Vanguard Health Care Fund

Vanguard Health Care Fund

Last Update: 08-01-2016

Number of Stocks: 70
Number of New Stocks: 0

Total Value: $47,201 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Vanguard Health Care Fund' s Profile & Performance

Profile

Edward Owens has worked in investment management for over 30 years. He has managed the Vanguard Health Care Fund (VGHCX) since its inception in May 1984. Owens received a B.A. from the University of Virginia, and an M.B.A from Harvard Business School.

Web Page:https://personal.vanguard.com/us/funds/snapshot?FundId=0052&FundIntExt=INT

Investing Philosophy

Mr. Owens invests primarily in health care companies. His strategy is characterized by a long-term focus and careful attention to valuations.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Vanguard Healthcare Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201512.651.1911.5
201428.5213.6914.8
201343.1932.3910.8
3-Year Cumulative107.3 (27.5%/year)52.3 (15.1%/year)55 (12.4%/year)
201215.1116-0.9
201111.452.119.3
5-Year Cumulative166 (21.6%/year)80.4 (12.5%/year)85.6 (9.1%/year)
20106.1615.06-8.9
200920.9626.46-5.5
2008-18.45-3718.5
20074.425.49-1.1
200610.8715.79-4.9
10-Year Cumulative222.4 (12.4%/year)102 (7.3%/year)120.4 (5.1%/year)
200515.414.9110.5
20049.5110.88-1.4
200326.5828.68-2.1
2002-11.36-22.110.7
2001-6.87-11.895.0
15-Year Cumulative325.8 (10.1%/year)107.5 (5%/year)218.3 (5.1%/year)
200060.53-9.169.6
19997.0521.04-14.0
199840.828.5812.2
199728.5733.36-4.8
199621.3622.96-1.6
20-Year Cumulative1507.6 (14.9%/year)381.4 (8.2%/year)1126.2 (6.7%/year)
199545.1737.587.6
19949.541.328.2
199311.8110.081.7
1992-1.577.62-9.2
199146.3230.4715.9
25-Year Cumulative4016.6 (16%/year)937.3 (9.8%/year)3079.3 (6.2%/year)
199016.79-3.119.9
198932.9531.691.3
198828.4116.6111.8
1987-0.55.1-5.6
198621.4218.62.8
30-Year Cumulative9816.1 (16.6%/year)1824 (10.4%/year)7992.1 (6.2%/year)
198545.7631.614.2

Top Ranked Articles

Market-Beating Vanguard Health Care Fund Adds Shares to 5 Positions Solid growth has attended the sector until this year
Against a backdrop of solid growth for the sector, the outperforming Vanguard Health Care Fund (Trades, Portfolio) replenished its portfolio in the first quarter with increases in 27 holdings and reductions or removal of 28 holdings. Read more...
5 Top Stocks of the Outperforming Vanguard Health Care Fund The fund has beat the index on a one-, five- and 10-year basis and since inception
The Vanguard Health Care Fund (Trades, Portfolio) (VGHCX)’s selection of stocks from a variety of areas within the foreign and domestic health care sector has resulted in a fantastic performance record. Read more...
Vanguard Sells Out Edwards Lifesciences Company's price and P/E ratio near 10-year highs
Vanguard Heath Care Fund sold out its stake in Edwards Lifesciences Corp. (NYSE:EW) in the first quarter. Read more...
John Paulson Sells Allergan, Precision Castparts, AIG Top sales by the investor during the 4th quarter
John Paulson (Trades, Portfolio) is the president and portfolio manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine as the third-largest hedge fund in the world managing approximately $29 billion in merger, event and distressed strategies. The following are the guru's largest sales during the fourth quarter of 2015. Read more...
Jean Hynes Reduces Stake in Actelion Actelion reached its 10-year high during second quarter
During the second quarter, guru Jean Hynes reduced her stake in Actelion (XSWX:ATLN) at an average price of 155.36 Swiss francs ($160). The trade had a 0.13% impact on Hynes' portfolio. She now owns 2,233,722 shares of the company. Read more...
» More Vanguard Health Care Fund Articles

Commentaries and Stories

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Michael Price Trims Boston Scientific, Buys Outerwall The guru's largest trades of 2nd quarter Michael Price,Vanguard Health Care Fund,PRIMECAP M - Michael Price Trims Boston Scientific, Buys Outerwall
Michael Price (Trades, Portfolio) is the 271st richest person in the world, according to Forbes. A renowned money manager, he learned finance as a $200-a-week research assistant under Max Heine. The following are his largest trades of the second quarter: More...

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Carl Icahn Buys Allergan Pharmaceutical company is new holding Carl Icahn,Vanguard Health Care Fund,Daniel Loeb,J - Carl Icahn Buys Allergan
During the second quarter, Carl Icahn (Trades, Portfolio) of Icahn Capital Management acquired a new holding in Allergan PLC (NYSE:AGN). More...

ICAHN, ALLERGAN, BUY


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Jean Hynes Adds to Chugai Pharmaceutical Stake Company has reputation for developing drugs that 'benefit the world' Vanguard Health Care Fund - Jean Hynes Adds To Chugai Pharmaceutical Stake
Jean Hynes of the Vanguard Health Care Fund (Trades, Portfolio) added 320,542 shares of Chugai Pharmaceutical (TSE:4519) at an average price of 3,658.41 Japanese yen ($36.51) during the second quarter. More...

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Vanguard Adds to Eisai Stake Company has 75 years of operating experience, strong financial statements and a broad product portfolio Vanguard Health Care Fund - Vanguard Adds To Eisai Stake
Jean Hynes of the Vanguard Health Care Fund (Trades, Portfolio) added 1,094,126 shares to the stake in Eisai (TSE:4523) during the second quarter. The trade had a 0.13% impact on the portfolio. Vanguard now owns 14,033,001 shares in the company. More...

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Vanguard Health Care Fund Adds to Stake in UCB UCB is expanding its operations and the dividend yield is close to a 2-year high Vanguard Health Care Fund - Vanguard Health Care Fund Adds To Stake In UCB
Jean Hynes of the Vanguard Health Care Fund added to her stake in UCB (XBRU:UCB) during the second quarter at an average price of €66.98 euros ($74.26) per share. The trade had a 0.1% impact on Hynes portfolio. She now owns 11,342,503 shares of the company. More...

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Jean Hynes Reduces Stake in Actelion Actelion reached its 10-year high during second quarter Vanguard Health Care Fund - Jean Hynes Reduces Stake In Actelion
During the second quarter, guru Jean Hynes reduced her stake in Actelion (XSWX:ATLN) at an average price of 155.36 Swiss francs ($160). The trade had a 0.13% impact on Hynes' portfolio. She now owns 2,233,722 shares of the company. More...

VANGUARD, INVESTING, FUND


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Edward Owens Top 2nd Quarter Investments Hologic, Biogen, Illumina among his top investments Vanguard Health Care Fund - Edward Owens Top 2nd Quarter Investments
Edward Owens has managed the Vanguard Health Care Fund (Trades, Portfolio) (VGHCX) since its inception in May 1984. During the second quarter of 2016, the fund increased several stakes. The following are the ones with the highest performance since that buy. More...

INVESTING, GURU, OWENS


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Vanguard Sold Shares in 7 of Top 10 Quarterly Transactions Guru exited position in Pfizer in 2nd quarter Vanguard Health Care Fund - Vanguard Sold Shares In 7 Of Top 10 Quarterly Transactions
Seven of Vanguard Health Care Fund (Trades, Portfolio)’s top 10 second-quarter transactions were divestitures or reductions, including its most noteworthy deal of the quarter. More...

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Ruane Cunniff Buys JD.Com, Yelp, LinkedIn Investor's largest buys of the 1st quarter Ruane Cunniff,Vanguard Health Care Fund,Meridian F - Ruane Cunniff Buys JD.Com, Yelp, LinkedIn
Ruane Cunniff (Trades, Portfolio) is a value investor focused on the intrinsic value of a business. The firm is a long-term investor and will buy stocks and hold them for quite awhile, even if sometimes the stocks seem to be overvalued. During the first quarter the investor bought shares in the following stocks. More...

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Steve Mandel Buys Allergan, Baxalta, PayPal The guru's top buys in the 1st quarter Steve Mandel,Vanguard Health Care Fund,John Paulso - Steve Mandel Buys Allergan, Baxalta, PayPal
Steve Mandel (Trades, Portfolio), the founder of Lone Pine Capital, a long/short equity money manager, bought shares in the following stocks in the first quarter. More...

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Cigna, Lockheed Martin Among High Quality Guru Stocks Companies with high business predictability Vanguard Health Care Fund, Larry Robbins, Eric Min - Cigna, Lockheed Martin Among High Quality Guru Stocks
According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating and at least five gurus are shareholders in the companies. More...

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Vanguard Health Care Fund Ups Stake in High-Conviction Stocks Companies the fund has invested in for the past 2 quarters Vanguard Health Care Fund - Vanguard Health Care Fund Ups Stake In High-Conviction Stocks
Jean Hayes has managed the Vanguard Health Care Fund (Trades, Portfolio) since 2008. The following are stocks that the fund has purchased for the past two quarters.  More...

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Market-Beating Vanguard Health Care Fund Adds Shares to 5 Positions Solid growth has attended the sector until this year Vanguard Health Care Fund - Market-Beating Vanguard Health Care Fund Adds Shares To 5 Positions
Against a backdrop of solid growth for the sector, the outperforming Vanguard Health Care Fund (Trades, Portfolio) replenished its portfolio in the first quarter with increases in 27 holdings and reductions or removal of 28 holdings. More...

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Vanguard Sells Out Edwards Lifesciences Company's price and P/E ratio near 10-year highs Vanguard Health Care Fund - Vanguard Sells Out Edwards Lifesciences
Vanguard Heath Care Fund sold out its stake in Edwards Lifesciences Corp. (NYSE:EW) in the first quarter. More...

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Vanguard Boosts Stake in Incyte in 1st Quarter Guru sells holdings in CVS Health, Edwards Lifesciences, Monsanto Vanguard Health Care Fund - Vanguard Boosts Stake In Incyte In 1st Quarter
Vanguard Health Care Fund continued a streak of double-digit returns in 2015 with returns of 12.65%. That is below the fund’s returns levels of 2014 (28.52%) and 2013 (43.19%), but it is still in double digits, which was a considerable achievement in 2015’s challenging investing environment. More...

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2 Major Mergers Come to End After Tough Stance From Regulators Treasury and Justice Department put the brakes on health care and oil deals Vanguard Health Care Fund, Jeff Ubben - 2 Major Mergers Come To End After Tough Stance From Regulators
Two planned mega-mergers came to an end Wednesday following steps from the federal government to prevent deals that may threaten market competition. More...

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John Paulson Sells Allergan, Precision Castparts, AIG Top sales by the investor during the 4th quarter John Paulson,Vanguard Health Care Fund,Andreas Hal - John Paulson Sells Allergan, Precision Castparts, AIG
John Paulson (Trades, Portfolio) is the president and portfolio manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine as the third-largest hedge fund in the world managing approximately $29 billion in merger, event and distressed strategies. The following are the guru's largest sales during the fourth quarter of 2015. More...

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The Conundrum in Health Care Investing The pros and cons faced by investors investing in health care companies Vanguard Health Care Fund - The Conundrum In Health Care Investing
The health care sector and the consumer stables sector are my favorite sectors in the stock market. Many companies in both sectors possess enviable moats because of the inherent characteristics of the sectors as well as the long-term demographic trends. While I have spent a considerable time in researching and understanding many great consumer stable companies such as Brown Forman (NYSE:BF.B), Coca-Cola (NYSE:KO), General Mills (NYSE:GIS), I have not dived deep into the health care sector mainly because the concern of circle of competence. More...

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Steve Mandel Sells Allergan, DaVita During 4th Quarter Guru closes many positions with high impacts on portfolio Steve Mandel,Vanguard Health Care Fund,Andreas Hal - Steve Mandel Sells Allergan, DaVita During 4th Quarter
Steve Mandel (Trades, Portfolio) is the founder of Lone Pine Capital, a long/short equity money manager. During the fourth quarter Mandel sold many of his holdings. More...

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Vanguard Health Care Fund Sells Stake in Humana Guru raises stakes in Allergan, Aetna and Cigna Vanguard Health Care Fund - Vanguard Health Care Fund Sells Stake In Humana
The Vanguard Health Care Fund (Trades, Portfolio), which, as its name suggests, invests almost exclusively in health care companies, made five new buys in the fourth quarter, but its most significant transaction was the sale of its 4,716,539-share stake in Humana Inc. (NYSE:HUM), a Louisville, Kentucky-based health insurance company. More...

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