Industry Distribution (estimated 2025):

• Information Technology: 25%
• Healthcare: 15%
• Finance: 14%

Top 3 Markets and their Shares (estimated 2025):

• USA: 55%
• Canada: 20%
• Europe: 15%

The Vanguard All-Equity ETF Portfolio (TSX:VEQT) is a broadly diversified fund that invests in various industries, with a focus on Information Technology, Healthcare, and Finance. These industries are known for their growth potential and stability.

The geographical distribution shows a strong presence in the USA, followed by Canada and Europe. These markets provide access to some of the largest and most dynamic economies in the world, contributing to a stable return expectation.

Vanguard All-Equity ETF Portfolio (TSX:VEQT) is not a company that produces physical products, but an exchange-traded fund (ETF).

This ETF invests in a variety of stocks worldwide to provide a diversified equity portfolio. Therefore, there are no production facilities or physical products associated with this ETF. Instead, the portfolio consists of shares in various companies that themselves offer products and services.

Current Allocation: 100% Equities
Diversification: Global, with a focus on North America, Europe, and Asia-Pacific

The Vanguard All-Equity ETF Portfolio (TSX:VEQT) pursues a long-term growth strategy through broad diversification in global stock markets. The strategy aims to achieve maximum capital growth through a 100% equity allocation.

VEQT invests in a variety of markets, with a significant portion flowing into North American stocks, followed by European and Asia-Pacific markets. This geographical diversification is intended to mitigate risk while benefiting from growth opportunities in different regions.

Future growth is sought through adjusting the portfolio weighting to changing market conditions and including high-growth potential companies. Vanguard relies on cost-effective index funds to keep overall costs low and maximize returns for investors.

Commodities/Materials: Not applicable
Import countries: Not applicable

The Vanguard All-Equity ETF Portfolio (TSX:VEQT) is an exchange-traded fund that invests in stocks and does not directly import any commodities or materials. ETFs like VEQT invest in a diversified portfolio of stocks, consisting of various companies operating in different sectors.

The commodities and materials imported by the companies within the ETF vary depending on the industry and are not directly attributable to the ETF itself. Instead, this depends on the individual business activities of the companies included in the ETF.

Current fund assets: CAD 3.5 billion (2023)
Expense ratio: 0.24% (2023)
Diversification: Global, with a focus on North American markets

The Vanguard All-Equity ETF Portfolio (VEQT) offers a significant competitive advantage through its broad diversification and low expense ratio. With fund assets of CAD 3.5 billion in 2023, VEQT demonstrates a strong market presence, further strengthened by global diversification. The focus on North American markets provides investors with access to some of the most stable and fastest-growing economies.

The low expense ratio of 0.24% is another advantage, as it is low compared to many other active funds, maximizing returns for investors. Vanguard is known for its cost-effective products, making VEQT an attractive choice for long-term oriented investors seeking broad market coverage.

In summary, the competitive advantage of VEQT lies in its cost-efficient structure and broad diversification, allowing investors to benefit from global market opportunities while minimizing costs.

Institutional Investor Share: Estimated around 60-70% (2025)

Insider Buys/Sells: No relevant data available

The Vanguard All-Equity ETF Portfolio (TSX:VEQT) is a broadly diversified ETF primarily held by institutional investors. These investors appreciate the diversification and low costs of the ETF. The exact share may vary but typically falls within this range.

Insider buys or sells are not relevant for ETFs like VEQT, as it is a fund consisting of a variety of stocks and does not have individuals as insiders. Such information is more relevant for individual companies.

Market share of Vanguard All-Equity ETF Portfolio (TSX:VEQT): Estimate: approximately 5% (2025)

Top competitors and their market shares:

1. iShares Core MSCI All Country World ex Canada Index ETF (TSX:XAW): around 7%
2. BMO MSCI All Country World High Quality Index ETF (TSX:ZGQ): around 6%
3. Fidelity All-in-One Equity ETF (TSX:FEQT): around 4%
4. Mackenzie All Country World Index ETF (TSX:QAW): around 3.5%
5. Horizons Global Equity ETF (TSX:HGE): around 3%

The Vanguard All-Equity ETF Portfolio (VEQT) holds a solid market share of approximately 5%, making it one of the leading players in the All-Equity ETF space. The largest competitor, iShares Core MSCI All Country World ex Canada Index ETF, has a market share of around 7%.

Vanguard is known for its cost-effective ETF offerings and broad diversification, which represents a significant moat. These characteristics provide investors an attractive way to invest in global stock markets while keeping costs low.

Compared to competitors, Vanguard has the advantage of strong brand recognition and an established distribution network. However, some competitors, such as iShares and BMO, also offer strong products with specific advantages, like targeted quality investments or regional diversification, which may be appealing to certain investors.

Overall, Vanguard has a significant moat through its cost-efficient structure and broad diversification, but competition remains strong, especially from specialized ETFs pursuing specific investment strategies.

Asset Allocation: 100% Equities Regional Diversification: Global with a focus on North America Expense Ratio: 0.24% (2023)

The Vanguard All-Equity ETF Portfolio (VEQT) is a broadly diversified ETF that invests solely in stocks. This means it offers higher risk and potentially higher returns compared to mixed portfolios that also include bonds. The ETF is globally diversified, with a focus on North American markets, providing a certain level of stability through established markets.

The expense ratio of 0.24% is relatively low, making the ETF a cost-effective option for investors seeking long-term growth. Since the ETF does not include bonds, it is particularly suitable for investors with a high risk tolerance and a long investment horizon.

In summary, VEQT could be a good investment for investors looking for long-term capital growth and are willing to accept the volatility of the stock markets. The global diversification and low costs speak in favor of the ETF, especially in an environment where stock markets are expected to deliver positive returns in the long run.

Dividend Yield: 1.5% (estimated for 2025)

The Vanguard All-Equity ETF Portfolio (TSX:VEQT) is known for paying out a low but steady dividend. The dividend yield typically hovers around 1.5%, which is relatively low for an all-equity ETF, as the focus is on capital growth.

The payout is reliable as the ETF invests in a wide range of stocks, providing diversification and stability. The dividends come from the earnings of the stocks held in the portfolio. However, investors should note that the primary objective of this ETF is not to generate high dividends but rather long-term capital growth.