Vanguard Dividend Appreciation Index Fund ETF Shares VIG

ASignal view: Neutral

The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Fund facts

Category
Large Blend
Expense ratio
0.04%
AUM
$127.60B

Sector breakdown

Technology27.4%
Financial Services20.7%
Healthcare18.7%
Industrials10.8%
Consumer Defensive9.1%
Consumer Cyclical3.9%
Energy3.6%
Basic Materials3.2%
Utilities2.7%

Asset allocation

Stock Position99.6%
Other Position0.3%
Cash Position0.1%

Signal overlay

ASignal covers 10 of 10 top holdings. Weighted across covered holdings:

BULLISH 9% · NEUTRAL 91% · BEARISH 0%

Top holdings

SymbolNameWeightASignal
MSFTMicrosoft Corp4.9%Neutral
AAPLApple Inc4.9%Neutral
AVGOBroadcom Inc4.3%Neutral
LLYEli Lilly and Co4.1%Neutral
JPMJPMorgan Chase & Co3.9%Neutral
XOMExxonMobil Holdings Corp3.0%Bullish
JNJJohnson & Johnson2.8%Neutral
VVisa Inc Class A2.5%Neutral
WMTWalmart Inc2.1%Neutral
ABBVAbbVie Inc2.0%Neutral