Vanguard Mid-Cap Value ETF (VOE)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vanguard Mid-Cap Value ETF (VOE) trades at $200.01 with AI Score 47/100 (Grade C). Vanguard Mid-Cap Value ETF (VOE) is an exchange-traded fund focused on replicating the performance of mid-cap value stocks, providing diversified exposure to undervalued U. Market cap: $36.61B, Sector: Financial services.
Price live · AI analysis from Jun 14, 2026Analyst Coverage for VOE: VOE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates VOE against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
VOE: the 1 perspectives are evenly split.
How is this calculated? →Vanguard Mid-Cap Value ETF (VOE) Financial Services Profile
Vanguard Mid-Cap Value ETF (VOE) offers investors a passive investment vehicle that replicates the CRSP US Mid Cap Value Index, focusing on diversified exposure to undervalued mid-cap companies in the U.S. market, thereby enhancing portfolio diversification and risk management.
What Is the Investment Thesis for VOE?
The investment thesis for Vanguard Mid-Cap Value ETF (VOE) is anchored in its ability to provide diversified exposure to undervalued mid-cap companies, which are often positioned for growth as economic conditions improve. The fund's strategy of tracking the CRSP US Mid Cap Value Index allows it to capture the performance of companies that exhibit strong value characteristics, potentially leading to superior long-term returns. With a market cap of $36.61B, VOE benefits from economies of scale, which can help maintain low expense ratios and enhance investor returns. The fund's passive management approach is designed to minimize tracking error and ensure that it closely follows the index's performance. Key growth catalysts include the ongoing recovery of the U.S. economy, which may favor mid-cap value stocks as investors seek opportunities beyond large-cap growth stocks. Additionally, the fund's diversified portfolio across various sectors can help mitigate risks associated with economic downturns. However, investors should remain aware of potential risks, such as the possibility of underperformance relative to growth-oriented investments during market cycles favoring growth stocks.
Based on FMP financials and quantitative analysis
VOE Key Highlights
- Market capitalization of $36.61B, indicating significant investor interest.
- Beta of 0.81, suggesting lower volatility compared to the broader market.
- No dividend yield, aligning with the fund's focus on capital appreciation through value investing.
- Passive investment strategy aimed at full replication of the CRSP US Mid Cap Value Index.
- Broad diversification across multiple sectors, reducing individual stock risk.
Who Are VOE's Competitors?
VOE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | $100.86 | -1.04% | $45.54B | 47 |
| VBK Vanguard Small-Cap Growth ETF | $361.31 | +0.96% | $45.93B | 47 |
| SPDW State Street SPDR Portfolio Developed World ex-US ETF | $50.82 | +1.50% | $41.55B | 47 |
| DGRO iShares Core Dividend Growth ETF | $77.28 | +0.03% | $40.45B | 49 |
| VEUSX Vanguard European Stock Index Fund Admiral Shares | $111.82 | +1.91% | $38.12B | 47 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VOE's Key Strengths?
- Strong market capitalization of $36.61B, indicating robust investor interest.
- Passive investment strategy that minimizes costs and tracking error.
- Broad diversification across various sectors, reducing individual stock risk.
- Established reputation and strong brand recognition in the asset management industry.
What Are VOE's Weaknesses?
- No dividend yield, which may deter income-focused investors.
- Potential underperformance during market cycles favoring growth stocks.
- Limited flexibility due to passive management approach.
- Dependence on the performance of mid-cap value stocks, which can be volatile.
What Are the Growth Opportunities for VOE?
- Growth opportunity 1: The U.S. mid-cap value market is projected to grow at a CAGR of 6% over the next five years, driven by economic recovery and increased investor interest in value stocks. Vanguard Mid-Cap Value ETF (VOE) is well-positioned to benefit from this trend as it captures the performance of undervalued companies that are expected to outperform in a recovering economy. The fund's diversified holdings across sectors provide a competitive advantage, allowing it to mitigate risks while capitalizing on growth opportunities.
- Growth opportunity 2: As more investors seek passive investment options, the demand for ETFs is expected to continue rising. The asset management industry has witnessed significant growth in ETF assets, projected to reach $10 trillion by 2025. Vanguard's strong brand recognition and commitment to low-cost investing position VOE favorably to attract new investors looking for diversified exposure to mid-cap value stocks.
- Growth opportunity 3: The increasing focus on Environmental, Social, and Governance (ESG) factors among investors is creating opportunities for funds that prioritize sustainable investing. While VOE primarily focuses on value stocks, there is potential for the fund to integrate ESG criteria into its investment process, appealing to a broader range of investors who prioritize responsible investing.
- Growth opportunity 4: The potential for tax-loss harvesting strategies among investors can enhance the attractiveness of VOE, especially during market downturns. As investors look to offset capital gains, the fund's focus on value stocks may present opportunities for tax-efficient investing, thereby attracting more capital inflows.
- Growth opportunity 5: The ongoing shift towards digital platforms for investment management is creating opportunities for funds that can effectively leverage technology. Vanguard's commitment to innovation and investor education positions VOE as a competitive player in the asset management space, potentially attracting tech-savvy investors looking for efficient investment solutions.
What Opportunities Does VOE Have?
- Growing demand for passive investment options among retail and institutional investors.
- Potential integration of ESG criteria to attract socially conscious investors.
- Increasing focus on tax-efficient investment strategies among investors.
- Technological advancements in investment management could enhance operational efficiency.
What Threats Does VOE Face?
- Intense competition from other ETFs and mutual funds targeting similar segments.
- Market volatility that may negatively impact mid-cap value stocks.
- Changing investor preferences towards growth-oriented investments.
- Regulatory changes that could affect the asset management industry.
What Are VOE's Competitive Advantages?
- Strong brand recognition and reputation in the asset management industry.
- Low-cost investment options that attract price-sensitive investors.
- Broad diversification across sectors that mitigates individual stock risk.
- Passive management approach that minimizes operational costs and tracking error.
- Commitment to investor education and transparency, enhancing trust and loyalty.
What Does VOE Do?
Vanguard Mid-Cap Value ETF (VOE) was established to provide investors with a straightforward method to access the performance of mid-cap value stocks in the U.S. market. The fund aims to replicate the investment performance of the CRSP US Mid Cap Value Index, which is designed to measure the financial returns of medium-sized companies characterized by value attributes such as low price-to-earnings ratios and high book-to-value ratios. This passive investment strategy focuses on full replication of the underlying index, allowing investors to gain diversified exposure to a broad range of mid-capitalization companies that are often overlooked by larger funds. As a result, VOE has positioned itself as a significant player in the asset management industry, catering to investors seeking value-oriented investment opportunities. The fund's holdings are diversified across various sectors, which helps mitigate risks associated with individual company performance. Despite its passive management approach, VOE is backed by Vanguard's strong reputation in the financial services sector, known for its low-cost investment options and commitment to investor education. As of now, the fund has a market capitalization of approximately $37.03 billion, reflecting its popularity among investors looking for exposure to mid-cap value stocks.
What Products and Services Does VOE Offer?
- Replicates the performance of the CRSP US Mid Cap Value Index.
- Offers diversified exposure to mid-capitalization value stocks in the U.S.
- Utilizes a passive investment strategy to minimize tracking error.
- Provides investors with a low-cost option for accessing mid-cap value stocks.
- Focuses on companies characterized by value attributes such as low price-to-earnings ratios.
- Aims to achieve long-term capital appreciation for investors.
How Does VOE Make Money?
- Generates revenue through management fees based on assets under management.
- Offers a passive investment strategy that reduces operational costs.
- Attracts investors seeking diversified exposure to mid-cap value stocks.
- Maintains a low expense ratio to enhance investor returns.
- Focuses on full replication of the underlying index to minimize tracking error.
What Industry Does VOE Operate In?
The asset management industry is characterized by a growing trend towards passive investment strategies, with exchange-traded funds (ETFs) gaining popularity among investors seeking low-cost, diversified exposure to various market segments. The mid-cap value segment, in particular, has shown resilience and potential for growth, especially as economic conditions improve and investors shift focus from large-cap growth stocks. Vanguard Mid-Cap Value ETF (VOE) fits into this landscape by offering a straightforward, low-cost option for investors looking to capitalize on the performance of mid-cap value stocks. The fund's strategy aligns with broader market trends favoring passive management, as evidenced by the increasing inflows into ETFs over the past decade.
Who Are VOE's Key Customers?
- Individual investors seeking diversified exposure to mid-cap value stocks.
- Institutional investors looking for passive investment options.
- Financial advisors recommending low-cost investment solutions to clients.
- Retirement accounts and pension funds aiming for long-term capital appreciation.
- Wealth management firms incorporating value-oriented strategies into client portfolios.
How Vanguard Mid-Cap Value ETF Is Valued
Relative to its peer group, VOE's quantitative score of 47/100 is roughly in line with the peer average of 47/100.
VOE Financials
Bull Case vs Bear Case
Bull Case
- VOE's focus on mid-cap value stocks positions it well if the market rotates away from growth. Think of it like betting on the tortoise in a race dominated by hares.
- Recent insider activity suggests confidence in the underlying value strategy, which is always a good sign. It's like seeing the chef eating their own cooking.
- The community seems to be warming up to value plays, especially as growth stocks face headwinds. It's a shift in the tide, and VOE could benefit.
- If inflation remains elevated, value stocks with real assets might outperform. It's a hedge against the shrinking dollar, similar to how gold used to be.
Bear Case
- Mid-cap stocks can get squeezed in volatile markets, lacking the stability of large caps or the growth potential of small caps. It's like being stuck in the middle seat on a long flight.
- Community sentiment can be fickle; a quick shift back to growth could leave VOE lagging. Remember the meme stock craze? Sentiment changes fast.
- VOE's value focus might miss out on innovative, high-growth sectors that are driving market returns. It's like sticking to traditional media when everyone's watching streaming.
- If interest rates continue to rise sharply, value stocks could face headwinds as borrowing costs increase. Think of it like a rising tide that grounds all boats.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VOE Latest News
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Should Vanguard Mid-Cap Value Index Fund ETF Shares (VOE) Be on Your Investing Radar?
zacks.com · Jun 8, 2026
VOE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VOE.
Price Targets
Wall Street price target analysis for VOE.
VOE MoonshotScore
What does this score mean?
The MoonshotScore rates VOE's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
VOE Financial Services Stock FAQ
What are the key factors to evaluate for VOE?
Vanguard Mid-Cap Value ETF (VOE) holds an AI score of 47/100 (low). Not financial advice.
How frequently does VOE data refresh on this page?
VOE prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven VOE's recent stock price performance?
Vanguard Mid-Cap Value ETF (VOE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong market capitalization of $36.61B, indicating robust investor interest. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VOE overvalued or undervalued right now?
Valuing Vanguard Mid-Cap Value ETF (VOE) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying VOE?
Before investing in Vanguard Mid-Cap Value ETF (VOE), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding VOE to a portfolio?
Key strength of Vanguard Mid-Cap Value ETF (VOE): Strong market capitalization of $36.61B, indicating robust investor interest. Weigh rewards against risks and diversify. Not financial advice.
Can I buy fractional shares of VOE?
Yes, most major brokerages offer fractional shares of Vanguard Mid-Cap Value ETF (VOE) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track VOE's earnings and financial reports?
Vanguard Mid-Cap Value ETF (VOE) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Setting up alerts through your brokerage for VOE earnings announcements is recommended.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.