• Vanguard Information Technology Index Fund

Vanguard

  • US
  • Science/Technology

Vanguard Information Technology Index Fund

VITAX

Summary

The fund seeks to track the total return performance of a benchmark index before fees and expenses by investing in companies across any size in the United States.

The investment process is designed to highlight companies that invest in securities within the information technology sector.

Then the research team employs an indexing investment approach to track the performance of the MSCI US Investable Market Index (IMI)/Information Technology 25/50 Index.

Next, the team follows the Global Industry Classification Standard information technology sector classification which includes companies that offer software and information technology services as More

Price

Last Close

$174.14 ( +1.34 )

52 Week HL

$238.61 - $172.8

Net Assets

$51400 M

Expense Ratio

Top 10 Holdings

Mar 05, 2021

Company Name

  • Honeywell International
  • Union Pacific
  • United Parcel
  • Boeing Company
  • Raytheon Technologies

Holding

Company Name

  • 3M Company
  • Caterpillar Inc
  • General Electric
  • Deere & Company
  • Lockheed Martin
  • Total

Holding

  • 0%

Manager

Name

Walter Nejman

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Summary

Annual Reports

2021

Website

Link

Performance

YTD

-

3 Year

38.59%

5 Year

146.84%

Best

61.73%
2009

Worst

-42.85%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.8% 1.2% -13.5% 20.6% 4.1% 11.9% 1.5% 1.6% 2.2% 5.4% -
Q2 -9.3% 11.3% 31.4% 3.7% 9% 4.2% -2% 0.1% 5.8% 2.7% -
Q3 - 0.7% 11.8% 0.7% 10.9% 8.3% 12.9% -4.8% 3.4% 8.2% -
Q4 - 14.1% 13.6% 13.7% -17.5% 8.3% 1.2% 8.5% 5.6% 12.2% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -14.2% 2.8% 4.6% -13.8% -6.8% - - - - - - -
2021 -0.7% 1.4% 0.5% 5.2% -1.2% 7.2% 3.4% 3.5% -5.9% 6.5% 4.6% 2.4%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
VITAX -29%44%47%3%37%14%5%18%31%14%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -1%29%19%9%18%6%6%5%2%14%

VITAX S&P 500

Chart +