100 VANGUARD BOULEVARD,
MALVERN , PA, 19355
MALVERN , PA, 19355
Summary
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk and the fund is currently managed by five advisors.
The advisors are Wellington Management Company LLP, Baillie Gifford Overseas Ltd., Jennison Associates LLC, Jackson Square Partners, LLC, and The Vanguard Gr More
Link
Directors
Nov 14, 2023- Tara Bunch
- Emerson U. Fullwood
- Grant Reid
- David Thomas
- Peter F. Volanakis
- F. Joseph Loughrey
- Mortimer J. Buckley
- Deanna Mulligan
- Andre F. Perold
- Sarah Bloom Raskin
- Mark Loughridge
- Scott C. Malpass
Chief Compliance Officer
- Jacqueline Angell
Fund Manager(s)
- Andrew Shilling
- Blair Boyer
- Kathleen McCarragher
- Gary Robinson
- Tom Slater
- Cesar Orosco
Price
- 52-Week High/Low
- $72.12 - $48.36
- Turnover
- 22.8%
- Expense Ratio
- 0.30%
Company Name |
Holding |
| Microsoft Corp | 8.38 % |
| Amazon.com Inc | 7.8 % |
| Apple Inc | 7.27 % |
| Alphabet Inc | 4.52 % |
| Advanced Micro Devices Inc | 1.64 % |
| Uber Technologies Inc | 1.09 % |
| Visa Inc | 1.02 % |
| Costco Wholesale Corp | 0.69 % |
| S&P Global Inc | 0.69 % |
| Welltower Inc | 0.69 % |
| More | 0.69 % |
Advisor
Documents
Performance
YTD
10.6%
3 Year
-9.59%
5 Year
67.84%
Best
52.56%
2020
Worst
-39.84%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 12.2% | 15.8% | -15.1% | -1.3% | -12% | 16.2% | 4.3% | 8.9% | -3.5% | 4.5% |
| Q2 | -1.4% | 13.3% | -27.2% | 12.9% | 35.7% | 4.4% | 8.6% | 6.4% | 0.2% | 1.4% |
| Q3 | - | -4.1% | -1.7% | -13.3% | 11.3% | -2.6% | 6.7% | 7.1% | 6.1% | -5.5% |
| Q4 | - | 14.3% | -1% | 2.6% | 14.8% | 6.2% | -15.4% | 5.9% | -3.3% | 8.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.5% | 7.8% | 1.5% | -1.4% | - | - | - | - | - | - | - | - |
| 2023 | 11.4% | -2.4% | 6.5% | -0.3% | 6.5% | 6.7% | 4.1% | -2.3% | -5.8% | -3.3% | 13.3% | 5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 11% | 45% | -40% | -1% | 53% | 28% | 1% | 32% | -1% | 9% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| VWUSX | 11% | 45% | -40% | -1% | 53% | 28% | 1% | 32% | -1% | 9% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 18% | 9% | -13% | -28% | 15% | -6% | 3% | 3% | -6% | 4% |