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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 cost advantage over competitors, priced within the cheapest 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

Carlisle Companies Inc

0.76 26.1 Mil
Industrials

GoDaddy Inc Class A

0.73 25.3 Mil
Technology

Williams-Sonoma Inc

0.70 24.2 Mil
Consumer Cyclical

EMCOR Group Inc

0.68 23.5 Mil
Industrials

Pure Storage Inc Class A

0.67 23.0 Mil
Technology

Reliance Inc

0.65 22.2 Mil
Basic Materials

Lennox International Inc

0.60 20.7 Mil
Industrials

Owens-Corning Inc

0.60 20.7 Mil
Industrials

Burlington Stores Inc

0.57 19.7 Mil
Consumer Cyclical

Watsco Inc Class A

0.55 19.1 Mil
Industrials