Morningstar

Vanguard Russell 2000 ETF VTWO

Morningstar Medalist Rating
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Morningstar’s Analysis VTWO

Will VTWO 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 VTWO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VTWO 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 VTWO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flawed small-cap index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Russell 2000 Index’s competitive fee, broad reach, and market-cap-weighted portfolio are compelling features. But flaws in the Russell 2000 Index’s process raise trading costs and place greater emphasis on volatile low-quality companies.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VTWO

More VTWO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slbbh1142

1.34 146.4 Mil
Cash and Equivalents

FTAI Aviation Ltd

0.47 51.6 Mil
Industrials

Insmed Inc

0.44 48.1 Mil
Healthcare

Sprouts Farmers Market Inc

0.39 42.5 Mil
Consumer Defensive

Fabrinet

0.33 36.0 Mil
Technology

Vaxcyte Inc Ordinary Shares

0.33 35.7 Mil
Healthcare

Fluor Corp

0.32 34.6 Mil
Industrials

Ensign Group Inc

0.31 34.0 Mil
Healthcare

Mueller Industries Inc

0.30 32.9 Mil
Industrials

Halozyme Therapeutics Inc

0.30 32.3 Mil
Healthcare

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