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Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG)

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Upturn Advisory Summary
12/04/2025: VONG (4-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 59.87% | Avg. Invested days 96 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 79.29 - 108.73 | Updated Date 06/30/2025 |
52 Weeks Range 79.29 - 108.73 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 1000 Growth Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) seeks to track the performance of the Russell 1000 Growth Index, which measures the investment return of large- and mid-capitalization growth stocks. It focuses on companies with high growth potential within the U.S. equity market. It offers diversified exposure to the growth segment of the Russell 1000 index.
Reputation and Reliability
Vanguard is one of the world's largest investment management companies, known for its low-cost, passively managed funds and strong reputation for reliability.
Management Expertise
Vanguard has a long history of successful index tracking and a large team of experienced investment professionals.
Investment Objective
Goal
To track the investment return of the Russell 1000 Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy designed to track the Russell 1000 Growth Index.
Composition The ETF holds stocks of U.S. companies with higher price-to-book ratios and higher forecasted growth values that are included in the Russell 1000 Index.
Market Position
Market Share: VONG holds a significant market share within the US growth ETF segment.
Total Net Assets (AUM): 15900000000
Competitors
Key Competitors
- IVW
- IWF
- SCHG
- MGK
Competitive Landscape
The growth ETF market is competitive with several established players. VONG's low expense ratio and Vanguard's reputation provide a strong advantage. Competitors offer variations in index tracking or sector weighting, offering investors diverse choices. Some competitors also have a more concentrated portfolio.
Financial Performance
Historical Performance: Historical performance data for VONG (annualized): 1-year: 31.7%, 3-year: 12.2%, 5-year: 17.4%, 10-year: 16.2%.
Benchmark Comparison: VONG's performance closely tracks the Russell 1000 Growth Index. Deviations are minimal and primarily due to the ETF's expense ratio and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VONG exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
VONG typically has a tight bid-ask spread, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and sector-specific performance influence VONG's performance. Tech sector dominance within the index also plays a key role.
Growth Trajectory
VONG's growth trajectory depends on the performance of the underlying growth stocks and the broader market sentiment. Changes to the index composition can also impact the ETF's holdings.
Moat and Competitive Advantages
Competitive Edge
VONG's competitive advantage stems from Vanguard's low-cost structure and broad market access. Its passive tracking of the Russell 1000 Growth Index ensures diversified exposure to the growth segment. Vanguardu2019s reputation for reliable index tracking also attracts investors. The low expense ratio provides a slight performance edge over some competitors.
Risk Analysis
Volatility
VONG's historical volatility is generally higher than the broader market due to its focus on growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
VONG is subject to market risk, including economic downturns, interest rate changes, and sector-specific risks impacting growth stocks. Concentration in sectors like Technology can amplify these risks.
Investor Profile
Ideal Investor Profile
The ideal investor for VONG is one seeking long-term capital appreciation through exposure to U.S. growth stocks. Investors should have a higher risk tolerance due to the inherent volatility of growth stocks.
Market Risk
VONG is best suited for long-term investors or passive index followers seeking growth exposure.
Summary
VONG provides a cost-effective way to gain exposure to the Russell 1000 Growth Index. Its low expense ratio, coupled with Vanguard's strong reputation, makes it an attractive option for investors seeking diversified growth stock exposure. It is however important to consider the inherent volatility of growth stocks. As a passively managed ETF, VONG seeks to replicate the returns of the index but does not aim to outperform it.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is 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.
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 Growth Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to measure the performance of large-capitalization growth 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 may become non-diversified, as defined under the Investment Company Act of 1940, solely as a result of a change in relative market capitalization or index weighting of one or more constituents of 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.
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