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Upturn AI SWOT - About
Vanguard Mid-Cap Index Fund ETF Shares (VO)
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Upturn Advisory Summary
10/30/2025: VO (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 23.38% | Avg. Invested days 70 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 223.65 - 283.17 | Updated Date 06/29/2025 |
52 Weeks Range 223.65 - 283.17 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Mid-Cap Index Fund ETF Shares
ETF Overview
Overview
Vanguard Mid-Cap Index Fund ETF Shares (VO) seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. It offers diversified exposure to the U.S. mid-cap market, employing a passively managed, full-replication approach.
Reputation and Reliability
Vanguard is a well-established and reputable investment management company known for its low-cost index funds and ETFs.
Management Expertise
Vanguard has a highly experienced management team specializing in passive investment strategies and index tracking.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.
Investment Approach and Strategy
Strategy: The ETF employs a passively managed, full-replication index tracking strategy, aiming to replicate the performance of the CRSP US Mid Cap Index.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies, representing a diversified portfolio across various sectors.
Market Position
Market Share: VO has a significant market share within the mid-cap ETF segment.
Total Net Assets (AUM): 53500000000
Competitors
Key Competitors
- IVOO
- IJH
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, with several providers offering similar index-tracking products. VO benefits from Vanguard's low-cost leadership and brand recognition, offering a strong competitive edge. However, other ETFs may have slightly different index methodologies or sector weightings, which could appeal to specific investors.
Financial Performance
Historical Performance: VO's historical performance closely mirrors that of the CRSP US Mid Cap Index, demonstrating effective index tracking.
Benchmark Comparison: The ETF's performance closely aligns with the CRSP US Mid Cap Index, reflecting its investment objective.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VO exhibits high liquidity, reflected in its substantial average daily trading volume.
Bid-Ask Spread
VO typically has a tight bid-ask spread, minimizing trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward mid-cap stocks can affect VO's performance.
Growth Trajectory
VO's growth is tied to the overall performance of the mid-cap market segment, reflecting economic conditions and investor preferences.
Moat and Competitive Advantages
Competitive Edge
VO's competitive advantages stem from Vanguard's established reputation, ultra-low expense ratio, and efficient index-tracking methodology. Vanguard's scale allows it to offer a cost advantage that is difficult for competitors to match, appealing to cost-conscious investors. Furthermore, VO's substantial AUM enhances its liquidity and reduces tracking error. The combination of low cost and effective tracking makes VO a compelling option for investors seeking mid-cap exposure.
Risk Analysis
Volatility
VO's volatility is commensurate with the mid-cap equity market, which is generally more volatile than large-cap stocks but less volatile than small-cap stocks.
Market Risk
VO is subject to market risk, including fluctuations in stock prices and economic downturns, which can impact the ETF's value.
Investor Profile
Ideal Investor Profile
VO is suitable for investors seeking diversified exposure to the U.S. mid-cap market as part of a long-term investment strategy.
Market Risk
VO is best suited for long-term investors and passive index followers who prioritize low costs and broad market exposure.
Summary
Vanguard Mid-Cap Index Fund ETF Shares (VO) offers low-cost, diversified exposure to the U.S. mid-cap market. It is passively managed to track the CRSP US Mid Cap Index, providing efficient index tracking and low expense ratios. The fund is suitable for long-term investors seeking broad market exposure and passive management. VO benefits from Vanguard's strong reputation and scale, making it a compelling option for mid-cap investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard
- Yahoo Finance
- 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 after consulting 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 Mid-Cap 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 CRSP US Mid Cap Index, a broadly diversified index of 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.
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.