Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) is a passively managed exchange traded fund launched on September 9, 2010.
Vanguard S&P500 Growth Index ETF offers strong long-term returns but lags top tech-focused ETFs like FTEC and XLK. VOOG's portfolio is heavily weighted toward technology and AI leaders, with NVIDIA, Alphabet, and Broadcom as top holdings. Despite a low 0.07% expense ratio and solid earnings growth, VOOG's recent 3-year performance trails more concentrated tech ETFs.
Vanguard S&P 500 Growth Index Fund ETF Shares (NYSEARCA:VOOG) offers a yield of just 0.46%, a byproduct of owning growth companies rather than a reason to own the fund, and investors evaluating that income need to understand what drives it before deciding if it fits their strategy.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,390 | $165,899.93 | $281,098.8 | $115,198.87 | 69.44% |
| CE Curtis Ellergodt Rothschild Investment LLC | 258 | $17,130.68 | $21,393.36 | $4,262.68 | 24.88% |
| PEP Philip E. Passafiume Protective Life Corp | 1,404 | $95,401.8 | $116,433.72 | $21,031.92 | 22.05% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 726,930 | $49.07M | $60.28M | $11.22M | 22.86% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 46,266 | $2.21M | $3.84M | $1.63M | 73.83% |
| ARCA Exchange | US Country |
The advisor operates with a clear focus on aligning its investment strategy with the trends and performance of the S&P 500® Growth Index. This approach signifies a commitment to investing in large-capitalization growth companies identified within the United States, encompassing those businesses demonstrating significant growth potential as per the criteria set by the index sponsor. By adhering to an indexing investment approach, the advisor aims to meticulously track the performance of these growth-oriented firms, essentially mirroring the dynamics and the trajectory of the S&P 500 Growth Index. This method positions the advisor not only to capitalize on the growth trajectories of these companies but also to offer its clients a pathway to potentially substantial returns through a diversified portfolio representing the upper echelon of growing enterprises within the S&P 500 Index.
The core product offered involves an indexing investment strategy meticulously crafted to shadow the performance of the S&P 500® Growth Index. This strategy is ideal for investors seeking to invest in the growth segment of the U.S. large-cap market. By targeting growth companies as identified by the index sponsor from the S&P 500 Index, the advisor ensures that clients' investments are positioned in companies with potential for significant appreciation in value over time.