VO - ETF AI Analysis
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Vanguard Mid-Cap ETF (VO)
VO, the Vanguard Mid-Cap ETF, has a solid overall rating driven by several strong industrial and energy names like Quanta Services, Vertiv Holdings, and Phillips 66, which show robust financial performance, positive earnings calls, and supportive technical trends. However, holdings such as Cloudflare and Seagate introduce some drag due to profitability challenges, high leverage, and valuation concerns, and the fund’s notable exposure to cyclical energy and industrial sectors is a key risk if market conditions weaken.
VO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 107.39B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 0.82
- Issuer
- Vanguard
- Inception Date
- Jan 26, 2004
- Dividend Yield
- 1.35%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Mid Cap TR USD
VO Summary
Vanguard Mid-Cap ETF (VO) is a fund that follows the Morningstar US Mid Cap index, focusing on medium-sized U.S. companies. These are businesses that are bigger than small startups but not yet giants, offering a mix of stability and growth potential. The ETF spreads your money across many sectors, including industrials, technology, and energy, with holdings like Cloudflare and Valero Energy. Someone might invest in VO to diversify their portfolio and tap into long-term growth from mid-sized companies. A key risk is that mid-cap stocks can still be volatile and may go up and down with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. That’s much lower than the average ETF because VO is a passively managed fund that simply tracks a mid-cap index instead of paying managers to pick individual stocks.
What would affect this ETF?
Because VO focuses on U.S. mid-cap stocks across many sectors, it could benefit from steady economic growth, rising corporate profits, and strong demand for technology and industrial services, which would help top holdings like Cloudflare and Quanta Services. On the other hand, higher interest rates, a U.S. slowdown, or tighter financial and energy regulations could hurt mid-sized companies’ borrowing costs and earnings, pressuring key positions such as Robinhood and the fund’s large energy exposure.
VO Top 10 Holdings
VO’s story right now is all about a tug-of-war between surging energy names and more mixed mid-cap growth plays. Refiners like Marathon Petroleum and Phillips 66 have been rising steadily, giving the fund a strong boost, while Valero adds more fuel to that energy-heavy tilt. On the growth side, Datadog and Vertiv are climbing, but their rich valuations keep investors on their toes. Meanwhile, Robinhood and Howmet Aerospace are lagging, acting as a bit of a brake. Overall, it’s a U.S.-focused, mid-cap mix with notable exposure to energy and tech.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NET | Cloudflare | 1.11% | $2.40B | $99.95B | 4.69% | 61Neutral |
 VLO | Valero Energy | 1.11% | $2.39B | $111.46B | 124.97% | 69Neutral |
 MPC | Marathon Petroleum | 1.10% | $2.38B | $124.89B | 120.81% | 66Neutral |
 PSX | Phillips 66 | 1.01% | $2.18B | $110.32B | 102.03% | 73Outperform |
 PWR | Quanta Services | 0.96% | $2.07B | $93.53B | 38.31% | 78Outperform |
 VRT | Vertiv Holdings | 0.92% | $1.99B | $89.53B | 16.27% | 77Outperform |
 DDOG | Datadog | 0.91% | $1.96B | $84.48B | 32.73% | 69Neutral |
 HWM | Howmet Aerospace | 0.89% | $1.93B | $79.22B | 3.42% | 67Neutral |
 HOOD | Robinhood | 0.88% | $1.90B | $76.61B | -42.88% | 68Neutral |
 LITE | Lumentum Holdings | 0.86% | $1.87B | $76.15B | 239.55% | 61Neutral |
VO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VO, the sentiment is Positive. The current price of 81.66 is above the 20-day moving average (MA) of 81.00, above the 50-day MA of 80.76, and above the 200-day MA of 77.85, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 55.89 is Neutral, neither overbought nor oversold. The STOCH value of 74.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VO.
VO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VO | $81.66 | $88.00(7.76% Upside) | $107.39B | 0.03% | 69Neutral |
 IJH | $73.92 | $91.34(23.57% Upside) | $123.27B | 0.05% | 73Outperform |
 IWR | $110.32 | $131.49(19.19% Upside) | $58.03B | 0.18% | 68Neutral |
 MDY | $674.04 | $826.37(22.60% Upside) | $25.89B | 0.23% | 70Outperform |
 SPMD | $64.73 | $79.68(23.09% Upside) | $18.86B | 0.03% | 71Outperform |
 SCHM | $35.13 | $43.18(22.91% Upside) | $14.82B | 0.03% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VO | Vanguard Mid-Cap ETF | 81.66 | 10.91 | 15.43% | |
| IJH | iShares Core S&P Mid-Cap ETF | 73.92 | 10.40 | 16.37% | |
| IWR | iShares Russell Midcap ETF | 110.32 | 16.92 | 18.12% | |
| MDY | State Street Spdr S&P Midcap 400 Etf Trust | 674.04 | 92.84 | 15.97% | |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 64.73 | 9.09 | 16.34% | |
| SCHM | Schwab U.S. Mid-Cap ETF | 35.13 | 6.37 | 22.16% |
This 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.