Vanguard Real Estate Index is one of the best U.S. real estate funds available. It charges very little for a broad portfolio that accurately depicts the U.S. real estate market, diversifies well, and embodies the market’s collective expertise with market-cap weighting. The strategy’s efficacy affirms Morningstar Analyst Ratings of Gold for the admiral, institutional, and exchange-traded share classes and warrant an upgrade for the pricier investor share class to Gold from Silver.
- NAV / 1-Day Return 111.68 / 2.59 %
- Total Assets 31.4 Bil
-
Adj. Expense Ratio
0.120%
- Expense Ratio 0.120%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 3.76%
- Turnover 7%
Morningstar’s Analysis VGSLX
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One of the best U.S. real estate options available.
Summary
|- Current Portfolio Date Feb 28, 2023
- Equity Holdings 166
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Vanguard Real Estate II Index
12.20
7,975,161,105
—
Prologis Inc
7.75
5,061,984,119
Real Estate
American Tower Corp
6.27
4,097,030,256
Real Estate
Equinix Inc
4.33
2,830,632,887
Real Estate
Crown Castle Inc
3.85
2,516,178,366
Real Estate
Public Storage
3.21
2,100,037,951
Real Estate
Realty Income Corp
2.73
1,782,400,970
Real Estate
Simon Property Group Inc
2.64
1,724,987,023
Real Estate
Welltower Inc
2.30
1,500,504,477
Real Estate
Digital Realty Trust Inc
1.94
1,266,629,747
Real Estate