ETF look-through · holdings retrieved 1 Nov 2026
What's inside VUAA?
Vanguard S&P 500 UCITS ETF (USD) Accumulating · tracks the S&P 500 · ISIN IE00BFMXXD54
VUAA's top 10 holdings make up 39.1% of the fund. All 9 companies (share classes merged) behind them are AI-linked, so at least 39.1% of VUAA is AI exposure, led by NVIDIA (8.4%), Apple (7.4%), Microsoft (5.8%). Technology is 40.5% of the fund, against 32.5% in the MSCI World.
Irish-domiciled UCITS ETF, accumulating; the S&P 500 for European investors. Same index, same companies as VOO.
- ≥39.1%AI exposure (lower bound)
- 39.1%in the top 10 holdings
- 40.5%Technology (MSCI World: 32.5%)
VUAA top 10 holdings
Share of the fund, by company. Colour shows the AI layer; striped bars are not on the AI list.
- NVIDIAChips · core8.4%
- AppleOther AI-linked · linked7.4%
- MicrosoftSoftware & platforms · core5.8%
- AlphabetSoftware & platforms · core5.5%
- Amazon.comOther AI-linked · core3.7%
- BroadcomChips · linked2.5%
- Meta PlatformsSoftware & platforms · core2.4%
- Micron TechnologyChips · core1.8%
- TeslaOther AI-linked · linked1.5%
How much of VUAA is AI: at least 39.1%
AI exposure by layer, as a share of the whole fund.
- Chips12.8%
- Software & platforms13.7%
- Other AI-linked12.6%
Only the top 10 holdings are counted, so the real figure is higher, never lower. Core = in 2+ AI index families, linked = in 1.
VUAA sector weights vs the MSCI World
Whole fund, not just the top 10.
- Technology40.5%
- Financial Services11.2%
- Communication Services9.9%
- Healthcare9.3%
- Consumer Cyclical8.7%
- Industrials7.5%
- 5 others12.9%
Source: fund holdings and sector data via Yahoo Finance, retrieved 1 Nov 2026. Funds report holdings with a delay, so weights can lag by a few weeks. Same engine as our AI exposure checker and portfolio reports. See the methodology.
VUAA FAQ
What are the top holdings of VUAA?
In the holdings we retrieved on 1 Nov 2026, VUAA's largest positions are NVIDIA (8.4%), Apple (7.4%), Microsoft (5.8%). Its top 10 holdings add up to 39.1% of the fund.
How much of VUAA is AI?
At least 39.1%. All 9 companies (share classes merged) in VUAA's top 10 are AI-linked. This is a lower bound: only the top 10 holdings are counted, so AI companies further down the fund add to it.
Which companies count as AI here?
A company counts when it is a top holding of AI-themed ETFs (semiconductor, AI, generative-AI and robotics funds). Core means it appears in two or more of those index families, linked means one. Each company's layer (chips, software, robotics, other) comes from its industry.
Is VUAA the same as VOO?
Both track the S&P 500, so they hold the same companies. VUAA is the Irish-domiciled UCITS ETF, accumulating, VOO the US-listed ETF.