VUSG - ETF AI Analysis
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Vanguard Wellington U.S. Growth Active ETF (VUSG)
Rating:74Outperform
Price Target:―
Positive Factors
High-Quality Mega-Cap Holdings
The ETF’s largest positions are in well-known, financially strong companies that many investors view as long-term leaders in their industries.
Focused Growth Exposure
With heavy weights in technology and other growth-oriented sectors, the fund is positioned to benefit if growth stocks recover and perform strongly in the future.
Reasonable Active Management Fee
The expense ratio is moderate for an actively managed growth ETF, so investors are not paying an unusually high cost for professional stock selection.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past few months, which may concern investors looking for steadier short-term results.
Heavy Concentration in a Few Tech Giants
A large share of the portfolio is tied up in a small number of big technology stocks, increasing the impact if any of these companies struggle.
Limited Geographic Diversification
The fund is invested almost entirely in U.S. companies, offering little protection if the U.S. market underperforms other regions.
VUSG vs. SPDR S&P 500 ETF (SPY)
AUM27.93M
RegionNorth America
Expense Ratio0.35%
Beta1.37
IssuerVanguard
Inception DateNov 14, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,867
30 Day Avg. Volume12,642
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
82.38Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering40
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VUSG Summary
Vanguard Wellington U.S. Growth Active ETF (VUSG) is an actively managed fund that focuses on fast-growing U.S. companies, mainly in technology and other innovative industries. It does not track a fixed index, but instead picks stocks the managers believe have strong growth potential. Well-known holdings include Nvidia and Microsoft, along with other major tech and consumer brands. Someone might invest in this ETF to seek long-term growth and get exposure to many leading U.S. companies in a single investment. A key risk is that it is heavily tilted toward tech stocks, so its price can rise and fall sharply with that sector.
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 heavily into U.S. Big Tech and AI, with Nvidia, Apple, Microsoft, Alphabet, and Broadcom steering the ship. Recent strength from Apple and a powerful surge in AMD and TSMC shows the fund is riding the semiconductor and AI wave, even as Nvidia’s momentum has cooled a bit. Amazon and Alphabet have been more mixed lately, adding some bumps to the ride, while Mastercard has been quietly lagging. Overall, this is a U.S.-centric, tech-driven growth story with a clear bet on innovation over diversification.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.85% | $4.38M | $4.96T | 44.72% | 76 Outperform | |
| Microsoft | 9.42% | $2.61M | $3.10T | -11.86% | 79 Outperform | |
| Apple | 9.01% | $2.49M | $4.51T | 49.68% | 79 Outperform | |
| Alphabet Class A | 8.26% | $2.28M | $4.45T | 112.19% | 85 Outperform | |
| Broadcom | 6.48% | $1.79M | $1.83T | 62.35% | 76 Outperform | |
| Amazon | 5.15% | $1.42M | $2.65T | 13.02% | 71 Outperform | |
| Eli Lilly & Co | 4.14% | $1.15M | $1.07T | 48.52% | 72 Outperform | |
| Mastercard | 3.02% | $834.41K | $433.91B | -16.88% | 75 Outperform | |
| Advanced Micro Devices | 3.00% | $829.80K | $760.48B | 302.80% | 73 Outperform | |
| TSMC | 2.91% | $804.86K | $1.94T | 102.34% | 81 Outperform |
VUSG Technical Analysis
Neutral
―
Price Trends
62.26
Positive
60.33
Positive
Market Momentum
0.45
Positive
42.14
Neutral
14.62
Positive
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 undefined is equal to the 20-day moving average (MA) of 64.85, equal to the 50-day MA of 62.26, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.45 indicates Positive momentum. The RSI at 42.14 is Neutral, neither overbought nor oversold. The STOCH value of 14.62 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
Performance Comparison
VUSG
Vanguard Wellington U.S. Growth Active ETF
62.91
3.53
5.94%
GROZ
Zacks Focus Growth ETF
―
―
―
JGRW
Jensen Quality Growth ETF
―
―
―
SEMG
Suncoast Select Growth ETF
―
―
―
RILA
Indexperts Gorilla Aggressive Growth ETF
―
―
―
HYP
Golden Eagle Dynamic Hypergrowth 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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