Vanguard Health Care Fund

Vanguard Health Care Fund

Last Update: 01-30-2015

Number of Stocks: 89
Number of New Stocks: 4

Total Value: $42,636 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 (%)
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)

Top Ranked Articles

Consensus Stocks ‘A to Z’ - Second Quarter Action
For consensus picks at the well-publicized end, everyone knows the Gurus are buying Apple Inc. (AAPL) and U.S. Bancorp (USB), stocks held by numerous investor billionaires, but the activity on less-publicized stocks is not always top of mind. Here’s the most recent action on four stocks, listed from A to Z, covering Aaron’s Inc. to Zoetis Inc., pulled from the middle ground of stocks popular with Gurus. Read more...
Vanguard Health Care Fund Gains 27%, Buys 4 New Stocks
Edward Owens retired at the end of 2012, but his Vanguard Health Care Fund (VGHCX) lives on under the management of Jean M. Hynes CFA, a Vanguard senior vice president, partner and global industry analyst who joined the company in 2008. Owens outperformed every other U.S. mutual fund since its inception in 1984 through his retirement. Read more...
Vanguard Health Care Fund’s Top Five
Over the duration of the fourth quarter the Vanguard Health Care Fund purchased added four new stocks to its holdings. The fund now holds on to 93 stocks valued at $32.35 billion. The following companies are Vanguard's top five portfolio holdings. Read more...
Top Five Guru-Held Health Care Companies
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which healthcare companies are held by the most gurus. As of the second quarter, the following five health care companies are held by the largest number of gurus. [b] Read more...
Weekly CEO Buys Highlight: KCG, OPK, HOLX, CLMS, TDC
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
» More Vanguard Health Care Fund Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5 Popular Asian Stocks Held By the Gurus Vanguard Health Care Fund,Matthews Japan Fund,Mart - 5 Popular Asian Stocks Held By The Gurus
While American stocks are currently pricey due to the rising dollar, Asian stocks are rallying as investors look overseas. Japan’s Nikkei Stock Average broke 20000 for the first time in 15 years on April 9, while Hong Kong’s Hang Seng Index ended the week of April 6 with the largest gain in three years. More...

ASIA, JAPAN, HONG KONG, INTERNATIONAL, GLOBAL


  • Currently 3.50/5

Rating: 3.5/5 (2 votes)

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...

  • Currently 4.33/5

Rating: 4.3/5 (3 votes)

Aetna: Solid Prospects in a Volatile Environment Vanguard Health Care Fund,David Einhorn - Aetna: Solid Prospects In A Volatile Environment
With the health care industry in all sorts of turmoil, we might well ask why any sane investor would buy in. After all, it’s filled with legislative uncertainties, regulatory and litigation certainties, not to mention technological change and more. More...

HEALTH CARE, INSURANCE, BUFFETT MUNGER, VALUE, LONG


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Vanguard Health Care Fund Comments on Covance Inc
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Vanguard Health Care Fund Comments on Amgen Inc
We trimmed our position in Amgen (AMGN), a U.S.-based global biotechnology company that discovers, develops, manufactures, and delivers human therapeutics. The stock was a strong performer in the latter half of 2014 given restructuring efforts to focus more attention on research and development. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Vanguard Health Care Fund 2014 Annual Report
Dear Shareholder, More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Becton and Dickinson´s Expansion into Emerging Markets Vanguard Health Care Fund - Becton And Dickinson´s Expansion Into Emerging Markets
In this article, let's take a look at Becton, Dickinson and Company (BDX), a $27.45 billion market cap company, which provides a wide range of medical devices and diagnostic products used in hospitals, doctors' offices, research labs and other settings. More...

HEALTH CARE, MEDICAL, STOCKS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

VANGUARD HEALTH CARE FUND, HEALTHCARE, PHARMACEUTICALS


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Vanguard Health Care Fund New Buys on 2014 Q4
Vanguard Health Care Fund (Trades, Portfolio) (trades, Portfolio) is managed by Edward Owens that has worked in investment management for over 30 years. He has managed the Vanguard Health Care Fund ( More...

LONG, FUND


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guru Stocks at 52-Week Lows: IBM, SNY, SAN, RIO, E
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guru Stocks at 52-Week Lows: IBM, BBL, SNY, SAN, RIO Vanguard Health Care Fund,Ken Fisher - Guru Stocks At 52-Week Lows: IBM, BBL, SNY, SAN, RIO
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

IBM, BHP Billiton PLC, Sanofi, Banco Santander, Rio Tinto PLC,


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Vanguard Health Care Fund 2014 Semiannual Report
Dear Shareholder, More...

  • Currently 3.00/5

Rating: 3.0/5 (3 votes)

EW: Potential for Capital Appreciation Vanguard Health Care Fund,Ron Baron - EW: Potential For Capital Appreciation
Ask almost anyone about tech companies, and you’ll likely hear about Apple, Google, and of course, Microsoft. But, tech goes far beyond the newest iPhone and whatever version of Windows next needs to be fixed. More...

MEDICAL DEVICES, HEALTH CARE, LONG


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly Insider Sells Highlight: TWTR, COH, UTIW, PINC, ELX
According to GuruFocus list of 3-year lows; Twitter Inc, Coach Inc, UTi Worldwide Inc, Premier Inc, and Emulex Corp have all reached their 3-year lows. More...

WEEKLY, INSIDER, SELLS, HIGHLIGHT


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Weekly CEO Buys Highlight: KCG, OPK, HOLX, CLMS, TDC
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 3.67/5

Rating: 3.7/5 (3 votes)

Vanguard Health Care Fund’s Top Five Vanguard Health Care Fund - Vanguard Health Care Fund’s Top Five
Over the duration of the fourth quarter the Vanguard Health Care Fund purchased added four new stocks to its holdings. The fund now holds on to 93 stocks valued at $32.35 billion. The following companies are Vanguard's top five portfolio holdings. More...

Add Notes, Comments

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

User Comments

Congry
ReplyCongry - 8 months 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?

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