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Upturn AI SWOT - About
Vanguard Total Stock Market Index Fund ETF Shares (VTI)
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Upturn Advisory Summary
10/29/2025: VTI (4-star) is a STRONG-BUY. BUY since 119 days. Simulated Profits (18.24%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 44.21% | Avg. Invested days 79 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 236.42 - 304.26 | Updated Date 06/29/2025 |
52 Weeks Range 236.42 - 304.26 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Total Stock Market Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Total Stock Market Index Fund ETF Shares (VTI) seeks to track the performance of a broad, market-cap-weighted index representing the U.S. stock market. It provides exposure to large-, mid-, and small-cap stocks. The investment strategy involves passively tracking the CRSP US Total Market Index.
Reputation and Reliability
Vanguard is a well-established and reputable investment management company known for its low-cost, index-tracking funds.
Management Expertise
Vanguard has a highly experienced management team specializing in passive investment strategies.
Investment Objective
Goal
To track the performance of the CRSP US Total Market Index.
Investment Approach and Strategy
Strategy: VTI aims to replicate the CRSP US Total Market Index, a broad market-cap-weighted index.
Composition The ETF holds a diversified portfolio of stocks across various market capitalizations and sectors within the U.S. stock market.
Market Position
Market Share: VTI holds a significant market share in the total stock market ETF category.
Total Net Assets (AUM): 163500000000
Competitors
Key Competitors
- ITOT
- SCHB
- SPY
Competitive Landscape
The ETF industry is competitive, with several providers offering similar total stock market ETFs. VTI's low expense ratio is a significant advantage, while competitors may offer slightly different index tracking or niche features.
Financial Performance
Historical Performance: VTI's historical performance closely mirrors the performance of the CRSP US Total Market Index. Performance data over different time periods is readily available from Vanguard and financial data providers.
Benchmark Comparison: VTI's performance closely tracks its benchmark index, with minimal tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
VTI exhibits high liquidity with a substantial average daily trading volume, making it easy for investors to buy or sell shares.
Bid-Ask Spread
The bid-ask spread for VTI is typically very narrow, indicating efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
VTI's performance is influenced by overall economic conditions, market sentiment, and the performance of the underlying companies in the U.S. stock market.
Growth Trajectory
VTI's growth trajectory is tied to the growth of the U.S. stock market and any changes to the index it tracks.
Moat and Competitive Advantages
Competitive Edge
VTI's competitive advantages include its extremely low expense ratio, Vanguard's reputation for efficient index tracking, and its comprehensive exposure to the entire U.S. stock market. This combination makes it a highly attractive option for investors seeking broad market exposure at a low cost. VTI also benefits from Vanguard's scale and operational efficiency. Furthermore, its high liquidity helps to keep trading costs low.
Risk Analysis
Volatility
VTI's volatility is similar to that of the broader U.S. stock market.
Market Risk
VTI is subject to market risk, meaning its value can decline due to overall market downturns or negative economic events.
Investor Profile
Ideal Investor Profile
The ideal investor for VTI is a long-term investor seeking broad exposure to the U.S. stock market at a low cost.
Market Risk
VTI is best suited for long-term investors and passive index followers.
Summary
Vanguard Total Stock Market Index Fund ETF Shares (VTI) offers broad exposure to the entire U.S. stock market at an extremely low expense ratio. It closely tracks the CRSP US Total Market Index, making it a suitable choice for long-term investors seeking diversified equity exposure. VTI's high liquidity and Vanguard's reputation further enhance its appeal. However, it is subject to market risk, meaning its value can fluctuate with overall market conditions. Investors seeking niche sector exposure or active management may prefer alternative ETFs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- Bloomberg
- CRSP
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 risk tolerance. 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 Total Stock Market 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 index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. 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.