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Upturn AI SWOT - About
Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV)
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Upturn Advisory Summary
08/14/2025: VTWV (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 16% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 113.48 - 159.49 | Updated Date 06/30/2025 |
52 Weeks Range 113.48 - 159.49 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 2000 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV) seeks to track the performance of the Russell 2000 Value Index, which measures the investment return of small-capitalization U.S. equities that exhibit value characteristics. It focuses on small-cap value stocks, offering exposure to a segment often overlooked by larger-cap-focused strategies. The fund employs a full-replication strategy, aiming to hold all stocks in the index.
Reputation and Reliability
Vanguard is a highly reputable and reliable investment management company known for its low-cost, passively managed funds and a client-owned structure that aligns its interests with those of its investors.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a well-established team dedicated to portfolio management and index tracking.
Investment Objective
Goal
The fund seeks to track the investment return of the Russell 2000 Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, tracking the Russell 2000 Value Index.
Composition The ETF's assets consist primarily of stocks of small-capitalization U.S. companies that exhibit value characteristics, as defined by the index provider.
Market Position
Market Share: VTWV holds a significant market share within the small-cap value ETF segment.
Total Net Assets (AUM): 3239436614
Competitors
Key Competitors
- IJS
- AVUV
- VBR
Competitive Landscape
The small-cap value ETF industry is competitive, with several established players offering similar strategies. VTWV benefits from Vanguard's reputation for low costs and efficient index tracking. IJS has a bigger market share, but higher expense ratio. AVUV pursues a more active approach to security selection, potentially leading to higher returns but also greater risk. VBR is a broader small-cap value fund.
Financial Performance
Historical Performance: Historical performance varies with market conditions and the performance of small-cap value stocks. Refer to fund fact sheets for data.
Benchmark Comparison: The ETF's performance is typically closely aligned with the Russell 2000 Value Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with a typical average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap and value stocks influence VTWV's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the long-term performance of the small-cap value market segment and Vanguard's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
VTWV's competitive advantages stem from Vanguard's brand reputation, low expense ratio, and efficient index tracking. The fund's passive management approach minimizes turnover and transaction costs, while Vanguard's client-owned structure aligns its interests with those of investors. This combination makes VTWV an attractive option for investors seeking low-cost exposure to small-cap value stocks. The ETF provides diversified exposure to a specific market segment.
Risk Analysis
Volatility
VTWV's volatility is expected to be higher than large-cap ETFs, due to the nature of small-cap stocks.
Market Risk
The ETF is subject to market risk, particularly the risks associated with investing in small-capitalization companies and value stocks, which can be more sensitive to economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversified exposure to small-cap value stocks as part of a broader portfolio.
Market Risk
VTWV is best suited for long-term investors and passive index followers who are comfortable with the risks associated with small-cap investing.
Summary
The Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV) offers low-cost exposure to U.S. small-cap value stocks. It tracks the Russell 2000 Value Index, providing a diversified investment in this market segment. With a low expense ratio and the backing of Vanguard's reputation, VTWV is a suitable option for investors looking for long-term growth potential. However, it's important to consider the higher volatility associated with small-cap stocks and the potential risks of value investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is based on the latest available information and may vary.
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 Value 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® Value Index. The index is designed to measure the performance of small-capitalization value 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.