VUSG - ETF AI Analysis
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Vanguard Wellington U.S. Growth Active ETF (VUSG)
VUSG’s rating reflects a solid, growth-focused portfolio led by major tech names like Alphabet, Microsoft, and Nvidia, whose strong financial performance and strategic investments in AI and cloud services provide a powerful engine for long-term growth. However, several key holdings, including Nvidia, Mastercard, and Meta, show signs of high or premium valuations and some bearish or mixed technical signals, which introduce risk, especially given the fund’s heavy concentration in technology and AI-related companies.
VUSG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 40.93M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 1.49
- Issuer
- Vanguard
- Inception Date
- Nov 14, 2025
- Dividend Yield
- 0.02%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
VUSG Summary
VUSG is the Vanguard Wellington U.S. Growth Active ETF, a fund that picks U.S. companies it believes have strong future growth potential rather than tracking a fixed index. It focuses heavily on technology and other innovative businesses, with major holdings like Nvidia, Alphabet (Google), Microsoft, and Apple. Investors might consider VUSG if they want a simple way to invest in a basket of fast-growing, industry-leading companies for long-term growth. However, because it is concentrated in growth and tech stocks, its price can be quite volatile and may go up and down 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 essentially riding the AI and Big Tech wave, with Nvidia, Microsoft, and AMD doing much of the heavy lifting as their shares keep rising on enthusiasm for chips and cloud-driven growth. Alphabet and Apple add steady, if sometimes mixed, momentum, reinforcing the fund’s tilt toward U.S. tech giants. Broadcom has been more of a laggard lately, occasionally putting a small drag on returns despite its AI story. With nearly all exposure in U.S. names and a heavy concentration in semiconductors and mega-cap tech, this ETF lives and breathes the growth side of the market.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 16.06% | $6.61M | $5.23T | 18.52% | 76Outperform |
 GOOGL | Alphabet Class A | 12.27% | $5.05M | $4.14T | 32.63% | 85Outperform |
 MSFT | Microsoft | 8.07% | $3.32M | $3.95T | 2.92% | 79Outperform |
 AAPL | Apple | 5.45% | $2.24M | $5.00T | 29.46% | 79Outperform |
 AVGO | Broadcom | 4.97% | $2.05M | $1.60T | -4.26% | 76Outperform |
 MU | Micron | 3.89% | $1.60M | $1.02T | 333.37% | 79Outperform |
 LLY | Eli Lilly & Co | 4.20% | $1.73M | $1.17T | 58.68% | 72Outperform |
 AMD | Advanced Micro Devices | 3.20% | $1.32M | $878.35B | 122.29% | 73Outperform |
 MA | Mastercard | 3.55% | $1.46M | $543.49B | 9.55% | 75Outperform |
 META | Meta Platforms | 3.16% | $1.30M | $1.80T | -5.18% | 76Outperform |
VUSG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUSG, the sentiment is Neutral. The current price of 65.03 is below the 20-day moving average (MA) of 66.93, below the 50-day MA of 66.09, and above the 200-day MA of 62.43, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 41.29 is Neutral, neither overbought nor oversold. The STOCH value of 12.35 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VUSG.
VUSG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VUSG | $65.03 | $72.00(10.72% Upside) | $40.93M | 0.35% | 73Outperform |
 TSEL | $28.09 | $36.48(29.87% Upside) | $78.20M | 0.67% | 70Neutral |
 JGRW | $28.78 | $34.12(18.56% Upside) | $62.15M | 0.57% | 75Outperform |
 SEMG | $28.33 | $33.75(19.15% Upside) | $65.02M | 0.60% | 73Outperform |
 ZDIS | $57.26 | $77.37(35.13% Upside) | $62.72M | 0.75% | 65Neutral |
 NSIG | $24.92 | $31.88(27.92% Upside) | $61.32M | 0.38% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VUSG | Vanguard Wellington U.S. Growth Active ETF | 65.03 | 6.09 | 10.33% | |
| TSEL | Touchstone Sands Capital US Select Growth ETF | 28.09 | -1.21 | -4.14% | |
| JGRW | Jensen Quality Growth ETF | 28.78 | 1.78 | 6.60% | |
| SEMG | Suncoast Select Growth ETF | 28.33 | 1.39 | 5.17% | |
| ZDIS | Virtus Zevenbergen Discovery Growth ETF | 57.26 | -6.58 | -10.30% | |
| NSIG | North Square Growth Opportunities ETF | 24.92 | -0.39 | -1.53% |
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