Vanguard Growth ETF Boasts 0.04% Expense Ratio as Tech Hits 63%; First Pacific Cuts 1.9% Stake
Vanguard Growth ETF features an ultra-low 0.04% expense ratio with a 63% tech allocation and 54% exposure to the Magnificent Seven across about 160 holdings. First Pacific Financial trimmed its position by 1.9% to 96,653 shares worth $46.36 million, making VUG 6.4% of its portfolio.
1. ETF Overview and Index Methodology
The Vanguard Growth ETF tracks the CRSP US Large Cap Growth Index, which begins with approximately 85% of total U.S. equity market capitalization before selecting constituents based on earnings growth, sales growth and return on assets. The fund holds roughly 160 stocks and maintains an ultra-low expense ratio of 0.04%, among the most competitive in the growth-focused ETF universe.
2. Portfolio Composition and Growth Leadership
Technology names represent 63% of the portfolio, with the largest seven growth leaders accounting for 54% of weight. While the fund captures mega-cap innovators driving much of the artificial intelligence revolution, its broader selection pool permits inclusion of mid-cap and under-the-radar growth companies. This combination offers exposure to today’s top revenue and earnings drivers as well as tomorrow’s emerging winners.
3. Recent Institutional Activity
First Pacific Financial trimmed its position by 1.9%, ending the quarter with 96,653 shares valued at $46.36 million and making the ETF its fourth-largest holding at 6.4% of assets. Crane Advisory LLC boosted its stake by 1.0% to 171,081 shares worth $83.23 million. New entrants include Fund Evaluation Group LLC with a $5.59 million allocation, B.O.S.S. Retirement Advisors LLC with $1.09 million, and Hershey Financial Advisers LLC with $0.52 million, underscoring ongoing institutional interest in the fund’s growth mandate.