Vanguard Value Index Etf Profile

VTV Etf  USD 160.85  0.47  0.29%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Vanguard Value is selling for under 160.85 as of the 24th of May 2024; that is 0.29 percent up since the beginning of the trading day. The etf's lowest day price was 160.57. Vanguard Value has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Vanguard Value Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of May 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. Vanguard Value is traded on NYSEARCA Exchange in the United States. More on Vanguard Value Index

Moving together with Vanguard Etf

  1.0VYM Vanguard High DividendPairCorr
  0.98IWD iShares Russell 1000PairCorr
  0.96DGRO iShares Core DividendPairCorr
  0.97IVE iShares SP 500PairCorr
  0.9DVY iShares Select DividendPairCorr
  0.97SPYV SPDR Portfolio SPPairCorr

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 Value's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Value or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ChairmanF McNabb
Thematic Ideas
(View all Themes)
Old Names[TVN, TVN, VTV, TVN - Frankfurt Stock Exchang]
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Baby Boomer Prospects, Large Value, Vanguard (View all Sectors)
IssuerVanguard
Inception Date2004-01-26
BenchmarkCRSP US Large Cap Value Index
Entity TypeRegulated Investment Company
Asset Under Management116.96 Billion
Average Trading Valume1.75 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Vanguard Group, Inc.
AdvisorThe Vanguard Group, Inc.
CustodianThe Bank of New York Mellon Corporation
DistributorVanguard Marketing Corporation
Portfolio ManagerWalter Nejman, Gerard OReilly
Transfer AgentThe Vanguard Group, Inc.
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents344
Market MakerVirtu Financial
Total Expense0.04
Management Fee0.03
Country NameUSA
Returns Y T D9.33
NameVanguard Value Index Fund ETF Shares
Currency CodeUSD
Open FigiBBG000HWV1X7
In Threey Volatility15.78
1y Volatility14.69
200 Day M A148.67
50 Day M A159.51
CodeVTV
Updated At23rd of May 2024
Currency NameUS Dollar
Vanguard Value Index [VTV] is traded in USA and was established 2004-01-26. The fund is classified under Large Value category within Vanguard family. The entity is thematically classified as Large Cap ETFs. Vanguard Value Index at this time have 149.28 B in net assets. , while the total return for the last 3 years was 7.9%.
Check Vanguard Value 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 Value 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 Value Index Etf Constituents

KOThe Coca ColaStockConsumer Staples
XOMExxon Mobil CorpStockEnergy
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
TATT IncStockCommunication Services
PGProcter GambleStockConsumer Staples
More Details

Vanguard Value Top Holders

ETFCXStadion Tactical GrowthMutual FundTactical Allocation
ISSPXVoya Solution 2055Mutual FundTarget-Date 2055
ETFOXStadion Tactical GrowthMutual FundTactical Allocation
ISNHXVoya Solution 2030Mutual FundTarget-Date 2030
IASPXVoya Solution 2055Mutual FundTarget-Date 2055
VYROXVoya Solution ModeratelyMutual FundAllocation--70% to 85% Equity
ISGAXVoya Solution BalancedMutual FundAllocation--50% to 70% Equity
More Details

Vanguard Value Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Value market risk premium is the additional return an investor will receive from holding Vanguard Value 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 Value. 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 Value's alpha and beta are two of the key measurements used to evaluate Vanguard Value's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Value Against Markets

Picking the right benchmark for Vanguard Value 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 Value 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 Value is critical whether you are bullish or bearish towards Vanguard Value Index at a given time. Please also check how Vanguard Value's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Value without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Idea Breakdown Now

   

Idea Breakdown

Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
All  Next Launch Module

How to buy Vanguard Etf?

Before investing in Vanguard Value, 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 Value. To buy Vanguard Value etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Value. 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 Value etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Value 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 Value 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 Value 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 Value guide.

Already Invested in Vanguard Value Index?

The danger of trading Vanguard Value 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 Value 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 Value. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Value 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 Value Index is a strong investment it is important to analyze Vanguard Value's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vanguard Value's future performance. For an informed investment choice regarding Vanguard Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Value 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 estimate.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of Vanguard Value 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 Value's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Value'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 Value's market value can be influenced by many factors that don't directly affect Vanguard Value'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 Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Value'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.