"VOT tracks a subset of U.S. mid-cap equities screened for growth characteristics, giving investors exposure to companies scaling revenue and earnings faster than peers but not yet at large-cap scale."
"The cost to own it is nearly zero. The net expense ratio is 0.05%, meaning Vanguard takes $5 per year on every $10,000 invested."
"The sector mix reflects a deliberately broad interpretation of 'growth.' Information Technology and Industrials each represent about 19.6% of the fund, with Consumer Discretionary at 14.7% and Financials at 13.3%."
"The largest single holding is Constellation Energy at 3.1% of the portfolio, followed by Robinhood Markets at 2.95% and DoorDash at 2.24%."
Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) targets U.S. mid-cap equities with growth characteristics, focusing on companies with faster revenue and earnings growth. The fund has a negligible dividend yield of 0.65% and emphasizes price appreciation. With a low net expense ratio of 0.05% and a portfolio turnover of 17%, it minimizes tax drag. The sector mix includes Information Technology, Industrials, Consumer Discretionary, and Financials, ensuring diversification. Major holdings include Constellation Energy, Robinhood Markets, and DoorDash, showcasing a range of industries within the growth mandate.
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