial principles, they realize the advantages of index funds, including low expenses, diversification, and transparency. Understanding the advantages of passive investing over operational management fosters confidence in index funds as dedicated vehicles for long-term wealth accumulation. This heightened attention drives greater participation in the market, shaping it into a key element of many investors' portfolios and contributing to its ongoing expansion.

    Changes in Regulatory Policies, Such As Tax Laws Or Securities Regulations to Propel Market Growth

    Changes in regulatory policies, like alterations in tax laws or securities regulations, can profoundly impact the index fund market. Shifts in tax codes may affect investors' after-tax returns, influencing their investment decisions. Similarly, changes in securities regulations can influence the structure and function of index funds, potentially limiting their attractiveness or compliance needs. Such changes can lead to changes in investor behavior, fund implementation, and market dynamics, highlighting the interconnectedness between regulatory conditions and the index fund market's strength and development trajectory?.

    Restraint Factor for the Index Fund Market

    Changes in Financial Regulations to Limit the Sales

    Changes in financial regulations can significantly impact the index fund market. Stricter regulatory requirements may improve compliance expenses for fund managers, potentially directing investors to higher fees. Additionally, regulations that restrict certain types of investments or mandate more comprehensive reporting can decrease the flexibility and attractiveness of index funds. Conversely, regulations encouraging transparency and investor protection can increase confidence and participation in the market.

    Impact of Covid-19 on the Index Fund Market

    The COVID-19 pandemic significantly impacted the index fund market, initially causing volatility and sharp drops. However, it also revved a shift towards passive investing due to market anticipation and the search for stability. Investors flocked to index funds for their low expenses, diversification, and constant performance. The subsequent market recovery, fueled by monetary and fiscal stimulation, further expanded index fund assets. Overall, the pandemic highlighted the resilience of index funds and solidified their attraction as a core investment strategy during times of economic uncertainty. Introduction of the Index Fund Market

    An index fund is a type of mutual fund or ETF designed to replicate the performance of a specific financial market index, delivering low costs, broad diversification, and passive investment management. Growing disposable incomes in developing regions significantly boost the index fund market. As individuals in these areas gain more financial stability, they seek investment opportunities to increase their wealth. Index funds, with their low expenses, ...

  20. y

    S&P 500 10 Year Return

    • ycharts.com
    html
    Updated Nov 5, 2025
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    Standard and Poor's (2025). S&P 500 10 Year Return [Dataset]. https://ycharts.com/indicators/sp_500_10_year_return
    Explore at:
    htmlAvailable download formats
    Dataset updated
    Nov 5, 2025
    Dataset provided by
    YCharts
    Authors
    Standard and Poor's
    License

    https://www.ycharts.com/termshttps://www.ycharts.com/terms

    Time period covered
    Nov 30, 1999 - Oct 31, 2025
    Area covered
    United States
    Variables measured
    S&P 500 10 Year Return
    Description

    View monthly updates and historical trends for S&P 500 10 Year Return. from United States. Source: Standard and Poor's. Track economic data with YCharts a…

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Statista (2025). Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2024 [Dataset]. https://www.statista.com/statistics/1372152/vanguards-total-stock-market-index-fund-asset-allocation-in-the-usby-security-type/
Organization logo

Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2024

Explore at:
Dataset updated
Aug 12, 2025
Dataset authored and provided by
Statistahttp://statista.com/
Time period covered
2024
Area covered
United States
Description

Over ********* of the total assets managed by Vanguard's total stock market index fund traded under the ticket symbol VTI was allocated to technology stocks. Consumer discretionary stocks accounted for the second largest portion of assets. The asset allocation of the total stock market index fund was comparable to that of the asset allocation of the S&P 500 index. The S&P 500 is often quoted as a barometer of U.S. market performance. However, as the S&P 500 tracks *** of the largest U.S. companies, it is not inclusive of the performance of small and mid-cap companies. Investors can buy into the total stock market index fund (VTI), for wider market exposure.

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