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Vanguard Russell 2000 Growth Index Etf

Vanguard Russell 2000 Growth Index ETF (VTWG) is an exchange-traded fund (ETF) that tracks the performance of the Russell 2000 Growth Index, which includes publicly traded companies in the US equity market. The fund is managed by Vanguard, one of the world's largest investment management companies.

Here is some general information about Vanguard Russell 2000 Growth Index ETF (VTWG):

1. Fund Inception: Vanguard Russell 2000 Growth Index ETF was launched on September 22, 2000.

2. Market Capitalization: As of March 2023, the fund's market capitalization is around $26.7 billion.

3. Holdings: The fund has 1,411 stocks in its holdings, with the top ten holdings representing 47.1% of the fund's total assets, as of March 2023. Some of its top holdings include Amazon, Microsoft, Alphabet (Google), Facebook, and Apple.

4. Sector Allocation: The fund's sector allocation is diversified across various sectors, with Information Technology making up 26.3% of its total assets, Healthcare at 20.4%, Consumer Discretionary at 16.7%, and Industrials at 11.3%, as of March 2023.

5. Performance: VTWG has an annualized return of 11.1% since its inception, with a 3-year annualized return of 9.3%.

6. Yield: The fund's 12-month yield is 0.25%, as of March 2023.

7. Expenses: The fund's expense ratio is 0.20%, which means that investors are charged $0.20 for every $100 they invest in the fund.

8. Trading: VTWG trades on the NASDAQ stock exchange under the ticker symbol VTWG. Its daily trading volume is 281,911 shares, and its average spread is 0.02%.

9. Minimum Investment: The minimum investment required for Vanguard Russell 2000 Growth Index ETF is $3,000 for non-retirement accounts and $1,000 for retirement accounts.

10. Index Tracked: The fund tracks the Russell 2000 Growth Index, which includes small-cap and mid-cap growth stocks in the US equity market.

11. Manager: The fund's manager is Donald M. Butler, who has been managing the fund since October 2012.

12. Growth and Income: Vanguard Russell 2000 Growth Index ETF aims to provide investors with long-term growth and income through its holdings in US small-cap and mid-cap growth stocks.

13. Risk: The fund's investment style focuses on growth, which means it may experience higher volatility and greater risk than other funds with a value investment style.

14. Distribution Yield: The fund's 12-month distribution yield is 0.32%, as of March 2023.

15. Tax Efficiency: Vanguard Russell 2000 Growth Index ETF is a tax-efficient fund, as it is structured as a pass-through entity for tax purposes. This means that investors report their share of the fund's capital gains on their tax returns.

16. Turnover Ratio: The fund's turnover ratio is 10%, which suggests that it holds onto its holdings for an average of 10 years.

17. Investment Strategy: The fund's investment strategy focuses on tracking the performance of the Russell 2000 Growth Index, which offers diversification and low operating costs.

18. Market Liquidity: VTWG has a high trading volume, which means that investors can easily buy and sell their shares on the stock exchange.

19. Financial Metrics: Some financial metrics for Vanguard Russell 2000 Growth Index ETF include a price-to-earnings ratio of 24.36, a price-to-book ratio of 3.97, and a dividend yield of 0.32%.

20. Holding Distribution: The fund's holdings are diversified across various sectors, with Technology, Healthcare, Consumer Discretionary, and Industrials being the largest sectors.

21. Morningstar Rating: Vanguard Russell 2000 Growth Index ETF has a Morningstar rating of 4 stars, indicating that it has performed better than most of its small-cap growth peers.

22. Investment Minimums: The minimum investment for non-retirement accounts is $3,000, while the minimum for retirement accounts (IRAs) is $1,000.

23. Stock Listings: Vanguard Russell 2000 Growth Index ETF lists 1,411 stocks in its holdings, with the top ten holdings representing 47.1% of the fund's total assets.

24. Income Distribution: Vanguard Russell 2000 Growth Index ETF distributes income annually, with a distribution yield of 0.32%.

25. ETF Structure: VTWG is structured as an ETF, which means it trades intra-day on an exchange and offers intraday liquidity.

Overall, Vanguard Russell 2000 Growth Index ETF (VTWG) is a suitable investment option for those who want exposure to US small-cap and mid-cap growth stocks. It offers diversification, low operating costs, and a pass-through tax structure. However, investors should be aware that the fund may experience higher volatility and greater risk compared to value-style funds. As with any investment, it's important to weigh the risks and benefits and consider if VTWG aligns with your investment goals.

I hope this information helps you with an overview of Vanguard Russell 2000 Growth Index ETF!

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