(VO) Vanguard Mid-Cap Shares - Ratings and Ratios
Mid-Cap Stocks, Index Replication, Diversified Portfolio, CRSP Benchmark
Description: VO Vanguard Mid-Cap Shares September 25, 2025
The Vanguard Mid-Cap Index Fund ETF (VO) seeks to replicate the CRSP US Mid-Cap Index by holding, in roughly the same proportions, the full complement of mid-size U.S. equities that comprise the benchmark. Its indexing approach means the fund’s performance should closely mirror the index, with tracking error driven primarily by cash drag, transaction costs, and any sampling deviations.
Key quantitative characteristics (as of the most recent filing) include an expense ratio of 0.05 %, total assets of roughly $70 billion, and a 30-day SEC yield near 1.2 %. The fund’s sector tilt is weighted toward technology (≈ 20 %) and industrials (≈ 18 %), sectors that historically benefit from robust GDP growth and modest interest-rate environments-both primary macro drivers for mid-cap earnings. Turnover is low (≈ 5 % annually), reflecting the passive strategy and contributing to its cost efficiency.
For a deeper dive into how VO’s risk-adjusted returns compare to peer mid-cap ETFs, you might explore ValueRay’s analytical tools to benchmark performance across different market cycles.
VO ETF Overview
| Market Cap in USD | 88,703m |
| Category | Mid-Cap Blend |
| TER | 0.04% |
| IPO / Inception | 2004-01-26 |
VO ETF Ratings
| Growth Rating | 69.7% |
| Fundamental | - |
| Dividend Rating | 54.7% |
| Return 12m vs S&P 500 | -6.69% |
| Analyst Rating | - |
VO Dividends
| Dividend Yield 12m | 1.51% |
| Yield on Cost 5y | 2.63% |
| Annual Growth 5y | 7.11% |
| Payout Consistency | 97.8% |
| Payout Ratio | % |
VO Growth Ratios
| Growth Correlation 3m | 79.8% |
| Growth Correlation 12m | 64.4% |
| Growth Correlation 5y | 67.2% |
| CAGR 5y | 15.42% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.81 |
| CAGR/Mean DD 3y (Pain Ratio) | 4.30 |
| Sharpe Ratio 12m | -0.28 |
| Alpha | -9.42 |
| Beta | 1.090 |
| Volatility | 14.73% |
| Current Volume | 591.3k |
| Average Volume 20d | 501.6k |
| Stop Loss | 280.9 (-3%) |
| Signal | -0.44 |
What is the price of VO shares?
Over the past week, the price has changed by -1.32%, over one month by -1.20%, over three months by +1.34% and over the past year by +10.70%.
Is Vanguard Mid-Cap Shares a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of VO is around 285.06 USD . This means that VO is currently overvalued and has a potential downside of -1.57%.
Is VO a buy, sell or hold?
What are the forecasts/targets for the VO price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 322.2 | 11.2% |
VO Fundamental Data Overview October 23, 2025
Beta = 1.09
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 88.70b USD (88.70b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 88.70b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 88.70b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 10.03% (E(88.70b)/V(88.70b) * Re(10.03%) + (debt-free company))
Discount Rate = 10.03% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for VO ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle