Vanguard Health Care Fund

Vanguard Health Care Fund

Last Update: 05-02-2016

Number of Stocks: 72
Number of New Stocks: 0

Total Value: $45,269 Mil
Q/Q Turnover: 5%

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...
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...
Vanguard Boosts Stake in Incyte in 1st Quarter Guru sells holdings in CVS Health, Edwards Lifesciences, Monsanto
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. Read more...
2 Major Mergers Come to End After Tough Stance From Regulators Treasury and Justice Department put the brakes on health care and oil deals
Two planned mega-mergers came to an end Wednesday following steps from the federal government to prevent deals that may threaten market competition. 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...
» More Vanguard Health Care Fund Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 5.00/5

Rating: 5.0/5 (6 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Vanguard Health Care Fund Purchases Stericycle Waste management company has a rich history of growth Vanguard Health Care Fund - Vanguard Health Care Fund Purchases Stericycle
Jean Hynes has been managing the Vanguard Health Care Fund (Trades, Portfolio) since 2012. Hynes had big shoes to fill by taking over after legendary investor Ed Owens, who founded the company in 1984 and netted an outstanding 16% average return during the time that he ran the Vanguard Health Care Fund (Trades, Portfolio). In Hynes' first three years of managing the portfolio, she has netted outstanding returns of over 25% for the health care fund. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Jean Hynes Finds Her Pot of Gold In the 3rd quarter, Vanguard Health Care Fund doubled stake in Biogen Vanguard Health Care Fund - Jean Hynes Finds Her Pot Of Gold
The Vanguard Health Care Fund doubled its stake in Biogen Inc. (NASDAQ:BIIB), one of the world’s leading biotechnology companies, in the third quarter. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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 Vanguard Health Care Fund - 5 Top Stocks Of The Outperforming Vanguard Health Care Fund
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. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Pfizer to Create a New Pharmaceutical Colossus Rumors about an agreement with Allergan are unending Vanguard Health Care Fund,RS Investment Management - Pfizer To Create A New Pharmaceutical Colossus
Pfizer Inc. (PFE) and Allergan PLC (AGN) are in friendly talks in relation to a potential transaction to create a pharmaceutical colossus. They emphasize that no agreement has been reached, and there can be no certainty that these conversations will lead to a transaction, but the prospect is that the No.1 U.S. drugmaker will seek to avoid U.S. taxes. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Best-Performing Stocks Among Vanguard Health Care Fund's Holdings Prothena Corp. tops the list with a 148% return year-to-date Vanguard Health Care Fund - The Best-Performing Stocks Among Vanguard Health Care Fund's Holdings
Jean M. Hynes has managed the Vanguard Health Care Fund (Trades, Portfolio) (VGHCX) since 2008, which is now composed of 82 stocks. The following are the stocks in the portfolio with the highest performance since the beginning of the year. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Vanguard Health Care Fund Buys Biogen and Mylan, Cuts Pfizer Its largest trades include Merck, HCA, Baxter Vanguard Health Care Fund,PRIMECAP Management,Fran - Vanguard Health Care Fund Buys Biogen And Mylan, Cuts Pfizer
Edward Owens has worked in investment management for more than 30 years. He has managed the Vanguard Health Care Fund (Trades, Portfolio) since its inception in May 1984. The hedge fund has a portfolio composed of 82 stocks with a total value of $46,362 million and the following are the most weighted trades based on the impact on the portfolio during the third quarter. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Sheets Smith Wealth Management Buys Companies With no Debts Hedge fund adds 19 new stocks to portfolio Vanguard Health Care Fund,John Paulson,Steve Mande - Sheets Smith Wealth Management Buys Companies With No Debts
Sheets Smith Wealth Management is a hedge fund based in North Carolina that, on its last quarterly 13F, reported a total value of its portfolio of $365 million, with an increase of 1.02% since the previous quarter. During Q2 2015 the investment professional bought 19 new stocks and increased 84 of its existing stakes. The following are the most heavily weighted buys during the quarter. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

A Look at Steven Cohen's Investment in Ironwood Pharmaceuticals Steven Cohen,Vanguard Health Care Fund,Jim Simons - A Look At Steven Cohen's Investment In Ironwood Pharmaceuticals
On Aug. 19, guru Steven Cohen (Trades, Portfolio), manager of Point72 Asset Management, bought shares of Ironwood Pharmaceuticals Inc. (IRWD) increasing his stake by 45.50% and reaching a total of 2,005,800 shares with a total loss of 9% since the first buy done in 2014Q3. The stake of IRWD represent the 0.16% of the guru’s total assets and 1.41% of outstanding shares of the company. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Insider Buys Round-up: Tenet Healthcare and Sprint Corp
The All-In-One Guru Screener can be used to find insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$500,000+” and Duration to "August 2015." More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Vanguard Health Care Fund Buys 2 New Stakes in Second Quarter Vanguard Health Care Fund - Vanguard Health Care Fund Buys 2 New Stakes In Second Quarter
As its name suggests, Vanguard Health Care Fund (Trades, Portfolio) invests almost exclusively in health care companies. It’s been a successful investment niche. Vanguard enjoyed returns exceeding 28% in 2014, 43% in 2013 and 15% in 2012. More...

Vanguard, Vanguard Health Care Fund


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Merck Reports Strong Second Quarter 2015 Earnings with Improved Outlook for the Full Year
Merck (NYSE:MRK) released its second quarter 2015 earnings on July 28. The health care company reported revenue of $9.79 billion with adjusted net income of $2.44 billion resulting in earnings per share of $0.86. Earnings per share beat analysts’ consensus estimate by $0.05; however, revenue fell just below expectations, missing analysts’ average estimate by $10 million. More...

HEALTH CARE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Pennsylvania Trust Co. Top Buys in Q2 2015
Pennsylvania Trust Co. recently filed its quarterly 13F where it reports all the trades had during the quarter. More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK