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VUSG - ETF AI Analysis
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Vanguard Wellington U.S. Growth Active ETF (VUSG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
The ETF's largest positions, such as Nvidia and Microsoft, have shown strong performance, contributing positively to returns.
Technology Focus
With over half of the portfolio in the technology sector, the ETF benefits from exposure to a high-growth industry.
Reasonable Expense Ratio
The ETF's expense ratio is relatively low for an actively managed fund, making it cost-effective for investors.
Negative Factors
High Concentration in Top Holdings
The top five holdings make up a significant portion of the portfolio, increasing the risk of over-reliance on a few companies.
Sector Concentration Risk
Over 50% of the ETF is allocated to the technology sector, which could lead to volatility if the sector underperforms.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, reducing global diversification.
VUSG vs. SPDR S&P 500 ETF (SPY)
AUM21.99M
RegionNorth America
Expense Ratio0.35%
Beta1.47
IssuerVanguard
Inception DateNov 14, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,372
30 Day Avg. Volume16,039
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
78.12Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering36
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VUSG Summary
The Vanguard Wellington U.S. Growth Active ETF (VUSG) is an actively managed fund that focuses on U.S. companies with strong growth potential. It invests heavily in technology leaders like Nvidia and Microsoft, along with other innovative firms across sectors like consumer goods and healthcare. This ETF is ideal for investors looking to grow their money over time by tapping into the success of fast-growing companies. However, since it focuses on growth stocks, its value can fluctuate significantly with market conditions, making it more suited for those comfortable with some risk.
How much will it cost me?The expense ratio for the Vanguard Wellington U.S. Growth Active ETF (VUSG) is 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average because it’s an actively managed fund, where professional managers select investments to try to outperform the market.
What would affect this ETF?The Vanguard Wellington U.S. Growth Active ETF (VUSG) is heavily focused on U.S. growth sectors like technology and consumer cyclical, which could benefit from advancements in innovation and strong consumer demand, especially if economic conditions remain favorable. However, the ETF's reliance on high-growth tech companies like Nvidia, Microsoft, and Apple makes it vulnerable to interest rate hikes, regulatory changes, or economic slowdowns that could negatively impact these sectors. Additionally, its concentration in the U.S. market means it may be more affected by domestic economic and political developments compared to globally diversified funds.
VUSG Top 10 Holdings
VUSG is riding the Big Tech and AI wave, with Nvidia and Alphabet doing much of the heavy lifting as their momentum in chips and cloud keeps the fund’s growth story alive. Amazon is also pulling its weight, even if its path has been a bit choppy lately. On the flip side, Microsoft, Apple, and Broadcom have been losing steam, acting as mild brakes on performance rather than full-on anchors. With a heavy tilt toward U.S. technology and consumer names, this is very much a U.S.-centric, growth-first portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.56% | $3.64M | $4.69T | 48.96% | 76 Outperform | |
| Microsoft | 10.98% | $2.41M | $2.89T | 0.22% | 79 Outperform | |
| Apple | 8.81% | $1.94M | $4.00T | 14.09% | 79 Outperform | |
| Alphabet Class A | 8.19% | $1.80M | $3.76T | 81.15% | 85 Outperform | |
| Amazon | 7.13% | $1.57M | $2.24T | -1.73% | 71 Outperform | |
| Broadcom | 5.80% | $1.28M | $1.54T | 56.06% | 76 Outperform | |
| Mastercard | 3.54% | $777.78K | $444.12B | -9.24% | 75 Outperform | |
| Eli Lilly & Co | 3.38% | $743.11K | $983.12B | 12.44% | 72 Outperform | |
| Meta Platforms | 2.79% | $613.03K | $1.62T | -2.97% | 76 Outperform | |
| TSMC | 2.75% | $605.76K | $1.63T | 99.22% | 81 Outperform |
VUSG Technical Analysis
Positive
―
Price Trends
60.18
Negative
Market Momentum
-0.56
Negative
51.18
Neutral
64.10
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUSG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.94, equal to the 50-day MA of 60.18, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.56 indicates Negative momentum. The RSI at 51.18 is Neutral, neither overbought nor oversold. The STOCH value of 64.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VUSG.
VUSG Peer Comparison
Comparison Results
Performance Comparison
VUSG
Vanguard Wellington U.S. Growth Active ETF
59.38
0.00
0.00%
HGRO
Hedgeye Quality Growth ETF
―
―
―
AOTG
AOT Growth and Innovation ETF
―
―
―
GROZ
Zacks Focus Growth ETF
―
―
―
SEMG
Suncoast Select Growth ETF
―
―
―
RILA
Indexperts Gorilla Aggressive 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.
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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