VVVanguard Large Cap Index Fund

Grow my money22y track recordRanked #53 of 2,960 in this goal

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

By Vanguard · Launched 2004

Annual Cost

0.03%

#190 of 5,562 · low cost

Fund Size

$74.7B

#43 of 5,562 · large

Return (1Y)Goal

+24.1%

Track Record

22 years

#192 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,336+23.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

CRSP US Large Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.4% of fund✓ well diversified

NVIDIA Corp

7.5%

Apple Inc

7.0%

Microsoft Corp

6.3%

Amazon.com Inc

3.9%

Alphabet Inc

3.1%

Broadcom Inc

2.8%

Alphabet Inc

2.5%

Meta Platforms Inc

2.5%

Tesla Inc

2.2%

Eli Lilly & Co

1.6%

Asset allocation

Stocks

99.5%

Cash

0.3%

Other

0.2%

By sector

Technology

35.9%

Financial Services

11.7%

Communication

11.4%

Consumer Cyclical

9.9%

Healthcare

8.7%

Industrials

8.4%

Consumer Defensive

4.8%

Energy

3.6%

Other

5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.6%Moderate

Year-on-year price swings

Max drawdown

-34.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.11Strong risk-adjusted returns

Sortino (3Y)

1.63Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the performance of a benchmark index measuring large-capitalization stocks.
Strategy: Invests primarily in stocks of large U.S. companies to replicate the CRSP US Large Cap Index, representing approximately the top 85% of U.S. market capitalization. Holds stocks in proportion to their index weighting.
Inception date: January 27, 2004
Fund family: Vanguard