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Vanguard Value ETF (VTV)

Large Cap Value · Benchmark: Index Benchmark · Domiciled in US

AUM
$203.3B
Expense ratio
10.00%
Inception
2022-08-15
VMCI-Composite
61/100
5y CAGR
13.7%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

Vanguard Value ETF — analysis

Top-line read on VTV: $203.3B of investor capital sitting inside the large cap value Vanguard Value ETF fund, with the issuer charging 10 bps on top of total expenses each year. Inception 2022-08-15, benchmark Index Benchmark.

On the underlying-fundamentals lens, VTV prints VMCI-Composite 61/100. The composite is a weighted mean of the top-10 holdings' VMCI scores, so a higher number indicates the fund's largest positions screen well on the five-pillar framework against Index Benchmark alternatives.

Against Index Benchmark, VTV compounded 13.7% per year over five years (benchmark: 14.0%). Tracking quality on the large cap value sleeve reads tight on that single statistic.

VTV income summary: 2.20% trailing yield, distributions up 6.7% per year over five years. The yield sits in the mid-yield band for the large cap value cohort.

Concentration: top-10 holdings represent 31% of VTV, with AAPL as the largest position at 3.65% of the fund. The sector tilt leans to Technology (34%), which is the dominant exposure investors should size around.

Direct peer set for VTV: SPY, VOO, VTI. The comparison is most useful on three lines — expense ratio, tracking error to Index Benchmark, and distribution behaviour over five years.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.65%62
2MSFT3.60%40
3NVDA3.50%59
4AMZN3.40%66
5GOOGL3.11%52
6META3.06%53
7BRK-B2.97%74
8TSLA2.68%82
9V2.43%54
10JPM2.58%73
11UNH2.43%79
12XOM2.09%66
13JNJ1.85%58
14PG1.99%77
15MA1.85%50
16HD1.51%58
17MRK1.46%42
18AVGO1.17%65
19PEP0.97%51
20COST1.12%43
21KO0.97%42
22WMT0.63%80
23BAC0.39%60
24CVX0.39%53
25ADBE0.19%72

Performance & income

YTD
16.7%
1y total return
-18.2%
3y CAGR
10.7%
5y CAGR vs benchmark
13.7% / 14.0%
Dividend yield
2.20%
5y distribution CAGR
6.7%

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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