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Morningstar

Vanguard S&P Mid-Cap 400 ETF IVOO

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

Morningstar’s Analysis IVOO

Will IVOO 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 IVOO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IVOO 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 IVOO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Vanguard S&P Mid-Cap 400 ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IVOO

More IVOO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

0.86 29.9 Mil
Utilities

Williams-Sonoma Inc

0.75 26.0 Mil
Consumer Cyclical

Reliance Inc

0.70 24.6 Mil
Basic Materials

Carlisle Companies Inc

0.70 24.3 Mil
Industrials

GoDaddy Inc Class A

0.61 21.4 Mil
Technology

EMCOR Group Inc

0.60 21.1 Mil
Industrials

Graco Inc

0.58 20.2 Mil
Industrials

Lennox International Inc

0.57 20.0 Mil
Industrials

Saia Inc

0.57 19.9 Mil
Industrials

Pure Storage Inc Class A

0.57 19.8 Mil
Technology