A strong management team and sound investment process underpin Vanguard Russell 1000 Growth ETF's Morningstar Medalist Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.  

 The strategy’s management team earns an Above Average People Pillar rating. The strategy merits an Above Average Process Pillar rating.  The strategy's parent organization earns the firm a High Parent Pillar rating. People, Process and Parent Pillar ratings for this strategy are indirectly assigned by a Morningstar analyst rather than algorithmically derived. Please see the notes following each pillar section for more details. The details of assigning methods can be found in each pillar section.

Analyst Rating

Microsoft

Apple

NVIDIA

Amazon

Alphabet

Eli Lilly

Broadcom

Tesla

The Russell 1000 Growth Index assigns each Russell 1000 Index constituent a style score based on its price/book ratio, I/B/E/S 2-year growth forecast, and five-year sales per share growth. The P/B ratio constitutes 50% of the composite style score, and the two growth metrics represent 25% apiece. Stocks in the faster-growing quartile are fully allocated to the growth index, while those in the cheapest quartile are fully allocated to the Russell 1000 Value Index. Stocks that fall in between are partially allocated to each index based on the strength of their value and growth characteristics. It implements value-growth score buffers around its lower bound to limit turnover and reconstitutes annually.
Market-cap-weighting harnesses the market’s collective view of each stock’s relative value and curbs turnover. Over the trailing five years through April 2023, the fund has averaged a turnover of just 14%, ranking among the lowest in the category. Market-cap weighting can concentrate this portfolio in the largest growth-oriented names, especially when they are among the best performers. Its top 10 holdings represent approximately 46 % of its portfolio. However, it is 3 percentage points smaller than the average peer as of April 2023 due to the fund’s broader reach. 
Most of the fund’s sector exposures have hewed close to its average peer. The fund’s sector allocations do not deviate by more than 4 percentage points except for its exposure to technology stocks, which are 6.5 percentage points higher than the average category peer as of April 2023. It made up some of the difference by underweighting financial and healthcare stocks by 3 percentage points.
This low-turnover portfolio is dominated by leading growth names with sound financial footing, imparting a slight quality tilt. Names like Apple AAPL, Microsoft MSFT, and Amazon.com AMZN make up the top spots in the portfolio. The fund’s profitability—proxied by its return on invested capital—has averaged 11% higher than its average peer over the trailing five years through April 2023.
The fund’s growth orientation has historically been in line with peers. Its value-growth score, which is a composite measure Morningstar calculates to classify funds into the different buckets of the Morningstar Style Box, was similar to the category average over the past five years through April 2023. 
The fund holds names with slower growth outlooks that don’t qualify as value stocks. They can temper the fund’s growth exposure and provide a modest buffer when growth stocks underperform. Companies like UnitedHealth Group UNH and Home Depot HD fit this description. The fund shares about one third of its portfolio with its sister value fund, iShares Russell 1000 Value IWD.

Note: The Process Pillar rating and analysis are indirectly assigned by an analyst. When an analyst covers a passively managed vehicle that tracks a particular index, Morningstar associates the Process Pillar rating assigned to that vehicle with the index concerned. Morningstar then maps the Process Pillar associated with a given index to any other uncovered passive strategies that track the same index. This ensures that the analyst’s view is leveraged whenever available and promotes consistency when analyzing passive vehicles associated with a given index.

Above Average

Process

Vanguard’s equity team is strong compared with others in the industry, resulting in an Above Average People Pillar rating. There are two managers listed on the fund: Nick Birkett, Aurélie Denis. Overall, management experience is lacking on the team, with only an average of two years spent in the industry. Together, they manage a total of three strategies, with solid long-term prospects. The strategies average a Gold asset-weighted Morningstar Medalist Rating, indicating a position to deliver positive alpha relative to the category median in aggregate.  

 Note: This People Pillar rating is indirectly assigned by an analyst. Morningstar analysts evaluate the People Pillar for passive products at the brand level and may also differentiate by asset class. There is at least one other passive strategy at the firm that is covered by a Morningstar analyst, so the People Pillar rating of the fund is inherited from the rating that the Morningstar analyst assigned to investment vehicles under the same brand name.

People

The Vanguard Group retains a High Parent rating. 

Mutual ownership, low costs, and a direct-to-investor playbook have helped spur Vanguard's leadership within the United States. Client service missteps notwithstanding, Vanguard over the past decade has grown its market share of U.S. open-end and exchange-traded fund assets at about a 5% annualized clip. At that rate, Vanguard's portion of the U.S. industry will cross 50% around 2035.

True, some competitors can now match or even undercut Vanguard on fees for broad market exposure. But Vanguard's burgeoning advice business could help it keep or even extend that lead. Through Digital Advisor and Personal Advisor Services, Vanguard has built an increasingly compelling ecosystem of advice for investors with simple to complex needs.

Vanguard is also using its advice business to expand overseas, but that's a work in progress. Of Vanguard's USD 7.6 trillion in global assets under management in March 2023, non-U.S. investors owned less than 10%, a figure that has changed little in recent years. Strategic shifts in China and other markets account for the slow pace, including returning money to institutions that had been layering on fees. Vanguard hopes to recoup that money and more by focusing on individual investors and the advisors who serve them. Provided Vanguard sticks to its playbook, its advantages should translate into success abroad, too.

High

Parent

Vanguard Russell 1000 Growth ETF

VONG tracks an index of US large- and mid-cap stocks selected from the Russell 1000 Index with high growth characteristics, based on Russell's style methodology.

The fund tracks an index of US large- and mid-cap stocks selected from the Russell 1000 Index for growth characteristics.

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Vanguard Growth ETF

With one quarter of 2024 now over, we can now speculate as to which ETFs will end the remainder of this year as your best choices.

ETFs Which Have The Best Chance Of Outperforming For The Rest Of 2024

Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the Vanguard Russell 1000 Growth ETF (VONG), a passively managed exchange traded fund launched on 09/22/2010.

Should Vanguard Russell 1000 Growth ETF (VONG) Be on Your Investing Radar?

Vanguard Russell 1000 Growth Index Fund ETF Shares holds 400+ stocks of the Russell 1000 Index with relative high growth and valuation. The portfolio is very concentrated in technology and in its top holdings, like most growth funds. The VONG ETF beats the benchmark in return and quality, but its performance is average compared to peers. QQQ is far ahead.

VONG: Mixing Growth And Quality, But No Edge Over Competitors

Technology sector investing may face mean reversion in 2024 as momentum and valuations take a breather. Vanguard Russell 1000 Growth Index Fund ETF Shares is a passively managed ETF that offers broad exposure to the US Large Cap Growth segment. The VONG ETF's top holdings are heavily concentrated in the Information Technology sector, with Apple, Microsoft, and Amazon accounting for about 30% of total assets.

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For investors seeking momentum, Vanguard Russell 1000 Growth ETF VONG is probably on the radar. The fund just hit a 52-week high and is up about 37.7% from its 52-week low price of $53.82/share.

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DUG and VONG saw massive trading volumes in yesterday trading session.

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The stock market has shown troubling signs as interest rates rise, leading to a less optimistic outlook for growth stocks and ETFs. The Vanguard Russell 1000 Growth ETF has outperformed the broader market, but its elevated valuations suggest a less optimistic outlook. VONG is a large-cap growth fund with exposure to sectors like Technology, Consumer Discretionary, and Industrials, making it a bet on cyclicality.

VONG ETF: Solid Performance; Shaky Growth Outlook

Vanguard Russell 1000 Growth ETF has outperformed the S&P 500 index, with 51.20% of the fund's assets in the technology sector, including Apple and Microsoft. The fund has seen a 33% increase year to date in 2023, despite high risk-free interest rates and lack of corporate growth, resulting in P/E expansion. While the fund's holdings are considered high-value, current valuations leave little room for failure, leading to a recommendation of holding rather than buying or selling.

VONG Is A Great Fund That Is Priced For Perfection

VONG tracks the Russell 1000 Growth Index and incorporates forward-looking earnings estimates into its screens. Its expense ratio is 0.08% and VONG has $11 billion in AUM. VONG is rarely a top-performer. Instead, VONG consistently ranks in the second or third quartile compared with other growth ETFs. This consistency led to a category-leading 465% return since 2010.

VONG: Vanguard's Russell 1000 Growth ETF Wins With Consistency

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Investing in ETFs comes with many advantages when compared to buying shares of a company and mutual funds. ETFs (Exchange-Traded-Funds) are groups of investments that typically carry a theme such as a dividend, technology, large-cap, etc.

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Vanguard Total Bond Market ETF

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Invesco QQQ

SPDR Portfolio S&P 500 ETF

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SPDR Portfolio S&P 500 Growth ETF

SPDR Portfolio S&P 500 Value ETF

Vanguard Russell 1000 ETF

Vanguard Russell 1000 Value ETF

Vanguard S&P 500 Value ETF

Vanguard Value ETF

Vanguard Large-Cap ETF

SPDR S&P Health Care Services ETF

Communication Services Select Sector SPDR Fund

Energy Select Sector SPDR Fund

This ETF trading model uses the Conference Board Leading Economic Index to determine “Risk-On” periods for equities. A universe is defined from the SPDR, Vanguard, and PowerShares ETF providers for the sectors healthcare, energy, communication, technology, and general multi-sector funds, holding large-mega cap stocks from the United States.

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VONG invests in U.S. large-cap growth stocks in the Russell 1000 Index. The fund delivered a negative 29% return in 2022 but has since gained 9.6% YTD.

VONG: You Should Wait For Another Bottom To Form Before Buying

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VONG and KBWD saw massive trading volumes in yesterday trading session.

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VONG invests in large-cap U.S. growth stocks. The fund has already begun to turn upward, and I believe in the short term, at least, the upside will continue.

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While the Vanguard Russell 1000 Growth ETF is down ~19% over the past year, over the past three, five and 10 years, it has outperformed the S&P 500. That being the case, the recent sell-off appears to be an excellent entry point for investors.

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iShares Core 10+ Year USD Bond ETF

ILTB and VONG saw massive trading volumes in yesterday session.

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VONG provides exposure to a basket of US growth stocks. VONG trades at over 30x LTM earnings, which makes this strategy expensive at the moment.

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Vanguard ETFs are renowned for their high intraday liquidity, low transaction costs, and expense ratios, and these seven picks stand out. The post The 7 Best Vanguard ETFs for 2022 appeared first on InvestorPlace.

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The Vanguard Russell 1000 Growth ETF has outperformed its benchmark index, the Russell 1000 Growth Index, both during the COVID-19 melt-up and during normal times (pre-COVID). The ETF has also performed better in the long run as compared to its peers, the Vanguard Growth ETF and the Direxion Russell 1000 Growth Over Value ETF.

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Since September 2020, value stocks finally have rallied as the Russell 1000 Value Index has outperformed the Russell 1000 Growth by almost 21%. When spreads narrowed from their highs, the value cycle soon began in four of the past five occurrences.

News for Vanguard Russell 1000 Growth ETF ETF (VONG)