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Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT)VOT
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Upturn Advisory Summary
09/18/2024: VOT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.77% | Upturn Advisory Performance  3 | Avg. Invested days: 41 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.77% | Avg. Invested days: 41 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 208365 | Beta 1.14 |
52 Weeks Range 178.35 - 240.04 | Updated Date 09/19/2024 |
52 Weeks Range 178.35 - 240.04 | Updated Date 09/19/2024 |
AI Summarization
ETF Vanguard Mid-Cap Growth Index Fund ETF Shares (VUG) Overview:
Profile: VUG is an exchange-traded fund (ETF) that seeks to track the performance of the CRSP US Mid Cap Growth Index. It primarily invests in common stocks of mid-sized U.S. companies with high growth potential. The fund uses a passive management approach, replicating the holdings of the underlying index.
Objective: VUG aims to provide long-term capital appreciation by investing in mid-cap growth companies.
Issuer: VUG is issued by Vanguard, one of the largest and most reputable asset management firms globally. Vanguard is known for its low-cost index funds and strong track record.
Market Share: VUG is the second-largest mid-cap growth ETF, with a market share of around 15%.
Total Net Assets: Currently, VUG has assets under management worth approximately $87 billion.
Moat: VUG's competitive advantages include its low expense ratio, diverse portfolio, and access to Vanguard's vast resources and expertise.
Financial Performance: Historically, VUG has delivered strong returns, outperforming the S&P 500 Index over the past 5 and 10 years. However, it is important to remember that past performance is not indicative of future results.
Growth Trajectory: The mid-cap growth segment is expected to experience continued growth potential, driven by technological innovation and economic expansion.
Liquidity: VUG is a highly liquid ETF with an average daily trading volume exceeding 10 million shares. The bid-ask spread is typically tight, indicating low trading costs.
Market Dynamics: Factors like economic growth, interest rates, and technological advancements can impact VUG's performance.
Competitors: Key competitors include iShares S&P Mid-Cap 400 Growth Index ETF (IJK) and Invesco S&P MidCap 400 Growth ETF (IYG).
Expense Ratio: VUG has a low expense ratio of 0.04%, making it one of the most affordable mid-cap growth ETFs available.
Investment Approach and Strategy: VUG passively tracks the CRSP US Mid Cap Growth Index, investing in a diversified portfolio of mid-cap growth stocks across various sectors.
Key Points:
- Provides exposure to high-growth mid-cap companies
- Low expense ratio
- Diversified portfolio
- Strong historical performance
- High liquidity
Risks:
- Market fluctuations can lead to price volatility
- Mid-cap growth stocks are generally considered more volatile than large-cap stocks
- Sector-specific risks
Who Should Consider Investing: VUG is suitable for investors seeking long-term capital appreciation through exposure to mid-cap growth companies and are comfortable with moderate risk levels.
Fundamental Rating Based on AI: 8/10
VUG receives a high AI-based rating due to its strong historical performance, low expense ratio, diversified portfolio, and access to Vanguard's resources and expertise. However, investors should consider their individual risk tolerance and investment goals before making any investment decisions.
Resources and Disclaimers:
- Vanguard Website: https://investor.vanguard.com/etf/profile/VUG
- Morningstar: https://www.morningstar.com/etfs/arcx/vug/quote
- Disclaimer: This information is for informational purposes only and should not be considered investment advice. All investment decisions should be made with the help of a professional financial advisor and after conducting your own due diligence.
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 Mid-Cap Growth Index Fund ETF Shares
The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. 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.
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