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VONV
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Vanguard Russell 1000 Value Index Fund ETF Shares (VONV)

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$86.14
Last Close (24-hour delay)
Profit since last BUY4.54%
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BUY since 39 days
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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

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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

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Vanguard Russell 1000 Value Index Fund ETF Shares

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Vanguard is a highly reputable and reliable issuer known for its low-cost investment products and investor-focused approach.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.