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Upturn AI SWOT - About
Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT)
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Upturn Advisory Summary
08/14/2025: VOT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 31.42% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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. It provides exposure to a diversified portfolio of U.S. mid-cap companies exhibiting growth characteristics.
Reputation and Reliability
Vanguard is a well-respected and reliable issuer known for its low-cost, passively managed ETFs.
Management Expertise
Vanguard has extensive experience in index-tracking investment strategies, employing a large team of professionals.
Investment Objective
Goal
To track the performance of the CRSP US Mid Cap Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index predominantly composed of growth companies.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies with growth characteristics.
Market Position
Market Share: VOT holds a significant market share within the mid-cap growth ETF category.
Total Net Assets (AUM): 16300000000
Competitors
Key Competitors
- IWP
- RPG
- JHMM
Competitive Landscape
The mid-cap growth ETF market is competitive. VOT's low expense ratio is a significant advantage. Competitors may focus on different index construction methodologies or offer alternative weighting schemes. VOT's broad diversification provides a distinct advantage.
Financial Performance
Historical Performance: Historical performance can be found on Vanguard's website and other financial data providers; varies based on time period.
Benchmark Comparison: The ETF aims to closely track the CRSP US Mid Cap Growth Index, with deviations primarily due to expense ratio and tracking error.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
VOT exhibits high liquidity with a substantial average daily trading volume, ensuring ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for VOT is generally tight, reflecting its high liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards growth stocks affect VOT's performance.
Growth Trajectory
VOT's growth trajectory is closely tied to the performance of mid-cap growth companies, with adjustments made to its holdings to reflect changes in the underlying index.
Moat and Competitive Advantages
Competitive Edge
VOT's competitive edge stems from Vanguard's reputation for low costs, its passive management approach tracking a well-established index, and its broad diversification across mid-cap growth stocks. These factors combine to provide investors with a cost-effective and efficient way to gain exposure to this market segment. VOT's low expense ratio is a major advantage, as it minimizes costs to investors compared to other competing ETFs. The fund benefits from Vanguard's economies of scale, allowing it to operate at a low cost while providing broad market exposure.
Risk Analysis
Volatility
VOT's volatility is expected to be similar to that of the overall mid-cap growth market, which can be higher than the broader market.
Market Risk
VOT is subject to market risk, which is the risk that the overall market declines, negatively impacting the ETF's performance. Specific risks include sector concentration and exposure to individual company performance.
Investor Profile
Ideal Investor Profile
VOT is suitable for investors seeking long-term capital appreciation through exposure to mid-cap growth stocks.
Market Risk
VOT is best suited for long-term investors and passive index followers who want to gain diversified exposure to mid-cap growth companies.
Summary
Vanguard's VOT offers a cost-effective way to access the mid-cap growth segment of the U.S. equity market. Its passive management strategy aims to mirror the CRSP US Mid Cap Growth Index, providing broad diversification. The ETF's low expense ratio and high liquidity make it an attractive option for long-term investors. However, investors should be aware of the volatility associated with growth stocks and understand the ETF's specific holdings and risks. Its advantages in low expense ratio and broad diversification make this a strong and ideal choice.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's Website
- CRSP Indexes
- Morningstar
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. Past performance is not indicative of future results.
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.