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Vanguard Mega Cap Value ETF MGV

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis MGV

Will MGV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MGV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MGV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A cheap and steady large-value index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mega Cap Value Index provides a market-cap-weighted portfolio of the cheapest companies in the mega-cap market. Its stable portfolio and razor-thin expense ratio make it a compelling choice.

by Zachary Evens
Rated on Published on

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Portfolio Holdings MGV

More MGV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

3.90 292.8 Mil
Technology

JPMorgan Chase & Co

3.66 274.8 Mil
Financial Services

Berkshire Hathaway Inc Class B

3.30 247.7 Mil
Financial Services

Exxon Mobil Corp

3.30 247.7 Mil
Energy

UnitedHealth Group Inc

2.87 215.7 Mil
Healthcare

Procter & Gamble Co

2.43 182.3 Mil
Consumer Defensive

Johnson & Johnson

2.21 166.3 Mil
Healthcare

The Home Depot Inc

2.09 156.9 Mil
Consumer Cyclical

Merck & Co Inc

1.99 149.8 Mil
Healthcare

Walmart Inc

1.83 137.5 Mil
Consumer Defensive