Industry Distribution (estimated for 2025):

• Technology: 25%
• Healthcare: 20%
• Finance: 15%

TOP 3 Markets and their percentage shares (estimated for 2025):

• USA: 60%
• Europe: 20%
• Asia-Pacific: 15%

The Vanguard Mid-Cap Growth ETF (VOT) mainly invests in medium-sized growth companies. The technology sector is traditionally well represented, as many of these companies operate in this sector. Healthcare and finance follow due to the stable growth opportunities in these areas.

The US market dominates the geographical distribution, as many of the companies included in the ETF are headquartered in the USA and generate the majority of their revenues there. Europe and the Asia-Pacific region are also significant markets, as they offer growth opportunities and diversification possibilities.

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

Vanguard is an investment company that offers financial products such as ETFs and mutual funds. These products are not physically produced but consist of a portfolio of securities traded in financial markets. Therefore, there is no production site in the traditional sense.

Vanguard manages its funds and ETFs from various locations worldwide, with its headquarters located in Malvern, Pennsylvania, USA.

Current Strategy: Diversification and Cost Minimization

Focus on Mid-Cap Growth Stocks: The Vanguard Mid-Cap Growth ETF (VOT) invests in medium-sized companies with high growth potential.

Vanguard pursues a long-term investment strategy based on diversification and low costs. The VOT ETF focuses on mid-cap growth stocks, which typically offer higher growth potential than large companies but are less volatile than small-cap stocks.

Vanguard's strategy also includes continuously adjusting the portfolio to identify the best growth opportunities while minimizing risks. This is done through careful selection of companies that offer innovative products or services and operate in dynamic industries.

Furthermore, Vanguard places great emphasis on minimizing management fees to provide investors with a cost-effective way to benefit from growth opportunities in the mid-cap segment. This is achieved through the use of index funds that are passively managed and therefore have lower fees than actively managed funds.

Commodities/Materials: No specific commodities/materials

The Vanguard Mid-Cap Growth ETF (VOT) is an exchange-traded fund that invests in medium-sized growth companies. As a financial product, the ETF itself does not import or export any commodities or materials. Instead, it holds shares in various companies operating in different industries.

The companies in which the ETF invests may import commodities or materials, but this depends on the specific industries and business models of these companies. However, an ETF like VOT is not directly involved in the import of commodities.

Assets Under Management (AUM): $12.5 billion (estimated for 2025)
Expense Ratio: 0.07% (2023)
Annual Return: 8.2% (estimated for 2024)

The Vanguard Mid-Cap Growth ETF (VOT) has several competitive advantages that set it apart in the industry. One key advantage is the low expense ratio of 0.07%, which is very competitive compared to other ETFs in the mid-cap segment. This allows investors to keep more of their returns, making the ETF particularly attractive.

Another advantage is the fund's broad diversification. The VOT invests in a variety of mid-sized growth companies, reducing risk for investors while providing the opportunity to benefit from the performance of a wide range of companies.

Additionally, the ETF benefits from Vanguard's strong brand and reputation as one of the largest and most respected asset managers globally. This instills confidence in investors and consistently attracts new capital.

Institutional Investor Share: approximately 75% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant insider transactions as it is an ETF

The Vanguard Mid-Cap Growth ETF (VOT) is mainly held by institutional investors, which is typical for ETFs as they are often used by large investment funds and institutional investors for diversification. Since VOT is an ETF, there are no traditional insider buys or sells as seen with individual companies. ETFs are collections of securities, and their shares are traded on the stock exchange without individual insider transactions directly related to the ETF.

Market share of Vanguard Mid-Cap Growth ETF (VOT): Estimated 2-3% in the Mid-Cap ETF segment (2025)

Top competitors in the Mid-Cap ETF segment:

1. iShares Russell Mid-Cap Growth ETF (IWP): Estimated 4-5%
2. SPDR S&P MidCap 400 ETF Trust (MDY): Estimated 3-4%
3. Schwab U.S. Mid-Cap ETF (SCHM): Estimated 2-3%
4. Invesco S&P MidCap 400 Pure Growth ETF (RFG): Estimated 1-2%
5. Fidelity Mid Cap Enhanced Index Fund (FMEIX): Estimated 1-2%

Moat of Vanguard Mid-Cap Growth ETF (VOT):

Vanguard is known for its low-cost fund offerings and has a strong brand name, which can be considered as a certain moat. The advantage of VOT lies in its low cost structure and broad diversification, allowing investors to benefit from a diversified mid-cap portfolio.

Compared to competitors, Vanguard has a slight edge in terms of costs, as many of their ETFs have lower management fees. This can be attractive to cost-conscious investors. However, some competitors, such as iShares and SPDR, also offer competitive products with similar cost structures and diversified portfolios.

Overall, the moat of VOT is not significantly stronger than that of competitors, as the ETF market is highly competitive and many providers offer similar advantages. Vanguard's competitive advantage lies mainly in its established brand and the loyalty of its investor base.

Assets Under Management (AUM): $12 billion (2024)

Expense Ratio: 0.07% (2024)

Average Annual Return over 5 years: 10.5% (until 2024)

The Vanguard Mid-Cap Growth ETF (VOT) is known for its broad diversification and focus on high-growth mid-cap companies. With assets under management of $12 billion, the fund provides a solid foundation and demonstrates investors' confidence in its strategy.

Its low expense ratio of 0.07% makes it a cost-effective option for investors interested in long-term growth. This is particularly advantageous as low costs can positively impact the net return.

The average annual return of 10.5% over the past five years indicates that the fund has been able to generate stable returns. This performance is an indicator of the fund management's ability to successfully select high-growth companies.

Overall, the Vanguard Mid-Cap Growth ETF could be an attractive investment for investors seeking long-term growth and willing to invest in mid-cap companies. The combination of low costs and solid historical performance supports a positive assessment of the fund.

Dividend Yield: 1.2% (estimated for 2025)

The Vanguard Mid-Cap Growth ETF (ARCA:VOT) typically pays a dividend. The dividend yield typically ranges from about 1.0% to 1.5%, depending on market conditions and the earnings of the companies held in the fund.

The payout is usually quarterly and is relatively reliable, as the fund invests in a broad range of mid-cap growth companies that tend to generate stable earnings. However, the reliability of dividend payments depends on the overall economic situation and the performance of the companies included in the ETF.