Key stats
About Vanguard Russell 1000 Value ETF
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Inception date
Sep 20, 2010
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
The Vanguard Group, Inc.
Distributor
Vanguard Marketing Corp.
The fund is Vanguard's take on the Russell 1000 Value Index. It offers coverage on the largest 1,000 companies in the US large-cap value space. The portfolio is curated by selecting and weighting stocks based on two style factors: price-to-book ratios and growth forecasts. The fund reaches beyond the large-cap space to include significant exposure to mid-caps. This preference for smaller firms has at times made it slightly riskier. Overall, the fund delivers adequate exposure. The index is reconstituted and rebalanced annually.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.