About this fund

Fund objectives

Vanguard Conservative ETF Portfolio seeks to provide a combination of income and moderate long-term capital growth by investing in equity and fixed income securities.

Why this fund

  • Seeks to achieve its investment objective by primarily investing in equity and fixed income securities. It 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.
  • In seeking to achieve the investment objective (under normal market conditions), the sub-advisor will strive to maintain a long-term strategic asset allocation of equity (approximately 40%) and fixed income (approximately 60%) securities. The portfolio asset mix may be reconstituted and rebalanced from time to time at the discretion of the sub-advisor.
  • The underlying funds are expected to be index funds that provide exposure to broad-based equity and fixed income markets.

Fund facts

Inception date
Jan 25 2018
Total assets
Asset class
Multi-Asset
Investment manager

Vanguard Equity Index Group

Distribution Per Unit
$0.18
Distribution frequency
Quarterly
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
Canadian Aggregate Bond Index ETF 34.52%
U.S. Total Market Index ETF 18.76%
FTSE Canada All Cap Index ETF 12.58%
Global ex-U.S. Aggregate Bond Index ETF (CAD-hedged) 12.02%
U.S. Aggregate Bond Index ETF (CAD-hedged) 11.59%
FTSE Developed All Cap ex North America Index ETF 7.33%
FTSE Emerging Markets All Cap Index ETF 3.17%

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

Asset allocation

As at Sep 30 2025

Percentage
Bond 58.13%
Short-term reserves 0.03%
Stock 41.84%
Characteristics
StocksFundAs at
Number of stocks 13,467 Sep 30 2025
Median market capital 117.5 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) 14.3% Sep 30 2025
Earnings growth rate 18.2% Sep 30 2025
FundamentalsFundAs at
Number of bonds 19,274 Sep 30 2025
YTM (Yield to Maturity) effective 3.5% Sep 30 2025
Average Duration 6.8 Years Sep 30 2025
Average maturity 10.2 Years Sep 30 2025
Average quality AA- Sep 30 2025
Cash Investment 0.0% Sep 30 2025
Market allocation

As at Sep 30 2025

CountryRegionFundBenchmarkVariance +/-
United States of AmericaNorth America 44.90%
CanadaNorth America 30.17%
JapanPacific 4.18%
ChinaEmerging Markets 2.54%
United KingdomEurope 2.44%
TaiwanEmerging Markets 1.56%
FranceEurope 1.51%
GermanyEurope 1.48%
SwitzerlandEurope 1.42%
IndiaEmerging Markets 1.39%
AustraliaPacific 1.24%
Republic Of KoreaPacific 0.93%
NetherlandsEurope 0.71%
SwedenEurope 0.57%
ItalyEurope 0.56%
Top 10 Holdings

As at Sep 30 2025

Holding name% of market valueSectorRegionMarket valueShares
NVIDIA Corp 1.25549% Technology US $8,073,525.57 31,098.997
Microsoft Corp 1.12221% Technology US $7,216,471.95 10,013.487
Apple Inc 1.10147% Technology US $7,083,128.05 19,992.347
Royal Bank of Canada 0.87765% Financials CA $5,643,781.69 27,514.536
Shopify Inc 0.75377% Technology CA $4,847,203.66 23,443.624
Amazon.com Inc 0.61431% Consumer Discretionary US $3,950,408.65 12,930.558
Toronto-Dominion Bank/The 0.57701% Financials CA $3,710,502.24 33,343.837
Meta Platforms Inc 0.46429% Technology US $2,985,634.09 2,921.891
Enbridge Inc 0.46217% Energy CA $2,972,009.45 42,330.287
Broadcom Inc 0.45231% Technology US $2,908,640.22 6,336.403

Prices and distribution

Prices

Nav Price (CAD)
$31.65
Change
+$0.050.15%
As at Oct 23 2025
NAV 52-week high
$31.75
As at Oct 24 2025
NAV 52-week low
$27.97
As at Oct 24 2025
NAV 52-week difference
$3.78
Change
+11.92%
As at Oct 24 2025

Distribution history

Distribution frequency

Quarterly

12 month trailing yield

2.32%

(Sep 30 2025)

Distribution yield

2.38%

(Sep 30 2025)

TypeEx-dividend dateRecord datePayment dateCash distribution per unitReinvestment distribution per unitTotal distribution per unit
Income Oct 01 2025 Oct 01 2025 Oct 08 2025 $0.17617 $0.17617
Income Jul 02 2025 Jul 02 2025 Jul 09 2025 $0.18742 $0.18742
Income Apr 01 2025 Apr 01 2025 Apr 08 2025 $0.19506 $0.19506
CGCA Dec 30 2024 Dec 30 2024 Jan 07 2025 $0.41857 $0.41857
Income Dec 30 2024 Dec 30 2024 Jan 07 2025 $0.20598 $0.20598
Income Oct 01 2024 Oct 01 2024 Oct 08 2024 $0.14311 $0.14311
Income Jul 02 2024 Jul 02 2024 Jul 09 2024 $0.20555 $0.20555
Income Apr 01 2024 Apr 02 2024 Apr 09 2024 $0.19869 $0.19869
CGCA Dec 28 2023 Dec 29 2023 Jan 08 2024 $0.20589 $0.20589
Income Dec 28 2023 Dec 29 2023 Jan 08 2024 $0.23717 $0.23717
Annual distributions

-

YearEligible dividendsNon eligible dividendsOther incomeCapital gainsReturn of capitalForeign incomeForeign tax paidTotal distribution per unit
2018 $0.06377 $0.00000 $0.16261 $0.04930 $0.00149 $0.28670 $0.03755 $0.52632
2019 $0.08750 $0.00000 $0.20359 $0.00000 $0.00143 $0.35171 $0.04523 $0.59900
2020 $0.09327 $0.00000 $0.21256 $0.04860 $0.00071 $0.24853 $0.02440 $0.57926
2021 $0.09023 $0.00000 $0.21520 $0.27437 $0.00035 $0.34855 $0.04423 $0.88446
2022 $0.09235 $0.00000 $0.23803 $0.08370 $0.00033 $0.27056 $0.02654 $0.65844
2023 $0.09991 $0.00000 $0.25094 $0.20589 $0.00079 $0.38557 $0.04006 $0.90304
2024 $0.09966 $0.00000 $0.28981 $0.41857 $0.00025 $0.41085 $0.04724 $1.17190

Purchase information

Currencies and stock exchanges

Listed currencies: CAD

Base currency: CAD

Exchanges: Toronto Stock Exchange

Fund codes

  • CUSIP: 92207C101
  • ISIN: CA92207C1014
  • Reuters: VCNS.TO
  • SEDOL: BF7ML11
  • ISIN: CA92207C1014
  • Reuters: VCNS.TO
  • SEDOL: BF7ML11