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Vanguard Russell 3000 Index Fund ETF Shares (VTHR)
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Upturn Advisory Summary
11/26/2025: VTHR (2-star) is currently NOT-A-BUY. Pass it for now.
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 34.68% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/26/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 212.49 - 271.99 | Updated Date 06/30/2025 |
52 Weeks Range 212.49 - 271.99 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 3000 Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 3000 Index Fund ETF Shares (VTHR) seeks to track the investment results of the Russell 3000 Index, a broad, market-cap-weighted index representing the entire U.S. equity market. It provides comprehensive exposure to U.S. stocks, encompassing large, mid, and small-cap companies. The fund employs a passive investment strategy, aiming to replicate the index's performance.
Reputation and Reliability
Vanguard is one of the world's largest investment management companies and is known for its low-cost, index-tracking investment products and its reputation for reliability.
Management Expertise
Vanguard has extensive experience in managing index funds with a large and experienced team of portfolio managers dedicated to tracking various market indices.
Investment Objective
Goal
To track the investment results of the Russell 3000 Index.
Investment Approach and Strategy
Strategy: VTHR aims to track the Russell 3000 Index, a market-cap-weighted index representing the entire U.S. equity market.
Composition The ETF holds a diversified portfolio of U.S. stocks, including large-cap, mid-cap, and small-cap companies, mirroring the composition of the Russell 3000 Index.
Market Position
Market Share: VTHR has a significant market share within the broad U.S. equity ETF category.
Total Net Assets (AUM): 4380000000
Competitors
Key Competitors
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
- Schwab Total Stock Market ETF (SCHB)
- SPDR Portfolio Total Stock Market ETF (SPTM)
Competitive Landscape
The ETF market for broad U.S. equity exposure is highly competitive. VTHR's advantages include Vanguard's low expense ratio and strong reputation. However, ITOT and SCHB have similar expense ratios and are equally competitive.
Financial Performance
Historical Performance: Historical performance data is readily available but would need to be dynamically inserted based on current market data from financial APIs.
Benchmark Comparison: VTHR's performance closely tracks the Russell 3000 Index, reflecting its passive investment strategy.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
VTHR exhibits strong liquidity with a high average daily trading volume, ensuring ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for VTHR is typically tight, reflecting its high liquidity and minimizing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment can impact VTHR's performance due to its broad exposure to the U.S. equity market.
Growth Trajectory
VTHR's growth is tied to the overall performance of the U.S. stock market and its passive approach.
Moat and Competitive Advantages
Competitive Edge
VTHR's low expense ratio is a key competitive advantage, making it an attractive option for cost-conscious investors. Vanguard's reputation and experience in managing index funds further enhance its appeal. The ETF's broad diversification across the U.S. equity market reduces unsystematic risk. It provides a simple and efficient way for investors to gain exposure to the entire U.S. market. The ETF is also well-suited for long-term investors seeking passive exposure.
Risk Analysis
Volatility
VTHR's volatility is comparable to the overall U.S. stock market, as it tracks the Russell 3000 Index.
Market Risk
VTHR is subject to market risk, as its performance is directly tied to the performance of the U.S. equity market. Economic downturns, geopolitical events, and other market factors can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
VTHR is suitable for investors seeking broad exposure to the U.S. equity market, including both growth and value stocks.
Market Risk
VTHR is best suited for long-term investors and passive index followers.
Summary
Vanguard Russell 3000 Index Fund ETF Shares (VTHR) is a low-cost ETF that tracks the Russell 3000 Index, providing comprehensive exposure to the U.S. stock market. Its low expense ratio and Vanguard's strong reputation make it an attractive option for cost-conscious investors. The ETF's performance closely mirrors the index, offering passive exposure to U.S. equities. VTHR is well-suited for long-term investors seeking broad market diversification. The ETF is subject to market risk and its volatility is similar to the overall U.S. stock market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard.com
- ETFdb.com
- Morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market conditions and other factors may affect the ETF's performance.
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 3000 Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The advisor employs an indexing investment approach designed to track the performance of the Russell 3000® Index, which represents approximately 98% of the U.S. equity market and comprises the 3,000 largest companies 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 is non-diversified.
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.