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
ETF-Level Metrics
AUM$120.2B
Holdings1
Top 10 Wt43.5%
Beta1.07
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Portfolio Valuation
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Profitability & Returns
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Leverage & Liquidity
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Quality Scores
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Sector Breakdown
2 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Other | 6 | 56.4% | — |
| Financial Services | 1 | 43.5% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 7 of 7 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market Index Fund | VSMPX | 43.49% | $47.2B | 160,921,232 | — | $2.4T | Financial Services |
| 2 | Vanguard Total International Stock Index Fund Private | — | 30.24% | $32.8B | 1,331,598,649 | — | — | — |
| 3 | Vanguard Total Bond Market II Index Fund Bond | — | 18.09% | $19.6B | 2,056,939,794 | — | — | — |
| 4 | Vanguard Total International Bond II Index Fund Bond | — | 7.57% | $8.2B | 317,811,150 | — | — | — |
| 5 | Vanguard Cmt Funds-Vanguard Market Liquidity Fund Private | — | 0.52% | $564.6M | 5,646,534 | — | — | — |
| 6 | N/A Private | — | -0.01% | $-5,622,109 | 882 | — | — | — |
| 7 | N/A Private | — | -0.01% | $-5,944,655 | 2,672 | — | — | — |