About VO ETF
Overview: The VO seeks to track the performance of the CRSP US Mid Cap Index, which measures the investment return of mid-capitalization stocks. The fund provides the investor a convenient way to match the performance of a diversified group of medium-size companies. About the Fund Manager: Vanguard is one of the world's largest investment companies with roughly $5.2 trillion in global assets under management. Founded in 1975 in America, Vanguard caters to more than 20 million investors, in about 170 countries. The core purpose of the fund is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Sector: Financials (20.20%), Industrials (19.80%), Technology (15.20%), Consumer Services (11.20%), Consumer Goods (9.50%), Health Care (8.60%), Utilities (6.40%), Oil & Gas (5.30%), Basic Materials (3.40%), Telecommunications (0.40%) Geography: 100% of the portfolio is focussed in the US. Investment Strategy: The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. The Fund 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. Recommended for: Growth Additional Information: 1. Fund Factsheet
Returns
| Performance | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 10.06% | 62.88% | 16.24% | 15.42% | 12.58% |
Asset Class
Asset type breakdown
VO Holdings - Top 10
| Namei | Weightage (%) | |
|---|---|---|
| Twitter, Inc | 1% | |
| Freeport-McMoRan Inc | 0.80% | |
| KLA Corporation | 0.78% | |
| IDEXX Laboratories, Inc | 0.72% | |
| Pinterest, Inc | 0.67% | |
| Aptiv PLC | 0.66% | |
| Chipotle Mexican Grill, Inc | 0.66% | |
| Align Technology, Inc | 0.66% | |
| Roku, Inc | 0.65% | |
| DocuSign, Inc | 0.65% |
VO Sectors/Industry Breakdown
| Sectori | % of market value | |
|---|---|---|
| Technology | 20.75% | |
| Healthcare | 12.34% | |
| Consumer Cyclicals | 11.77% | |
| Financial Services | 11.11% | |
| Industrials | 10.79% | |
| Communication Services | 8.27% | |
| Real Estate | 8.25% | |
| Utilities | 5.13% | |
| Basic Materials | 4.54% | |
| Energy | 3.61% | |
| Consumer Defensive | 3.44% |
VO Countries
| Countryi | % of market value | |
|---|---|---|
| North America | 98.44% | |
| Asia Emerging | 0.53% | |
| United Kingdom | 0.46% | |
| Europe Developed | 0.31% | |
| Asia Developed | 0.26% |
Projected Returns
Returnsbased on historic SIP returns of 9.26% per annum
VO Summary Data
| Total Net Assets | $ | i |
| Average Mkt Cap Mil | $ | i |
| Symbol | VO | |
| Exchange | ARCX | |
| ISIN | US9229086296 |
| Cat. Benchmark | S&P 500 TR USD | |
| Asset class | Equity | |
| Category | Mid-Cap Blend | |
| Country | US |
VO Portfolio Data & Volatility Analysis
| Net Expense Ratio | 0.04 | i |
| Beta | 1.13 | i |
| Valuations Rates Portfolio PE | 21.35664 | i |
| 3 Year Standard Deviation | 21.54 | i |
Fund Strategy
Vanguard Mid-Cap Index ETF tracks the performance of the CRSP US Mid Cap TR Index and holds over 350 mid capitalization stocks. Its investments are focused in the United States and diversified across industries.
