VO

Vanguard Mid-Cap ETF
*Unless otherwise stated, data provided by FactSet.

VO Fund Description

VO tracks the CRSP US Mid Cap Index, a diversified index of midcap US companies.

VO Factset Analytics Insight

VO offers marketlike coverage of US midcaps. Fully replicating the CRSP US Mid Cap Index, VO gives a good sampling of the space without major sector biases, low concentration and low turnover. The exposure aligns well with our large-cap biased midcap basket. VO originally tracked the S&P MidCap 400 Index until May 16, 2003, then switched to the MSCI US MidCap 450 Index, until switching to the CRSP index January 30, 2013.

VO MSCI ESG Analytics Insight

Vanguard Mid-Cap ETF has an MSCI ESG Fund Rating of A based on a score of 6.98 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard Mid-Cap ETF ranks in the 66th percentile within its peer group and in the 91st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

VO MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

PERFORMANCE [as of 11/23/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
VO 0.94% 6.08% 24.38% 32.16% 21.44% 15.88% 15.64%
VO (NAV) 0.94% 5.15% 24.21% 30.75% 21.50% 15.82% 15.94%
CRSP US Mid Cap 0.94% 5.16% 24.21% 30.77% 21.52% 15.84% 15.98%
MSCI USA Mid Cap Index 0.84% 5.13% 25.19% 32.77% 22.73% 16.53% 16.32%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

VO Summary Data

Vanguard
01/26/04
Open-Ended Fund
0.04%
$56.27B
$153.88M
0.01%

VO Portfolio Data

$28.51B
47.55
3.88
1.13%
N/A
362

VO Index Data

CRSP US Mid Cap
Market Cap
Market Cap
MSCI USA Mid Cap Index

VO Portfolio Management

0.04%
-0.03%
0.01%
-0.29%

VO Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

VO Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Monthly

VO Factset Analytics Block Liquidity

As of 11/24/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of VO. VO is rated a 5 out of 5.

VO Tradability

633,666
$153.88M
571,699
$144.24M
0.01%
$0.03
0.02%
0.11% / -0.13%
None
98.00%
25,000
22.87
0.01%
0.01%
1,432
$254.98
5

VO Sector/Industry Breakdown


VO
Segment Benchmark
21.55%
22.08%
19.06%
20.36%
14.44%
15.03%
13.70%
13.11%
11.55%
10.53%
5.29%
4.40%
4.19%
2.50%
4.13%
5.56%
3.65%
3.99%
0.09%
0.11%

VO Top 10 Holdings[View All]

0.89%
DexCom, Inc. 0.82%
Aptiv PLC 0.64%
7.12%

VO Countries


VO
Segment Benchmark
99.52%
100.00%
0.48%
--

VO Regions


VO
Segment Benchmark
100.00%
100.00%

VO Economic Development


VO
Segment Benchmark
100.00%
100.00%

VO Performance Statistics

0.99
0.94
0.95
0.95
0.11%
MSCI USA Mid Cap Index

VO MSCI ESG Ratings

6.98 / 10
90.54
65.65
4.34%
--
218.96

VO Benchmark Comparison Holdings

362
324
259
67.87%

VO Benchmark Comparison Summary


VO
Segment Benchmark
362
324
$28.51B
$22.79B
47.55
32.64
3.88
3.60
1.12%
1.09%
Low
Low

VO Benchmark Comparison Market Cap Size


VO
Segment Benchmark
94.01%
87.00%
5.96%
13.00%
0.03%
0.00%
0.00%
0.00%

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