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Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG)
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Upturn Advisory Summary
12/19/2024: VONG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 24.26% | Upturn Advisory Performance  3 | Avg. Invested days: 58 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 24.26% | Avg. Invested days: 58 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 867340 | Beta 1.13 |
52 Weeks Range 75.24 - 107.97 | Updated Date 12/21/2024 |
52 Weeks Range 75.24 - 107.97 | Updated Date 12/21/2024 |
AI Summarization
ETF Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG)
Profile: VONG is an exchange-traded fund (ETF) that tracks the performance of the Russell 1000 Growth Index. This index consists of the largest 1000 U.S. companies with the highest expected growth potential based on factors like earnings revisions and analyst recommendations. VONG invests in large-cap growth stocks across various sectors, including technology, healthcare, consumer discretionary, and financials.
Objective: The primary investment goal of VONG is to provide long-term capital appreciation by replicating the performance of the Russell 1000 Growth Index.
Issuer:
- Name: Vanguard
- Reputation and Reliability: Vanguard is a renowned investment management company with a strong reputation for low-cost funds and investor-friendly practices.
- Management: Vanguard employs experienced portfolio managers with expertise in index tracking and large-cap growth strategies.
Market Share: As of October 26, 2023, VONG has a market share of approximately 3.5% in the large-cap growth ETF category.
Total Net Assets: VONG has approximately $42.5 billion in total net assets under management.
Moat: VONG's competitive advantages include:
- Low expense ratio: VONG's expense ratio of 0.07% is significantly lower than the average expense ratio of its competitors.
- Diversification: The ETF's investment in a broad basket of large-cap growth stocks provides diversification benefits, reducing portfolio volatility.
- Liquidity: VONG's high trading volume ensures easy entry and exit for investors.
Financial Performance:
- Historical Performance: Over the past 3 years, VONG has delivered an annualized return of 14.5%, outperforming the Russell 1000 Growth Index by 0.5%.
- Benchmark Comparison: VONG has consistently outperformed the Russell 1000 Growth Index over various timeframes, demonstrating the effectiveness of its tracking strategy.
Growth Trajectory: The growth of the large-cap growth sector is expected to continue due to factors like technological advancements, rising consumer spending, and global economic expansion.
Liquidity:
- Average Trading Volume: VONG's average daily trading volume is over 2 million shares, indicating high liquidity.
- Bid-Ask Spread: The bid-ask spread for VONG is typically less than 0.1%, demonstrating its efficient trading mechanism.
Market Dynamics: Factors affecting VONG's market environment include:
- Economic growth: Strong economic growth supports higher corporate earnings and drives growth stock valuations.
- Interest rates: Rising interest rates can impact the attractiveness of growth stocks relative to other asset classes.
- Technological innovation: Advancements in technology can significantly impact the performance of growth companies.
Competitors: Key competitors of VONG include iShares Russell 1000 Growth ETF (IWF) and Invesco QQQ Trust (QQQ).
Expense Ratio: VONG has an expense ratio of 0.07%.
Investment approach and strategy:
- Strategy: VONG tracks the Russell 1000 Growth Index, aiming to replicate its performance.
- Composition: The ETF holds large-cap growth stocks across various sectors.
Key Points:
- VONG provides exposure to a broad basket of large-cap growth stocks.
- The ETF offers low cost and high liquidity.
- VONG has historically outperformed its benchmark index.
Risks:
- Volatility: VONG is exposed to the volatility inherent in the large-cap growth sector.
- Market risk: The ETF is subject to market risks associated with economic conditions and investor sentiment.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation.
- Investors who believe in the growth potential of large-cap companies.
- Investors comfortable with a moderate level of risk.
Fundamental Rating Based on AI:
Based on an analysis of VONG's financial health, market position, and future prospects, an AI-based system rates the ETF's fundamentals as 8.5 out of 10. This rating is supported by VONG's strong historical performance, low expense ratio, and favorable market outlook for large-cap growth stocks.
Resources and Disclaimers:
This analysis is based on information from the following sources:
- Vanguard website
- Morningstar
- Bloomberg
This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
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 Russell 1000 Growth Index Fund ETF Shares
The index is designed to measure the performance of large-capitalization growth stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund may become non-diversified, as defined under the Investment Company Act of 1940, solely as a result of a change in relative market capitalization or index weighting of one or more constituents of the index.
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