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Upturn AI SWOT - About
Vanguard Large-Cap Index Fund ETF Shares (VV)
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Upturn Advisory Summary
07/03/2025: VV (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 42.35% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 221.41 - 285.28 | Updated Date 06/29/2025 |
52 Weeks Range 221.41 - 285.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Large-Cap Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Large-Cap Index Fund ETF Shares (VV) seeks to track the investment results of the CRSP US Large Cap Index, providing exposure to large-capitalization U.S. equities with a passively managed, full-replication approach.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost index funds and investor-focused approach.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds, with a large team dedicated to tracking and replicating benchmark indices effectively.
Investment Objective
Goal
To track the investment results of the CRSP US Large Cap Index.
Investment Approach and Strategy
Strategy: Tracks the CRSP US Large Cap Index using a full replication strategy, meaning it invests in all the stocks in the index in proportion to their weighting.
Composition Primarily composed of stocks of large-capitalization U.S. companies.
Market Position
Market Share: VV holds a significant market share within the large-cap ETF segment.
Total Net Assets (AUM): 477300000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The large-cap ETF market is highly competitive, with SPY and IVV being the primary competitors to VV. VV benefits from Vanguard's low-cost structure and brand recognition, but SPY offers higher liquidity and IVV has similar low-cost profile. VV's competitive advantages include its focus on large-cap stocks and its full replication strategy.
Financial Performance
Historical Performance: Historical performance data would need to be pulled from financial data providers. A five-year average annual return could be calculated and presented here. Example: [12.5, 15.2, 10.8, 18.1, 8.5]
Benchmark Comparison: The ETF aims to closely mirror the performance of the CRSP US Large Cap Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VV exhibits high liquidity, evidenced by its substantial average trading volume.
Bid-Ask Spread
VV typically has a very narrow bid-ask spread due to its high trading volume, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and geopolitical events can all influence the performance of large-cap stocks and, consequently, VV. Strong earnings growth among large-cap companies generally supports positive performance.
Growth Trajectory
VV's growth trajectory is linked to the performance of the U.S. large-cap equity market. Changes in sector allocations within the index can influence VV's performance over time.
Moat and Competitive Advantages
Competitive Edge
VV's primary competitive advantage lies in its extremely low expense ratio, making it one of the most cost-effective ways to gain exposure to U.S. large-cap equities. Vanguard's reputation for low-cost investing further enhances its appeal. The ETF's full replication strategy ensures a close tracking of the underlying index, and the scale of the fund promotes high liquidity and efficiency. Its broad market representation and diversification are also notable benefits.
Risk Analysis
Volatility
VV's volatility is generally in line with the broader large-cap equity market.
Market Risk
VV is subject to market risk, meaning the value of the ETF can fluctuate due to overall market conditions and economic factors. Risks also include sector concentration and company-specific risks of the underlying holdings.
Investor Profile
Ideal Investor Profile
VV is suited for investors seeking broad exposure to the U.S. large-cap equity market, particularly those prioritizing low costs and passive investment strategies.
Market Risk
VV is suitable for long-term investors and passive index followers.
Summary
The Vanguard Large-Cap Index Fund ETF Shares (VV) provides low-cost exposure to a broad range of U.S. large-cap companies, making it a popular choice for passive investors. Its performance is closely tied to the CRSP US Large Cap Index, and it benefits from Vanguard's reputation for low-cost investing. While subject to market risk, VV offers diversification and high liquidity at a very competitive expense ratio. It is an excellent core holding for long-term investment portfolios seeking broad equity market exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Large-Cap 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 CRSP US Large Cap Index, a broadly diversified index of large U.S. companies representing approximately the top 85% of the U.S. market capitalization. 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. 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.