VOT

Vanguard Mid-Cap Growth ETF
A

87
*Unless otherwise stated, data provided by FactSet.

VOT 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 provides broad exposure to U.S. mid-cap growth stocks at a rock bottom price. The fund changed midcap growth indexes 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. VOT’s fits our benchmark relatively well, though it tilts toward slightly larger, higher-growth companies. Its miniscule expense ratio, tight tracking and impressive liquidity all add up to extremely low all-in costs. Our only gripe: like all Vanguard funds it publishes holdings on a monthly basis with a 2-week delay, hurting transparency.Overall, VOT is a solid choice for broad-based exposure to mid-cap growth companies and is featured on our Opportunities list.

VOT MSCI ESG Analytics Insight

Vanguard Mid-Cap Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.70 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 34th percentile within its peer group and in the 83th 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 Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 3 Months
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Select ETFs to compare their performance:
PERFORMANCE [as of 10/10/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
VOT -2.24% -3.96% 22.77% 8.34% 12.70% 10.47% 13.12%
VOT (NAV) -1.25% -3.55% 23.19% 12.62% 12.54% 10.94% 13.10%
CRSP US Mid Growth -1.24% -3.54% 23.24% 12.69% 12.59% 11.00% 13.10%
MSCI USA Mid Cap Growth Index -1.49% -4.02% 22.76% 9.32% 11.74% 10.26% 13.27%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

VOT Summary Data

Vanguard
08/17/06
Open-Ended Fund
0.07%
$6.34B
$20.13M
0.04%

VOT Portfolio Data

$19.69B
37.87
4.91
1.31%
03/25/14
179

VOT Index Data

CRSP US Mid Growth
Multi-Factor
Multi-Factor
MSCI USA Mid Cap Growth Index

VOT Portfolio Management

0.07%
-0.05%
-0.02%
-0.07%

VOT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

VOT Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Monthly
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

VOT Factset Analytics Block Liquidity

As of 10/11/19
5
4
3
2
1

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

136,182
$20.13M
106,369
$16.02M
0.04%
$0.05
0.01%
0.09% / -0.11%
None
100.00%
25,000
4.25
0.01%
0.02%
175
$146.51
5

VOT Sector/Industry Breakdown


VOT
Segment Benchmark
25.86%
27.35%
22.64%
24.02%
14.71%
8.07%
13.77%
14.90%
11.82%
14.35%
5.08%
1.49%
2.70%
5.73%
2.64%
2.23%
0.55%
0.63%
0.22%
1.23%

VOT Countries


VOT
Segment Benchmark
98.86%
99.19%
1.14%
0.81%

VOT Regions


VOT
Segment Benchmark
100.00%
100.00%

VOT Economic Development


VOT
Segment Benchmark
100.00%
100.00%

VOT Performance Statistics

0.99
0.95
0.95
0.94
0.14%
MSCI USA Mid Cap Growth Index

VOT MSCI ESG Ratings

BBB
4.70 / 10
83.49
34.44
1.80%
6.89%
133.82

VOT Benchmark Comparison Holdings

179
174
115
63.44%

VOT Benchmark Comparison Summary


VOT
Segment Benchmark
179
174
$19.69B
$15.78B
37.87
34.16
4.91
5.61
0.85%
0.58%
Low
Low

VOT Benchmark Comparison Market Cap Size


VOT
Segment Benchmark
77.32%
66.45%
22.53%
33.48%
0.15%
0.07%
0.00%
0.00%