What is VOT?

VOT tracks a market cap-weighted index of mid-cap growth companies selected by the Center for Research in Security Prices (CRSP).

PERFORMANCE [as of 01/20/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
VOT 5.91% 11.69% 5.50% -13.29% 5.25% 7.99% 10.97%
VOT (NAV) 5.93% 11.64% 5.51% -13.31% 5.24% 7.99% 10.97%
CRSP U.S. Mid Cap Growth Index 5.93% 11.65% 5.51% -13.29% 5.29% 8.04% 11.01%
MSCI USA Mid Cap Growth Index 6.27% 14.21% 5.50% -9.18% 8.01% 8.98% 11.73%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

VOT Factset Analytics Insight

VOT goes for growth exposure within the US mid-cap space. The fund changed its mid-cap 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 mid-cap-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 Summary Data

Vanguard
08/17/06
0.07%
$9.99B
CRSP U.S. Mid Cap Growth Index
MSCI USA Mid Cap Growth Index
Open-Ended Fund

Peers

MSCI USA Mid Cap Growth Index

Fund Flows

-$0.01B 5 Days
-$0.02B 30 Days
-$0.71B 90 Days

VOT Portfolio Data

$27.23B
34.74
5.59
0.74%
N/A
173

VOT Index Data

CRSP U.S. Mid Cap Growth Index
Multi-Factor
Multi-Factor
MSCI USA Mid Cap Growth Index

VOT Portfolio Management

0.07%
-0.01%
0.00%
-0.03%

VOT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

VOT Fund Structure

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

Factset Analytics Block Liquidity

As of 01/23/23

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

201,529
$37.23M
194,779
$36.15M
0.05%
$0.09
-0.01%
0.15% / -0.19%
None
100.00%
25,000
7.79
0.01%
0.02%
1,466
$189.63
5

VOT Sector/Industry Breakdown

VOT Segment
Benchmark
23.57% --
14.43% --
13.05% --
9.93% --
6.68% --
6.27% --
3.81% --
3.34% --
3.06% --
2.82% --

VOT Performance Statistics

0.99
0.99
0.98
0.98
0.20%
MSCI USA Mid Cap Growth Index

VOT Countries

VOT Segment
Benchmark
98.72% 100.00%
1.28% --

VOT Regions

VOT Segment
Benchmark
100.00% 100.00%

VOT Economic Development

VOT Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

VOT Benchmark Comparison Holdings

173
152
101
51.35%

VOT Benchmark Comparison Summary

VOT Segment
Benchmark
173 152
$27.23B $21.81B
34.74 36.82
5.59 6.29
0.71% 0.37%
Low Low

VOT Benchmark Comparison Market Cap Size

VOT Segment
Benchmark
90.51% 82.88%
9.02% 17.12%
0.00% 0.00%
0.00% 0.00%