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Vanguard Value ETF VTV

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VTV

Will VTV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VTV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VTV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap and well-diversified value exposure.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. Vanguard Value constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from April 10, 2023.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings VTV

More VTV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.19 5.4 Bil
Financial Services

Broadcom Inc

3.07 5.2 Bil
Technology

JPMorgan Chase & Co

2.88 4.9 Bil
Financial Services

Exxon Mobil Corp

2.60 4.4 Bil
Energy

UnitedHealth Group Inc

2.26 3.8 Bil
Healthcare

Procter & Gamble Co

1.91 3.2 Bil
Consumer Defensive

Johnson & Johnson

1.74 2.9 Bil
Healthcare

The Home Depot Inc

1.65 2.8 Bil
Consumer Cyclical

Merck & Co Inc

1.57 2.6 Bil
Healthcare

Walmart Inc

1.44 2.4 Bil
Consumer Defensive