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Upturn AI SWOT - About
Vanguard Russell 1000 Value Index Fund ETF Shares (VONV)
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Upturn Advisory Summary
07/09/2025: VONV (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.
Analysis of Past Performance
Type ETF | Historic Profit 10.62% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 71.34 - 86.68 | Updated Date 06/30/2025 |
52 Weeks Range 71.34 - 86.68 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 1000 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) seeks to track the performance of the Russell 1000 Value Index, which measures the investment return of large- and mid-capitalization U.S. value stocks. The fund invests in a diversified portfolio of stocks characterized by lower price-to-book ratios and higher dividend yields relative to growth stocks. The strategy focuses on providing long-term capital appreciation through a passively managed investment approach.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost investment products and investor-focused approach.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a strong track record of tracking benchmark indices closely.
Investment Objective
Goal
To track the performance of the Russell 1000 Value Index.
Investment Approach and Strategy
Strategy: VONV aims to replicate the performance of the Russell 1000 Value Index through a passive investment approach.
Composition The ETF holds stocks of U.S. companies with value characteristics, primarily large- and mid-cap companies.
Market Position
Market Share: VONV holds a significant market share within the value ETF segment.
Total Net Assets (AUM): 19516000000
Competitors
Key Competitors
- IVV
- SPYV
- IWD
Competitive Landscape
The value ETF market is competitive, with several large players offering similar exposure to value stocks. VONV's advantage lies in Vanguard's low expense ratio. A disadvantage may be its specific index tracking, as other ETFs might have slightly different definitions of 'value'.
Financial Performance
Historical Performance: Historical performance data is not provided, needs live data or direct API access.
Benchmark Comparison: VONV's performance is designed to closely match that of the Russell 1000 Value Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
VONV exhibits high liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for VONV is typically tight, reflecting its high liquidity and trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and investor sentiment towards value stocks influence VONV's performance.
Growth Trajectory
VONV's growth trajectory depends on the overall performance of value stocks and investor demand for value-oriented investment strategies. Changes in holdings are minimal as the fund tracks an index.
Moat and Competitive Advantages
Competitive Edge
VONV's competitive advantage stems from Vanguard's low expense ratio, broad market exposure to U.S. value stocks, and the reputation of the Vanguard brand. The ETF offers a cost-effective way to access a diversified portfolio of value companies. Its passive management style ensures consistent tracking of the Russell 1000 Value Index. The low expense ratio is a key differentiator, making it attractive to cost-conscious investors.
Risk Analysis
Volatility
VONV's volatility is similar to that of the broader value stock market.
Market Risk
VONV is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic downturns, industry-specific factors, or company-specific events.
Investor Profile
Ideal Investor Profile
VONV is suitable for investors seeking long-term capital appreciation through exposure to U.S. value stocks.
Market Risk
VONV is best for long-term investors and passive index followers seeking diversified value stock exposure.
Summary
VONV is a low-cost ETF that tracks the Russell 1000 Value Index, providing exposure to U.S. large- and mid-cap value stocks. It offers a passive investment strategy ideal for long-term investors. Vanguard's strong reputation and low expense ratio make it an attractive option. VONV's performance closely mirrors the benchmark index, suitable for investors seeking broad value stock exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's website
- Russell 1000 Value Index Fact Sheet
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation 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 Russell 1000 Value Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the Russell 1000® Value Index. The index is designed to measure the performance of large-capitalization value 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.