VFMOVanguard U.S. Momentum Factor ETF ETF Shares

Grow my money8y track recordRanked #401 of 2,960 in this goal

Seeks long-term capital appreciation by investing in stocks with strong recent performance.

By Vanguard · Launched 2018

Annual Cost

0.13%

#636 of 5,562 · low cost

Fund Size

$1.7B

#810 of 5,562 · large

Return (1Y)Goal

+44.2%

Track Record

8 years

#1,713 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,479+44.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Momentum

What it actually holds

By weight

Concentration

Top 10 holdings = 12.6% of fund✓ well diversified

Vanguard Cmt Funds-Vanguard Market Liquidity Fund

2.8%

Alphabet Inc

1.2%

Howmet Aerospace Inc

1.2%

AppLovin Corp

1.1%

Broadcom Inc

1.1%

Amphenol Corp

1.1%

Palantir Technologies Inc

1.1%

Micron Technology Inc

1.1%

Newmont Corp

1.0%

GE Vernova Inc

1.0%

Asset allocation

Stocks

98.6%

Cash

1.4%

By sector

Industrials

24.7%

Healthcare

22.9%

Technology

17.5%

Consumer Cyclical

8.7%

Energy

7.3%

Financial Services

6.5%

Basic Materials

6.4%

Communication

3.4%

Other

2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.1%High

Year-on-year price swings

Max drawdown

-36.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.05Strong risk-adjusted returns

Sortino (3Y)

1.51Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term capital appreciation by investing in stocks with strong recent performance.
Strategy: Employs active management to invest primarily in U.S. common stocks with strong recent performance. Uses a quantitative model to select a diverse mix of large-, mid-, and small-cap stocks, promoting diversification and mitigating exposure to less liquid stocks.
Inception date: February 13, 2018
Fund family: Vanguard