VOE
US ValueVanguard Morningstar Mid-Cap Value ETF
Vanguard·Tracks Morningstar US Mid Cap Value Index·Inception Aug 17, 2006
Composite score
Based on a 0.050% expense ratio.
Based on $38.96B in net assets.
Top-10 holdings represent 12.6% of net assets.
US Value base · ETF wrapper · 1.83% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use VOE in our tools
Tool · Look-through
See what VOE actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare VOE's fee against another fund
Compounds the 0.050% expense ratio against a peer over decades.
Tool · Overlap
Compare VOE's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Value funds.
Tool · TLH
Find a tax-loss harvesting partner for VOE
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Cummins Inc | 1.70% |
| 2 | Valero Energy Corp | 1.33% |
| 3 | Marathon Petroleum Corp | 1.29% |
| 4 | CRH PLC | 1.23% |
| 5 | United Rentals Inc | 1.22% |
| 6 | SLB Ltd | 1.20% |
| 7 | General Motors Co | 1.20% |
| 8 | Simon Property Group Inc | 1.19% |
| 9 | Phillips 66 | 1.17% |
| 10 | Warner Bros Discovery Inc | 1.10% |
Compare VOE with another fund
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Similar ETFs by holdings overlap
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