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Upturn AI SWOT - About
Vanguard Total World Stock Index Fund ETF Shares (VT)
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Upturn Advisory Summary
08/08/2025: VT (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 23.43% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/08/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 100.40 - 128.38 | Updated Date 06/29/2025 |
52 Weeks Range 100.40 - 128.38 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Total World Stock Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Total World Stock Index Fund ETF Shares (VT) seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets. It offers broad diversification across developed and emerging markets, making it a core holding for global equity exposure. The fund employs a passive management style, attempting to replicate the target index.
Reputation and Reliability
Vanguard is highly regarded for its low-cost, investor-focused approach and has a strong track record of managing index funds.
Management Expertise
Vanguard has a large and experienced team of portfolio managers and analysts specializing in index fund management.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets.
Investment Approach and Strategy
Strategy: VT aims to replicate the FTSE Global All Cap Index, providing comprehensive global equity exposure.
Composition The ETF holds a diversified portfolio of stocks from both developed and emerging markets.
Market Position
Market Share: VT holds a significant market share within the global equity ETF category.
Total Net Assets (AUM): 15900000000
Competitors
Key Competitors
- iShares MSCI ACWI ETF (ACWI)
- Schwab Total Stock Market ETF (SCHB)
- Vanguard Total Stock Market ETF (VTI)
Competitive Landscape
The global equity ETF market is competitive, with Vanguard, iShares, and Schwab being major players. VT's key advantage is its low expense ratio and comprehensive global coverage. Competitors offer similar exposure, but may have slightly different index methodologies or expense ratios.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers, such as Yahoo Finance, Google Finance, or Bloomberg.
Benchmark Comparison: The ETF's performance closely tracks the FTSE Global All Cap Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
VT typically has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for VT is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, currency fluctuations, and geopolitical events can all affect VT's performance.
Growth Trajectory
VT's growth is tied to the overall performance of global equity markets and investor demand for diversified international exposure.
Moat and Competitive Advantages
Competitive Edge
VT's competitive edge stems from Vanguard's reputation for low-cost investing and its extensive global equity coverage. The ETF's low expense ratio makes it an attractive option for cost-conscious investors seeking broad diversification. Furthermore, Vanguard's passive management style, which is well-suited for capturing market returns, contributes to the ETF's appeal. VT offers comprehensive exposure to global equity markets, ensuring investors can participate in growth opportunities across both developed and emerging economies.
Risk Analysis
Volatility
VT's volatility mirrors the volatility of global equity markets.
Market Risk
VT is subject to market risk, including fluctuations in stock prices and economic downturns, as well as specific risks associated with international investing such as currency risk and political instability.
Investor Profile
Ideal Investor Profile
VT is suited for long-term investors seeking broad global equity exposure and diversification.
Market Risk
VT is best for long-term investors and passive index followers.
Summary
The Vanguard Total World Stock Index Fund ETF Shares (VT) offers broad global equity exposure at a low cost. It tracks the FTSE Global All Cap Index, providing diversified exposure to both developed and emerging markets. The ETF is managed by Vanguard, a reputable issuer known for its investor-focused approach and low expense ratios. VT is best suited for long-term investors seeking to capture global equity market returns with minimal cost and high diversification. It is an excellent core holding for building a well-rounded investment portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- 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. Consult with a qualified financial advisor before making any investment decisions.
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 Total World Stock 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 FTSE Global All Cap Index. The advisor attempts to sample the target index by investing all, or substantially all, of its assets in common stocks in the index and by holding a representative sample of securities that resembles the full index in terms of key risk factors and other characteristics.
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.