VO - ETF AI Analysis

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Vanguard Mid-Cap ETF (VO)

Rating:69Neutral

Price Target:―

VO, the Vanguard Mid-Cap ETF, has a solid overall rating, mainly supported by strong holdings like Newmont Mining, which combines robust profitability, efficient operations, and a positive outlook, and CRH and DoorDash, which benefit from strong financial performance and growth-focused strategies. However, several holdings such as Robinhood, Royal Caribbean, and others face valuation concerns, leverage, or cash flow challenges, which weigh on the fund’s rating. The main risk factor is exposure to companies with high valuations and leverage, which could make the ETF more sensitive to market downturns or shifts in investor sentiment.

Positive Factors

Very Low Expense Ratio

The fund charges a very low fee, which helps investors keep more of their returns over time.

Broad Sector Diversification

Holdings are spread across many sectors like industrials, technology, financials, and consumer companies, which helps reduce the impact of weakness in any single area.

Large Asset Base

The ETF manages a very large pool of assets, which generally supports good trading liquidity and fund stability for investors.

Negative Factors

Heavy U.S. Concentration

Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.

Mixed Performance Among Top Holdings

Several of the largest positions have shown weak or negative recent performance, which can drag on the fund’s overall returns.

Cyclical Sector Exposure

Significant weight in economically sensitive areas like industrials, consumer cyclical, and financials may make the fund more vulnerable during economic slowdowns.

VO vs. SPDR S&P 500 ETF (SPY)

AUM94.20B

RegionNorth America

Expense Ratio0.03%

Beta0.85

IssuerVanguard

Inception DateJan 26, 2004

Dividend Yield1.46%

Asset ClassEquity

Index TrackedCRSP US Mid Cap

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume844,027

30 Day Avg. Volume805,418

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

354.15

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering287

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

VO Summary

Vanguard Mid-Cap ETF (VO) is a fund that follows the CRSP US Mid Cap Index, focusing on medium‑sized U.S. companies that sit between small start-ups and giant blue chips. It owns hundreds of stocks across many sectors, including industrials, technology, and financials. Well-known names in the fund include General Motors and DoorDash. Investors might consider VO for long-term growth and diversification, since one ETF spreads money across many mid-sized companies. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the value of VO can go up and down with the stock market.

How much will it cost me?The Vanguard Mid-Cap ETF (VO) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, keeping costs low for investors.

What would affect this ETF?The Vanguard Mid-Cap ETF (VO) could benefit from economic growth and innovation in sectors like technology and consumer cyclical, which are key areas of exposure for this fund. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact mid-sized companies and sectors like financials and real estate. Additionally, regulatory changes or market volatility could affect top holdings such as Robinhood and DoorDash.

VO Top 10 Holdings

VO’s story right now is driven by a tug-of-war between rising industrial and travel names and some stumbling consumer and energy plays. Newmont, Cummins, Howmet, and TransDigm have been climbing steadily, giving the fund a lift from the industrial and materials side of the U.S. mid-cap market. On the other hand, Constellation Energy, Robinhood, and DoorDash have been losing steam, while Royal Caribbean has turned choppy after a strong run. Overall, VO stays broadly diversified across sectors but leans heavily into U.S. mid-cap cyclicals.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CEG	Constellation Energy Corporation	1.20%	$2.40B	$104.51B	-9.10%	68 Neutral
NEM	Newmont Mining	1.19%	$2.37B	$137.28B	170.30%	81 Outperform
HOOD	Robinhood	0.97%	$1.94B	$68.17B	16.38%	68 Neutral
CRH	CRH plc	0.91%	$1.82B	£61.72B	7.63%	76 Outperform
HWM	Howmet Aerospace	0.90%	$1.79B	$100.32B	87.54%	67 Neutral
DASH	DoorDash	0.85%	$1.70B	$69.11B	-24.86%	76 Outperform
GM	General Motors	0.83%	$1.65B	$73.29B	67.62%	73 Outperform
TDG	Transdigm Group	0.82%	$1.63B	$72.66B	-2.09%	69 Neutral
CMI	Cummins	0.77%	$1.53B	$83.04B	60.79%	72 Outperform
RCL	Royal Caribbean	0.75%	$1.49B	$86.46B	21.48%	67 Neutral

VO Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

296.23

Positive

100DMA

292.61

Positive

200DMA

284.94

Positive

Market Momentum

MACD

1.34

Negative

RSI

56.65

Neutral

STOCH

65.33

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 299.15, equal to the 50-day MA of 296.23, and equal to the 200-day MA of 284.94, indicating a bullish trend. The MACD of 1.34 indicates Negative momentum. The RSI at 56.65 is Neutral, neither overbought nor oversold. The STOCH value of 65.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VO.

VO Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
VO	―	―	$94.20B	0.03%	―
IJH	―	―	$110.44B	0.05%	―
IWR	―	―	$48.21B	0.18%	―
MDY	―	―	$25.24B	0.24%	―
SPMD	―	―	$16.44B	0.03%	―
SCHM	―	―	$13.15B	0.04%	―

Performance Comparison

Vanguard Mid-Cap ETF

302.14

28.91

10.58%

IJH

iShares Core S&P Mid-Cap ETF

―

IWR

iShares Russell Midcap ETF

―

MDY

SPDR S&P Midcap 400 ETF Trust

―

SPMD

SPDR Portfolio S&P 400 Mid Cap ETF

―

SCHM

Schwab U.S. Mid-Cap ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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