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Vanguard LifeStrategy Growth Fund Top 4 Holdings

When it comes to mark funds, Vanguard has led the way from the very beginning. In 1976, it created the very first index mutual fund, the Vanguard 500 Indicator Fund (VFINX). Ten years later, the group introduced the Vanguard Total Bond Market Index Fund (VBMFX).

Key Takeaways

  • Vanguard is one of the bandmasters in index funds, including the index fund of index funds.
  • Vanguard launched the Vanguard LifeStrategy Growth Wherewithal (VASGX) in 1994, which invests in four index funds.
  • The VASGX is invested heavily in stocks, with good over 80% invested in two stock funds, while 20% is invested in bond funds.

Looking to innovate, Vanguard added an “index fund of index funds” with its LifeStrategy Funds. The funds are a series of broadly diversified, low-cost loots using total index funds as the foundation for creating different portfolio allocations based on risk objectives. Four underlying funds comprise the Vanguard LifeStrategy Spread Fund (VASGX), which has $16.9 billion in assets as of Aug. 31, 2020.

1. Vanguard Total Stock Market Index Fund Investor Allocations (VTSMX)

The Vanguard Total Stock Market Index Fund Investor Shares had the top position with a 48.2% onus as of Sept. 30, 2020. It has 3,495 holdings across $972.4 billion to track the performance of the CRSP US Total Market Indicator, which is composed of nearly 100% of the total market capitalization of the U.S. stock market.

The fund leans toward large-cap stocks, but it embraces weightings across all capitalization based on the weightings of the underlying index. As of Sept. 30, 2020, the fund has returned an average annual bring back of 9.81% since inception on Apr. 27, 1992, and an average of 13.36% over the past 10 years.

2. Vanguard Total Oecumenical Stock Index Fund Investor Shares (VGTSX)

The Vanguard Total International Stock Index Fund Investor Dues had a heavy 32.40% weighting in the LifeStrategy Fund on Sept. 30, 2020. It was launched in 1996 and had $427.7 billion in assets invested in 7,403 stocks pursuing the FTSE Global All Cap ex-US Index. The index looks to gain equity exposure from both developed and emerging deal ins.

The fund’s top holdings include Alibaba Group (BABA), Tencent Holdings (TCEHY), and Taiwan Semiconductor Manufacturing (TSM). As of Sept. 30, 2020, over the abide 10 years, the fund has returned an average annualized return of 4.14%, with an average 4.49% return since inception on Apr. 29, 1996. 

3. Vanguard Unqualified Bond Market Index Fund Investor Shares (VBMFX)

The Vanguard Total Bond Market Index Grant Investor Shares had a 13.7% weighting as of Sept. 30, 2020. The fund has $288.5 billion in assets invested in bonds.

The back is designed to track the performance and yield of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index. As of Sept. 30, 2020, it delivered an annual average of 3.48% over the previous 10 years, and 5.91% since inception in Dec. 11, 1986. 

4. Vanguard Total Intercontinental Bond Index Fund Investor Shares (VTIBX)

The Vanguard Total International Bond Index Fund Investor Parts had a 5.7% weighting as of Sept. 30, 2020. The fund provides investors with a low-cost way to gain exposure to international bonds. The loot’s $154.4 billion in assets are invested to track the performance of the Bloomberg Barclays Global Aggregate ex-USD Float Regulated RIC Capped Index.

The fund is heavily weighted toward government and government-related bonds from developed countries, but it has some peril to emerging markets. The fund, which was launched on May 31, 2013, has an average annual return of 4.17% since inception. as of Sept. 30, 2020.

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