VUSGVanguard Wellington U.S. Growth Active ETF

Grow my moneyNewRanked #1,793 of 2,960 in this goal

Seeks to provide long-term capital appreciation.

By Vanguard · Launched 2025

Annual Cost

0.35%

#1,706 of 5,562 · low cost

Fund Size

$28M

#4,129 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

7 months

#4,964 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,615+6.1%

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

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 66.9% of fundconcentrated

NVIDIA Corp

14.2%

Microsoft Corp

11.2%

Alphabet Inc

8.0%

Apple Inc

7.7%

Amazon.com Inc

7.1%

Broadcom Inc

4.7%

iShares Russell 1000 Growth ETF

4.7%

Mastercard Inc

3.9%

Eli Lilly & Co

3.3%

Taiwan Semiconductor Manufacturing Co Ltd

2.2%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Technology

57.2%

Consumer Cyclical

14.9%

Communication

10.8%

Healthcare

6.8%

Financial Services

5.1%

Industrials

3.0%

Real Estate

1.9%

Consumer Defensive

0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-15.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to provide long-term capital appreciation.
Strategy: Employs active management, investing primarily in large- and mid-cap U.S. stocks with above-average earnings growth. Invests at least 80% of assets in U.S. securities, considered nondiversified.
Inception date: November 14, 2025
Fund family: Vanguard