About this fund

Fund objectives

Vanguard All-Equity ETF Portfolio seeks to provide long-term capital growth by investing primarily in equity securities.

Why this fund

  • Seeks to achieve its investment objective by primarily investing in equity securities. The Vanguard ETF may do so either directly or indirectly through investment in one or more exchange-traded funds managed by the manager or an affiliate or certain other investment funds (Underlying Funds).
  • In seeking to achieve the Vanguard ETF’s investment objective (under normal market conditions), the sub-advisor will strive to maintain a long-term strategic asset allocation of 100% equity securities. The portfolio asset mix may be reconstituted and rebalanced from time to time at the discretion of the sub-advisor.
  • The portfolios of the Underlying Funds are expected to consist of index funds that provide exposure to broad based equity markets.

Fund facts

Inception date
Jan 29 2019
Total assets
Asset class
Multi-Asset
Investment manager

Vanguard Equity Index Group

Distribution Per Unit
$0.08
Distribution frequency
Annually
Benchmark
Internal Composite

Performance

Risk and Volatility

As at Sep 30 2025

Beta
Alpha
Standard Deviation
Sharpe Ratio

Please note Beta and R2 data will only display for funds with 3 full years of history.

 

Portfolio data

Allocation to underlying Vanguard funds

As at Sep 30 2025

Percentage
U.S. Total Market Index ETF 45.24%
FTSE Canada All Cap Index ETF 30.43%
FTSE Developed All Cap ex North America Index ETF 16.94%
FTSE Emerging Markets All Cap Index ETF 7.27%

Total allocation percentages shown may not equal 100% due to rounding

Asset allocation

As at Sep 30 2025

Percentage
Short-term reserves 0.02%
Stock 99.98%
Characteristics
StocksFundAs at
Number of stocks 13,467 Sep 30 2025
Median market capital 117.7 B Sep 30 2025
Price earning / ratio (P/E) 21.7 x Sep 30 2025
Price / book ratio (P/B) 2.8 x Sep 30 2025
Return on equity (ROE) 14.4% Sep 30 2025
Earnings growth rate 18.2% Sep 30 2025
FundamentalsFundAs at
Number of bonds 0 Sep 30 2025
YTM (Yield to Maturity) effective
Average Duration
Average maturity
Average quality
Cash Investment 0.0% Sep 30 2025
Market allocation

As at Sep 30 2025

CountryRegionFundBenchmarkVariance +/-
United States of AmericaNorth America 45.36%
CanadaNorth America 30.56%
JapanPacific 4.05%
ChinaEmerging Markets 2.44%
United KingdomEurope 2.36%
TaiwanEmerging Markets 1.50%
FranceEurope 1.46%
GermanyEurope 1.43%
SwitzerlandEurope 1.38%
IndiaEmerging Markets 1.34%
AustraliaPacific 1.20%
Republic Of KoreaPacific 0.90%
NetherlandsEurope 0.69%
SwedenEurope 0.55%
ItalyEurope 0.54%
Top 10 Holdings

As at Sep 30 2025

Holding name% of market valueSectorRegionMarket valueShares
NVIDIA Corp 3.02859% Technology US $277,609,392.62 1,069,343.703
Microsoft Corp 2.70709% Technology US $248,139,474.68 344,315.259
Apple Inc 2.65707% Technology US $243,554,424.81 687,439.849
Royal Bank of Canada 2.12278% Financials CA $194,580,476.12 948,617.766
Shopify Inc 1.82317% Technology CA $167,116,881.54 808,265.049
Amazon.com Inc 1.48190% Consumer Discretionary US $135,835,396.35 444,619.188
Toronto-Dominion Bank/The 1.39562% Financials CA $127,926,863.69 1,149,594.39
Meta Platforms Inc 1.11999% Technology US $102,661,477.68 100,469.657
Enbridge Inc 1.11786% Energy CA $102,465,872.11 1,459,419.913
Broadcom Inc 1.09111% Technology US $100,014,031.88 217,878.163

Prices and distribution

Prices

Nav Price (CAD)
$53.98
Change
+$0.360.67%
As at Oct 24 2025
NAV 52-week high
$53.98
As at Oct 27 2025
NAV 52-week low
$40.00
As at Oct 27 2025
NAV 52-week difference
$13.98
Change
+25.90%
As at Oct 27 2025

Distribution history

Distribution frequency

Annually

12 month trailing yield

1.35%

(Sep 30 2025)

Distribution yield

1.35%

(Sep 30 2025)

TypeEx-dividend dateRecord datePayment dateCash distribution per unitReinvestment distribution per unitTotal distribution per unit
CGCA Dec 30 2024 Dec 30 2024 Jan 07 2025 $0.08192 $0.08192
Income Dec 30 2024 Dec 30 2024 Jan 07 2025 $0.71334 $0.71334
CGCA Dec 28 2023 Dec 29 2023 Jan 08 2024 $0.05348 $0.05348
Income Dec 28 2023 Dec 29 2023 Jan 08 2024 $0.69229 $0.69229
CGCA Dec 29 2022 Dec 30 2022 Jan 09 2023 $0.24503 $0.24503
Income Dec 29 2022 Dec 30 2022 Jan 09 2023 $0.67249 $0.67249
CGCA Dec 30 2021 Dec 31 2021 Jan 10 2022 $0.12775 $0.12775
Income Dec 30 2021 Dec 31 2021 Jan 10 2022 $0.51415 $0.51415
CGCA Dec 30 2020 Dec 31 2020 Jan 08 2021
Income Dec 30 2020 Dec 31 2020 Jan 08 2021 $0.46162 $0.46162
Annual distributions

-

YearEligible dividendsNon eligible dividendsOther incomeCapital gainsReturn of capitalForeign incomeForeign tax paidTotal distribution per unit
2019 $0.15290 $0.00000 $0.00000 $0.00000 $0.00549 $0.28433 $0.03897 $0.40375
2020 $0.19727 $0.00000 $0.00000 $0.00000 $0.00764 $0.29710 $0.04039 $0.46162
2021 $0.21471 $0.00000 $0.00000 $0.12775 $0.00818 $0.33958 $0.04832 $0.64190
2022 $0.26750 $0.00000 $0.00000 $0.24503 $0.00237 $0.46523 $0.06261 $0.91752
2023 $0.30472 $0.00000 $0.00000 $0.05348 $0.00455 $0.44826 $0.06524 $0.74577
2024 $0.32059 $0.00000 $0.00000 $0.08192 $0.00641 $0.45464 $0.06830 $0.79526

Purchase information

Currencies and stock exchanges

Listed currencies: CAD

Base currency: CAD

Exchanges: Toronto Stock Exchange

Fund codes

  • CUSIP: 92201C107
  • ISIN: CA92201C1077
  • Reuters: VEQT.TO
  • SEDOL: BJ11554
  • ISIN: CA92201C1077
  • Reuters: VEQT.TO
  • SEDOL: BJ11554