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.
Vanguard Dividend Appreciation Index Adm VDADX
- NAV / 1-Day Return 48.72 / +0.19 %
- Total Assets 91.4 Bil
-
Adj. Expense Ratio
- 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 1.78%
- Turnover 12%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:23 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.59 | 5.1 Bil | Technology |
Apple Inc | 3.99 | 3.6 Bil | Technology |
Broadcom Inc | 3.50 | 3.2 Bil | Technology |
JPMorgan Chase & Co | 3.40 | 3.1 Bil | Financial Services |
UnitedHealth Group Inc | 2.89 | 2.6 Bil | Healthcare |
Visa Inc Class A | 2.73 | 2.5 Bil | Financial Services |
Exxon Mobil Corp | 2.65 | 2.4 Bil | Energy |
Mastercard Inc Class A | 2.50 | 2.3 Bil | Financial Services |
Johnson & Johnson | 2.46 | 2.2 Bil | Healthcare |
The Home Depot Inc | 2.42 | 2.2 Bil | Consumer Cyclical |