Vanguard top 10 holdings

Vanguard top 10 holdings DEFAULT

VANGUARD GROUP INC

VANGUARD ADMIRAL FUNDSSTOCKHOLDER 12/01/1992 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1992-12-01
VANGUARD OHIO TAX-FREE FUNDSSTOCKHOLDER 06/01/1990 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1990-06-01
VANGUARD VALLEY FORGE FUNDSSTOCKHOLDER 11/01/1992 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1992-11-01
VANGUARD TAX-MANAGED FUNDSSTOCKHOLDER 09/01/1994 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1994-09-01
VANGUARD WHITEHALL FUNDSSTOCKHOLDER 02/01/1996 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1996-02-01
VANGUARD HORIZON FUNDSSTOCKHOLDER 06/01/1995 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1995-06-01
VANGUARD SCOTTSDALE FUNDSSTOCKHOLDER 11/01/2009 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2009-11-01
VANGUARD NEW JERSEY TAX-FREE FUNDSSTOCKHOLDER 09/01/1987 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1987-09-01
VANGUARD CALIFORNIA TAX-FREE FUNDSSTOCKHOLDER 10/01/1985 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1985-10-01
VANGUARD NEW YORK TAX-FREE FUNDSSTOCKHOLDER 01/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-01-01
VANGUARD PENNSYLVANIA TAX-FREE FUNDSSTOCKHOLDER 01/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-01-01
VANGUARD CONVERTIBLE SECURITIES FUNDSTOCKHOLDER 04/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-04-01
VANGUARD QUANTITATIVE FUNDSSTOCKHOLDER 08/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-08-01
VANGUARD VARIABLE INSURANCE FUNDSSTOCKHOLDER 04/01/1991 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1991-04-01
VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDSSTOCKHOLDER 07/01/1992 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1992-07-01
VANGUARD WELLINGTON FUNDSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1975-05-01
VANGUARD WINDSOR FUNDSSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-05-01
VANGUARD WORLD FUNDSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1975-05-01
VANGUARD TRUSTEES' EQUITY FUNDSTOCKHOLDER 02/01/1980 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1980-02-01
VANGUARD EXPLORER FUNDSTOCKHOLDER 12/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-12-01
VANGUARD GROUP INCSTOCKHOLDERdirect1972-12-012007-10-11
VANGUARD WELLESLEY INCOME FUNDSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1975-05-01
VANGUARD INDEX FUNDSSTOCKHOLDER 08/01/1976 Direct 25 - 50%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1976-08-01
VANGUARD GLOBAL ADVISERS, LLCSTOCKHOLDERindirect1976-08-01
VANGUARD ADVISERS INCSTOCKHOLDERindirect1976-08-01
VANGUARD INVESTMENTS EUROPE SASTOCKHOLDERindirect1976-08-01
VANGUARD ASSET MANAGEMENT, LIMITEDSTOCKHOLDERindirect1976-08-01
VANGUARD INVESTMENTS AUSTRALIA LIMITEDSTOCKHOLDERindirect1976-08-01
VANGUARD BOND INDEX FUNDSSTOCKHOLDER 12/01/1986 Direct 10 - 25%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1986-12-01
VANGUARD FENWAY FUNDSSTOCKHOLDER 11/01/1987 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1987-11-01
VANGUARD MALVERN FUNDSSTOCKHOLDER 11/01/1988 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1988-11-01
VANGUARD INTERNATIONAL EQUITY INDEX FUNDSSTOCKHOLDER 04/01/1990 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1990-04-01
VANGUARD FIXED INCOME SECURITIES FUNDSSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-05-01
VANGUARD MONEY MARKET RESERVESSTOCKHOLDER 05/01/1975 Direct 5 - 10%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-05-01
VANGUARD MUNICIPAL BOND FUNDSSTOCKHOLDER 09/01/1977 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1977-09-01
VANGUARD SPECIALIZED FUNDSSTOCKHOLDER 10/01/1983 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1983-10-01
VANGUARD CHESTER FUNDSSTOCKHOLDER 08/01/1984 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1984-08-01
BUCKLEY, MORTIMER, JOSEPHCHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, AND PRESIDENT 01/01/2019 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2003-01-01
THE VANGUARD GROUP, INC.MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICERdirect2003-01-01
THE VANGUARD GROUP, INC.DIRECTOR AND PRESIDENTdirect2017-07-01
VANGUARD ADVISERS INCDIRECTORdirect2006-06-01
VANGUARD GLOBAL ADVISERS, LLCCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT AND ELECTED MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCSENIOR VICE PRESIDENT AND ELECTED MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, AND MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT AND MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCMANAGERdirect2012-06-01
PEROLD, ANDRE, FRANCOISDIRECTOR 12/01/2004 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2004-12-01
FIRST QUADRANT LPCHAIRMAN OF THE ADVISORY PANEL, LIMITED PARTNERdirect2005-01-01
HIGHVISTA STRATEGIES LLCCHIEF INVESTMENT OFFICER, MANAGERdirect2005-01-01
HIGHVISTA STRATEGIES LLCCHIEF INVESTMENT OFFICER, MANAGERdirect2005-02-01
HIGHVISTA STRATEGIES LLCMANAGERindirect2012-02-01
HIGHVISTA STRATEGIES LLCPARTNERindirect2017-03-01
HIGHVISTA STRATEGIES LLCCHIEF INVESTMENT OFFICER, MANAGING PARTNERdirect2017-03-01
GUTMANN, AMYDIRECTOR 06/01/2006 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2006-06-01
VANGUARD MONTGOMERY FUNDSSTOCKHOLDER 11/01/2007 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2007-11-01
FULLWOOD, EMERSON, UDIRECTOR 01/01/2008 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2008-01-01
VOLANAKIS, PETER, FREDERICKDIRECTOR 12/01/2008 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2008-12-01
LOUGHREY, FRANCIS, JOSEPHDIRECTOR 10/01/2009 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2009-10-01
VANGUARD STAR FUNDSSTOCKHOLDER 03/01/2009 Direct 5 - 10%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2009-03-01
VANGUARD CHARLOTTE FUNDSSTOCKHOLDER 10/01/2011 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2011-10-01
MCISAAC, CHRISTOPHER, DAVISMANAGING DIRECTOR 03/01/2012 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2012-03-01
VANGUARD ADVISERS INCDIRECTORdirect2012-01-01
VANGUARD GLOBAL ADVISERS, LLCSENIOR VICE PRESIDENT AND ELECTED MANAGERdirect2015-07-01
VANGUARD GLOBAL ADVISERS, LLCSENIOR VICE PRESIDENT AND MANAGERdirect2015-07-01
VANGUARD GLOBAL ADVISERS, LLCELECTED MANAGERdirect2015-07-01
MALPASS, SCOTT, CHARLESDIRECTOR 03/01/2012 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
TIFF ADVISORY SERVICES, INC.DIRECTORdirect2011-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLCDIRECTORindirect2011-12-01
THE VANGUARD GROUP, INC.DIRECTORdirect2012-03-01
CATHOLIC INVESTMENT SERVICES, INC.SECRETARY AND TRUSTEEdirect2013-12-01
COMMONFUND CAPITAL INCDIRECTORdirect1994-01-012001-12-21
LOUGHRIDGE, MARKDIRECTOR 03/01/2012 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2012-03-01
MARCANTE, JOHN, THOMASMANAGING DIRECTOR AND CHIEF INFORMATION OFFICER 03/01/2013 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2013-03-01
THE VANGUARD GROUP, INC.MANAGING DIRECTOR AND CHIEF INFORMATION OFFICERdirect2013-03-01
RAMPULLA, THOMAS, MARKMANAGING DIRECTOR 07/01/2015 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2015-07-01
VANGUARD ADVISERS INCDIRECTORdirect2015-05-01
RISI, KARIN, ANNMANAGING DIRECTOR 07/01/2015 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2015-07-01
VANGUARD ADVISERS INCDIRECTORdirect2015-05-01
ROLLINGS, MICHAEL, THOMASMANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER 06/01/2016 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYEXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICERdirect2006-04-01
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYSENIOR VICE PRESIDENT AND ACTING CHIEF FINANCIAL OFFICERdirect2006-04-01
MML INVESTORS SERVICES, LLCDIRECTORdirect2006-12-01
OPPENHEIMERFUNDS INCDIRECTORdirect2010-01-01
THE VANGUARD GROUP, INC.MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICERdirect2016-06-01
BABSON CAPITAL MANAGEMENT LLCMEMBER OF THE BOARD OF MANAGERSdirect2005-05-01
CORNERSTONE REAL ESTATE ADVISERS LLCMANAGING MEMBERindirect2005-05-01
CORNERSTONE REAL ESTATE ADVISERS LLCMANAGERdirect2006-08-01
CORNERSTONE REAL ESTATE ADVISERS LLCMEMBER OF THE BOARD OF MANAGERSdirect2006-08-01
CORNERSTONE REAL ESTATE ADVISERS LLCMANAGING MEMBERdirect2006-08-01
CORNERSTONE REAL ESTATE ADVISERS LLCDIRECTORdirect2006-08-01
CORNERSTONE REAL ESTATE ADVISERS LLCMANAGING MEMBERindirect2008-07-01
VANGUARD ADVISERS INCDIRECTORdirect2016-09-01
MML INVESTMENT ADVISERS, LLCDIRECTORdirect2013-10-01
SOCIETY OF GROWNUPS, LLCDIRECTORdirect2014-04-01
SOCIETY OF GROWNUPS, LLCMANAGERdirect2014-04-01
ROBINSON, ANNE, ELIZABETHGENERAL COUNSEL, MANAGING DIRECTOR, AND SECRETARY 09/01/2016 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.GENERAL COUNSEL, MANAGING DIRECTOR, AND SECRETARYdirect2016-09-01
VANGUARD ADVISERS INCDIRECTOR AND GENERAL COUNSELdirect2016-09-01
JAMES, JOHN, MARKMANAGING DIRECTOR 12/01/2016 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2016-12-01
VANGUARD ASSET MANAGEMENT, LIMITEDEXECUTIVE DIRECTORdirect2015-08-01
MULLIGAN, DEANNA, MARIEDIRECTOR 07/01/2017 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
GUARDIAN BAILLIE GIFFORD LIMITEDCHAIRMAN/NON-EXECUTIVE DIRECTORdirect2011-06-01
THE VANGUARD GROUP, INC.DIRECTORdirect2017-07-01
RS INVESTMENT MANAGEMENT CO. LLCCHAIRMAN & DIRECTORdirect2011-07-01
RASKIN, SARAH, BLOOMDIRECTOR 07/01/2017 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2017-07-01
DAVIS, GREGORYMANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER 07/01/2017 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICERdirect2017-07-01
VANGUARD INSTITUTIONAL INDEX FUNDSSTOCKHOLDER 02/01/2018 Direct 5 - 10%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2018-02-01
SCHADL, JOHNCHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD ADVISERS INCGENERAL COUNSELdirect2018-02-01
BRENNAN, JOSEPH, PATRICKMANAGING DIRECTOR AND CHIEF RISK OFFICER 09/01/2018 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTOR AND CHIEF RISK OFFICERdirect2018-09-01
VALENTE, LAUREN, MARIEMANAGING DIRECTOR 09/01/2020 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2020-09-01
BENCHENER, MATTHEW, JOHNMANAGING DIRECTOR 12/01/2020 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD ADVISERS, INC.DIRECTORdirect2020-12-01
VANGUARD ADMIRAL FUNDSSTOCKHOLDER 12/01/1992 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1992-12-01
VANGUARD OHIO TAX-FREE FUNDSSTOCKHOLDER 06/01/1990 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1990-06-01
VANGUARD VALLEY FORGE FUNDSSTOCKHOLDER 11/01/1992 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1992-11-01
VANGUARD TAX-MANAGED FUNDSSTOCKHOLDER 09/01/1994 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1994-09-01
VANGUARD WHITEHALL FUNDSSTOCKHOLDER 02/01/1996 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1996-02-01
VANGUARD HORIZON FUNDSSTOCKHOLDER 06/01/1995 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1995-06-01
VANGUARD SCOTTSDALE FUNDSSTOCKHOLDER 11/01/2009 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2009-11-01
VANGUARD NEW JERSEY TAX-FREE FUNDSSTOCKHOLDER 09/01/1987 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1987-09-01
VANGUARD CALIFORNIA TAX-FREE FUNDSSTOCKHOLDER 10/01/1985 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1985-10-01
VANGUARD NEW YORK TAX-FREE FUNDSSTOCKHOLDER 01/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-01-01
VANGUARD PENNSYLVANIA TAX-FREE FUNDSSTOCKHOLDER 01/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-01-01
VANGUARD CONVERTIBLE SECURITIES FUNDSTOCKHOLDER 04/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-04-01
VANGUARD QUANTITATIVE FUNDSSTOCKHOLDER 08/01/1986 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1986-08-01
VANGUARD VARIABLE INSURANCE FUNDSSTOCKHOLDER 04/01/1991 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1991-04-01
VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDSSTOCKHOLDER 07/01/1992 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1992-07-01
VANGUARD WELLINGTON FUNDSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1975-05-01
VANGUARD WINDSOR FUNDSSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-05-01
VANGUARD WORLD FUNDSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1975-05-01
VANGUARD TRUSTEES' EQUITY FUNDSTOCKHOLDER 02/01/1980 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1980-02-01
VANGUARD EXPLORER FUNDSTOCKHOLDER 12/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-12-01
VANGUARD GROUP INCSTOCKHOLDERdirect1972-12-012007-10-11
VANGUARD WELLESLEY INCOME FUNDSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1975-05-01
VANGUARD INDEX FUNDSSTOCKHOLDER 08/01/1976 Direct 25 - 50%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1976-08-01
VANGUARD GLOBAL ADVISERS, LLCSTOCKHOLDERindirect1976-08-01
VANGUARD ADVISERS INCSTOCKHOLDERindirect1976-08-01
VANGUARD INVESTMENTS EUROPE SASTOCKHOLDERindirect1976-08-01
VANGUARD ASSET MANAGEMENT, LIMITEDSTOCKHOLDERindirect1976-08-01
VANGUARD INVESTMENTS AUSTRALIA LIMITEDSTOCKHOLDERindirect1976-08-01
VANGUARD BOND INDEX FUNDSSTOCKHOLDER 12/01/1986 Direct 10 - 25%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1986-12-01
VANGUARD FENWAY FUNDSSTOCKHOLDER 11/01/1987 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1987-11-01
VANGUARD MALVERN FUNDSSTOCKHOLDER 11/01/1988 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1988-11-01
VANGUARD INTERNATIONAL EQUITY INDEX FUNDSSTOCKHOLDER 04/01/1990 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1990-04-01
VANGUARD FIXED INCOME SECURITIES FUNDSSTOCKHOLDER 05/01/1975 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-05-01
VANGUARD MONEY MARKET RESERVESSTOCKHOLDER 05/01/1975 Direct 5 - 10%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1975-05-01
VANGUARD MUNICIPAL BOND FUNDSSTOCKHOLDER 09/01/1977 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1977-09-01
VANGUARD SPECIALIZED FUNDSSTOCKHOLDER 10/01/1983 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect1983-10-01
VANGUARD CHESTER FUNDSSTOCKHOLDER 08/01/1984 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
VANGUARD GROUP INCSTOCKHOLDERdirect1984-08-01
BUCKLEY, MORTIMER, JOSEPHCHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, AND PRESIDENT 01/01/2019 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.MANAGING DIRECTORdirect2003-01-01
THE VANGUARD GROUP, INC.MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICERdirect2003-01-01
THE VANGUARD GROUP, INC.DIRECTOR AND PRESIDENTdirect2017-07-01
VANGUARD ADVISERS INCDIRECTORdirect2006-06-01
VANGUARD GLOBAL ADVISERS, LLCCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT AND ELECTED MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCSENIOR VICE PRESIDENT AND ELECTED MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, AND MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT AND MANAGERdirect2012-06-01
VANGUARD GLOBAL ADVISERS, LLCMANAGERdirect2012-06-01
PEROLD, ANDRE, FRANCOISDIRECTOR 12/01/2004 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2004-12-01
FIRST QUADRANT LPCHAIRMAN OF THE ADVISORY PANEL, LIMITED PARTNERdirect2005-01-01
HIGHVISTA STRATEGIES LLCCHIEF INVESTMENT OFFICER, MANAGERdirect2005-01-01
HIGHVISTA STRATEGIES LLCCHIEF INVESTMENT OFFICER, MANAGERdirect2005-02-01
HIGHVISTA STRATEGIES LLCMANAGERindirect2012-02-01
HIGHVISTA STRATEGIES LLCPARTNERindirect2017-03-01
HIGHVISTA STRATEGIES LLCCHIEF INVESTMENT OFFICER, MANAGING PARTNERdirect2017-03-01
GUTMANN, AMYDIRECTOR 06/01/2006 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2006-06-01
VANGUARD MONTGOMERY FUNDSSTOCKHOLDER 11/01/2007 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2007-11-01
FULLWOOD, EMERSON, UDIRECTOR 01/01/2008 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2008-01-01
VOLANAKIS, PETER, FREDERICKDIRECTOR 12/01/2008 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2008-12-01
LOUGHREY, FRANCIS, JOSEPHDIRECTOR 10/01/2009 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.DIRECTORdirect2009-10-01
VANGUARD STAR FUNDSSTOCKHOLDER 03/01/2009 Direct 5 - 10%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2009-03-01
VANGUARD CHARLOTTE FUNDSSTOCKHOLDER 10/01/2011 Direct less than 5%
Fund NamePositiondirect/indirectstart dateend date
THE VANGUARD GROUP, INC.STOCKHOLDERdirect2011-10-01
MCISAAC, CHRISTOPHER, DAVISMANAGING DIRECTOR 03/01/2012 Direct less than 5%
Sours: https://whalewisdom.com/filer/vanguard-group-inc

A Look at Vanguard's S&P 500 ETF

The Vanguard S&P 500 ETF (VOO) is a fund that invests in the stocks of some of the largest companies within the United States. Vanguard's (VOO) is an exchange traded fund (ETF) that tracks the S&P 500 index by owning all of the equities within the S&P.

An index is a hypothetical portfolio of stocks or investments representing a specific portion of the market or the entire market. The S&P 500 and the Dow Jones Industrial Average (DJIA) are both examples of broad-based indexes. Investors cannot invest in an index, per se. Instead, they can invest in funds that mirror an index by owning the stocks within the index.

The Vanguard S&P 500 ETF is a popular and reputable index fund. The S&P 500's investment return is considered a gauge of the overall U.S. stock market.

Key Takeaways

  • The Vanguard S&P 500 ETF (VOO) track's the S&P 500 index by investing in all of the stocks within the S&P 500.
  • The Vanguard S&P 500 ETF is appealing for many investors since it's well-diversified and comprised of equities of large U.S. corporations.
  • The Vanguard S&P 500 ETF offers low fees since the fund's management team is not actively trading by buying and selling stocks.

Understanding the Vanguard S&P 500 ETF (VOO)

The S&P 500 represents 500 of the largest U.S. companies. The goal of the Vanguard S&P 500 ETF (VOO) is to track the returns of the S&P 500 index.

The VOO is appealing for many investors since it's well-diversified and comprised of equities of large corporations—called large-cap stocks. Large-cap stocks tend to be more stable with a solid track record of profitability versus smaller companies.

The broad-based, diversified portfolio of stocks within the fund can help lessen, but not eliminate, the risk of loss in the event of a market correction. Some of the key characteristics of the Vanguard S&P 500 (as of August 31, 2021) include:

  • Assets under management (AUM): $805.4 billion
  • Expense ratio: 0.03%
  • SEC Yield (30-day): 1.23%
  • One-year performance: 31.05%
  • Performance since the inception date of September 07, 2010: 16.10%
  • Minimum investment: The price of one share

Please note that the SEC yield is a standardized metric mandated by the Securities Exchange Commission (SEC), which provides investors with a common yardstick for comparing the interest earned and dividend yield of various funds. Dividends are typically cash payments paid to investors by companies as a reward for owning their company's stock.

The Vanguard S&P 500 ETF's Largest Holdings

Listed below are the top ten holdings of the VOO along with their portfolio weightings, which in total make up nearly 30% of the fund's portfolio.

Top Ten Holdings of Vanguard S&P 500 ETF (VOO)
 Holdings Percentage
 Apple Inc. 6.20%
 Microsoft Corp. 5.90%
 Alphabet Inc. 4.40%
 Amazon.com Inc. 3.90%
Facebook Inc.  2.40%
 Tesla Inc. 1.50%
 NVIDIA Corp. 1.40%
 Berkshire Hathaway Inc. 1.40%
 JPMorgan Chase & Co. 1.30%
 Johnson & Johnson 1.20%

Equity Sector Diversification

Many funds contain equities from several sectors within the economy. A sector is a large grouping of companies organized by similar business activities, such as a product or service.

For example, the consumer staples sector represents essential goods, such as toilet paper, while the consumer discretionary sector represents non-essential goods, such as luxury items. Below is the weighting of each sector within the Vanguard S&P 500 ETF.

Equity Sector Diversification for Vanguard S&P 500 ETF (VOO)
 Equity SectorSector Weighting
Information Technology28.00%
Health Care13.40%
Consumer Discretionary11.90%
Communication Services11.50%
Financials11.20%
Industrials8.20%
Consumer Staples5.70%
Materials2.60%
Real Estate2.60%
Utilities2.50%
Energy2.40%

The Risk of Loss from Dangerous Theories

Think back to the real estate boom of the mid-2000s. A common theory as to why real estate prices would appreciate forever was: “They’re not building more land.” This theory meant that supply would be limited, which would lead to increased demand and continuously rising prices.

Unfortunately, many investors were unprepared for the impending real estate crash, which led to the 2007-2008 Financial Crisis in part due to loose lending practices.

Now consider a similar theory with U.S. stocks: “It’s the only place to put your money right now.” An added incentive for many investors has been that if everyone sees U.S. equities as the only place to put their money, it will continue to drive equity prices higher.

In other words, it's essential that investors not become complacent in thinking the market can only go up. With investing in the stock market, there is a risk of market downturns and corrections, which can lead to a significant decline in an investor's portfolio and financial loss.

Valuable Dollars

Investors looking for a low-cost, low-maintenance fund that provides them with access to U.S. equity markets might opt for the Vanguard S&P 500 ETF. However, each investor must consider the level of risk they're willing to take when investing—called risk tolerance. Also, how long the money will be invested in the market should be considered.

Risk Tolerance and Time Horizon

Younger investors might opt to invest all their money in the equity markets since their portfolio has many years to make up for investment losses due to market corrections. Conversely, investors who are at or near retirement might opt for low-risk stocks and securities.

Risk-averse investors might buy U.S Treasury bonds and bills. Although the yield or interest is not always attractive, Treasuries are considered risk-free assets since they're backed by the U.S. Treasury. As a result, investors can't lose their principal or initial investment if the bond is held until its maturity or expiration date.

Rising and Falling Prices

Some investors concerned about the possibility of deflation, which is a decline in the prices of goods in an economy, may leave their money in cash. Although it may appear counterintuitive, if deflation occurs, the cash value in dollars can increase.

Conversely, some investors might be concerned about inflation, which is the pace at which prices increase in an economy. As a result, investors might invest in the stock market, including the Vanguard S&P 500 ETF, hoping to achieve a higher return rate than inflation.

Other investors might invest in securities that adjust for rising prices in the economy. For example, Treasury inflation-protected securities (TIPS) are designed to adjust in price as inflation increases, protecting investors so that they never receive less than the original amount invested.

The Bottom Line

Investing in the Vanguard S&P 500 ETF is a passive investment strategy in which the fund tracks the performance of the S&P 500. In other words, the fund's management team is not actively trading by buying and selling stocks, which helps maintain the lower expense ratio.

Investing in Vanguard's VOO is a low-stress way for investors to access the U.S. equity market. However, there is the risk of loss as with any investment, and investors should consult a financial professional before investing in the Vanguard S&P 500 ETF.

Dan Moskowitz doesn't own shares of VOO.

Sours: https://www.investopedia.com/articles/investing/121814/look-vanguards-sp-500-etf.asp
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SymbolName% WeightPrice% Change
AAPLApple Inc5.20%140.54 -0.69%
MSFTMicrosoft Corp4.91%295.48 0.89%
AMZNAmazon.com Inc3.22%3282.94 1.10%
FBFacebook Inc1.96%324.32 0.17%
GOOGLAlphabet Inc1.88%2750.74 0.80%
GOOGAlphabet Inc1.73%2758.75 0.90%
TSLATesla Inc1.23%814.84 1.13%
NVDANVIDIA Corp1.15%208.70 0.96%
BRK.BBerkshire Hathaway Inc1.07%277.48 -0.41%
JPMJPMorgan Chase & Co1.05%160.95 -2.67%
JNJJohnson & Johnson0.99%159.18 0.94%
UNHUnitedHealth Group Inc0.85%404.51 0.31%
VVisa Inc0.83%221.81 -1.00%
PGProcter & Gamble Co0.75%142.21 0.07%
HDThe Home Depot Inc0.75%338.18 0.11%
PYPLPayPal Holdings Inc0.73%255.67 -0.07%
DISThe Walt Disney Co0.71%172.62 -0.29%
BACBank of America Corp0.70%43.15 -0.90%
ADBEAdobe Inc0.69%588.82 1.40%
MAMastercard Inc0.66%340.91 -1.28%
CMCSAComcast Corp0.60%52.71 0.73%
PFEPfizer Inc0.56%41.44 -0.97%
NFLXNetflix Inc0.55%627.23 0.37%
CRMSalesforce.com Inc0.53%283.57 1.64%
XOMExxon Mobil Corp0.50%61.27 0.05%

As of August 31, 2021

Sours: https://ycharts.com/companies/VTI/holdings

Overall Portfolio Composition (%)

Sector Weightings (%)

Communication Services10.40%

Equity Holdings

AverageVTI

Price/Earnings25.59

Price/Book4.18

Price/Sales2.73

Price/Cashflow17.03

Median Market CapN/A

3 Year Earnings GrowthN/A

Bond Ratings

Sector(s)VTI

US Government0.00%

AAA0.00%

AA0.00%

A0.00%

BBB0.00%

BB0.00%

B0.00%

Below B0.00%

Others0.00%

Top 10 Holdings (22.33% of Total Assets)

Get Quotes for Top Holdings

NameSymbol% Assets
Apple IncAAPL4.90%
Microsoft CorpMSFT4.60%
Amazon.com IncAMZN3.33%
Facebook Inc Class AFB1.88%
Alphabet Inc Class AGOOGL1.66%
Alphabet Inc Class CGOOG1.56%
Tesla IncTSLA1.18%
Berkshire Hathaway Inc Class BBRK.B1.09%
NVIDIA CorpNVDA1.07%
JPMorgan Chase & CoJPM1.06%
Sours: https://finance.yahoo.com/quote/VTI/holdings/

Holdings vanguard top 10

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