Vanguard Real Estate II Index FundVRTPX

MUTUAL FUNDVanguard
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$10.6B
Expense ratio
0.08%
1-year return
+8.7%
3 years, a year
+9.7%
5 years, a year
+1.5%
Holdings
150

What it aims to do.

Vanguard Real Estate II Index Fund (the Fund) seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs and other real estate-related investments.

Top 10 holdings.

Holding% of fund
WELL Welltower Inc9.27%
PLD Prologis Inc8.20%
EQIX Equinix Inc6.61%
AMT American Tower Corp5.32%
DLR Digital Realty Trust Inc4.29%
SPG Simon Property Group Inc4.13%
O Realty Income Corp3.67%
CBRE CBRE Group Inc2.64%
PSA Public Storage2.63%
VTR Ventas Inc2.56%

More on VRTPX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.