Industry Distribution:

1. Financial Services: 20%
2. Healthcare: 18%
3. Industry: 15%

TOP 3 Markets:

1. USA: 65%
2. Europe: 20%
3. Asia-Pacific: 10%

The Vanguard Mid-Cap Value ETF (VOE) invests in medium-sized companies with a focus on value stocks. The largest industry shares come from the financial services, healthcare, and industry sectors, allowing for diversification across different sectors.

The geographical distribution shows a strong concentration on the US market, followed by Europe and the Asia-Pacific region. This reflects the fund's strategic focus on benefiting from the stability and growth opportunities of these markets.

Vanguard Index Funds - Vanguard Mid-Cap Value ETF (ARCA:VOE) is an exchange-traded fund (ETF) and not a company that produces physical products.

ETFs like the Vanguard Mid-Cap Value ETF invest in a portfolio of stocks that meet certain criteria. In this case, the ETF invests in mid-cap companies with a focus on value stocks. As a financial service provider, there are no production facilities or physical products.

Vanguard itself is an investment company that offers financial products and services, but does not produce physical goods.

Current Strategy: Diversification and Cost Efficiency

The Vanguard Mid-Cap Value ETF (VOE) follows a passive investment strategy aiming to replicate the performance of the CRSP US Mid Cap Value Index. This strategy focuses on medium-sized companies with high value potential.

Vanguard emphasizes broad diversification within the mid-cap segment to minimize risks and achieve stable returns. By focusing on cost-efficient fund structures, Vanguard can offer its investors low fees, ultimately improving net returns in the long term.

In the future, Vanguard plans to strengthen its position by introducing new, cost-effective products while keeping existing funds competitive through optimizations and adjustments to market changes. This also includes integrating ESG criteria (Environmental, Social, and Governance) to meet the growing demands of investors.

Imported Raw Materials/Materials: No specific raw materials

Countries of Origin: Not applicable

The Vanguard Mid-Cap Value ETF (VOE) is an exchange-traded fund that invests in medium-sized companies considered undervalued. As a financial product, the ETF does not import any raw materials or materials itself. Instead, it invests in stocks of companies that may operate in various sectors, including those that import or use raw materials.

For detailed information on the raw material imports of the companies included in the ETF, the individual annual reports of these companies would need to be analyzed. However, the ETF itself does not have direct imports or specific countries of origin for raw materials.

Managed Assets: $15 billion (estimated, 2025)
Expense Ratio: 0.07% (2023)
Average Annual Return: 10% over the last 5 years (until 2023)

The Vanguard Mid-Cap Value ETF (VOE) has a significant competitive advantage stemming from several factors. Firstly, the low expense ratio of 0.07% is one of the lowest in the industry, making the ETF attractive to cost-conscious investors. This allows investors to retain a larger portion of their returns.

Secondly, the managed assets of an estimated $15 billion indicate that the ETF has reached a considerable size, reflecting investor confidence and fund management efficiency. A large managed asset base can also lead to economies of scale, further reducing operating costs.

Lastly, the ETF has achieved an average annual return of 10% over the last five years, indicating solid performance. This performance, combined with Vanguard's strong brand recognition and the fund's broad diversification, enhances VOE's competitive advantage compared to other Mid-Cap Value ETFs.

Institutional Investor Share: approximately 70% (estimated, 2025)

Insider Buys/Sells: No significant insider transactions known (estimated, 2025)

The Vanguard Mid-Cap Value ETF (VOE) is a popular fund among institutional investors as it offers broad diversification in the mid-cap segment. The institutional investor share typically stands at around 70%, indicating the confidence of large investors in the fund's stability and growth potential.

Insider buys or sells are less relevant for ETFs like VOE since they consist of a basket of stocks and individual company insiders cannot directly influence them. Therefore, there are usually no significant insider transactions in such funds.

Market share of Vanguard Mid-Cap Value ETF (VOE): Estimated 8% (2025)

Main competitors and their market share:

1. iShares Russell Mid-Cap Value ETF (IWS): 10%
2. Schwab U.S. Mid-Cap ETF (SCHM): 9%
3. SPDR S&P MidCap 400 ETF Trust (MDY): 8%
4. Invesco S&P MidCap Value with Momentum ETF (XMVM): 7%
5. Fidelity Mid Cap Value ETF (FMCV): 6%
6. JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC): 5%
7. State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD): 5%
8. First Trust Mid Cap Value AlphaDEX Fund (FNK): 4%

Moat Analysis:

Vanguard Mid-Cap Value ETF (VOE) has a significant moat due to its cost-efficient structure and Vanguard's strong brand reputation. This attracts long-term investors who value low fees and reliable performance.

Compared to its competitors, VOE has the advantage of a broad network and an established distribution structure. However, some competitors, such as iShares and Schwab, also have strong brands and similar cost structures, intensifying the competition.

While VOE has an edge due to its size and efficiency, the moat is not insurmountable. Competitors, especially iShares, also hold strong market positions and could gain market share through innovations or pricing strategies.

Managed Assets: $15 billion USD (estimated for 2025)

Expense Ratio: 0.07% (2023)

Performance of the Last 5 Years: Average of 8% per year

The Vanguard Mid-Cap Value ETF (VOE) provides investors with access to a diversified portfolio of mid-cap companies with a focus on value stocks. These companies are typically established and demonstrate stable earnings streams, which can be advantageous in economically uncertain times.

The low expense ratio of 0.07% makes the ETF a cost-effective way to invest in the mid-cap value sector. Historically, the ETF has achieved an average annual return of about 8% over the last five years, indicating solid performance.

For investors seeking a long-term investment strategy and looking to benefit from the stability and growth potential of mid-cap value stocks, VOE could be an attractive option. However, it is important to consider individual risk profile and investment objectives before making an investment decision.

Dividend Yield: Approximately 2.1% (estimated for 2025)
Payout Frequency: Quarterly

The Vanguard Mid-Cap Value ETF (VOE) regularly pays out dividends, typically on a quarterly basis to investors. The dividend yield averages around 2.1%, based on the latest available data and market trends.

The reliability of the payout is high, as Vanguard is known as one of the largest and most established providers of index funds. The ETF invests in a wide range of mid-cap companies with a solid financial foundation, which supports the stability of dividend payments. Therefore, investors can expect a consistent payout, although the exact dividend amount may vary depending on market developments.