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VOVanguard Morningstar Mid-Cap ETF

Grow my money22y track recordRanked #9 of 3,055 in this goal

Tracks the performance of the CRSP US Mid Cap Index.

By Vanguard · Launched 2004

Annual Cost

0.03%

#41 of 6,040 · low cost

Fund Size

$226.4B

#12 of 6,040 · large

Return (1Y)

+12.1%

Track Record

22 years

#185 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,033+10.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mid

Strategy

Index tracking

Index tracked

CRSP US Mid Cap Index

Holdings

By weight

Concentration

Top 10 holdings = 9.0% of funddiversified

Vertiv Holdings Co
1.0%
Howmet Aerospace Inc
1.0%
Western Digital Corp
1.0%
Constellation Energy Corp
0.9%
Seagate Technology Holdings PLC
0.9%
Quanta Services Inc
0.9%
SLB Ltd
0.8%
Cummins Inc
0.8%
Valero Energy Corp
0.8%
Phillips 66
0.8%

Asset allocation

Stocks
99.3%
Cash
0.4%
Other
0.3%

By sector

Industrials
18.7%
Technology
17.7%
Financial Services
13.9%
Consumer Cyclical
9.2%
Utilities
8.2%
Energy
8.1%
Healthcare
8.1%
Real Estate
5.2%
Other
11.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.6%Moderate

Year-on-year price swings

Max drawdown
-39.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.80Decent risk-adjusted returns
Sortino (3Y)
1.16Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the CRSP US Mid Cap Index.
Strategy
Employs an indexing investment approach to replicate the CRSP US Mid Cap Index by investing at least 80% of net assets in mid-cap U.S. stocks, holding each stock in proportion to its index weighting.
Inception date
January 26, 2004
Fund family
Vanguard

Next steps

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Data updated on 2026-09-18