VUSG - ETF AI Analysis
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Vanguard Wellington U.S. Growth Active ETF (VUSG)
Rating:72Outperform
Price Target:―
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)
AUM34.00M
RegionNorth America
Expense Ratio0.35%
Beta1.43
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. Volume82,183
30 Day Avg. Volume72,898
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
78.55Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering42
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, 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 |
|---|---|---|---|---|---|---|
| Nvidia | 15.90% | $4.99M | $4.86T | 14.80% | 76 Outperform | |
| Alphabet Class A | 12.63% | $3.97M | $4.36T | 91.50% | 85 Outperform | |
| Microsoft | 6.73% | $2.11M | $3.45T | -8.96% | 79 Outperform | |
| Broadcom | 5.87% | $1.84M | $1.85T | 31.74% | 76 Outperform | |
| Micron | 4.76% | $1.50M | $929.52B | 669.69% | 79 Outperform | |
| Apple | 4.73% | $1.48M | $4.54T | 49.21% | 79 Outperform | |
| Eli Lilly & Co | 4.15% | $1.30M | $1.08T | 45.82% | 72 Outperform | |
| Advanced Micro Devices | 3.59% | $1.13M | $776.41B | 174.15% | 73 Outperform | |
| Mastercard | 3.23% | $1.01M | $506.64B | 0.20% | 75 Outperform | |
| TSMC | 2.82% | $886.07K | $1.95T | 69.92% | 81 Outperform |
VUSG Technical Analysis
Positive
―
Price Trends
63.50
Positive
61.86
Positive
Market Momentum
0.07
Negative
60.99
Neutral
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
Performance Comparison
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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