Morningstar

Vanguard Dividend Appreciation ETF VIG

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VIG

Will VIG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VIG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VIG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VIG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A steady approach to higher yield.

Director Bryan Armour

Bryan Armour

Director

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average People and High Process Pillar ratings. Vanguard Dividend Appreciation pulls in stable, profitable firms that have consistently increased their dividends for over a decade. Its established constituents insulate the portfolio from volatility and should lead to a long-term risk-adjusted advantage. The following text is from June 9, 2023.

by Bryan Armour
Rated on Published on

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Portfolio Holdings VIG

More VIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.56 4.6 Bil
Technology

Broadcom Inc

3.81 3.8 Bil
Technology

Microsoft Corp

3.72 3.7 Bil
Technology

JPMorgan Chase & Co

3.48 3.5 Bil
Financial Services

UnitedHealth Group Inc

2.92 2.9 Bil
Healthcare

Exxon Mobil Corp

2.87 2.9 Bil
Energy

Visa Inc Class A

2.24 2.3 Bil
Financial Services

Procter & Gamble Co

2.18 2.2 Bil
Consumer Defensive

Johnson & Johnson

2.15 2.2 Bil
Healthcare

Mastercard Inc Class A

2.14 2.2 Bil
Financial Services

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