Vanguard Health Care Fund

Vanguard Health Care Fund

Last Update: 07-30-2015

Number of Stocks: 89
Number of New Stocks: 2

Total Value: $49,783 Mil
Q/Q Turnover: 4%

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 (%)
201428.5213.6914.8
201343.1932.3910.8
201215.1116-0.9
3-Year Cumulative111.8 (28.4%/year)74.6 (20.4%/year)37.2 (8%/year)
201111.452.119.3
20106.1615.06-8.9
5-Year Cumulative150.6 (20.2%/year)105.1 (15.5%/year)45.5 (4.7%/year)
200920.9626.46-5.5
2008-18.45-3718.5
20074.425.49-1.1
200610.8715.79-4.9
200515.414.9110.5
10-Year Cumulative230.3 (12.7%/year)109.4 (7.7%/year)120.9 (5%/year)
20049.5110.88-1.4
200326.5828.68-2.1
2002-11.36-22.110.7
2001-6.87-11.895.0
200060.53-9.169.6
15-Year Cumulative506.8 (12.8%/year)86.4 (4.2%/year)420.4 (8.6%/year)
19997.0521.04-14.0
199840.828.5812.2
199728.5733.36-4.8
199621.3622.96-1.6
199545.1737.587.6
20-Year Cumulative1971.7 (16.4%/year)554.6 (9.8%/year)1417.1 (6.6%/year)
19949.541.328.2
199311.8110.081.7
1992-1.577.62-9.2
199146.3230.4715.9
199016.79-3.119.9
25-Year Cumulative4167.9 (16.2%/year)893.3 (9.6%/year)3274.6 (6.6%/year)
198932.9531.691.3
198828.4116.6111.8
1987-0.55.1-5.6
198621.4218.62.8
198545.7631.614.2
30-Year Cumulative12730.7 (17.6%/year)2402.2 (11.3%/year)10328.5 (6.3%/year)

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Vanguard Health Care Fund Gains 27%, Buys 4 New Stocks
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Commentaries and Stories

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Insider Buys Round-up: Tenet Healthcare and Sprint Corp
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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


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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...

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Vanguard Health Care Fund's Undervalued Stocks
Vanguard Health Care Fund is managed by Edward Owens that has worked in investment management for over 30 years. He has managed the Vanguard Health Care Fund (Trades, Portfolio) 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. More...

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HEALTH CARE, INSURANCE, BUFFETT MUNGER, VALUE, LONG


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We eliminated our position in Covance (CVD), a contract research organization that works with biopharmaceutical companies to help manage their clinical trial process, after LabCorp announced in the fall that it would acquire the company. More...

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Vanguard Health Care Fund Comments on Amgen Inc
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Vanguard Health Care Fund Comments on Teva Pharmaceutical Industries Ltd
We trimmed into strength our position in Teva (TEVA), an Israel-based global biopharmaceutical company specializing in generic formulations. The stock rose substantially on a combination of speculation around M&A in the sector, enthusiasm for the new CEO, and the strong conversion of once-daily Copaxone to the three-times-a-week version. More...

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Vanguard Health Care Fund Comments on Bristol-Myers Squibb Company
We increased our position in this biopharmaceutical company. We see its immuno-oncology franchise as a transformative driver in the years ahead and believe the market does not fully recognize the magnitude of the company’s potential in this area. Bristol-Myers Squibb (BMY) was the fund’s largest holding at the end of the period. More...

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Vanguard Health Care Fund Comments on Mylan NV
We increased our position in this global generic pharmaceutical manufacturer as its core generic business remains steady and has benefited from selective price increases. We believe the planned acquisition of Abbott’s non-U.S. established pharmaceuticals business will augment the company’s globalization strategy. More...

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Vanguard Health Care Fund Comments on Actavis PLC
Actavis (ACT) is a specialty pharmaceutical company that develops generic and branded products. We owned Actavis prior to its Forest Labs acquisition but increased our position. We are attracted to the uniqueness of the combined company’s business model, which provides exposure to both generic and branded pharmaceuticals globally. The company’s Irish tax rate could also be strategically important in future mergers and acquisitions. Actavis was the fund’s second-largest holding as of the end of the period. More...

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Vanguard Health Care Fund 2014 Annual Report
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Vanguard Health Care Fund Adds 4 Positions to Portfolio Vanguard Health Care Fund - Vanguard Health Care Fund Adds 4 Positions To Portfolio
The Vanguard Health Care Fund (Trades, Portfolio) invests in domestic and foreign companies in various aspects of the healthcare industry, such as pharmaceuticals, medical supply, and research companies. Compared to other health care funds, Vanguard tends to be more conservatively positioned and more geographically diverse. More...

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User Comments

Jiangpengju1985@yahoo
ReplyJiangpengju1985@yahoo - 1 month ago
great performance, he focus on Health care Stock,there are many ways to earn money
Congry
ReplyCongry - 1 year ago
?sunovion trademark of Dainippon Sumitomo Pharma Co.,Ltd Please rate investment potential(?)
Patientbioinvest
ReplyPatientbioinvest - 1 year ago
Is the latest stock pick data from 30/09/13 or is it a mistake?

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