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Upturn AI SWOT - About
Vanguard Russell 3000 Index Fund ETF Shares (VTHR)
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Upturn Advisory Summary
08/14/2025: VTHR (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 31.07% | Avg. Invested days 65 | 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 1.02 | 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 a broad market-cap weighted index representing the U.S. equity market, focusing on providing comprehensive coverage of the entire investable U.S. equity universe. The fund is passively managed, using a full-replication strategy to hold all stocks in the Russell 3000 Index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost, passively managed investment products.
Management Expertise
Vanguard has extensive experience in managing index funds, with a well-established and experienced team.
Investment Objective
Goal
To track the investment results of the Russell 3000 Index, a broad, market-cap-weighted index representing the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Russell 3000 Index.
Composition The ETF holds stocks of companies included in the Russell 3000 Index, providing broad exposure to the U.S. equity market across various sectors and market capitalizations.
Market Position
Market Share: VTHR's market share is significant within the broad market ETF category.
Total Net Assets (AUM): 4750000000
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 industry is competitive, with multiple funds offering broad market exposure. VTHR competes primarily on cost and tracking accuracy. Its advantages include Vanguard's established reputation and low expense ratio, while its disadvantages might be a slightly smaller AUM compared to some competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial data providers to assess the ETF's returns over different periods.
Benchmark Comparison: The ETF's performance closely tracks the Russell 3000 Index, demonstrating its effectiveness in replicating the index's returns.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
VTHR exhibits good liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and overall market sentiment influence VTHR's performance, given its broad market exposure.
Growth Trajectory
VTHR's growth trajectory mirrors the overall performance of the U.S. equity market, reflecting economic conditions and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
VTHR benefits from Vanguard's reputation for low-cost investing and efficient index tracking. Its extremely low expense ratio allows it to outperform peers over the long term. Furthermore, broad diversification is a key advantage, mitigating risk through exposure to thousands of U.S. stocks. The fund's large asset base also contributes to greater liquidity and tighter bid-ask spreads, adding to its attractiveness for investors.
Risk Analysis
Volatility
VTHR's volatility is consistent with the overall U.S. equity market, reflecting the broad diversification of its holdings.
Market Risk
The ETF is subject to market risk, as its performance is tied to the overall performance of the U.S. equity market.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking broad exposure to the U.S. equity market at a low cost.
Market Risk
VTHR is well-suited for long-term investors and passive index followers.
Summary
The Vanguard Russell 3000 Index Fund ETF Shares (VTHR) offers broad exposure to the U.S. equity market through a low-cost, passively managed fund. Its primary goal is to track the performance of the Russell 3000 Index. It's best suited for long-term investors and passive index followers seeking diversified market exposure. With a low expense ratio and strong liquidity, VTHR provides a cost-effective way to invest in the U.S. stock market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- ETFdb.com
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 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 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.