VO - ETF AI Analysis
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Vanguard Mid-Cap ETF (VO)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing healthy recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, financials, utilities, and health care, which helps reduce the impact of weakness in any single industry.
Very Low Expense Ratio
The fund’s expense ratio is very low, so investors keep more of the returns generated by the underlying stocks.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Mixed Performance Among Top Holdings
While several top positions have shown strong gains, a few key holdings have posted weak or negative results, which can drag on overall performance.
Exposure to Cyclical Sectors
Significant weights in economically sensitive areas like industrials, technology, and consumer cyclical stocks may make the fund more vulnerable during economic slowdowns.
VO vs. SPDR S&P 500 ETF (SPY)
AUM108.19B
RegionNorth America
Expense Ratio0.03%
Beta0.83
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield1.34%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap TR USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,053,292
30 Day Avg. Volume2,827,474
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
97.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering279
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VO Summary
Vanguard Mid-Cap ETF (VO) is a fund that follows the CRSP US Mid Cap index, giving you a broad mix of medium-sized U.S. companies across many industries like technology, industrials, and finance. It holds well-known names such as Western Digital and Cummins, along with many other mid-sized firms. Investors might consider VO to add diversification and long-term growth potential, since mid-cap companies are often past the risky startup phase but still have room to expand. A key risk is that stock prices in this fund can go up and down with the overall stock market.
How much will it cost me?The Vanguard Mid-Cap ETF (VO) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, keeping costs low for investors.
What would affect this ETF?The Vanguard Mid-Cap ETF (VO) could benefit from economic growth and innovation in sectors like technology and consumer cyclical, which are key areas of exposure for this fund. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact mid-sized companies and sectors like financials and real estate. Additionally, regulatory changes or market volatility could affect top holdings such as Robinhood and DoorDash.
VO Top 10 Holdings
VO’s story right now is a tug-of-war between surging tech names and some mid-cap industrials losing steam. Seagate Technology and Western Digital have been rising on AI-driven demand for data storage, giving the fund a solid tech backbone. Cloudflare and Datadog add more growth flavor, though their mixed, sometimes lagging moves remind investors that high-valuation software can be a bumpy ride. On the flip side, Vertiv and Cummins have been dragging performance lately. Overall, VO is U.S.-focused, with a clear tilt toward technology and industrials as its main engines.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Marathon Petroleum | 1.04% | $2.36B | $116.24B | 128.05% | 66 Neutral | |
| Valero Energy | 1.01% | $2.31B | $116.12B | 146.40% | 69 Neutral | |
| Vertiv Holdings | 0.95% | $2.15B | $92.17B | 74.97% | 77 Outperform | |
| Phillips 66 | 0.94% | $2.14B | $105.59B | 108.76% | 73 Outperform | |
| Howmet Aerospace | 0.93% | $2.12B | $90.82B | 22.84% | 67 Neutral | |
| Cloudflare | 0.93% | $2.11B | $115.60B | 51.79% | 61 Neutral | |
| Seagate Tech | 0.88% | $2.01B | $178.09B | 267.07% | 68 Neutral | |
| Quanta Services | 0.87% | $1.97B | $93.10B | 64.70% | 78 Outperform | |
| SLB | 0.86% | $1.94B | $77.62B | 50.33% | 75 Outperform | |
| Constellation Energy Corporation | 0.85% | $1.93B | $91.95B | -19.58% | 68 Neutral |
VO Technical Analysis
Neutral
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Price Trends
81.72
Negative
80.09
Positive
76.89
Positive
Market Momentum
-0.56
Positive
39.38
Neutral
17.42
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 81.71, equal to the 50-day MA of 81.72, and equal to the 200-day MA of 76.89, indicating a neutral trend. The MACD of -0.56 indicates Positive momentum. The RSI at 39.38 is Neutral, neither overbought nor oversold. The STOCH value of 17.42 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VO.
VO Peer Comparison
Comparison Results
Performance Comparison
VO
Vanguard Mid-Cap ETF
80.00
8.17
11.37%
IJH
iShares Core S&P Mid-Cap ETF
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IWR
iShares Russell Midcap ETF
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MDY
SPDR S&P Midcap 400 ETF Trust
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SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
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SCHM
Schwab U.S. Mid-Cap ETF
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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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