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Upturn AI SWOT - About
Vanguard Total World Stock Index Fund ETF Shares (VT)
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Upturn Advisory Summary
04/01/2025: VT (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.41% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1944832 | Beta 1.02 | 52 Weeks Range 102.63 - 123.58 | Updated Date 04/2/2025 |
52 Weeks Range 102.63 - 123.58 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Total World Stock Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Total World Stock Index Fund ETF Shares (VT) seeks to track the performance of the FTSE Global All Cap Index, offering broad exposure to both U.S. and international stocks, encompassing developed and emerging markets. It provides diversified exposure to the global equity market, suitable for long-term investors seeking comprehensive market coverage.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost investment products and strong track record of fund management.
Management Expertise
Vanguard has extensive experience in managing index funds and ETFs, with a seasoned team dedicated to replicating the target index effectively.
Investment Objective
Goal
To track the investment performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets.
Investment Approach and Strategy
Strategy: VT employs a passive management strategy, aiming to replicate the FTSE Global All Cap Index by investing in a broadly diversified portfolio of stocks.
Composition The ETF primarily holds stocks from both developed and emerging markets, spanning various sectors and market capitalizations.
Market Position
Market Share: VT holds a significant market share within the global equity ETF category.
Total Net Assets (AUM): 47580000000
Competitors
Key Competitors
- iShares MSCI ACWI ETF (ACWI)
- SPDR Portfolio Total Stock Market ETF (SPTM)
Competitive Landscape
The global equity ETF market is dominated by a few major players. VT's advantage lies in its ultra-low cost and broad diversification. Competitors like ACWI offer similar global exposure but may have slightly different index methodologies or expense ratios. SPTM focuses on total US market coverage.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Returns are reflective of global equity market performance.
Benchmark Comparison: VT's performance closely tracks the FTSE Global All Cap Index, demonstrating effective replication.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
VT exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
VT typically has a tight bid-ask spread, indicative of its high liquidity.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, and geopolitical events influence VT's performance.
Growth Trajectory
VT's growth is tied to the overall global stock market performance and increasing investor adoption of low-cost, diversified investment solutions. It is subject to changes in the underlying index and adjustments based on market capitalization.
Moat and Competitive Advantages
Competitive Edge
VT's primary competitive advantage is its exceptionally low expense ratio, making it one of the most cost-effective ways to gain broad global equity exposure. This low cost, combined with Vanguard's strong reputation and massive scale, makes it difficult for competitors to undercut its value proposition. Its diversification also mitigates risk across various markets and sectors, appealing to investors seeking stable, long-term growth. The ETF is a simple way to own the world.
Risk Analysis
Volatility
VT's volatility is reflective of the overall global stock market, with fluctuations depending on market conditions.
Market Risk
VT is subject to market risk, including potential losses due to economic downturns, geopolitical events, and sector-specific risks within the global equity market.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking broad global equity exposure at a low cost. It is suited for investors looking to diversify their portfolio with a single ETF.
Market Risk
VT is best for long-term investors and passive index followers seeking diversified exposure to global equity markets.
Summary
Vanguard Total World Stock Index Fund ETF Shares (VT) offers investors a cost-effective and highly diversified way to invest in the global equity market. Tracking the FTSE Global All Cap Index, VT provides exposure to both developed and emerging market stocks, encompassing a wide range of sectors and market capitalizations. Its ultra-low expense ratio and Vanguard's strong reputation make it a compelling choice for long-term investors seeking passive exposure to the global economy. While subject to market risks inherent in equity investments, VT's broad diversification helps to mitigate those risks. It's a core holding for a globally diversified portfolio.
Similar Companies
ACWI
iShares MSCI ACWI ETF
ACWI
iShares MSCI ACWI ETF
SPTM
SPDR® Portfolio S&P 1500 Composite Stock Market ETF
SPTM
SPDR® Portfolio S&P 1500 Composite Stock Market ETF
VXUS
Vanguard Total International Stock Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- FTSE Russell Index data
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Market conditions can change rapidly and past performance is not indicative of future results.
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 Total World Stock Index Fund ETF Shares
Exchange NYSE ARCA | 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 FTSE Global All Cap Index. The advisor attempts to sample the target index by investing all, or substantially all, of its assets in common stocks in the index and by holding a representative sample of securities that resembles the full index in terms of key risk factors and other characteristics.
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