Vanguard Etf Profile

Etfs . USA . 
Etf . Vanguard Value Index
VTV Etf  USD 139.83  0.25  0.18%   

Market Performance

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Odds Of Distress

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Vanguard Value is selling for under 139.83 as of the 9th of June 2023; that is 0.18 percent increase since the beginning of the trading day. The etf's lowest day price was 139.55. Vanguard Value has a very small 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 14th of July 2022 and ending today, the 9th of June 2023. 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

+0.94VYMVanguard High DividendPairCorr
+0.99IWDIShares Russell 1000PairCorr
+0.97DGROIShares Core DividendPairCorr
+0.81IVEIShares SP 500PairCorr
+0.9SDYSPDR SP DividendPairCorr
+0.69DVYIShares Select DividendPairCorr

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
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Vanguard Value's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyFairly Valued
IssuerVanguard
Inception Date2004-01-26
BenchmarkCRSP US Large Cap Value Index
Entity TypeRegulated Investment Company
Asset Under Management94.46 Billion
Average Trading Valume2.79 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 Constituents342
Market MakerVirtu Financial
Total Expense0.04
Management Fee0.03
Nav Price145.09
Two Hundred Day Average138.7
Ytd-1.48%
Average Daily Volume In Three Month3.09M
Trailing Annual Dividend Rate3.04
Fifty Two Week Low122.54
As Of Date11th of November 2022
Trailing Annual Dividend Yield2.10%
Average Daily Volume Last 10 Day3.26M
Fifty Two Week High151.89
One Month13.59%
Fifty Day Average133.59
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 Baby Boomer Prospects. Vanguard Value Index at this time have 149.28 B in net assets. , while the total return for the last 3 years was 9.79%.
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
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Vanguard Value Target Price Odds Analysis

Depending on a normal probability distribution, the odds of Vanguard Value jumping above the current price in 90 days from now is about 15.19%. The Vanguard Value Index probability density function shows the probability of Vanguard Value etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Vanguard Value has a beta of 0.9343. This entails Vanguard Value Index market returns are correlated to returns on the market. As the market goes up or down, Vanguard Value is expected to follow. Additionally, the company has an alpha of 0.0064, implying that it can generate a 0.006432 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 139.83HorizonTargetOdds Above 139.83
84.46%90 days
 139.83 
15.19%
Based on a normal probability distribution, the odds of Vanguard Value to move above the current price in 90 days from now is about 15.19 (This Vanguard Value Index probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .

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
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Vanguard Value Major Institutional Holders

Institutional Holdings refers to the ownership stake in Vanguard Value that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Vanguard Value's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Vanguard Value's value.
InstituionLast TransactionTypeSharesValue
Ubs Group Ag2023-03-31Fund Units13.1 M1.8 B
Wells Fargo Company2023-03-31Fund Units6.4 M881 M
Tiaa Fsb2023-03-31Fund Units5.6 M772.9 M
Pnc Financial Services Group Inc2023-03-31Fund Units4.9 M671.8 M
Royal Bank Of Canada2023-03-31Fund Units4.6 M636.9 M
Truist Financial Corp2023-03-31Fund Units4.6 M636.3 M
Provida Pension Fund Administrator2022-12-31Fund Units4.1 M570.5 M
Raymond James Financial Services Advisors Inc2023-03-31Fund Units3.9 M534.1 M
Td Ameritrade Investment Management Llc2023-03-31Fund Units3.3 M454.7 M
United Capital Financial Advisers Llc2023-03-31Fund Units3.1 M429.1 M
Sei Investments Co2023-03-31Fund Units3 M420.9 M
View Vanguard Value Diagnostics

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.
Mean Deviation0.6944
Semi Deviation0.8822
Standard Deviation0.877
Variance0.7692

Vanguard Value Index Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. Vanguard Value Index Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Vanguard Value price patterns.
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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.
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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.

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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 Shape 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.
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 various price indices. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

Complementary Tools for Vanguard Etf analysis

When running Vanguard Value's price analysis, check to measure Vanguard Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Value is operating at the current time. Most of Vanguard Value's value examination focuses on studying past and present price action to predict the probability of Vanguard Value's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Value's price. Additionally, you may evaluate how the addition of Vanguard Value to your portfolios can decrease your overall portfolio volatility.
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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.
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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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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