ETF Fundamental Report for VONG
Vanguard Russell 1000 Growth ETF Overview: The Vanguard Russell 1000 Growth ETF (VONG) is a Large-Cap Momentum ETF primarily focused on the Technology sector, with Software & Programming as its largest industry.
Investment Factor Analysis: The report provides a detailed analysis of VONG's exposure to key investing factors such as value, quality, momentum, and low volatility, scoring from 1 to 99.
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Analyst Views on VONG
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VONG vs. VUG: Both Tech-Focused Growth ETFs Show Comparable Strengths, But One Key Distinction Exists
Expense Ratios and Returns: VUG and VONG have similar expense ratios and dividend yields, with VUG showing slightly stronger recent returns, while VONG offers broader diversification and lower volatility due to its larger number of holdings.
Sector Allocation and Holdings: Both funds are heavily invested in technology, with VONG holding 391 stocks and VUG holding 160, leading to VONG's greater diversification but potentially diluted earnings if many stocks underperform.
Volatility and Risk: VUG has a higher beta and greater max drawdown, indicating slightly more price volatility compared to VONG, but the differences are not significant enough to greatly impact investor decisions.
Liquidity Considerations: VUG's larger assets under management (AUM) may provide greater liquidity, making it easier for investors to buy and sell, which is an important factor for those considering these similar investment options.
Significant Inflows Observed in ETFs - VONG, NFLX, MA, ORCL
VONG Share Price Analysis: VONG's 52-week low is $79.395 and high is $126.8314, with the last trade at $123.08, indicating a strong position within its range.
Understanding ETFs: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly tracking of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting their underlying holdings.
Disclaimer on Views: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Top 3 ETFs Recommended by AI Analyst for Investment, 11/13/2025
ETFs as Investment Vehicles: Exchange-traded funds (ETFs) provide diversification and lower risk, making them appealing for investors seeking returns, but selecting the right ETF can be challenging.
Vanguard Russell 1000 Growth ETF (VONG): The VONG ETF has an Outperform rating with a price target of $138, indicating an 11.71% upside, driven by strong holdings in companies like Nvidia and Microsoft, despite some concerns regarding Tesla.
iShares Core S&P Total U.S. Stock Market ETF (ITOT): The ITOT ETF also holds an Outperform rating with a price target of $164, suggesting a 10.04% upside, supported by exposure to high-performing companies, although challenges with Berkshire Hathaway temper its rating.
Vanguard Dividend Appreciation ETF (VIG): The VIG ETF has an Outperform rating and a price target of $243, reflecting a 10.40% upside, bolstered by strong contributions from Microsoft and Mastercard, while concerns about Oracle and JPMorgan Chase slightly affect its overall rating.
Projected Target Price for VONG Analysts: $139
Vanguard Russell 1000 Growth ETF Analysis: The Vanguard Russell 1000 Growth ETF (VONG) has an implied analyst target price of $138.70 per unit, indicating a potential upside of 10.53% from its current trading price of $125.49.
Notable Holdings with Upside Potential: Key underlying holdings of VONG, such as AAON, Alnylam Pharmaceuticals, and H & R Block, show significant upside potential based on analyst target prices, with expected increases of 12.25%, 11.38%, and 11.27% respectively.
Analyst Target Price Justification: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to future downgrades if they do not align with recent developments.
Investor Research Recommendation: Investors are encouraged to conduct further research to assess the validity of analyst targets and their alignment with current company and industry trends.
Elevation Capital Advisory Increases Holdings in Principal U.S. Mega-Cap ETF Shares During Q3
New Position Acquisition: Elevation Capital Advisory, LLC has established a new position in the Principal U.S. Mega-Cap ETF (NASDAQ:USMC), acquiring 128,122 shares valued at $8.7 million, which represents 3.5% of its reported assets under management.
ETF Performance: As of October 29, the Principal U.S. Mega-Cap ETF shares were priced at $69.85, showing a 20.7% increase over the past year and outperforming the S&P 500 by 2.6 percentage points, with an annualized dividend yield of 0.79%.
Investment Strategy: The ETF focuses on large-cap equities, allocating at least 80% of its assets to companies in the top 50th percentile of the S&P 500 Index, and has a concentrated portfolio with only 24 stocks, where the top 10 positions account for 53.5% of its assets.
Sector Allocation: The largest sector allocation in the ETF is to information technology at 32.3%, followed by financials at 19.8% and communication services at 13.3%, while energy has the lowest allocation at 3.6%.
Insights from Elevation Capital's ONEQ Exit on the Upcoming Phase of Nasdaq's Rally
Elevation Capital Advisory's Sale: Elevation Capital Advisory, LLC disclosed a complete sale of its 111,305 shares in the Fidelity Nasdaq Composite Index ETF (ONEQ) for an estimated $8.92 million, representing 3.6% of its 13F reportable assets under management.
Post-Trade Position: Following the sale, Elevation Capital holds no shares of ONEQ, which previously constituted 3.57% of the fund's assets under management.
ONEQ Performance: The Fidelity Nasdaq Composite Index ETF has outperformed the S&P 500 by 11% over the past year, with a price increase of 27.6%, reflecting strong growth in equities, particularly in technology and consumer sectors.
Investment Strategy Insights: The exit from ONEQ likely indicates a portfolio rebalancing and profit realization strategy, emphasizing the importance of patience for retail investors in navigating market fluctuations.
VONG vs. VUG: Both Tech-Focused Growth ETFs Show Comparable Strengths, But One Key Distinction Exists
Expense Ratios and Returns: VUG and VONG have similar expense ratios and dividend yields, with VUG showing slightly stronger recent returns, while VONG offers broader diversification and lower volatility due to its larger number of holdings.
Sector Allocation and Holdings: Both funds are heavily invested in technology, with VONG holding 391 stocks and VUG holding 160, leading to VONG's greater diversification but potentially diluted earnings if many stocks underperform.
Volatility and Risk: VUG has a higher beta and greater max drawdown, indicating slightly more price volatility compared to VONG, but the differences are not significant enough to greatly impact investor decisions.
Liquidity Considerations: VUG's larger assets under management (AUM) may provide greater liquidity, making it easier for investors to buy and sell, which is an important factor for those considering these similar investment options.
Significant Inflows Observed in ETFs - VONG, NFLX, MA, ORCL
VONG Share Price Analysis: VONG's 52-week low is $79.395 and high is $126.8314, with the last trade at $123.08, indicating a strong position within its range.
Understanding ETFs: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly tracking of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting their underlying holdings.
Disclaimer on Views: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Top 3 ETFs Recommended by AI Analyst for Investment, 11/13/2025
ETFs as Investment Vehicles: Exchange-traded funds (ETFs) provide diversification and lower risk, making them appealing for investors seeking returns, but selecting the right ETF can be challenging.
Vanguard Russell 1000 Growth ETF (VONG): The VONG ETF has an Outperform rating with a price target of $138, indicating an 11.71% upside, driven by strong holdings in companies like Nvidia and Microsoft, despite some concerns regarding Tesla.
iShares Core S&P Total U.S. Stock Market ETF (ITOT): The ITOT ETF also holds an Outperform rating with a price target of $164, suggesting a 10.04% upside, supported by exposure to high-performing companies, although challenges with Berkshire Hathaway temper its rating.
Vanguard Dividend Appreciation ETF (VIG): The VIG ETF has an Outperform rating and a price target of $243, reflecting a 10.40% upside, bolstered by strong contributions from Microsoft and Mastercard, while concerns about Oracle and JPMorgan Chase slightly affect its overall rating.
Projected Target Price for VONG Analysts: $139
Vanguard Russell 1000 Growth ETF Analysis: The Vanguard Russell 1000 Growth ETF (VONG) has an implied analyst target price of $138.70 per unit, indicating a potential upside of 10.53% from its current trading price of $125.49.
Notable Holdings with Upside Potential: Key underlying holdings of VONG, such as AAON, Alnylam Pharmaceuticals, and H & R Block, show significant upside potential based on analyst target prices, with expected increases of 12.25%, 11.38%, and 11.27% respectively.
Analyst Target Price Justification: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to future downgrades if they do not align with recent developments.
Investor Research Recommendation: Investors are encouraged to conduct further research to assess the validity of analyst targets and their alignment with current company and industry trends.
Elevation Capital Advisory Increases Holdings in Principal U.S. Mega-Cap ETF Shares During Q3
New Position Acquisition: Elevation Capital Advisory, LLC has established a new position in the Principal U.S. Mega-Cap ETF (NASDAQ:USMC), acquiring 128,122 shares valued at $8.7 million, which represents 3.5% of its reported assets under management.
ETF Performance: As of October 29, the Principal U.S. Mega-Cap ETF shares were priced at $69.85, showing a 20.7% increase over the past year and outperforming the S&P 500 by 2.6 percentage points, with an annualized dividend yield of 0.79%.
Investment Strategy: The ETF focuses on large-cap equities, allocating at least 80% of its assets to companies in the top 50th percentile of the S&P 500 Index, and has a concentrated portfolio with only 24 stocks, where the top 10 positions account for 53.5% of its assets.
Sector Allocation: The largest sector allocation in the ETF is to information technology at 32.3%, followed by financials at 19.8% and communication services at 13.3%, while energy has the lowest allocation at 3.6%.
Insights from Elevation Capital's ONEQ Exit on the Upcoming Phase of Nasdaq's Rally
Elevation Capital Advisory's Sale: Elevation Capital Advisory, LLC disclosed a complete sale of its 111,305 shares in the Fidelity Nasdaq Composite Index ETF (ONEQ) for an estimated $8.92 million, representing 3.6% of its 13F reportable assets under management.
Post-Trade Position: Following the sale, Elevation Capital holds no shares of ONEQ, which previously constituted 3.57% of the fund's assets under management.
ONEQ Performance: The Fidelity Nasdaq Composite Index ETF has outperformed the S&P 500 by 11% over the past year, with a price increase of 27.6%, reflecting strong growth in equities, particularly in technology and consumer sectors.
Investment Strategy Insights: The exit from ONEQ likely indicates a portfolio rebalancing and profit realization strategy, emphasizing the importance of patience for retail investors in navigating market fluctuations.
