VUG — VUG | U.S. Growth ETF | Vanguard Growth Proxy 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2025-03-31 (1.91% strategy return, -0.91% benchmark, 2.82% excess, 8.61% turnover), while the weakest was 2025-12-31 (-1.79% strategy return, 1.47% benchmark, -3.26% excess, 9.64% turnover). Those periods should be read alongside baseline metrics of return 17.35%, alpha 1.58%, beta 1.13, Sharpe 0.87, Sortino 1.08, and max drawdown -34.57% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed ETF or index-like fund. It is led by NVDA (NVIDIA Corporation) 12.83%, AAPL (Apple Inc.) 12.25%, and GOOGL (Alphabet Inc.) 10.18%, with sector exposure of Information Technology 50.27%, Communication Services 16.64%, and Consumer Discretionary 12.57%. The baseline metrics show return 17.35%, alpha 1.58%, beta 1.13, Sharpe 0.87, Sortino 1.08, and max drawdown -34.57%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows NVDA unchanged to 12.83%; AAPL unchanged to 12.25%; GOOGL unchanged to 10.18%. Combined with top 5 48.86%, top 10 65.31%, top 20 75.29%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.