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VUSG - ETF AI Analysis

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VUSG

Vanguard Wellington U.S. Growth Active ETF (VUSG)

Rating:72Outperform
Price Target:
VUSG’s rating reflects a portfolio led by powerful growth names like Alphabet and Nvidia, whose strong financial results and major investments in AI and cloud/data centers support the fund’s overall quality. Other large positions such as Microsoft, Apple, and TSMC further reinforce the rating with solid growth prospects in technology and AI, though many of these stocks trade at high valuations, which could limit upside. The main risk is the fund’s heavy concentration in tech and AI-related companies, meaning it may be more sensitive to downturns or valuation resets in that sector.
Positive Factors
Strong Semiconductor Exposure
Several major chip-related holdings, including Micron, AMD, Nvidia, Broadcom, and TSMC, have shown strong performance, helping drive the fund’s recent gains.
Growth-Focused Technology Tilt
With over half the portfolio in technology and additional exposure to communication services, the ETF is positioned to benefit when growth and innovation-focused companies do well.
Solid Recent Multi-Month Performance
Despite a weak recent month, the ETF’s performance over the last few months and year-to-date has been positive, indicating generally favorable momentum.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions, especially in Nvidia and Alphabet, make up a big share of the portfolio, increasing the impact if any of these companies stumble.
Heavy Technology Sector Risk
The strong tilt toward technology means the fund could be hit hard if tech stocks fall out of favor or face sector-specific setbacks.
Limited Geographic Diversification
With almost all assets in U.S. companies, the ETF offers little exposure to other regions, reducing the benefits of global diversification.

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

VUSG Summary

Vanguard Wellington U.S. Growth Active ETF (VUSG) is an actively managed fund that focuses on fast-growing U.S. companies, especially in technology and communication services. It doesn’t track a set index, but instead picks stocks the managers believe have strong growth potential across the total U.S. market. Well-known holdings include Nvidia, Microsoft, Apple, and Alphabet (Google’s parent company). Someone might invest in VUSG to seek long-term growth by owning a basket of innovative, leading companies in one simple investment. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can rise and fall more than the overall market.
How much will it cost me?The expense ratio for the Vanguard Wellington U.S. Growth Active ETF (VUSG) is 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average because it’s an actively managed fund, where professional managers select investments to try to outperform the market.
What would affect this ETF?The Vanguard Wellington U.S. Growth Active ETF (VUSG) is heavily focused on U.S. growth sectors like technology and consumer cyclical, which could benefit from advancements in innovation and strong consumer demand, especially if economic conditions remain favorable. However, the ETF's reliance on high-growth tech companies like Nvidia, Microsoft, and Apple makes it vulnerable to interest rate hikes, regulatory changes, or economic slowdowns that could negatively impact these sectors. Additionally, its concentration in the U.S. market means it may be more affected by domestic economic and political developments compared to globally diversified funds.

VUSG Top 10 Holdings

VUSG is leaning hard into U.S. growth and the AI boom, with Nvidia, Alphabet, Broadcom, and Micron forming the engine room of the fund. Micron and AMD have been rising sharply, giving the ETF a strong tailwind, while TSM adds a global chipmaker flavor despite the fund’s U.S. focus. On the other side, Microsoft and Mastercard have been lagging, acting like a bit of sand in the gears. Overall, this is a tech-heavy, semiconductor-centric portfolio where a handful of big names do most of the heavy lifting.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia15.90%$4.99M$4.86T14.80%
76
Outperform
Alphabet Class A12.63%$3.97M$4.36T91.50%
85
Outperform
Microsoft6.73%$2.11M$3.45T-8.96%
79
Outperform
Broadcom5.87%$1.84M$1.85T31.74%
76
Outperform
Micron4.76%$1.50M$929.52B669.69%
79
Outperform
Apple4.73%$1.48M$4.54T49.21%
79
Outperform
Eli Lilly & Co4.15%$1.30M$1.08T45.82%
72
Outperform
Advanced Micro Devices3.59%$1.13M$776.41B174.15%
73
Outperform
Mastercard3.23%$1.01M$506.64B0.20%
75
Outperform
TSMC2.82%$886.07K$1.95T69.92%
81
Outperform

VUSG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
63.50
Positive
100DMA
61.86
Positive
200DMA
Market Momentum
MACD
0.07
Negative
RSI
60.99
Neutral
STOCH
92.70
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUSG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 62.91, equal to the 50-day MA of 63.50, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.07 indicates Negative momentum. The RSI at 60.99 is Neutral, neither overbought nor oversold. The STOCH value of 92.70 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VUSG.

VUSG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$34.00M0.35%
72
Outperform
$96.94M0.75%
74
Outperform
$87.31M0.57%
74
Outperform
$78.34M0.67%
71
Outperform
$68.44M0.85%
62
Neutral
$62.47M0.60%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VUSG
Vanguard Wellington U.S. Growth Active ETF
65.38
6.00
10.10%
AOTG
AOT Growth and Innovation ETF
JGRW
Jensen Quality Growth ETF
TSEL
Touchstone Sands Capital US Select Growth ETF
HYP
Golden Eagle Dynamic Hypergrowth ETF
SEMG
Suncoast Select 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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