Vanguard 500 Index Fund

Scorecard
4 / 5 Stars
Lipper
5 5 5 5 4
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Holdings

The fund holds the majority of the domestic stocks in the S&P 500 Index. Buek also attempts to add value to the fund in buying futures contract, and he actively tries to reduce trading costs, according to Morningstar.

Asset Allocation

% Long % Net
Cash 0.42 0.42
Stocks 97.93 97.93
Bonds 0.0 0.0
Other 0.09 0.09
Foreign Bonds 0.0 0.0
Foreign Stocks 1.56 1.56
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 3.28
Exxon Mobil Corporation XOM 1.46 2.52
Microsoft Corp MSFT 13.42 1.79
Johnson & Johnson JNJ 17.08 1.67
General Electric Co GE -4.25 1.56
Wells Fargo & Co WFC 17.56 1.41
Chevron Corp CVX 6.16 1.36
Procter & Gamble Co PG -1.09 1.27
Berkshire Hathaway Inc Class B BRK.B 7.32 1.23
JPMorgan Chase & Co JPM 0.43 1.22