VO - ETF AI Analysis
Top Page
Vanguard Mid-Cap ETF (VO)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum for investors.
Broad Sector Diversification
Holdings are spread across many sectors like industrials, technology, financials, energy, and health care, which helps reduce the impact if one industry struggles.
Very Low Expense Ratio
The fund’s cost is quite low, so less of your return is eaten up by fees compared with many other ETFs.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited exposure to international markets.
Small Weights in Top Holdings
Each of the largest positions makes up only a small slice of the fund, so even strong-performing stocks have a limited effect on overall returns.
Mixed Performance Among Top Holdings
While several leading positions have delivered strong gains, at least one major holding has been weak this year, slightly offsetting the strength of others.
VO vs. SPDR S&P 500 ETF (SPY)
AUM105.89B
RegionNorth America
Expense Ratio0.03%
Beta0.82
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield1.33%
Asset ClassEquity
Index TrackedCRSP US Mid Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,430,274
30 Day Avg. Volume2,543,553
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
93.75Price 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, which focuses on medium‑sized U.S. companies. These are firms that are usually past the risky start-up phase but still have room to grow. The ETF owns hundreds of stocks across many sectors, including industrials, technology, and energy, with holdings like Western Digital and Schlumberger. Someone might invest in VO to get broad diversification and long-term growth potential from mid-sized companies in a single, low-cost fund. A key risk is that stock prices can go up and down with the overall market, so your investment value may fluctuate.
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 all about U.S. mid-cap tech and industrials quietly doing the heavy lifting. Seagate and Western Digital have been rising on the back of renewed demand for storage and AI, giving the fund a solid tech tailwind, while Marvell and Datadog add more punch from the semiconductor and software side. On the industrial front, names like Quanta Services and Howmet Aerospace are steadily pulling their weight. The main drag comes from steadier utilities like Constellation Energy, which have been lagging a bit and softening some of those tech-driven gains.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Seagate Tech | 1.90% | $4.16B | $239.98B | 722.09% | 68 Neutral | |
| Western Digital | 1.78% | $3.91B | $257.21B | 1113.35% | 77 Outperform | |
| Vertiv Holdings | 1.17% | $2.57B | $127.93B | 207.16% | 77 Outperform | |
| Quanta Services | 1.05% | $2.31B | $105.38B | 102.36% | 78 Outperform | |
| Howmet Aerospace | 1.02% | $2.25B | $111.09B | 59.63% | 67 Neutral | |
| Marvell | 0.88% | $1.94B | $271.70B | 334.95% | 76 Outperform | |
| Cummins | 0.88% | $1.94B | $98.92B | 129.16% | 72 Outperform | |
| Constellation Energy Corporation | 0.88% | $1.92B | $98.42B | -10.12% | 68 Neutral | |
| Schlumberger | 0.81% | $1.77B | $71.90B | 42.16% | 75 Outperform | |
| Datadog | 0.80% | $1.76B | $79.38B | 74.90% | 69 Neutral |
VO Technical Analysis
Positive
―
Price Trends
78.21
Positive
76.04
Positive
74.26
Positive
Market Momentum
0.70
Positive
59.52
Neutral
61.14
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 79.64, equal to the 50-day MA of 78.21, and equal to the 200-day MA of 74.26, indicating a bullish trend. The MACD of 0.70 indicates Positive momentum. The RSI at 59.52 is Neutral, neither overbought nor oversold. The STOCH value of 61.14 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
Performance Comparison
VO
Vanguard Mid-Cap ETF
80.51
10.96
15.76%
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.
DisclaimerThis 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: ―
Table of Contents