Vanguard Mid Cap Value Etf Profile
| VOE Etf | USD 176.18 0.23 0.13% |
Performance16 of 100
| Odds Of DistressLess than 9
|
Vanguard Mid is trading at 176.18 as of the 30th of November 2024, a 0.13 percent up since the beginning of the trading day. The etf's lowest day price was 176.06. Vanguard Mid has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Vanguard Mid Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Value Index, a broadly diversified index of value stocks of mid-size U.S. companies. Midcap Value is traded on NYSEARCA Exchange in the United States. More on Vanguard Mid Cap Value
Moving together with Vanguard Etf
Vanguard Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Vanguard Mid-Cap Value Index Fund ETF Shares |
| Business Concentration | Austrian Traded Index, ATX Prime, Mid Cap ETFs, Size And Style ETFs, Mid-Cap Value, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2006-08-17 |
| Benchmark | CRSP US Mid Cap Value Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 18.85 Billion |
| Average Trading Valume | 284,329.7 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | Donald Butler, Awais Khan |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 188 |
| Market Maker | Pundion |
| Total Expense | 0.07 |
| Management Fee | 0.06 |
| Country Name | USA |
| Returns Y T D | 23.22 |
| Name | Vanguard Mid-Cap Value Index Fund ETF Shares |
| Currency Code | USD |
| Open Figi | BBG000Q1ZR82 |
| In Threey Volatility | 18.6 |
| 1y Volatility | 13.7 |
| 200 Day M A | 157.57 |
| 50 Day M A | 168.88 |
| Code | VOE |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
Vanguard Mid Cap Value [VOE] is traded in USA and was established 2006-08-17. The fund is classified under Mid-Cap Value category within Vanguard family. The entity is thematically classified as Mid Cap ETFs. Vanguard Mid Cap at this time have 24.68 B in net assets. , while the total return for the last 3 years was 8.8%.
Check Vanguard Mid Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Mid Cap Value Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Mid Cap Value Etf Constituents
| KEY | KeyCorp | Stock | Financials | |
| ETR | Entergy | Stock | Utilities | |
| ES | Eversource Energy | Stock | Utilities | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| HIG | Hartford Financial Services | Stock | Financials | |
| NWL | Newell Brands | Stock | Consumer Discretionary | |
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary | |
| GLW | Corning Incorporated | Stock | Information Technology |
Vanguard Mid Top Holders
| LNOCX | Ladenburg Income Growth | Mutual Fund | Allocation--30% to 50% Equity | |
| LOWIX | Ladenburg Growth Income | Mutual Fund | Allocation--50% to 70% Equity | |
| LAWCX | Ladenburg Aggressive Growth | Mutual Fund | Allocation--85%+ Equity | |
| LAWAX | Ladenburg Aggressive Growth | Mutual Fund | Allocation--85%+ Equity | |
| TDSD | Exchange Traded Concepts | Etf | Tactical Allocation | |
| LOWCX | Ladenburg Growth Income | Mutual Fund | Allocation--50% to 70% Equity | |
| LGWIX | Ladenburg Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| LAGIX | Ladenburg Aggressive Growth | Mutual Fund | Allocation--85%+ Equity |
Vanguard Mid Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Mid. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1511 | |||
| Jensen Alpha | 0.0274 | |||
| Total Risk Alpha | 0.0117 | |||
| Sortino Ratio | (0.01) |
Vanguard Mid Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Mid Cap Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
The market value of Vanguard Mid Cap is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Mid's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Mid's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Mid's market value can be influenced by many factors that don't directly affect Vanguard Mid's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Mid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Mid's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.