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Vanguard Russell 1000 Growth Index Fund ETF Shares(VONG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VONG
09/18/2026: VONG (2-star) is currently NOT-A-BUY. Pass it for now.
VONG is a low-cost, passively managed ETF that provides broad exposure to U.S. large-cap growth stocks by tracking the Russell 1000 Growth Index. Its primary strengths lie in its extremely low expense ratio, high liquidity, and the reliability associated with the Vanguard brand. It serves as a core growth component in a diversified portfolio, though investors should be mindful of its concentration in the technology sector and its sensitivity to interest rate fluctuations. The fund is ideal for long-term investors who prioritize growth and cost-efficiency and are prepared to weather periodic market volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund is specifically designed to capture the performance of companies with high growth potential. |
| Momentum investor | Strong fit while signal remains positive | The index rebalancing naturally captures momentum in high-performing growth stocks. |
| Value investor | Weak fit | This fund prioritizes high-growth stocks, which often trade at higher valuation multiples than value stocks. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation rather than dividend income generation. |
| Low-risk investor | Weak fit | The concentrated nature of growth stocks increases volatility compared to a total market index. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who can tolerate volatility and have a long time horizon.
Suitability
Best suited for passive, long-term investors looking to anchor their portfolio with large-cap growth companies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are generally more susceptible to price swings based on economic news. |
| Market risk | High | The fund is fully exposed to equity market downturns affecting the U.S. large-cap space. |
| Concentration | Medium / high | Heavy weighting in technology can lead to sector-specific performance risks. |
| Tracking/expense | Low | Vanguard's efficient index tracking keeps management costs minimal. |
| Liquidity | Low | High trading volumes allow for efficient execution. |
| Business/sector quality | Medium | Reliance on a single index methodology limits active sector selection. |
Risk Analysis
Volatility
VONG exhibits higher-than-market volatility, typical of growth-focused portfolios that rely on tech-heavy valuations.
Market Risk
The fund is subject to systematic risk; if the U.S. large-cap market corrects, VONG will likely decline in lockstep.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Technology | Information Technology Equities | 48 | Provides high exposure to the tech sector, which serves as the primary engine for growth in this index. |
| Consumer Discretionary | Consumer Discretionary Equities | 18 | Captures growth potential from large-cap retail, e-commerce, and services companies. |
| Communication Services | Communication Services Equities | 13 | Includes major media and internet service providers driving digital growth. |
| Health Care | Health Care Equities | 11 | Offers exposure to innovative pharmaceutical and biotechnology growth leaders. |
| Other | Industrials, Financials, and Others | 10 | Diversifies the growth portfolio across remaining sectors in the Russell 1000 Growth index. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 51.93% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 18, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $45.24B |
| Issuer | Vanguard |
| Expense Ratio | 0.08% |
| Distribution Yield | 0.46% |
| Inception | Sep 20, 2010 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.30% |
| 1 Year | +4.61% |
| 3 Year | +21.12% |
| 5 Year | +11.53% |
| 10 Year | +17.75% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.42% |
| 3Y Volatility | 16.82% |
| 3Y Sharpe Ratio | 0.95 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 62.03% |
| Large Cap | 25.08% |
| Mid Cap | 10.94% |
| Small Cap | 1.71% |
| Micro Cap | 0.02% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 55.43% |
| Communication Services | 15.83% |
| Consumer Cyclicals | 8.06% |
| Industrials | 7.67% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 22.88x |
| Portfolio P/B | 9.21x |
| Portfolio P/S | 5.52x |
| Holdings Turnover | 14.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 14.55% |
| Apple | 7.52% |
| Alphabet Class A | 6.45% |
| Broadcom | 5.63% |
| Microsoft | 5.36% |
Upturn AI Summary
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.
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