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Morningstar

Vanguard Dividend Appreciation Index Adm VDADX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 50.10  /  −0.22 %
  • Total Assets 92.7 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.77%
  • Turnover 13%

USD | NAV as of Jun 17, 2024 | 1-Day Return as of Jun 17, 2024, 10:21 PM GMT+0

Morningstar’s Analysis VDADX

Will VDADX 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 VDADX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VDADX 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 VDADX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A steady approach to higher yield.

Director Bryan Armour

Bryan Armour

Director

Summary

Vanguard Dividend Appreciation pulls in stable, profitable firms that have consistently increased their dividends for over a decade. Its established constituents insulate the portfolio from volatility and should lead to a long-term risk-adjusted advantage. Its U.S. and Canadian share classes earn Morningstar Medalist Ratings of Gold.

by Bryan Armour
Rated on Published on

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Portfolio Holdings VDADX

More VDADX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.17 3.9 Bil
Technology

Microsoft Corp

4.01 3.7 Bil
Technology

JPMorgan Chase & Co

3.41 3.2 Bil
Financial Services

Broadcom Inc

3.40 3.1 Bil
Technology

Exxon Mobil Corp

3.11 2.9 Bil
Energy

UnitedHealth Group Inc

2.67 2.5 Bil
Healthcare

Visa Inc Class A

2.40 2.2 Bil
Financial Services

Procter & Gamble Co

2.26 2.1 Bil
Consumer Defensive

Mastercard Inc Class A

2.16 2.0 Bil
Financial Services

Costco Wholesale Corp

2.09 1.9 Bil
Consumer Defensive