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Morningstar

Vanguard Total World Stock Index Admiral VTWAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 34.81  /  0.03 %
  • Total Assets 36.8 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.100%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 2.16%
  • Turnover 4%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:26 PM GMT+0

Morningstar’s Analysis VTWAX

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

People Pillar

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

The entire global stock market in one low-cost package.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Vanguard Total World Stock Index offers unrivaled diversification. This comprehensive portfolio holds a piece of every investable stock in the world and marries it to a low fee. These features should make it tough to beat over the long run. It earns a Morningstar Analyst Rating of Gold.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings VTWAX

More VTWAX Holdings
  • Current Portfolio Date
  • Equity Holdings 9614
  • Bond Holdings 0
  • Other Holdings 136
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

3.81
1,407,760,938
Technology

Microsoft Corp

3.76
1,390,150,085
Technology

Amazon.com Inc

1.79
662,480,629
Consumer Cyclical

NVIDIA Corp

1.45
535,348,422
Technology

Alphabet Inc Class A

1.10
407,315,927
Communication Services

Meta Platforms Inc Class A

1.00
368,138,985
Communication Services

Alphabet Inc Class C

0.95
352,134,224
Communication Services

Tesla Inc

0.83
306,224,765
Consumer Cyclical

Berkshire Hathaway Inc Class B

0.78
289,443,744
Financial Services

UnitedHealth Group Inc

0.74
274,935,082
Healthcare