Key Facts about the Vanguard Growth ETF
The Vanguard Growth ETF (NYSEMKT: VUG), which holds 147 stocks, has over $220 billion in assets. However, as of June 30, its 10 largest holdings account for approximately 60% of the fund’s assets, with Nvidia and Apple alone comprising about 24%.
Nvidia is the largest holding at 12.6%, followed by Apple at 11.7%, and Microsoft at 7.6%. The fund experienced a loss of 33.1% in 2022, highlighting the risk associated with its concentrated investments, particularly in AI-driven stocks. If its top 10 holdings were to fall by 30%, the fund would see a potential loss of about 18%.
Despite this concentration risk, the fund achieved returns of 46.8%, 32.7%, and 19.4% in 2023, 2024, and 2025, respectively. The design means significant exposure to a small number of tech giants, making it crucial for investors to assess their overall portfolio exposure before allocating funds into VUG.
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