Vanguard Dividend Appreciation Etf Profile
| VIG Etf | USD 173.33 0.65 0.37% |
Performance2 of 100
| Odds Of DistressLess than 9
|
Vanguard Dividend is trading at 173.33 as of the 19th of April 2024. This is a -0.37 percent decrease since the beginning of the trading day. The etf's lowest day price was 173.17. Vanguard Dividend has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Vanguard Dividend Appreciation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of January 2024 and ending today, the 19th of April 2024. Click here to learn more.
The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. Dividend Appreciation is traded on NYSEARCA Exchange in the United States. More on Vanguard Dividend Appreciation
Moving together with Vanguard Etf
| 0.97 | VTI | Vanguard Total Stock | PairCorr |
| 0.95 | SPY | SPDR SP 500 | PairCorr |
| 0.97 | IVV | iShares Core SP | PairCorr |
| 0.95 | VV | Vanguard Large Cap | PairCorr |
| 0.95 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
| 0.97 | IWB | iShares Russell 1000 | PairCorr |
Vanguard Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | F McNabb |
| Thematic Ideas | (View all Themes) |
| Old Names | [Vigmed Holding AB, Victor Group Holdings Ltd, Vanguard Dividend Appreciation Ftf] |
| Business Concentration | Austrian Traded Index, HNX 30, PX Prague Stock, HNX Financials, HNX, HNX MidSmall Cap, ATX Prime, CECE Composite EUR, High Dividend Yield ETFs, Strategy ETFs, Large Blend, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2006-04-21 |
| Benchmark | S&P U.S. Dividend Growers Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 75.27 Billion |
| Average Trading Valume | 806,295 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | Walter Nejman, Gerard C. OReilly |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 31-Jan |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 342 |
| Market Maker | Latour Trading |
| Total Expense | 0.06 |
| Management Fee | 0.05 |
| Country Name | USA |
| Returns Y T D | 2.15 |
| Name | Vanguard Dividend Appreciation Index Fund ETF Shares |
| Currency Code | USD |
| Open Figi | BBG000P5G869 |
| In Threey Volatility | 15.69 |
| 1y Volatility | 12.64 |
| 200 Day M A | 166.88 |
| 50 Day M A | 178.26 |
| Code | VIG |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
Vanguard Dividend Appreciation [VIG] is traded in USA and was established 2006-04-21. The fund is classified under Large Blend category within Vanguard family. The entity is thematically classified as High Dividend Yield ETFs. Vanguard Dividend at this time have 67.63 B in net assets. , while the total return for the last 3 years was 6.2%.
Check Vanguard Dividend Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Dividend Appreciation Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Dividend Appreciation Etf Constituents
| ACN | Accenture plc | Stock | Information Technology |
| MMM | 3M Company | Stock | Industrials |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples |
| LMT | Lockheed Martin | Stock | Industrials |
| MSFT | Microsoft | Stock | Information Technology |
| WMT | Walmart | Stock | Consumer Staples |
| V | Visa Class A | Stock | Financials |
Vanguard Dividend Target Price Odds Analysis
In reference to a normal probability distribution, the odds of Vanguard Dividend jumping above the current price in 90 days from now is about 81.45%. The Vanguard Dividend Appreciation probability density function shows the probability of Vanguard Dividend etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Vanguard Dividend has a beta of 0.6813. This entails as returns on the market go up, Vanguard Dividend average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Dividend Appreciation will be expected to be much smaller as well. Additionally, vanguard Dividend Appreciation has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Vanguard Dividend to move above the current price in 90 days from now is about 81.45 (This Vanguard Dividend Appreciation probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Vanguard Dividend Top Holders
| HCMNX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMWX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMZX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMPX | Hcm Dividend Sector | Mutual Fund | Large Value |
| JRTIX | Multi Index 2030 Lifetime | Mutual Fund | Target-Date 2030 |
| JRLPX | Multi Index 2020 Lifetime | Mutual Fund | Target-Date 2020 |
| JABPX | John Hancock Funds | Mutual Fund | Allocation--70% to 85% Equity |
Vanguard Dividend Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Dividend market risk premium is the additional return an investor will receive from holding Vanguard Dividend long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Dividend's alpha and beta are two of the key measurements used to evaluate Vanguard Dividend's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0403 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) |
Vanguard Dividend Against Markets
Picking the right benchmark for Vanguard Dividend etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Dividend etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Dividend is critical whether you are bullish or bearish towards Vanguard Dividend Appreciation at a given time. Please also check how Vanguard Dividend's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Pair Correlation Now
Pair CorrelationCompare performance and examine fundamental relationship between any two equity instruments |
| All Next | Launch Module |
How to buy Vanguard Etf?
Before investing in Vanguard Dividend, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Dividend. To buy Vanguard Dividend etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Dividend. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Dividend etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Dividend Appreciation etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Dividend Appreciation etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Dividend Appreciation, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Dividend guide.
Already Invested in Vanguard Dividend Appreciation?
The danger of trading Vanguard Dividend Appreciation is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Dividend is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard Dividend is a strong investment it is important to analyze Vanguard Dividend's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vanguard Dividend's future performance. For an informed investment choice regarding Vanguard Etf, refer to the following important reports: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Dividend Appreciation. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of Vanguard Dividend is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Dividend's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Dividend's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Dividend's market value can be influenced by many factors that don't directly affect Vanguard Dividend's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Dividend's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.