Launched on August 17, 2006, the Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Growth segment of the US equity market.
If you're interested in broad exposure to the Mid Cap Growth segment of the US equity market, look no further than the Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), a passively managed exchange traded fund launched on August 17, 2006.
Vanguard Mid-Cap Growth Index Fund ETF (VOT) is downgraded to hold due to underperformance versus core mid-cap peers and lofty valuations. VOT trades at a 35x trailing PE, higher than both core mid-cap and large-cap growth ETFs, limiting upside amid investor rotation to mid-caps. The fund's portfolio structure, with less industrials and struggling upper-mid-cap tech and health care stocks, further weighs on returns.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,915 | $2.49M | $2.96M | $472,500.4 | 19.01% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 240 | $57,630.01 | $71,608.8 | $13,978.79 | 24.26% |
| CE Curtis Ellergodt Rothschild Investment LLC | 5 | $1,097.85 | $1,491.85 | $394 | 35.89% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 549 | $139,206.24 | $164,035.71 | $24,829.47 | 17.84% |
| PEP Philip E. Passafiume Protective Life Corp | 2 | $514.7 | $596.96 | $82.26 | 15.98% |
| ARCA Exchange | US Country |
The described company operates within the financial sector, specifically focusing on investment services. It is geared towards a strategy of mirroring the performance of the CRSP US Mid Cap Growth Index, an index that aggregates a diversified portfolio of mid-sized U.S. companies demonstrating growth potential. This approach is grounded in indexing investment, where the company invests its assets in the stocks included in the CRSP US Mid Cap Growth Index, ensuring that each stock is represented in the portfolio in accordance to its weight within the index itself. The company prides itself on a disciplined investment philosophy that seeks to match the price and yield performance of the index, providing an investment vehicle for clients looking to invest in mid-cap growth stocks without actively managing their investments.
This product is the cornerstone of the company’s offerings, focusing on tracking the performance of the CRSP US Mid Cap Growth Index. The strategy involves investing all or a substantial portion of the company’s assets into the stocks that comprise the index, mirroring each stock's proportionate weight within the index itself. This method aims to provide investors with a return that closely matches the performance of the mid-cap growth segment of the U.S. equity market, reducing the need for active management and the costs associated with it.