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Vanguard Dividend Appreciation Index Adm VDADX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 48.65  /  +0.45 %
  • Total Assets 88.0 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 1.78%
  • Turnover 12%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 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.

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.

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Portfolio Holdings VDADX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.54 4.9 Bil
Technology

Apple Inc

4.20 3.7 Bil
Technology

JPMorgan Chase & Co

3.29 2.9 Bil
Financial Services

Broadcom Inc

3.28 2.9 Bil
Technology

UnitedHealth Group Inc

3.09 2.7 Bil
Healthcare

Visa Inc Class A

2.72 2.4 Bil
Financial Services

Exxon Mobil Corp

2.69 2.4 Bil
Energy

Johnson & Johnson

2.50 2.2 Bil
Healthcare

Mastercard Inc Class A

2.44 2.1 Bil
Financial Services

Procter & Gamble Co

2.43 2.1 Bil
Consumer Defensive