100 Vanguard Boulevard,
Malvern , PA, 19355
Malvern , PA, 19355
Summary
The fund seeks tax-efficient total return in the long term by investing in mid-and large-size companies in the United States.
The investment process relies on an index-oriented approach that attempts to track the benchmark index.
The process seeks to minimize taxable gains and dividend income by purchasing index securities that pay lower dividends.
Then the research team focuses on companies in the benchmark index More
Link
Directors
Mar 13, 2024- Mortimer J. Buckley
- Scott C. Malpass
- Andre F. Perold
- Mark Loughridge
- Peter F. Volanakis
- Emerson U. Fullwood
- F. Joseph Loughrey
- Deanna Mulligan
- Tara Bunch
- Grant Reid
- Sarah Bloom Raskin
- David Thomas
Chief Compliance Officer
- Jacqueline Angell
Fund Manager(s)
Price
- 52-Week High/Low
- $149.68 - $108.49
- Turnover
- 0.4%
- Expense Ratio
- 0.06%
Company Name |
Holding |
| Apple Inc | 6.18 % |
| Procter & Gamble Co/The | 0.76 % |
| Costco Wholesale Corp | 0.73 % |
| AbbVie Inc | 0.51 % |
| Thermo Fisher Scientific Inc | 0.4 % |
| Synopsys Inc | 0.35 % |
| Amgen Inc | 0.34 % |
| S&P Global Inc | 0.29 % |
| Uber Technologies Inc | 0.27 % |
| Analog Devices Inc | 0.19 % |
| More | 0.19 % |
Documents
Performance
YTD
7.2%
3 Year
21.5%
5 Year
86.57%
Best
33.74%
2013
Worst
-24.25%
2002
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 10% | 7.2% | -5.5% | 5.7% | -20.4% | 13.5% | -0.5% | 6.2% | 0.9% | 1.9% |
| Q2 | -2.4% | 8.3% | -16.8% | 9.2% | 21.2% | 2.8% | 5.6% | 3.2% | 2.5% | 0.4% |
| Q3 | - | -3.4% | -4.9% | -1% | 8% | 0.3% | 7% | 4.8% | 4% | -6.9% |
| Q4 | - | 11.6% | 6.7% | 10.1% | 13.3% | 8.3% | -14% | 6.2% | 4.2% | 6.6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.4% | 5.4% | 2.9% | -4% | - | - | - | - | - | - | - | - |
| 2023 | 6.8% | -2.4% | 2.8% | 1.3% | 0.5% | 6.4% | 3.4% | -1.6% | -5% | -2.4% | 9.4% | 4.5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 25% | -20% | 26% | 19% | 29% | -5% | 22% | 0% | 2% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| VTCIX | 7% | 25% | -20% | 26% | 19% | 29% | -5% | 22% | - | 2% |
| Russell 3000 Index | - | - | -21% | 24% | 19% | 29% | -7% | 19% | 10% | -1% |
| Alpha | 7% | 25% | 1% | 1% | 0% | 1% | 2% | 4% | - | 3% |