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Upturn AI SWOT - About
Vanguard Value Index Fund ETF Shares (VTV)
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Upturn Advisory Summary
07/08/2025: VTV (3-star) is a STRONG-BUY. BUY since 36 days. Profits (4.46%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 16.89% | Avg. Invested days 63 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/08/2025 |
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 the CRSP US Large Cap Value Index, which measures the investment return of large-capitalization value stocks. It offers exposure to a diversified basket of large-cap US companies characterized as value stocks, aiming for long-term capital appreciation.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost index funds and commitment to investor interests.
Management Expertise
Vanguard has a highly experienced management team with a proven track record in managing index funds and ETFs.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of large-capitalization value stocks.
Investment Approach and Strategy
Strategy: Tracks the CRSP US Large Cap Value Index using a passive management strategy.
Composition Primarily holds stocks of large-cap US companies with value characteristics, such as low price-to-book ratios.
Market Position
Market Share: VTV has a significant market share within the large-cap value ETF category.
Total Net Assets (AUM): 106900000000
Competitors
Key Competitors
- IVV
- SPY
- IWD
Competitive Landscape
The large-cap value ETF market is competitive, with several ETFs tracking similar indices. VTV's advantage lies in Vanguard's low-cost structure and established brand. Disadvantages might include slight tracking differences or variations in index methodology compared to competitors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced directly from financial data providers.
Benchmark Comparison: Performance is closely aligned with the CRSP US Large Cap Value Index. Tracking error is typically low.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VTV demonstrates high liquidity, with a significant average daily trading volume.
Bid-Ask Spread
VTV typically exhibits a narrow bid-ask spread, reflecting its high liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards value stocks can significantly impact VTV's performance.
Growth Trajectory
VTV's growth is tied to the performance and popularity of value stocks within the US large-cap market.
Moat and Competitive Advantages
Competitive Edge
VTV benefits from Vanguard's low-cost leadership and strong brand reputation. Its passive investment approach and broad diversification provide a stable and efficient way for investors to access the large-cap value market. The ETF's large AUM enhances liquidity and reduces transaction costs. Vanguard's commitment to minimizing tracking error ensures the ETF closely mirrors the performance of its underlying index. This combination of factors creates a competitive advantage over higher-cost or less liquid alternatives.
Risk Analysis
Volatility
VTV's volatility is generally moderate, reflecting the volatility of the large-cap value stocks it holds. However, it can still experience fluctuations during market downturns.
Market Risk
VTV is subject to market risk, meaning its value can decline due to broad market corrections or economic downturns that disproportionately affect value stocks.
Investor Profile
Ideal Investor Profile
VTV is suitable for long-term investors seeking broad exposure to the US large-cap value market at a low cost. It's appropriate for those who believe in the long-term potential of value investing.
Market Risk
VTV is best suited for long-term investors and passive index followers seeking a core holding in their portfolio.
Summary
The Vanguard Value Index Fund ETF Shares (VTV) provides a low-cost and efficient way to gain exposure to a diversified portfolio of large-cap US value stocks. It tracks the CRSP US Large Cap Value Index and offers investors long-term capital appreciation potential. Vanguard's strong reputation and low expense ratio make it a compelling choice for value-oriented investors. However, like all equity investments, VTV is subject to market risk. Its performance is closely tied to the health of the US economy and the performance of its underlying holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and risk tolerance.
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.