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Upturn AI SWOT - About
Vanguard Value Index Fund ETF Shares (VTV)
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Upturn Advisory Summary
09/12/2025: VTV (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 21.36% | Avg. Invested days 71 | 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 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 150.43 - 180.28 | Updated Date 06/29/2025 |
52 Weeks Range 150.43 - 180.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Value Index Fund ETF Shares (VTV) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization U.S. stocks characterized as value stocks, offering diversified exposure to undervalued companies.
Reputation and Reliability
Vanguard is highly regarded for its low-cost, investor-focused approach and strong track record.
Management Expertise
Vanguard has extensive experience and expertise in managing index-tracking funds.
Investment Objective
Goal
To track the performance of the CRSP US Large Cap Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy designed to track the performance of the CRSP US Large Cap Value Index, a widely recognized benchmark for value stocks.
Composition The ETF holds a diversified portfolio of large-cap U.S. stocks characterized as value stocks, representing companies that are considered undervalued by the market.
Market Position
Market Share: VTV's market share within the large-cap value ETF category is substantial due to Vanguard's established presence and low-cost structure.
Total Net Assets (AUM): 119200000000
Competitors
Key Competitors
- IVV
- SPY
- IWD
- SCHV
Competitive Landscape
The large-cap value ETF market is competitive, with numerous funds offering similar exposure. VTV's main advantage is its low expense ratio, a hallmark of Vanguard funds. However, competitors may differentiate themselves through slightly different index methodologies or additional features.
Financial Performance
Historical Performance: Past performance does not guarantee future results. This is just an example. [5.3, 10.4, 13.8, 8.5, 9.7]
Benchmark Comparison: VTV's performance closely tracks the CRSP US Large Cap Value Index, with slight deviations due to expenses and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VTV exhibits high liquidity, as indicated by its substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VTV is typically narrow, indicating ease of trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and overall market sentiment can influence the performance of value stocks held by VTV.
Growth Trajectory
VTV's growth trajectory is influenced by investor demand for value stocks and the overall performance of the large-cap U.S. equity market.
Moat and Competitive Advantages
Competitive Edge
VTV's primary competitive advantage lies in its exceptionally low expense ratio, making it an attractive option for cost-conscious investors. It also benefits from Vanguard's strong brand reputation and extensive distribution network. The ETF's simple and transparent index-tracking strategy further enhances its appeal. Its size offers high liquidity making it easy to trade large blocks of shares.
Risk Analysis
Volatility
VTV's volatility is generally moderate, reflecting the risk profile of large-cap value stocks.
Market Risk
VTV is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment.
Investor Profile
Ideal Investor Profile
VTV is suitable for investors seeking diversified exposure to large-cap U.S. value stocks and those prioritizing low costs.
Market Risk
VTV is best suited for long-term investors seeking passive index exposure.
Summary
Vanguard Value Index Fund ETF Shares (VTV) offers a low-cost and diversified way to invest in large-cap U.S. value stocks. VTV aims to replicate the performance of the CRSP US Large Cap Value Index. Its exceptionally low expense ratio and the strong reputation of Vanguard make it an attractive choice for investors seeking long-term, passive exposure to the value segment of the market. While subject to market risk, VTV can be a valuable component of a well-diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Morningstar
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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 Value Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The manager employs an indexing investment approach designed to track the performance of the index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. The manager 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.