VFORX
Vanguard Target Retirement 2040 Fund
1W: -1.1%
1M: -1.3%
3M: -0.7%
YTD: +8.5%
1Y: +8.5%
3Y: +57.3%
5Y: +43.2%
$54.77
+0.32 (+0.59%)
Weekly Expected Move ±1.3%
$53
$54
$54
$55
$56
Key Statistics
AUM$120.2B
Holdings1
Top 10 Wt43.5%
Volume0
Avg Volume0
Beta1.07
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2006-06-07
Sector Allocation
Other
56.4%
Financial Services
43.5%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market Index Fund | VSMPX | 43.49% | $47.2B | 160,921,232 |
| 2 | Vanguard Total International Stock Index Fund | — | 30.24% | $32.8B | 1,331,598,649 |
| 3 | Vanguard Total Bond Market II Index Fund | — | 18.09% | $19.6B | 2,056,939,794 |
| 4 | Vanguard Total International Bond II Index Fund | — | 7.57% | $8.2B | 317,811,150 |
| 5 | Vanguard Cmt Funds-Vanguard Market Liquidity Fund | — | 0.52% | $564.6M | 5,646,534 |
| 6 | N/A | — | -0.01% | $-5,622,109 | 882 |
| 7 | N/A | — | -0.01% | $-5,944,655 | 2,672 |
Recent Holding Changes
| Date | Holding | Change | Details |
|---|---|---|---|
| 2026-02-28 | VSMPX | New | — |