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December Warning on Vanguard Tech ETF as Three Megacaps Dominate Holdings

Investors seeking similar tech exposure with less single-name risk could consider QQQ.

Overview

  • A Yahoo Finance analysis recommends avoiding new purchases of the Vanguard Information Technology ETF in December due to concentrated exposure to Nvidia, Apple and Microsoft.
  • VGT has risen nearly 21% year to date through November, outpacing the S&P 500 and the tech-heavy Nasdaq Composite.
  • Nvidia accounts for 18.18% of VGT, Apple 14.29% and Microsoft 12.93%, totaling more than 45% as of Dec. 1.
  • The ETF tracks the U.S. information technology sector across 314 holdings and uses market-cap weighting that magnifies the impact of its largest stocks.
  • Invesco QQQ holds the same three companies at roughly one quarter of its portfolio, and its performance this year has largely mirrored VGT.