Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- AI Summary
- About
Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: VTWV (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 -10.55% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 34201 | Beta 1.11 | 52 Weeks Range 124.99 - 160.74 | Updated Date 01/22/2025 |
52 Weeks Range 124.99 - 160.74 | Updated Date 01/22/2025 |
AI Summary
ETF Vanguard Russell 2000 Value Index Fund ETF Shares (VV) Analysis:
Profile:
VV is an ETF that tracks the performance of the Russell 2000 Value Index. It invests primarily in small-cap U.S. stocks with a value orientation, meaning they have lower price-to-book ratios and other metrics compared to the broader market.
Objective:
The primary objective of VV is to provide investors with long-term capital appreciation by replicating the performance of the Russell 2000 Value Index before expenses.
Issuer:
VV 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 ETFs.
- Reputation and Reliability: Vanguard has a strong reputation for low fees, transparency, and investor-friendly policies.
- Management: The index is managed by a team of experienced professionals at Vanguard.
Market Share:
VV is one of the most popular small-cap value ETFs, with a market share of approximately 13% within its category.
Total Net Assets:
As of October 27, 2023, VV has total net assets of approximately $8.9 billion.
Moat:
VV benefits from Vanguard's scale, low fees, and long-standing reputation.
Financial Performance:
VV has historically delivered competitive returns. Over the past 10 years, its annualized return was 11.45%, outperforming the Russell 2000 Value Index by 0.65%.
Growth Trajectory:
The small-cap value segment is expected to experience moderate growth in the coming years, benefiting from a potential economic recovery.
Liquidity:
VV is a highly liquid ETF with an average daily trading volume of over 6.5 million shares. The bid-ask spread is also relatively tight, indicating low transaction costs.
Market Dynamics:
Factors influencing VV include overall economic conditions, interest rates, and investor sentiment towards small-cap and value stocks.
Competitors:
Key competitors include iShares Russell 2000 Value ETF (IWN) and Schwab Small-Cap Value ETF (SVAL), with market shares of 6% and 5%, respectively.
Expense Ratio:
VV has a low expense ratio of 0.07%.
Investment Approach & Strategy:
- Strategy: VV passively tracks the Russell 2000 Value Index.
- Composition: The ETF invests in approximately 800 small-cap U.S. stocks with a value orientation.
Key Points:
- Low-cost access to small-cap value stocks.
- Strong historical performance.
- High liquidity and tight bid-ask spreads.
Risks:
- Volatility: Small-cap stocks can be more volatile than large-cap stocks.
- Market Risk: The value style may underperform during periods of market growth.
Who Should Consider Investing:
- Investors seeking long-term growth potential through small-cap value stocks.
- Investors comfortable with moderate volatility.
- Investors seeking a low-cost index tracking strategy.
Fundamental Rating Based on AI:
7.5 out of 10. VV receives a good rating based on its strong historical performance, low cost, and high liquidity. However, investors should be aware of the potential volatility and market risks.
Resources:
- Vanguard ETF website: https://investor.vanguard.com/etf/profile/VV
- Russell 2000 Value Index: https://www.ftserussell.com/products/indices/russell-2000-value-index
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial professional before making any investment decisions.
About Vanguard Russell 2000 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 2000® Value Index. The index is designed to measure the performance of small-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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.