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Upturn AI SWOT - About
Vanguard Russell 3000 Index Fund ETF Shares (VTHR)
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Upturn Advisory Summary
04/01/2025: VTHR (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 -1.35% | Avg. Invested days 47 | 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) 42414 | Beta 1.02 | 52 Weeks Range 216.63 - 271.22 | Updated Date 04/2/2025 |
52 Weeks Range 216.63 - 271.22 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Russell 3000 Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 3000 Index Fund ETF Shares (VTHR) seeks to track the investment results of the Russell 3000 Index, a broadly diversified index representative of the U.S. equity market. It provides exposure to U.S. stocks of all sizes, offering a comprehensive view of the market. The fund employs a full replication strategy, meaning it invests in all stocks in the index in proportion to their weighting. This strategy aims to mirror the index's performance closely.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost index funds and a commitment to serving investors at cost.
Management Expertise
Vanguard has a long history of managing index funds with a team of experienced investment professionals dedicated to tracking index performance efficiently.
Investment Objective
Goal
To track the investment results of the Russell 3000 Index.
Investment Approach and Strategy
Strategy: Tracks the Russell 3000 Index.
Composition Primarily holds U.S. stocks across all market capitalizations.
Market Position
Market Share: VTHR has a significant market share among broad market ETFs, due to its comprehensive coverage and low cost.
Total Net Assets (AUM): 4897000000
Competitors
Key Competitors
- ITOT
- SCHB
- IVV
Competitive Landscape
The ETF industry for broad market U.S. equity exposure is highly competitive. VTHR benefits from Vanguard's low-cost leadership, making it attractive to cost-conscious investors. However, other ETFs like ITOT, SCHB and IVV also offer competitive expense ratios and may have greater liquidity or trading volume.
Financial Performance
Historical Performance: Historical performance mirrors the Russell 3000 Index (which includes 3000 of the largest public U.S. companies). Historical performance data not available.
Benchmark Comparison: VTHR's performance should closely track the Russell 3000 Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume of VTHR is reasonably liquid, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread for VTHR is generally tight, reflecting its liquidity and efficient trading.
Market Dynamics
Market Environment Factors
VTHR's performance is affected by overall economic conditions, interest rate changes, and company-specific factors impacting the U.S. equity market.
Growth Trajectory
VTHR's growth trajectory mirrors the growth of the U.S. equity market, with potential for growth as U.S. companies expand and innovate.
Moat and Competitive Advantages
Competitive Edge
VTHR's primary competitive advantage is its low expense ratio, offered by Vanguard's unique at-cost structure. This attracts investors seeking broad market exposure at a very low cost. VTHR is also very well diversified in its approach. The ETF's success is tied to the index's continued success, but it gives investors a wide range of diversification.
Risk Analysis
Volatility
VTHR's volatility is comparable to the overall U.S. equity market.
Market Risk
VTHR is subject to market risk, including the potential for declines in the U.S. equity market due to economic downturns, geopolitical events, or other factors.
Investor Profile
Ideal Investor Profile
The ideal investor for VTHR is a long-term investor seeking broad exposure to the U.S. equity market with a low-cost investment vehicle.
Market Risk
VTHR is best for long-term investors and passive index followers.
Summary
VTHR is a low-cost ETF that tracks the Russell 3000 Index, providing broad exposure to the U.S. equity market. It is suitable for long-term investors seeking diversified exposure and those who follow passive index investing strategies. The ETF's low expense ratio and Vanguard's reputation make it an attractive option. VTHR's performance closely mirrors the Russell 3000, with its primary risk related to downturns in the US equity market. It offers exposure to thousands of stocks spanning many industries.
Similar Companies
ITOT
iShares Core S&P Total U.S. Stock Market ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SCHB
Schwab U.S. Broad Market ETF
SCHB
Schwab U.S. Broad Market ETF
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial 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 3000 Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The advisor employs an indexing investment approach designed to track the performance of the Russell 3000® Index, which represents approximately 98% of the U.S. equity market and comprises the 3,000 largest companies 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 is non-diversified.
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