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VUGVanguard Morningstar Growth ETF

Beacon PickGrow my money22y track recordRanked #3 of 2,993 in this goal

Tracks the performance of the CRSP US Large Cap Growth Index.

By Vanguard · Launched 2004

Annual Cost

0.03%

#40 of 5,853 · low cost

Fund Size

$379.2B

#8 of 5,853 · large

Return (1Y)Goal

+12.9%

Track Record

22 years

#180 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,096+11.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

CRSP US Large Cap Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 63.9% of fundconcentrated

NVIDIA Corp
13.3%
Apple Inc
12.3%
Microsoft Corp
9.1%
Alphabet Inc
5.5%
Amazon.com Inc
4.6%
Broadcom Inc
4.4%
Alphabet Inc
4.4%
Meta Platforms Inc
4.1%
Tesla Inc
3.5%
Eli Lilly & Co
2.6%

Asset allocation

Stocks
99.7%
Cash
0.3%
Other
0.0%

By sector

Technology
56.2%
Communication
15.4%
Consumer Cyclical
11.5%
Industrials
5.3%
Healthcare
4.7%
Financial Services
3.8%
Consumer Defensive
1.4%
Real Estate
0.9%
Other
0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.7%Moderate

Year-on-year price swings

Max drawdown
-35.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.90Decent risk-adjusted returns
Sortino (3Y)
1.31Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the CRSP US Large Cap Growth Index.
Strategy
Employs an indexing investment approach to replicate the CRSP US Large Cap Growth Index by investing at least 80% of net assets in large-capitalization growth stocks of U.S. companies. Holds each stock in approximately the same proportion as its weighting in the Target Index.
Inception date
January 26, 2004
Fund family
Vanguard

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Data updated on 2026-08-02