(VIG) Dividend Appreciation Shares - Overview

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 108.570m USD | Total Return: 18.5% in 12m

Dividend Stocks, Equity Index, Exchange Traded Fund
Total Rating 51
Safety 47
Buy Signal -0.18
Large Blend
Category Rotation: -6.1
TER: 0.06%
AUM: 109B
Avg Turnover: 222M
Risk 3d forecast
Volatility12.2%
VaR 5th Pctl2.23%
VaR vs Median1.35%
Reward TTM
Sharpe Ratio1.36
Rel. Str. IBD50.5
Rel. Str. Peer Group11.9
Character TTM
Beta0.682
Beta Downside0.696
Hurst Exponent0.524
Drawdowns 3y
Max DD14.95%
CAGR/Max DD1.08
CAGR/Mean DD8.44

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: VIG Dividend Appreciation Shares

The Vanguard Dividend Appreciation Index Fund ETF (VIG) utilizes a passive indexing strategy to track the S&P U.S. Dividend Growers Index. This investment approach focuses on domestic common stocks with a consistent history of annual dividend increases, typically requiring at least ten consecutive years of growth. By employing a full replication method, the fund holds constituent securities in proportions nearly identical to their index weightings.

The funds portfolio is primarily composed of large-cap companies within the Large Blend category, often favoring sectors like Information Technology, Financials, and Healthcare. These businesses generally operate under mature models characterized by stable cash flows and disciplined capital allocation, which support long-term dividend sustainability. For a deeper look into the underlying metrics of these holdings, consider reviewing the detailed analytics available on ValueRay.

Headlines to Watch Out For
  • Dividend growth persistence among S&P 500 constituents
  • Federal Reserve interest rate policy impacts relative yield attractiveness
  • Large-cap equity valuations and corporate earnings growth
  • Sector rotation into defensive quality factors during market volatility
What is the price of VIG shares?

As of June 09, 2026, the stock is trading at USD 233.28 with a total of 1,202,856 shares traded.
Over the past week, the price has changed by -0.58%, over one month by +2.27%, over three months by +5.13% and over the past year by +18.51%.

Is VIG a buy, sell or hold?

Dividend Appreciation Shares has no consensus analysts rating.