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Upturn AI SWOT - About
Vanguard Russell 2000 Growth Index Fund ETF Shares (VTWG)
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Upturn Advisory Summary
08/14/2025: VTWG (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 23.86% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 159.73 - 230.00 | Updated Date 06/30/2025 |
52 Weeks Range 159.73 - 230.00 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 2000 Growth Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 2000 Growth Index Fund ETF Shares (VONOY) seeks to track the performance of the Russell 2000 Growth Index, which measures the investment return of small-capitalization growth stocks. It focuses on companies with higher price-to-book ratios and higher forecasted growth values.
Reputation and Reliability
Vanguard is one of the world's largest investment management companies and is known for its low-cost, passively managed funds.
Management Expertise
Vanguard has a highly experienced team of portfolio managers and analysts, specializing in index tracking and ETF management.
Investment Objective
Goal
To track the investment return of the Russell 2000 Growth Index.
Investment Approach and Strategy
Strategy: Tracks a specified index
Composition Primarily small-cap US growth stocks.
Market Position
Market Share: VONOY does not have a readily available distinct market share figure, as it competes within the broader small-cap growth ETF space. Market share data fluctuates frequently.
Total Net Assets (AUM): 990000000
Competitors
Key Competitors
- IWO
- VTWG
- SCHK
Competitive Landscape
The small-cap growth ETF market is competitive. VONOY benefits from Vanguard's low-cost structure. Competitors may have slightly different tracking methodologies or expense ratios. IWO is a significant competitor with substantial AUM, while other ETFs cater to specific sub-segments of the small-cap growth space.
Financial Performance
Historical Performance: Historical financial performance is not included here directly but is available from financial data providers. Data requires frequent updates and direct retrieval.
Benchmark Comparison: Benchmark comparisons are not included here directly but are available from financial data providers. Data requires frequent updates and direct retrieval.
Expense Ratio: 0.10
Liquidity
Average Trading Volume
The average trading volume of VONOY is moderately liquid, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its decent liquidity and indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks significantly influence VONOY. Specific sector performance within the Russell 2000 also plays a crucial role.
Growth Trajectory
VONOY's growth trajectory is tied to the performance of small-cap growth companies. Changes in the index methodology or significant shifts in investor preferences could impact its growth.
Moat and Competitive Advantages
Competitive Edge
VONOY benefits from Vanguard's reputation for low-cost investing. Its large AUM allows for economies of scale, resulting in a lower expense ratio compared to some competitors. This advantage attracts cost-conscious investors looking for broad exposure to small-cap growth stocks. Furthermore, Vanguard's efficient index tracking minimizes tracking error, providing a reliable investment vehicle.
Risk Analysis
Volatility
VONOY is subject to volatility due to its focus on small-cap stocks, which tend to be more volatile than larger, more established companies.
Market Risk
Market risk is prevalent due to the exposure to equities. Small-cap growth stocks are particularly susceptible to economic downturns and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through exposure to the small-cap growth segment and is comfortable with moderate to high volatility.
Market Risk
VONOY is best suited for long-term investors or passive index followers seeking broad exposure to the small-cap growth market.
Summary
Vanguard Russell 2000 Growth Index Fund ETF Shares (VONOY) offers a low-cost way to access the small-cap growth segment of the US equity market. It tracks the Russell 2000 Growth Index and provides diversification within this sector. Its performance is closely tied to the growth of small-cap companies, making it suitable for long-term investors willing to accept higher volatility. Vanguard's reputation and low expense ratio contribute to its appeal within the competitive ETF landscape. Investors should consider their risk tolerance and investment goals before investing in VONOY.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- ETF.com
- YCharts.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a financial advisor. Market data is subject to change.
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 2000 Growth Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Growth Index. The index is designed to measure the performance of small-capitalization growth stocks 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.
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.