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VTVVanguard Value Index Fund ETF Shares

Grow my money#7 of 2944 for Grow my money

Tracks the performance of a benchmark index measuring large-cap value stocks.

Vanguard · Since 2004 (22 years)

Annual Cost

0.03%

#44 out of 5,332 ETFs

Fund Size

$225.7B

#10 out of 5,332 ETFs

Dividend Yield

2.02%

Track Record

22 years

#183 out of 5,332 ETFs

Performance

1 Year

+26.4%

3 Years

+17.2%

5 Years

+11.4%

What's inside

Asset class
Strategy
index tracking
Cap
large
Factor
value

Asset allocation

Stocks
99.3%
Other
0.5%
Cash
0.1%

Sector breakdown

Financial Services
22.3%
Healthcare
15.3%
Industrials
13.9%
Technology
11.1%
Consumer Defensive
9.6%
Energy
8.8%
Utilities
5.4%
Consumer Cyclical
4.2%
Other
9.4%

Top holdings

Berkshire Hathaway Inc Class BBRK-B3.1%
JPMorgan Chase & CoJPM3.0%
Exxon Mobil CorpXOM2.9%
Johnson & JohnsonJNJ2.4%
Walmart IncWMT2.2%
Chevron CorpCVX1.6%
AbbVie IncABBV1.6%
Micron Technology IncMU1.6%
Procter & Gamble CoPG1.4%
Caterpillar IncCAT1.3%

Risk profile

Volatility (1Y)

10.6%

Moderate

Max drawdown

-36.8%

Worst peak-to-trough loss

Sharpe (3Y)

1.06

Excellent risk-adjusted returns

Sortino (3Y)

1.56

Good downside protection

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Data updated on 2026-05-05