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VGRO - ETF AI Analysis

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VGRO

Virtus Silvant Growth Opportunities ETF (VGRO)

Rating:75Outperform
Price Target:
VGRO’s rating suggests it is a solid-quality growth-focused ETF, supported by major positions in leaders like Alphabet and Microsoft, whose strong financial performance and strategic investments in AI and cloud services help drive the fund’s appeal. However, several key holdings such as Nvidia, Visa, and Meta face risks from high valuations and some bearish or mixed technical signals, which can limit upside and add volatility, and the fund’s heavy tilt toward large technology and AI-related names increases sector concentration risk.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing positive momentum for investors.
Leading Growth Companies in Top Holdings
Several major positions like Nvidia, Alphabet, Broadcom, Apple, and Eli Lilly have shown strong performance, helping drive the fund’s returns.
Focused Growth Sectors
Heavy exposure to technology and communication services gives investors access to companies with strong growth potential.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions make up a big share of the portfolio, increasing the impact if any of these companies stumble.
Sector Concentration Risk
The fund is heavily tilted toward technology and communication services, which can make it more sensitive to downturns in these industries.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, so the ETF offers little protection if the U.S. market weakens.

VGRO vs. SPDR S&P 500 ETF (SPY)

VGRO Summary

VGRO, the Virtus Silvant Growth Opportunities ETF, is an actively managed fund that focuses on fast-growing large U.S. companies rather than tracking a fixed index. It leans heavily toward technology and communication services, with major holdings like Nvidia and Alphabet (Google), plus other big names such as Apple and Microsoft. Investors might consider VGRO if they want growth potential from leading, established companies and built-in diversification across several sectors. However, because it is concentrated in growth and tech-related stocks, its price can rise and fall sharply with changes in the stock market and sentiment toward technology.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s a bit higher than the average stock ETF because it’s actively managed, with professionals picking stocks rather than just tracking an index.
What would affect this ETF?VGRO is heavily invested in large U.S. technology and internet companies like Nvidia, Microsoft, Apple, Alphabet, and Amazon, so it could benefit if innovation, artificial intelligence, and digital spending continue to grow and if interest rates stay stable or move lower, which often supports growth stocks. On the other hand, the fund could be hurt by higher interest rates, stricter tech regulations, economic slowdowns that reduce consumer and business spending, or company-specific setbacks at its biggest holdings, since they make up a large share of the portfolio.

VGRO Top 10 Holdings

VGRO is leaning hard into U.S. mega-cap growth, with Nvidia and Alphabet in the driver’s seat and giving the fund a clear tilt toward AI and digital advertising, even as their recent performance has been a bit mixed. Microsoft and Eli Lilly are the steadier engines, rising on the back of cloud, AI, and blockbuster drug momentum. Apple looks solid but is losing a little steam lately, while Meta has been more of a drag. Overall, this is a tech- and communication-heavy U.S. story, not a globally diversified mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia15.78%$598.58K$5.16T15.45%
76
Outperform
Alphabet Class A13.38%$507.53K$4.22T64.84%
85
Outperform
Microsoft6.41%$243.22K$3.65T-2.05%
79
Outperform
Broadcom6.35%$240.73K$1.70T18.43%
76
Outperform
Eli Lilly & Co5.52%$209.34K$1.16T62.01%
72
Outperform
Apple4.78%$181.17K$4.52T35.99%
79
Outperform
GE Aerospace4.65%$176.49K$362.67B29.65%
72
Outperform
Visa4.55%$172.75K$717.21B9.58%
70
Outperform
GE Vernova Inc.4.00%$151.54K$246.82B53.13%
69
Neutral
Meta Platforms3.75%$142.31K$1.45T-22.91%
76
Outperform

VGRO Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
25.44
Negative
100DMA
25.46
Negative
200DMA
Market Momentum
MACD
-0.01
Positive
RSI
45.30
Neutral
STOCH
5.54
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VGRO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.68, equal to the 50-day MA of 25.44, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.01 indicates Positive momentum. The RSI at 45.30 is Neutral, neither overbought nor oversold. The STOCH value of 5.54 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VGRO.

VGRO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.80M0.35%
75
Outperform
$92.26M0.65%
75
Outperform
$87.57M0.36%
74
Outperform
$77.43M0.65%
68
Neutral
$65.56M0.39%
72
Outperform
$63.62M0.85%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VGRO
Virtus Silvant Growth Opportunities ETF
25.29
-0.09
-0.35%
AFGR
First Trust Active Factor Large Cap Growth ETF
PRXG
Praxis Impact Large Cap Growth ETF
AQLG
Highland Capital Large Capital Growth ETF
CGGG
Capital Group U.S. Large Growth ETF
EASY
Liberty One Defensive Dividend Growth ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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