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Morningstar

Vanguard FTSE Social Index Admiral VFTAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 47.26  /  −0.27 %
  • Total Assets 19.5 Bil
  • Adj. Expense Ratio
    0.140%
  • Expense Ratio 0.140%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.04%
  • Turnover 5%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis VFTAX

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

  • People Pillar

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

Large-cap exposure for investors with ESG considerations.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Vanguard FTSE Social Index delivers on its environmental, social, and governance remit without sacrificing the benefits of a broadly diversified, market-cap-weighted portfolio.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings VFTAX

More VFTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.22 1.6 Bil
Technology

Apple Inc

6.56 1.3 Bil
Technology

NVIDIA Corp

5.63 1.1 Bil
Technology

Amazon.com Inc

4.27 833.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.82 550.8 Mil
Communication Services

Alphabet Inc Class A

2.35 460.1 Mil
Communication Services

Alphabet Inc Class C

2.01 391.8 Mil
Communication Services

Eli Lilly and Co

1.73 337.6 Mil
Healthcare

JPMorgan Chase & Co

1.52 296.5 Mil
Financial Services

Broadcom Inc

1.50 293.0 Mil
Technology