Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.13% 0.04% 738.00M 15863.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.35% 39.00% -115.89M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation by investing in stocks with relatively lower share prices relative to fundamental value. The Fund invests primarily in investment universe comprised of US large-, mid-, and small-capitalization stocks with the potential to generate higher returns.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Vanguard
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
25.41%
2.31%
36.94%
-3.93%
17.38%
7.65%
14.78%
2.08%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-0.65%
24.72%
-4.13%
33.55%
-6.97%
11.91%
12.29%
13.53%
2.44%
23.72%
2.38%
30.81%
-6.80%
15.80%
7.82%
9.87%
3.28%
26.97%
13.53%
48.30%
-6.12%
16.47%
3.37%
3.94%
3.89%
27.45%
2.26%
37.13%
-3.62%
11.12%
11.61%
7.72%
4.43%
As of January 21, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.16%
Stock 99.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation by investing in stocks with relatively lower share prices relative to fundamental value. The Fund invests primarily in investment universe comprised of US large-, mid-, and small-capitalization stocks with the potential to generate higher returns.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Vanguard
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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