VOT - ETF AI Analysis
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Vanguard Mid-Cap Growth ETF (VOT)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Leading Holdings
Several of the largest positions, such as Vertiv, Seagate, and Quanta Services, have shown strong gains this year, helping support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, industrials, consumer, and health care, which helps reduce the impact if any one area struggles.
Very Low Expense Ratio
The ETF charges a very low fee, so more of the fund’s returns stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy U.S.-Only Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
Some major positions like Constellation Energy, Royal Caribbean, and TransDigm have shown weak or negative performance this year, which can drag on the fund’s returns.
Tilt Toward Growth-Sensitive Sectors
Large weights in growth-oriented areas such as technology and industrials may make the ETF more sensitive to economic slowdowns or shifts away from growth stocks.
VOT vs. SPDR S&P 500 ETF (SPY)
AUM19.10B
RegionNorth America
Expense Ratio0.05%
Beta1.06
IssuerVanguard
Inception DateAug 17, 2006
Dividend Yield0.62%
Asset ClassEquity
Index TrackedCRSP US Mid Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume209,997
30 Day Avg. Volume228,644
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
355.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering130
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VOT Summary
Vanguard Mid-Cap Growth ETF (VOT) is a fund that follows the CRSP US Mid Growth index, focusing on medium-sized U.S. companies with strong growth potential. It spreads your money across many sectors, with a tilt toward technology and industrials. Well-known holdings include Motorola Solutions and Royal Caribbean, along with other growing mid-sized businesses. Someone might invest in VOT to seek long-term growth while diversifying beyond just large, famous companies. A key risk is that growth-focused mid-cap stocks can be more volatile, so the ETF’s price can rise and fall more sharply than the overall market.
How much will it cost me?The Vanguard Mid-Cap Growth ETF (VOT) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed ETF that tracks an index, keeping costs down for investors.
What would affect this ETF?The Vanguard Mid-Cap Growth ETF (VOT) could benefit from strong innovation and expansion in sectors like technology and consumer cyclical, which are heavily weighted in its portfolio. However, it may face challenges if interest rates rise, as growth stocks often struggle in such environments, or if economic conditions weaken, impacting mid-cap companies' ability to sustain growth. Regulatory changes in industries like energy or financials could also influence the ETF's performance.
VOT Top 10 Holdings
Vanguard Mid-Cap Growth leans heavily into U.S. tech and industrial innovators, and that’s where most of the action is. Vertiv, Seagate, and Quanta Services have been doing the heavy lifting, with rising share prices powered by strong growth stories and upbeat earnings. Cloudflare is also adding some spark, even if profitability is still a work in progress. On the flip side, Constellation Energy and Royal Caribbean are losing steam, acting as mild brakes on performance. Overall, the fund is a U.S.-centric bet on mid-cap growth, with tech and industrials clearly in the driver’s seat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Vertiv Holdings | 2.49% | $729.21M | $120.68B | 192.51% | 77 Outperform | |
| Howmet Aerospace | 2.40% | $702.81M | $103.98B | 52.01% | 67 Neutral | |
| Constellation Energy Corporation | 2.24% | $654.20M | $103.41B | -6.01% | 68 Neutral | |
| Seagate Tech | 2.22% | $649.81M | $197.48B | 645.97% | 68 Neutral | |
| Quanta Services | 2.14% | $624.80M | $109.56B | 107.77% | 78 Outperform | |
| Motorola Solutions | 1.87% | $546.81M | $68.31B | -2.91% | 70 Neutral | |
| Ross Stores | 1.82% | $532.94M | $73.19B | 65.42% | 80 Outperform | |
| Royal Caribbean | 1.74% | $509.61M | $75.44B | 10.76% | 67 Neutral | |
| Transdigm Group | 1.70% | $497.83M | $70.76B | -14.31% | 69 Neutral | |
| Cloudflare | 1.62% | $473.50M | $80.63B | 45.77% | 61 Neutral |
VOT Technical Analysis
Positive
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Price Trends
278.02
Positive
277.19
Positive
281.63
Positive
Market Momentum
4.18
Negative
67.77
Neutral
90.81
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 289.43, equal to the 50-day MA of 278.02, and equal to the 200-day MA of 281.63, indicating a bullish trend. The MACD of 4.18 indicates Negative momentum. The RSI at 67.77 is Neutral, neither overbought nor oversold. The STOCH value of 90.81 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VOT.
VOT Peer Comparison
Comparison Results
Performance Comparison
VOT
Vanguard Mid-Cap Growth ETF
298.74
30.47
11.36%
IJH
iShares Core S&P Mid-Cap ETF
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VO
Vanguard Mid-Cap ETF
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IWR
iShares Russell Midcap ETF
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IWP
iShares Russell Mid-Cap Growth ETF
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IJK
iShares S&P Mid-Cap 400 Growth ETF
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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: ―
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