Designed to provide broad exposure to the Mid Cap Value segment of the US equity market, the Vanguard Morningstar Mid-Cap Value ETF (VOE) is a passively managed exchange traded fund launched on August 17, 2006.
Vanguard Morningstar Mid-Cap Value ETF earns a "Buy" rating for its low cost, risk-adjusted returns, and sector diversification away from mega-cap tech. VOE boasts a 0.05% expense ratio, largest AUM in its category, and the best Sharpe ratio among mid-cap value ETFs, offering value exposure with less volatility. The fund's diversified portfolio favors financials and industrials, with minimal technology exposure, and maintains low company-specific risk.
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the Vanguard Morningstar Mid-Cap Value ETF (VOE), a passively managed exchange traded fund launched on August 17, 2006.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 87,795 | $15.07M | $18.02M | $2.95M | 19.6% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,170 | $188,101.3 | $239,528.25 | $51,426.95 | 27.34% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 747 | $115,925.72 | $152,873.55 | $36,947.83 | 31.87% |
Curtis Ellergodt Rothschild Investment LLC | 351 | $53,303.76 | $71,379.36 | $18,075.6 | 33.91% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 3,157 | $517,864.18 | $649,836.88 | $131,972.7 | 25.48% |
| ARCA Exchange | US Country |
The fund is firmly focused on delivering a methodical approach toward investing, with a clear emphasis on tracking the performance of the CRSP US Mid Cap Value Index. This index represents a broad spectrum of mid-sized U.S. companies that are considered to bear value stock characteristics. Through shrewd investment strategies, the advisor aims to closely replicate the benchmark index, ensuring that the fund invests nearly all of its assets directly into the shares constituting the index. These stocks are held in precise ratios to mirror their respective weightings within the index, showcasing a disciplined commitment to mimicking index performance as closely as possible.
This strategy is core to the fund’s objective of tracking the CRSP US Mid Cap Value Index. By employing a methodology that seeks to match the performance of this index, the fund endeavors to capitalize on the potential of mid-size U.S. companies classified as offering value. This is accomplished through strategic asset allocation, ensuring a diversified investment that mirrors the composition of the target index.
Focusing on mid-size U.S. companies categorized under value stocks, the fund identifies opportunities that may be overlooked in larger indexes. These investments are characterized by their potential for growth and value, providing a balanced approach to stock selection that seeks to benefit from companies with sound fundamentals and attractive valuations.