Morningstar

Vanguard Dividend Appreciation Index Fund Admiral Shares VDADX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $64.87  /  +0.68 %
  • Fund Size $127.6B
  • Adjusted Expense Ratio 0.070%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 1.54%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis VDADX

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

  • People Pillar

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

Dependable.

Director Bryan Armour

Bryan Armour

Director

Summary

Vanguard Dividend Appreciation pulls in stable, profitable firms that have increased their dividend payments for over a decade. This simple, repeatable approach and low costs form a long-term edge over peers.

by Bryan Armour
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Portfolio Holdings VDADX

More VDADX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.68 6B
Technology

Apple Inc

4.51 6B
Technology

Broadcom Inc

4.35 6B
Technology

JPMorgan Chase & Co

4.07 5B
Financial Services

Eli Lilly and Co

3.90 5B
Healthcare

ExxonMobil Holdings Corp

2.85 4B
Energy

Johnson & Johnson

2.73 4B
Healthcare

Visa Inc Class A

2.50 3B
Financial Services

Mastercard Inc Class A

2.03 3B
Financial Services

Walmart Inc

1.96 3B
Consumer Defensive

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