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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.06% 0.05% 93.72B 839983.0
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.83% 13.00% 1.127B Upgrade

Basic Info

Investment Strategy
The investment seeks to track the performance of the S&P U.S. Dividend Growers Index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name Vanguard
Prospectus Benchmark Index
S&P US Dividend Growers TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Gerard O’Reilly 7.86 yrs
Walter Nejman 7.86 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 22, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
22.22%
-2.08%
29.62%
15.40%
23.76%
-9.81%
14.50%
3.43%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
24.19%
-17.57%
27.71%
5.06%
32.82%
-18.61%
11.34%
3.55%
26.57%
-4.21%
26.71%
13.03%
26.74%
-10.22%
8.47%
3.06%
21.17%
-5.29%
31.34%
17.96%
28.58%
-17.75%
25.54%
5.05%
18.33%
-8.91%
29.00%
16.08%
27.62%
-17.24%
24.72%
3.24%
As of April 22, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.13% Upgrade Upgrade
Stock 99.87% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the performance of the S&P U.S. Dividend Growers Index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name Vanguard
Prospectus Benchmark Index
S&P US Dividend Growers TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Gerard O’Reilly 7.86 yrs
Walter Nejman 7.86 yrs

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