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Vanguard Morningstar Value Index Fund Investor Shares VIVAX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $86.07  /  +0.41 %
  • Fund Size $251.7B
  • Adjusted Expense Ratio 0.170%
  • Net Expense Ratio 0.170%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 1.80%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis VIVAX

Will VIVAX outperform in the 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 VIVAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Cheap US large-cap value exposure.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

Vanguard Value ETF has a reasonably priced portfolio of large-cap US stocks trading at attractive valuations.

by Brian Paoli
Rated on Published on

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Portfolio Holdings VIVAX

More VIVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

3.94 10B
Technology

JPMorgan Chase & Co

3.47 9B
Financial Services

Berkshire Hathaway Inc Class B

2.88 8B
Financial Services

ExxonMobil Holdings Corp

2.43 6B
Energy

Johnson & Johnson

2.33 6B
Healthcare

Walmart Inc

1.67 4B
Consumer Defensive

AbbVie Inc

1.65 4B
Healthcare

Bank of America Corp

1.44 4B
Financial Services

Cisco Systems Inc

1.43 4B
Technology

Chevron Corp

1.42 4B
Energy

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