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Upturn AI SWOT - About
Vanguard Russell 1000 Index Fund ETF Shares (VONE)

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Upturn Advisory Summary
10/29/2025: VONE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 49.99% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 218.12 - 280.17 | Updated Date 06/30/2025 |
52 Weeks Range 218.12 - 280.17 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 1000 Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 1000 Index Fund ETF Shares (VONE) seeks to track the investment results of the Russell 1000 Index, a broadly diversified index predominantly composed of large-cap US equities, offering exposure to the largest 1000 companies in the US equity market.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost, passively managed funds and strong track record in the ETF market.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a well-established and highly skilled management team.
Investment Objective
Goal
To track the performance of the Russell 1000 Index.
Investment Approach and Strategy
Strategy: VONE employs a passive management strategy, aiming to replicate the returns of the Russell 1000 Index by holding all or a representative sample of the index's constituent stocks.
Composition The ETF primarily holds stocks of large-cap US companies, reflecting the composition of the Russell 1000 Index. It provides diversified exposure across various sectors.
Market Position
Market Share: VONE has a significant market share within the large-cap blend ETF category.
Total Net Assets (AUM): 6581702744
Competitors
Key Competitors
- iShares Russell 1000 ETF (IWB)
- Schwab US Large-Cap ETF (SCHX)
- SPDR Portfolio Large Cap ETF (SPLG)
Competitive Landscape
The large-cap ETF market is highly competitive, with numerous funds offering similar exposure. VONE's advantage lies in Vanguard's low expense ratio, providing a cost-effective way to access the Russell 1000 Index. Competitors like IWB have larger AUMs and different expense ratios, influencing investor choice.
Financial Performance
Historical Performance: Historical performance data is readily available from Vanguard and various financial data providers, showing generally strong performance in line with the Russell 1000 Index.
Benchmark Comparison: VONE's performance closely tracks the Russell 1000 Index, indicating effective replication of the benchmark.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
VONE generally exhibits high liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for VONE is typically narrow, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
VONE is influenced by broad economic conditions, interest rates, and investor sentiment towards large-cap US equities.
Growth Trajectory
VONE's growth trajectory is tied to the performance of the US large-cap market, with adjustments to holdings based on changes in the Russell 1000 Index.
Moat and Competitive Advantages
Competitive Edge
VONE's competitive edge stems from Vanguard's reputation for low-cost investing, efficient index tracking, and a trusted brand name. This resonates with cost-conscious investors seeking broad market exposure. The fund's large AUM and high liquidity further enhance its appeal. VONE provides investors with a simple and affordable way to gain access to the largest 1000 companies in the US equity market.
Risk Analysis
Volatility
VONE's volatility is consistent with that of the Russell 1000 Index and the broader large-cap market.
Market Risk
VONE is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment.
Investor Profile
Ideal Investor Profile
VONE is suitable for investors seeking broad exposure to the US large-cap market with a low-cost index tracking approach.
Market Risk
VONE is well-suited for long-term investors and passive index followers seeking diversified equity exposure.
Summary
The Vanguard Russell 1000 Index Fund ETF Shares (VONE) is a low-cost ETF offering exposure to the Russell 1000 Index, tracking the performance of approximately 1000 of the largest U.S. companies. VONE's passively managed investment approach and low expense ratio make it attractive to investors seeking broad diversification at a competitive price. The fund benefits from Vanguard's strong reputation and expertise in managing index funds. VONE provides a simple and efficient way to participate in the returns of the US large-cap equity market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard official website
- Morningstar
- Yahoo Finance
- ETFdb.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. Investment decisions should be made 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 1000 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 1000® Index. The index is designed to measure the performance of large-capitalization 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. The fund is non-diversified.

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.
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