Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) Stock Analysis
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 Long-Term Treasury Fund Investor Shares (VUSTX) trades at $7.60 with AI Score 44/100 (Grade C). Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) primarily invests in U. S. Market cap: $2.87B, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for VUSTX: VUSTX 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 VUSTX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
VUSTX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) Financial Services Profile
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) offers exposure to long-term U.S. Treasury securities, targeting investors seeking interest income with a high tolerance for interest rate volatility. The fund maintains a portfolio primarily composed of government-backed debt, providing a relatively safe haven within the asset management sector.
What Is the Investment Thesis for VUSTX?
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) presents a straightforward investment proposition: access to the long-term U.S. Treasury market. With a market capitalization of $2.87B, VUSTX offers investors exposure to a portfolio of government-backed debt instruments. The fund's primary appeal lies in its potential to generate interest income, albeit with a significant exposure to interest rate risk, indicated by a beta of 2.25. Key to VUSTX's performance is the prevailing interest rate environment. As interest rates rise, the value of existing long-term bonds in the portfolio may decline, impacting the fund's net asset value. Conversely, falling interest rates could lead to capital appreciation. Investors should monitor macroeconomic indicators and Federal Reserve policy decisions to gauge the potential impact on VUSTX's performance. The fund does not distribute dividends.
Based on FMP financials and quantitative analysis
VUSTX Key Highlights
VUSTX's primary investment is in U.S. Treasury securities, offering a relatively safe haven compared to corporate bonds or equities.
- The fund's beta of 2.25 indicates a high sensitivity to interest rate changes, making it more volatile than the overall bond market.
- VUSTX's strategy focuses on replicating the performance of a broad index of long-term U.S. Treasury securities.
- The fund's expense ratio is low, reflecting Vanguard's commitment to cost-effective investing.
- VUSTX does not distribute dividends, focusing instead on potential capital appreciation.
Who Are VUSTX's Competitors?
VUSTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CSQ Calamos Strategic Total Return Fund | $20.68 | -0.67% | $3.32B | 48 |
| JDSNX Janus Henderson Small Cap Value Fund | $27.38 | -0.98% | $3.56B | 47 |
| JDSRX Janus Henderson Small Cap Value Fund | $26.25 | -0.98% | $3.42B | 47 |
| JISCX Janus Henderson Small Cap Value Fund | $27.03 | -0.99% | $3.52B | 47 |
| JSCOX Janus Henderson Small Cap Value Fund | $27.79 | -0.07% | $3.62B | 47 |
| APAM Artisan Partners Asset Management Inc. | $42.05 | -1.06% | $2.99B | 70 |
| FSENX Fidelity Select Portfolios - Energy Portfolio | $92.48 | +0.37% | $2.66B | 69 |
| HTGC Hercules Capital, Inc. | $17.03 | +0.77% | $3.19B | 70 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VUSTX's Key Strengths?
Low expense ratio
- High credit quality of holdings (U.S. Treasury securities)
- Passive management provides transparency and predictability
- Strong brand reputation of Vanguard
What Are VUSTX's Weaknesses?
High sensitivity to interest rate changes
- Limited potential for outperformance due to passive management
- Lack of flexibility to adapt to changing market conditions
- No dividend yield
What Could Drive VUSTX Stock Higher?
Federal Reserve policy decisions regarding interest rates will significantly impact VUSTX's performance.
- Inflation data releases will influence investor expectations and bond yields.
- U.S. Treasury auctions and debt issuance announcements will affect the supply and demand for Treasury securities.
What Are the Key Risks for VUSTX?
Interest rate risk: Rising interest rates can lead to a decline in the value of VUSTX's bond holdings.
- Inflation risk: Unexpectedly high inflation can erode the real value of fixed-income investments.
- Credit risk: While U.S. Treasury securities are considered low-risk, changes in the U.S. government's creditworthiness could impact the fund.
- Liquidity risk: During periods of market stress, liquidity in the Treasury market could decline, making it more difficult to buy or sell securities.
What Are the Growth Opportunities for VUSTX?
- Increased Demand for Safe-Haven Assets: During periods of economic uncertainty or market volatility, investors often seek safe-haven assets such as U.S. Treasury securities. This increased demand could drive inflows into VUSTX, boosting its asset base. The market size for safe-haven assets is substantial, with trillions of dollars invested in U.S. Treasury securities globally. Timeline: Ongoing, dependent on macroeconomic conditions.
- Rising Interest Rate Environment: While rising interest rates can negatively impact existing bond values, they also present an opportunity for VUSTX to reinvest maturing securities at higher yields. This could lead to increased income generation over the long term. The timeline for this growth opportunity is dependent on the Federal Reserve's monetary policy decisions. Market size: Entire US bond market.
- Expansion of Fixed-Income Market: The fixed-income market continues to grow as governments and corporations issue debt to finance various projects and activities. This expansion provides VUSTX with a larger pool of securities to invest in, potentially enhancing diversification and returns. The timeline for this growth opportunity is long-term, driven by global economic growth and financing needs. Market size: Global bond market.
- Technological Advancements in Trading: Algorithmic trading and other technological advancements have improved the efficiency and liquidity of the bond market. This can benefit VUSTX by reducing transaction costs and improving execution prices. The timeline for this growth opportunity is ongoing, as technology continues to evolve. Market size: N/A.
- Increased Focus on Passive Investing: The trend towards passive investing continues to gain momentum, as investors seek low-cost, diversified investment options. VUSTX, as a passively managed fund, is well-positioned to benefit from this trend. The timeline for this growth opportunity is ongoing, driven by investor preferences and fee pressures. Market size: Passive investment market.
What Threats Does VUSTX Face?
- Rising interest rates negatively impacting bond values
- Inflation eroding the real value of fixed-income investments
- Changes in government fiscal policy affecting Treasury yields
- Competition from other low-cost bond funds
What Are VUSTX's Competitive Advantages?
- Low-Cost Advantage: Vanguard is known for its low-cost investment products, attracting cost-conscious investors.
- Brand Reputation: Vanguard has a strong reputation for integrity and investor-focused management.
- Scale: Vanguard's large asset base allows it to achieve economies of scale, further reducing costs.
- Index Tracking Expertise: Vanguard has extensive experience in managing index funds, ensuring accurate tracking of the benchmark index.
What Does VUSTX Do?
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) is a passively managed fund designed to track the performance of the long-term U.S. Treasury market. The fund invests primarily in U.S. government debt, including Treasury bills, notes, and bonds, with a minimum of 80% of its assets allocated to securities issued directly by the U.S. government. This includes inflation-protected securities. The fund may also invest in debt issued by federal agencies that are sponsored, guaranteed, or owned by the federal government. VUSTX aims to provide investors with a steady stream of income by investing in a portfolio of long-term Treasury securities. The fund's investment strategy focuses on replicating the composition of the benchmark index, which represents the broad market for U.S. Treasury securities with maturities of ten years or more. As an index fund, VUSTX offers investors a cost-effective way to gain exposure to the long-term Treasury market without the need for active management. The fund is managed by Vanguard, a leading investment management company known for its low-cost investment products and commitment to investor interests. Vanguard was founded in 1975 by John C. Bogle, who pioneered the concept of index investing. The company's mission is to provide investors with high-quality investment products at a low cost.
What Products and Services Does VUSTX Offer?
- Invests primarily in U.S. Treasury securities, including bills, notes, and bonds.
- Tracks the performance of a broad index of long-term U.S. Treasury securities.
- Provides investors with exposure to the long-term U.S. Treasury market.
- Offers a low-cost way to invest in government-backed debt.
- Seeks to generate interest income for investors.
- Manages a portfolio of fixed-income securities with a focus on U.S. government debt.
How Does VUSTX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Operates as a passively managed index fund, minimizing expenses.
- Replicates the composition of a benchmark index of long-term U.S. Treasury securities.
What Industry Does VUSTX Operate In?
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) operates within the asset management industry, specifically focusing on fixed-income investments. The fund competes with other bond funds, particularly those specializing in U.S. Treasury securities. The asset management industry is influenced by macroeconomic factors such as interest rates, inflation, and economic growth. Demand for fixed-income investments tends to increase during periods of economic uncertainty or when investors seek to reduce portfolio risk. The competitive landscape includes both actively managed and passively managed funds, with Vanguard being a prominent player in the latter category due to its low-cost investment philosophy.
Who Are VUSTX's Key Customers?
- Individual investors seeking exposure to the long-term U.S. Treasury market.
- Institutional investors looking for a low-cost, diversified fixed-income investment.
- Retirement savers seeking to generate income from government-backed securities.
- Investors with a high tolerance for interest rate risk.
How Vanguard Long-Term Treasury Fund Investor Shares Is Valued
Relative to its peer group, VUSTX's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
VUSTX Financials
Bull Case vs Bear Case
Bull Case
- People are thinking this fund is a safe haven. With all the market craziness lately, parking cash in long-term treasuries feels like a smart move for those wanting to avoid big losses.
- The chatter suggests a lot of folks are betting on interest rates dropping. If the Fed pivots, long-term treasuries could really take off. It's a macro play that's gaining traction.
- There's a growing sense that the economy might be slowing down. Historically, that's been good for treasury funds as investors seek safety and yields become more attractive.
- The community is talking about diversification. Adding VUSTX to a portfolio helps balance out riskier assets, especially when the stock market looks shaky.
Bear Case
- Some are worried about inflation sticking around longer than expected. If inflation stays high, the Fed might keep rates higher for longer, which isn't great for long-term bonds.
- The general market mood isn't super confident in bonds right now. A lot of investors still see better opportunities in stocks, even with the current volatility.
- There's concern that the government might keep issuing a ton of debt. More supply of treasuries could push prices down, impacting the fund's performance.
- The community is pointing out opportunity cost. While VUSTX might be 'safe,' it might not provide the returns some are seeking in a rising market. People are looking for growth, not just safety.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VUSTX Latest News
No recent news available for VUSTX.
VUSTX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VUSTX.
Price Targets
Wall Street price target analysis for VUSTX.
VUSTX MoonshotScore
What does this score mean?
The MoonshotScore rates VUSTX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
VUSTX Financial Services Stock FAQ
What does the AI Score mean for VUSTX?
VUSTX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) primarily invests in U.S. government debt, including Treasury bills, notes, and bonds. The fund is designed for investors seeking interest …
What does Vanguard Long-Term Treasury Fund Investor Shares do?
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) is a passively managed fund that invests primarily in long-term U.S. Treasury securities. The fund aims to track the performance of a broad index of U.S. Treasury bonds with maturities of ten years or more.
What are the main risks for VUSTX?
The primary risk for VUSTX is interest rate risk. As interest rates rise, the value of existing bonds in the fund's portfolio may decline, leading to a decrease in the fund's net asset value. Additionally, inflation can erode the real value of fixed-income investments. Although U.S. Treasury securities are considered low-risk, changes in the U.S.
How sensitive is VUSTX to interest rate changes?
VUSTX exhibits a high sensitivity to interest rate changes, as indicated by its beta of 2.25. This means that the fund's value is likely to fluctuate more than the overall bond market in response to interest rate movements. When interest rates rise, the value of the fund's bond holdings may decline, and vice versa.
What are the key factors to evaluate for VUSTX?
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) holds an AI score of 44/100 (low). Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) presents a straightforward investment proposition: access to the long-term U.S. Not financial advice.
How frequently does VUSTX data refresh on this page?
VUSTX's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven VUSTX's recent stock price performance?
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Low expense ratio. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VUSTX overvalued or undervalued right now?
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research VUSTX before investing?
Before investing in Vanguard Long-Term Treasury Fund Investor Shares (VUSTX), 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) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
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.
- The information provided is based on publicly available data and is for informational purposes only.
- Investment decisions should be based on individual circumstances and risk tolerance.