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Upturn AI SWOT - About
Vanguard Mega Cap Value Index Fund ETF Shares (MGV)
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Upturn Advisory Summary
08/14/2025: MGV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 17.58% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.79 | 52 Weeks Range 112.25 - 132.52 | Updated Date 06/29/2025 |
52 Weeks Range 112.25 - 132.52 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Mega Cap Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Mega Cap Value Index Fund ETF Shares (VTV) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The fund invests in stocks of primarily large U.S. companies within the value style, focusing on companies that are considered undervalued relative to fundamentals such as earnings, book value, and cash flow. Its investment strategy is a passive management approach.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, passively managed investment products.
Management Expertise
Vanguard has extensive experience and expertise in managing index-tracking ETFs, with a strong track record of efficiently tracking target benchmarks.
Investment Objective
Goal
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks.
Investment Approach and Strategy
Strategy: The ETF tracks the CRSP US Large Cap Value Index, which represents the performance of the large-capitalization value segment of the U.S. equity market.
Composition The ETF primarily holds stocks of large-cap U.S. companies considered to be value stocks based on factors such as book-to-market ratio, earnings-to-price ratio, and dividend yield.
Market Position
Market Share: VTV holds a significant market share within the large-cap value ETF segment.
Total Net Assets (AUM): 51400000000
Competitors
Key Competitors
- IVV
- SPYV
- IWD
Competitive Landscape
The large-cap value ETF market is competitive, with several well-established funds. VTV benefits from Vanguard's reputation for low costs and efficient index tracking. Competitors such as IVV and SPYV may offer slightly different index methodologies or expense ratios, while IWD offers a broader index of value stocks across market caps.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers for accurate figures.
Benchmark Comparison: VTV's performance closely tracks the CRSP US Large Cap Value Index. Any deviations can be attributed to tracking error and expense ratio.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VTV exhibits high liquidity with a robust average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for VTV is generally tight, indicating low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and inflation can impact VTV's performance. Value stocks may outperform growth stocks during periods of rising interest rates or economic recovery.
Growth Trajectory
VTV's growth trajectory is primarily driven by investor demand for low-cost, passively managed value equity exposure. Any changes to the underlying index methodology or holdings will influence its future trajectory.
Moat and Competitive Advantages
Competitive Edge
VTV's competitive edge lies in Vanguard's strong brand reputation, low expense ratio, and efficient index tracking. The fund offers investors a cost-effective and transparent way to access the large-cap value segment of the U.S. equity market. Its scale and low fees provide a significant advantage over higher-cost competitors. VTV's adherence to a well-defined index strategy further enhances its appeal to passive investors.
Risk Analysis
Volatility
VTV's volatility is generally similar to that of the broader large-cap value market. Volatility may increase during periods of economic uncertainty or market downturns.
Market Risk
VTV is subject to market risk, meaning the value of its holdings can fluctuate based on overall market conditions, economic factors, and investor sentiment. Specific risks associated with value stocks include potential underperformance relative to growth stocks during certain market cycles.
Investor Profile
Ideal Investor Profile
VTV is suitable for long-term investors seeking diversified exposure to large-cap value stocks. It is well-suited for investors who prefer a passive investment approach and are comfortable with market fluctuations.
Market Risk
VTV is best suited for long-term investors and passive index followers who are seeking value exposure in their portfolio.
Summary
Vanguard Mega Cap Value Index Fund ETF Shares (VTV) offers low-cost access to large-cap U.S. value stocks, tracking the CRSP US Large Cap Value Index. Its strengths include Vanguard's reputable brand, low expense ratio, and high liquidity. VTV is suitable for long-term, passive investors seeking diversified value exposure. However, it's crucial to consider market risk and potential underperformance compared to growth stocks during certain periods.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- 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. Market share estimates are based on available data and may not be precise.
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 Mega Cap Value 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 index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-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.
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.