Vanguard Financials Index Etf Profile
| VFH Etf | USD 96.48 0.70 0.72% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Vanguard Financials is trading at 96.48 as of the 16th of April 2024. This is a -0.72 percent decrease since the beginning of the trading day. The etf's open price was 97.18. Vanguard Financials has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Vanguard Financials Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Financials 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard . More on Vanguard Financials Index
Moving together with Vanguard Etf
| 1.0 | XLF | Financial Select Sector | PairCorr |
| 0.98 | IYF | iShares Financials ETF | PairCorr |
| 0.98 | FNCL | Fidelity MSCI Financials | PairCorr |
| 0.98 | IYG | iShares Financial | PairCorr |
Moving against Vanguard Etf
| 0.9 | BITI | ProShares Trust Buyout Trend | PairCorr |
Vanguard Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Financials' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Financials or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | F McNabb |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sector ETFs, Financials ETFs, Financial, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2004-01-26 |
| Benchmark | MSCI US Investable Market Financials 25/50 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 9.07 Billion |
| Average Trading Valume | 319,826.8 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Financials |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | Kenny Narzikul, Michelle Louie |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 396 |
| Market Maker | Virtu Financial |
| Total Expense | 0.1 |
| Management Fee | 0.09 |
| Country Name | USA |
| Returns Y T D | 5.75 |
| Name | Vanguard Financials Index Fund ETF Shares |
| Currency Code | USD |
| Open Figi | BBG000HSSXW1 |
| In Threey Volatility | 20.78 |
| 1y Volatility | 17.28 |
| 200 Day M A | 88.2831 |
| 50 Day M A | 98.2138 |
| Code | VFH |
| Updated At | 15th of April 2024 |
| Currency Name | US Dollar |
Vanguard Financials Index [VFH] is traded in USA and was established 2004-01-26. The fund is classified under Financial category within Vanguard family. The entity is thematically classified as Sector ETFs. Vanguard Financials Index at this time have 9.56 B in net assets. , while the total return for the last 3 years was 5.9%.
Check Vanguard Financials 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 Financials Index 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 Financials Index Etf Constituents
| TFC | Truist Financial Corp | Stock | Financials |
| AIG | American International Group | Stock | Financials |
| GS | Goldman Sachs Group | Stock | Financials |
| WFC | Wells Fargo | Stock | Financials |
| USB | US Bancorp | Stock | Financials |
| SPGI | SP Global | Stock | Financials |
| SCHW | Charles Schwab Corp | Stock | Financials |
Vanguard Financials Target Price Odds Analysis
Coming from a normal probability distribution, the odds of Vanguard Financials jumping above the current price in 90 days from now is about 54.25%. The Vanguard Financials Index probability density function shows the probability of Vanguard Financials etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Vanguard Financials has a beta of 0.4248. This entails as returns on the market go up, Vanguard Financials average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Financials Index will be expected to be much smaller as well. Additionally, vanguard Financials Index has an alpha of 0.0524, implying that it can generate a 0.0524 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Vanguard Financials to move above the current price in 90 days from now is about 54.25 (This Vanguard Financials Index probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Vanguard Financials Top Holders
| NAVFX | The Sector Rotation | Mutual Fund | Large Growth |
| NAVCX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity |
| MSTQX | Morningstar Equity | Mutual Fund | Large Blend |
| NAVAX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity |
| NAVIX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity |
| ACMAX | Absolute Capital Defender | Mutual Fund | Tactical Allocation |
| AAMAX | Absolute Capital Asset | Mutual Fund | Tactical Allocation |
Vanguard Financials Index Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Financials market risk premium is the additional return an investor will receive from holding Vanguard Financials long position in a well-diversified portfolio. 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 Financials. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Financials' alpha and beta are two of the key measurements used to evaluate Vanguard Financials' performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0709 | |||
| Jensen Alpha | 0.0524 | |||
| Total Risk Alpha | 0.0101 | |||
| Sortino Ratio | 0.0245 |
Vanguard Financials Against Markets
Picking the right benchmark for Vanguard Financials etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Financials etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Financials is critical whether you are bullish or bearish towards Vanguard Financials Index at a given time. Please also check how Vanguard Financials' historical prices are related to one of the top price index indicators.
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How to buy Vanguard Etf?
Before investing in Vanguard Financials, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Financials. To buy Vanguard Financials etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Financials. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Financials etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Financials Index etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Financials Index etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Financials Index, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Financials guide.
Already Invested in Vanguard Financials Index?
The danger of trading Vanguard Financials Index is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Financials is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Financials. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Financials Index is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard Financials Index offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Vanguard Financials' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Vanguard Financials Index Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Vanguard Financials Index Etf: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Financials Index. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Vanguard Financials Index information on this page should be used as a complementary analysis to other Vanguard Financials' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of Vanguard Financials Index 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 Financials' value that differs from its market value or its book value, called intrinsic value, which is Vanguard Financials' 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 Financials' market value can be influenced by many factors that don't directly affect Vanguard Financials' 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 Financials' value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Financials is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Financials' 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.