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Upturn AI SWOT - About
Vanguard Long-Term Treasury Index Fund ETF Shares (VGLT)
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Upturn Advisory Summary
03/27/2025: VGLT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -8.94% | Avg. Invested days 37 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 2200898 | Beta 2.05 | 52 Weeks Range 52.69 - 61.85 | Updated Date 04/2/2025 |
52 Weeks Range 52.69 - 61.85 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Long-Term Treasury Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Long-Term Treasury Index Fund ETF Shares (VGLT) seeks to track the investment results of the Bloomberg U.S. Long Treasury Index, which measures the performance of publicly issued U.S. Treasury securities that have a remaining maturity of greater than 10 years. It primarily invests in long-term U.S. Treasury bonds, offering exposure to a specific segment of the fixed-income market.
Reputation and Reliability
Vanguard is a well-respected and highly reliable issuer, known for its low-cost index funds and ETFs.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a proven track record of delivering consistent performance.
Investment Objective
Goal
To track the investment results of the Bloomberg U.S. Long Treasury Index.
Investment Approach and Strategy
Strategy: VGLT aims to passively track the performance of the Bloomberg U.S. Long Treasury Index by holding a portfolio of U.S. Treasury securities.
Composition The ETF holds primarily long-term U.S. Treasury bonds with maturities greater than 10 years.
Market Position
Market Share: VGLT holds a significant market share within the long-term treasury ETF segment.
Total Net Assets (AUM): 4740000000
Competitors
Key Competitors
- TLT
- EDV
- UST
Competitive Landscape
The long-term Treasury ETF market is dominated by a few large players. VGLT benefits from Vanguard's low-cost structure and strong brand recognition. Competitors like TLT may offer slightly different exposure or trading volume advantages, while EDV focuses on zero coupon bonds.
Financial Performance
Historical Performance: Historical performance varies with interest rate movements; lower rates typically boost returns. Data should be pulled from YTD, 1yr, 3yr, 5yr, and 10yr periods to see performance. This is dependent on the state of the market and interest rates during that period.
Benchmark Comparison: VGLT's performance is expected to closely track the Bloomberg U.S. Long Treasury Index. Differences may arise due to tracking error and fund expenses.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VGLT exhibits good liquidity, generally characterized by a reasonably high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting VGLT's good liquidity.
Market Dynamics
Market Environment Factors
VGLT is influenced by interest rate expectations, inflation, economic growth, and Federal Reserve policy.
Growth Trajectory
Growth is linked to investor demand for safe-haven assets and the attractiveness of long-term Treasury yields. Changes in strategy or holdings are infrequent as this is passively managed.
Moat and Competitive Advantages
Competitive Edge
VGLT's competitive edge stems from Vanguard's reputation for low-cost investing and efficient index tracking. Its low expense ratio provides a cost advantage over competitors. The ETF offers broad exposure to the long-term Treasury market. This provides investors with a liquid and transparent way to gain exposure to U.S. government debt. VGLT's brand recognition and simple investment strategy are also strengths.
Risk Analysis
Volatility
VGLT can exhibit significant volatility due to its exposure to long-term interest rate movements.
Market Risk
The primary market risk is interest rate risk; rising interest rates can negatively impact bond prices and the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor for VGLT is a risk-averse investor seeking to diversify a portfolio with high-quality, long-term U.S. Treasury bonds.
Market Risk
VGLT is best suited for long-term investors or passive index followers seeking exposure to the long-term U.S. Treasury market. Can also be used for interest rate hedging purposes.
Summary
Vanguard Long-Term Treasury Index Fund ETF Shares (VGLT) offers a low-cost way to gain exposure to long-term U.S. Treasury bonds. It tracks the Bloomberg U.S. Long Treasury Index and is suitable for risk-averse investors seeking diversification. The ETF is subject to interest rate risk, but benefits from Vanguard's strong reputation and low expense ratio. VGLT is a useful tool for portfolio diversification and hedging interest rate risk.
Similar Companies
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
SHY
iShares 1-3 Year Treasury Bond ETF
SHY
iShares 1-3 Year Treasury Bond ETF
TLT
iShares 20+ Year Treasury Bond ETF
TLT
iShares 20+ Year Treasury Bond ETF
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Bloomberg
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Long-Term Treasury Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the Bloomberg U.S. Long Treasury Index. This index includes fixed income securities issued by the U.S. Treasury (not including inflation-protected bonds, floating rate securities and certain other security types), with maturities greater than 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.
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