Vanguard Global Equity Fund
VHGEX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Vanguard Global Equity Fund Investor Shares (VHGEX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in U.S. and foreign equity securities selected through bottom-up stock analysis. The fund typically maintains a globally diversified portfolio with allocations to large-cap blend stocks, including approximately 62% in U.S. stocks, 35% in non-U.S. stocks, and a small cash position; top sectors encompass technology (30%), consumer cyclical (16%), and financial services (12%), while leading holdings feature NVIDIA Corp., Microsoft Corp., Amazon.com Inc., Meta Platforms Inc., and Alphabet Inc. It offers investor shares with a net expense ratio of 0.39%, a minimum initial investment of $3,000, and daily pricing, available exclusively to U.S. investors through Vanguard. Launched on August 14, 1995, and domiciled in the United States, the fund operates within the global large-stock blend category under Morningstar classification and falls within The Vanguard Group, Inc., an investment management firm founded in 1975 and headquartered in Valley Forge, Pennsylvania. Vanguard, which manages the fund, oversees total net assets of approximately $7.87 billion for VHGEX, emphasizing low-cost, active equity strategies across domestic and international markets without front-end or deferred loads. The fund's portfolio management team, comprising Malcolm MacColl and Spencer Adair since 2008 alongside more recent additions Helen Xiong (2021) and Brian Barbetta, Michael Masdea, John Goetz, Benjamin Silver, and Caroline Cai (all since 2022), reflects ongoing enhancements to its advisory structure. While no major acquisitions, funding rounds, or product launches pertain directly to VHGEX in the last 1-2 years, Vanguard has pursued broader strategic shifts including the launch of new active equity ETFs in 2025, expansions to its Investor Choice program with four new equity index funds in May 2025, and advisory reallocations for other funds such as Windsor II in December 2025, alongside portfolio manager transitions in health care and fixed income strategies during 2024-2025. These initiatives underscore Vanguard's commitment to evolving its active and index offerings amid a low-turnover approach (21%) for funds like VHGEX.