Skip to Content

Vanguard Dividend Appreciation Index Adm VDADX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 48.72  /  +0.19 %
  • Total Assets 91.4 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 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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VDADX

  • 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