evenfolio
Vanguard WellingtonLarge GrowthVUSG · Cboe BZX

Vanguard Wellington U.S. Growth Active ETF (VUSG)

Price
$65.19
11 Sept 2026
Assets
Total net assets
Expense ratio
0.35%
Category 0.90%
Yield
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
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Vanguard Wellington U.S. Growth Active ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.3%+4.2%+15.3%+7.2%+10.6%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference+0.8%+3.0%-0.3%-1.8%-2.2%

Holdings

The 10 largest positions make up 62.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp15.66%
GOOGLAlphabet Inc Class A11.75%
MUMicron Technology Inc6.05%
AVGOBroadcom Inc5.49%
MSFTMicrosoft Corp4.60%
LLYEli Lilly and Co4.53%
AMDAdvanced Micro Devices Inc4.13%
AAPLApple Inc3.94%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR3.21%
MAMastercard Inc Class A3.21%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
34.8
P/B
10.7
P/S
9.5
P/CF
27.2

Sector allocation

Share of the equity the fund holds.

55.3%Technology10 sectors
  1. Technology55.3%
  2. Communication services14.6%
  3. Consumer discretionary9.7%
  4. Health care9.2%
  5. Industrials4.9%
  6. Financial services4.4%
  7. Real estate1.9%
  8. Consumer staples0.0%
  9. Utilities0.0%
  10. Energy0.0%

Asset mix

  • Stocks100.0%
  • Cash0.1%

ETF details

Issuer
Vanguard Wellington
Category
Equity · Large Growth
Ticker
VUSG
Exchange
Cboe BZX
Inception
18 Nov 2025 (0.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.35% (category 0.90%)
Holdings turnover
0% (category 62%)
Distribution yield
Total net assets

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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