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Upturn AI SWOT - About
Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT)
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Upturn Advisory Summary
10/10/2025: VOT (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 29.94% | Avg. Invested days 56 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 209.64 - 283.36 | Updated Date 06/30/2025 |
52 Weeks Range 209.64 - 283.36 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. This fund focuses on U.S. equities that exhibit growth characteristics. The fund invests in a diversified portfolio of mid-cap growth stocks, using a full replication indexing strategy.
Reputation and Reliability
Vanguard is highly regarded as a reliable and reputable issuer, known for its low-cost investment options and strong commitment to investor interests.
Management Expertise
Vanguard has a highly experienced management team with expertise in indexing and investment management, contributing to the efficiency and effectiveness of its ETFs.
Investment Objective
Goal
The fund aims to provide long-term capital appreciation by tracking the performance of a mid-cap growth index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the CRSP US Mid Cap Growth Index.
Composition The ETF primarily holds stocks of mid-sized U.S. companies exhibiting growth characteristics.
Market Position
Market Share: VOT has a significant market share among mid-cap growth ETFs.
Total Net Assets (AUM): 15927000000
Competitors
Key Competitors
- IWP
- IJH
- XJH
Competitive Landscape
The mid-cap growth ETF market is competitive, with several major players. VOT's advantage lies in Vanguard's low-cost structure and brand recognition. Compared to its competitors, VOT provides lower expense ratio giving it a slight edge. However, some competitors may offer slightly different index tracking or sector exposures.
Financial Performance
Historical Performance: Historical performance data should be reviewed directly from financial data providers for the most up-to-date figures.
Benchmark Comparison: The ETF's performance is typically compared to the CRSP US Mid Cap Growth Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
VOT generally exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VOT is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward growth stocks significantly influence VOT's performance.
Growth Trajectory
VOT's growth is dependent on the performance of the underlying mid-cap growth companies and the overall economic environment.
Moat and Competitive Advantages
Competitive Edge
VOT benefits from Vanguard's established reputation for low-cost investing, attracting cost-conscious investors. The fund's large asset base provides economies of scale, enabling it to maintain a low expense ratio. Its efficient tracking of the CRSP US Mid Cap Growth Index offers investors reliable exposure to the mid-cap growth market. Furthermore, Vanguard's extensive distribution network and investor education initiatives contribute to VOT's competitive edge.
Risk Analysis
Volatility
VOT is likely to exhibit moderate to high volatility due to its focus on growth stocks.
Market Risk
VOT is subject to market risk, meaning its value can fluctuate based on overall market conditions and the performance of its underlying holdings, particularly mid-cap growth companies.
Investor Profile
Ideal Investor Profile
The ideal investor for VOT is someone seeking long-term capital appreciation and exposure to the mid-cap growth segment of the U.S. equity market.
Market Risk
VOT is suitable for long-term investors and passive index followers looking to diversify their portfolios with mid-cap growth stocks.
Summary
Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) provides exposure to a basket of U.S. mid-cap stocks, primarily focused on growth stocks. With its low expense ratio and reputable issuer (Vanguard), VOT is a cost-effective solution for investors seeking to mirror the returns of the CRSP US Mid Cap Growth Index. VOT offers a diversified portfolio of mid-cap growth stocks, aligning with the returns of the underlying index it tracks. However, VOT is subject to market risks, particularly related to mid-cap companies and economic changes. Due to the growth orientation, investors should expect moderate to high volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- Bloomberg
- etf.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
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 Growth 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 Growth Index, a broadly diversified index of growth 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.