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Upturn AI SWOT - About
Vanguard Mid-Cap Value Index Fund ETF Shares (VOE)
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Upturn Advisory Summary
07/30/2025: VOE (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 13.28% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 139.38 - 174.61 | Updated Date 06/29/2025 |
52 Weeks Range 139.38 - 174.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Mid-Cap Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Mid-Cap Value Index Fund ETF Shares (VOE) seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization value stocks. It focuses on U.S. equities and employs a passive investment strategy to replicate the index's holdings, offering investors broad exposure to the mid-cap value segment.
Reputation and Reliability
Vanguard is highly reputable and reliable, known for its low-cost investment options and investor-focused approach.
Management Expertise
Vanguard has extensive experience managing index funds and ETFs, with a well-established and experienced management team.
Investment Objective
Goal
To track the investment return of an index composed of mid-capitalization U.S. value stocks.
Investment Approach and Strategy
Strategy: The ETF tracks the CRSP US Mid Cap Value Index using a passive management strategy, aiming to replicate the index's composition and performance.
Composition The ETF primarily holds stocks of mid-sized U.S. companies that exhibit value characteristics.
Market Position
Market Share: VOE holds a significant market share within the mid-cap value ETF segment.
Total Net Assets (AUM): 16000000000
Competitors
Key Competitors
- IJS
- RFV
- AVMV
Competitive Landscape
The mid-cap value ETF market is competitive, with several funds offering similar exposure. VOE benefits from Vanguard's low-cost structure and brand recognition, while competitors might offer different weighting methodologies or factor tilts. Vanguard's low expense ratio gives it an advantage. Some competitors may focus on specific value factors more aggressively, which could lead to outperformance or underperformance relative to VOE depending on market conditions.
Financial Performance
Historical Performance: Historical performance can be found on the Vanguard website and other financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the CRSP US Mid Cap Value Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF exhibits strong liquidity with a high average daily trading volume.
Bid-Ask Spread
The ETF generally has a narrow bid-ask spread, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and sector-specific performance influence VOE's performance. The value factor's relative performance compared to growth stocks also plays a role.
Growth Trajectory
VOE's growth depends on the overall performance of mid-cap value stocks and investor demand for value-oriented investments. Changes to the underlying index methodology could also impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
VOE benefits from Vanguard's reputation for low-cost investing, which attracts cost-conscious investors. Its passive management approach ensures close tracking of the CRSP US Mid Cap Value Index. Vanguard's scale allows it to offer the ETF at a very competitive expense ratio, making it an attractive option for investors seeking broad exposure to mid-cap value stocks. The fund's broad diversification across the mid-cap value space reduces concentration risk. The established brand of Vanguard provides further competitive advantage.
Risk Analysis
Volatility
VOE's volatility is generally in line with the broader mid-cap equity market, and is affected by both sector and economic trends.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and economic downturns. Specific risks include potential underperformance of value stocks relative to growth stocks.
Investor Profile
Ideal Investor Profile
VOE is suitable for long-term investors seeking exposure to mid-cap value stocks for diversification purposes. It is suitable for investors looking for a low-cost fund that tracks a broad market index.
Market Risk
The ETF is best for long-term investors and passive index followers who want to gain diversified exposure to the U.S. mid-cap value segment.
Summary
The Vanguard Mid-Cap Value Index Fund ETF Shares (VOE) offers investors low-cost exposure to a diversified portfolio of mid-cap value stocks. It tracks the CRSP US Mid Cap Value Index with a passive management strategy. VOE's low expense ratio and Vanguard's strong reputation make it an attractive option for long-term investors. However, VOE is subject to market risk and the potential underperformance of value stocks. Thus VOE is a good choice for investors looking for simple market exposure at a low cost.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Website
- CRSP Indexes
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 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 CRSP US Mid Cap Value Index, a broadly diversified index of value 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.