Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The index, which is market capitalization-weighted, is composed of large-, mid-, and small-cap stocks of companies located in the United States that are screened for certain environmental, social, and corporate governance (ESG) criteria by the index provider, which is independent of Vanguard. It is non-diversified. more
Time Frame | ESGV | S&P500 |
---|---|---|
1-Week Return | -0.18% | 0.54% |
1-Month Return | 1.08% | 1.66% |
3-Month Return | 3.68% | 3.83% |
6-Month Return | 9.95% | 9.77% |
1-Year Return | 22.71% | 23.47% |
3-Year Return | 40.6% | 42.73% |
5-Year Return | 81.96% | 82.01% |
10-Year Return | 115.73% | 190.88% |
Time Frame | ESGV | S&P500 |
---|---|---|
1-Week Return | -8.97% | 32.42% |
1-Month Return | 13.96% | 22.18% |
3-Month Return | 15.78% | 16.47% |
6-Month Return | 21.21% | 20.81% |
1-Year Return | 22.71% | 23.47% |
3-Year Return | 12.03% | 12.59% |
5-Year Return | 12.72% | 12.72% |
10-Year Return | 7.99% | 11.27% |
Stock name | Ticker | Weight |
---|---|---|
| AAPL | 7.56% |
| NVDA | 6.63% |
| MSFT | 6.61% |
| AMZN | 4.34% |
| META | 2.7% |
| TSLA | 2.37% |
| GOOGL | 2.27% |
| AVGO | 2.22% |
| GOOG | 2.03% |
| JPM | 1.42% |
Sector | Weight |
---|---|
Information Technology | 36.64% |
Financials | 13.47% |
Consumer discretionary | 13.17% |
Health care | 11.37% |
Communication services | 10.65% |
All Others | 14.71% |