VOT
Vanguard Mid-Cap Growth ETFVOT Fund Description
VOT tracks a market-cap-weighted index of midcap growth companies selected by the Center for Research in Security Prices (CRSP).
VOT Factset Analytics Insight
VOT goes for growth exposure within the US midcap space. The fund changed its midcap growth index in April 2013 from FTSE to CRSP. Its current index chooses growth companies based on their historical earnings and sales growth rates, current internal growth rates, and forecasted earnings growth rates. Securities are scored and ranked based on the composite of these growth factors, which also become the basis of their weighting. The resulting portfolio is a very representative take on the midcap-growth space, although investors should monitor for some tilt toward slightly larger, higher-growth companies at times. The index is fully reviewed on a quarterly basis. As with all Vanguard ETFs, transparency is a slight concern — holdings are only disclosed monthly, with a 2-week lag.
VOT MSCI ESG Analytics Insight
Vanguard Mid-Cap Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.44 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 Growth ETF ranks in the 36th percentile within its peer group and in the 63th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VOT 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.
VOT Summary Data
VOT Portfolio Data
VOT Index Data
VOT Portfolio Management
VOT Tax Exposures
VOT Fund Structure
VOT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VOT. VOT is rated a 5 out of 5.
VOT Tradability
VOT Sector/Industry Breakdown
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VOT Top 10 Holdings[View All]
VOT Countries
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VOT Regions
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VOT Economic Development
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VOT Performance Statistics
VOT MSCI ESG Ratings
VOT Benchmark Comparison Summary
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VOT Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.