VOO

Vanguard S&P 500 ETF

Vanguard · Large Cap Blend

462

Rows in current dataset

82.8%

medium confidence

2026-01-02

Retrieved 2026-01-02

2026-08-21

Adjusted-close observation

This holdings file is partial. Percentages below retain their reported scale; missing weight is not redistributed across visible positions.

YTD

+12.89%

1 year

+21.87%

3Y annualized

+21.93%

5Y annualized

+13.13%

Volatility

+18.03%

Max drawdown

-33.99%

Price Performance

Historical price comparison over 3M

VOO Return
+9.68%
SPY Return
+9.68%
Winner
VOO
+0.00%
Max Drawdown
VOO: -4.5%
SPY: -4.5%
VOO Volatility (annualized)12.72%
SPY Volatility (annualized)12.83%

Adjusted-close observations. Historical period is limited to available common dates.

Largest reported holdings

SymbolNameReported weight
NVDANVDA7.37%
AAPLAAPL7.07%
MSFTMSFT6.24%
AMZNAMZN3.86%
AVGOAVGO3.24%
GOOGLGOOGL3.18%
GOOGGOOG2.55%
METAMETA2.40%
TSLATSLA2.06%
BRK-BBRK-B1.61%
LLYLLY1.46%
JPMJPM1.40%
VV0.96%
JNJJNJ0.85%
XOMXOM0.84%
WMTWMT0.83%
MAMA0.78%
NFLXNFLX0.78%
ABBVABBV0.69%
COSTCOST0.69%

Classified reported exposure

57.3% of fund weight maps to the current sector dictionary.

Technology33.4%
Unclassified25.5%
Consumer Discretionary6.8%
Financials4.7%
Healthcare4.6%
Consumer Staples1.8%
Energy1.5%
Industrials1.3%
Communication Services1.1%
Real Estate0.7%

Risk calculation details

Sharpe ratio
0.63
Sortino ratio
0.59
Beta vs SPY
1.00
CAPM alpha
+0.05%

Calculated from date-aligned daily adjusted-close returns with a 4% annual risk-free assumption. Descriptive, not predictive.

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