We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. Vanguard Value constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from April 10, 2023.
Vanguard Value ETF VTV
Morningstar’s Analysis VTV
Will VTV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 3.73 | 6.4 Bil | Financial Services |
Broadcom Inc | 3.02 | 5.2 Bil | Technology |
JPMorgan Chase & Co | 2.81 | 4.8 Bil | Financial Services |
Exxon Mobil Corp | 2.25 | 3.8 Bil | Energy |
UnitedHealth Group Inc | 2.23 | 3.8 Bil | Healthcare |
Procter & Gamble Co | 1.86 | 3.2 Bil | Consumer Defensive |
The Home Depot Inc | 1.86 | 3.2 Bil | Consumer Cyclical |
Johnson & Johnson | 1.86 | 3.2 Bil | Healthcare |
Merck & Co Inc | 1.63 | 2.8 Bil | Healthcare |
AbbVie Inc | 1.57 | 2.7 Bil | Healthcare |