Latest news with #VanguardGroup
Bloomberg
5 days ago
- Business
- Bloomberg
Vanguard Goes Big on Crypto, Thanks to Index Boom It Unleashed
Vanguard Group Inc. executives have made their opinions on crypto clear, calling it an "immature asset class." Yet thanks to the cold logic of index investing, the $10 trillion money-management giant is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin and became a poster child for the industry's ambitions. (Source: Bloomberg)
Bloomberg
5 days ago
- Business
- Bloomberg
Vanguard Goes Big on Crypto, Thanks to the Index-Fund Boom It Unleashed
Bitcoin is not 'appropriate' for long-term investors. Also, digital assets are more a speculation and less an investment. And they're an 'immature asset class' with little history and 'no inherent economic value' that can wreak 'havoc' on portfolios. Vanguard Group Inc. executives, channeling the logic of the venerable Jack Bogle, have made their opinions on crypto clear. Yet thanks to the cold logic of index investing, the $10 trillion money-management giant is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin and became a poster child for the industry's ambitions.
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Business Standard
6 days ago
- Business
- Business Standard
Vishal Mega Mart shares jump 5%; hit all time high amid heavy volumes
Vishal Mega Mart shares were in demand on Monday, as the stock jumped 5.1 per cent in trade on BSE amid large trades. It registered an all time high at ₹140.45 per share. At 1:42 PM, Vishal Mega Mart's share price was trading higher by 3.7 per cent at ₹138.5 per share on the BSE. In comparison, the BSE Sensex was down 0.43 per cent at 82,145.82. The company's market capitalisation stood at ₹64,559.99 crore. The 52-week high of the stock was at ₹140.45 per share and the 52-week low of the stock was at ₹96.05 per share. Vishal Mega Mart block deals According to data compiled by Bloomberg, 2.33 million shares were traded in blocks. The dealers of transactions were not known. According to the BSE shareholding pattern, mutual funds held a 25.69 per cent stake in Vishal Mega Mart for the quarter that ended June 2025 and insurance companies held a 1.34 per cent stake. Recently, US-based Vanguard Group bought a 1.1 per cent stake in Vishal Mega Mart for ₹655 crore through open market transactions. Investment management company Vanguard Group, through its affiliates, purchased more than 5.04 crore equity shares in two tranches, representing a 1.1 per cent stake in Gurugram-based Vishal Mega Mart, as per bulk deal data on the NSE. Samayat Services LLP, one of the promoter entities of Vishal Mega Mart, also recently divested a 19.6 per cent stake in the company for ₹10,220.40 crore. Samayat Services LLP is a special-purpose vehicle owned by private equity firm Kedaara Capital and Switzerland-based Partners Group. In a separate bulk deal on the NSE, Mumbai-based Hill Fort Capital divested nearly a 1 per cent stake in Westlife Foodworld, owner-operator of McDonald's restaurants across West and South India, for Rs 104 crore through an open market transaction. Also, as per the data, Hill Fort Capital through its arm Hill Fort India Fund LP sold 1.5 million shares of Westlife Foodworld at an average price of ₹696.55 per share. This took the deal value to ₹104.54 crore. Meanwhile, HDFC Mutual Fund bought 1.4 million shares or 0.92 per cent stake in Westlife Foodworld for ₹99.65 crore.
Yahoo
09-07-2025
- Business
- Yahoo
Is VCOBX a Strong Bond Fund Right Now?
Looking for an Investment Grade Bond - Intermediate fund? You may want to consider Vanguard Core Bond Admiral (VCOBX) as a possible option. VCOBX has a Zacks Mutual Fund Rank of 3 (Hold), which is based on various forecasting factors like size, cost, and past performance. We note that VCOBX is an Investment Grade Bond - Intermediate option, which is a segment loaded with many different investment options. By targeting bonds that mature in more than three years but less than 15 years, Investment Grade Bond - Intermediate funds are a middle of the curve option. Fixed income instruments at this maturity level usually have medium duration risk, but their yields are respectable, especially in comparison to their short-maturity counterparts. Additionally, a focus on investment grade makes these funds safer, but yields tend to be lower than in the junk bond category. Vanguard Group is based in Malvern, PA, and is the manager of VCOBX. Since Vanguard Core Bond Admiral made its debut in March of 2016, VCOBX has garnered more than $13.72 billion in assets. A team of investment professionals is the fund's current manager. Of course, investors look for strong performance in funds. VCOBX has a 5-year annualized total return of -0.37% and is in the top third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3 -year annualized total return of 1.94%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. The standard deviation of VCOBX over the past three years is 7.25% compared to the category average of 10.44%. The standard deviation of the fund over the past 5 years is 6.32% compared to the category average of 9.81%. This makes the fund less volatile than its peers over the past half-decade. Modified duration is a measure of a given bond's interest rate sensitivity, so when judging how fixed income securities will respond in a shifting rate environment, it is an excellent figure to look at. For investors who think interest rates will rise, this is an important factor to consider. VCOBX has a modified duration of 6, which suggests that the fund will decline 6% for every hundred-basis-point increase in interest rates. With a beta of 0.96, this fund is less volatile than a broad market index of fixed income securities. Taking this into account, VCOBX has a positive alpha of 0.57, which measures performance on a risk-adjusted basis. Investors should also consider a bond's rating, which is a grade ( 'AAA' to 'D' ) given to a bond that indicates its credit quality. With this letter scale in mind, VCOBX has 59.4% in high quality bonds rated at least 'AA' or higher, while 37.7% are of medium quality, with ratings of 'A' to 'BBB'. The fund has an average quality of AA, and focuses on high quality securities. For investors, taking a closer look at cost-related metrics is key, since costs are increasingly important for mutual fund investing. Competition is heating up in this space, and a lower cost product will likely outperform its otherwise identical counterpart, all things being equal. In terms of fees, VCOBX is a no load fund. It has an expense ratio of 0.10% compared to the category average of 0.72%. VCOBX is actually cheaper than its peers when you consider factors like cost. Investors should also note that the minimum initial investment for the product is $50,000 and that each subsequent investment needs to be at $1 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, Vanguard Core Bond Admiral ( VCOBX ) has a neutral Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, this fund looks like a somewhat average choice for investors right now. This could just be the start of your research on VCOBXin the Investment Grade Bond - Intermediate category. Consider going to for additional information about this fund, and all the others that we rank as well for additional information. And don't forget, Zacks has all of your needs covered on the equity side too! Make sure to check out for more information on our screening capabilities, Rank, and all our articles as well. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VCOBX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
09-07-2025
- Business
- Yahoo
Should Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) Be on Your Investing Radar?
The Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) was launched on 09/09/2010, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market. The fund is sponsored by Vanguard. It has amassed assets over $1.13 billion, making it one of the average sized ETFs attempting to match the Mid Cap Growth segment of the US equity market. Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. Thus they have a nice balance of growth potential and stability. Growth stocks have higher than average sales and earnings growth rates. While these are expected to grow faster than the broader market, they also have higher valuations. Additionally, growth stocks have a greater level of risk associated with them. Even though growth stocks are more likely to outperform their value counterparts in strong bull markets, value stocks have a record of delivering better returns in almost all markets than growth stocks. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.10%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 0.77%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 28.10% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Interactive Brokers Group Inc (IBKR) accounts for about 1.54% of total assets, followed by Emcor Group Inc (EME) and Duolingo Inc (DUOL). The top 10 holdings account for about 9.24% of total assets under management. IVOG seeks to match the performance of the S&P MidCap 400 Growth Index before fees and expenses. The S&P MidCap 400 Growth Index measures the performance of growth stocks of medium-size U.S. companies. The ETF has added roughly 1.77% so far this year and was up about 6.10% in the last one year (as of 07/09/2025). In the past 52-week period, it has traded between $91.51 and $123.97. The ETF has a beta of 1.07 and standard deviation of 20.23% for the trailing three-year period, making it a medium risk choice in the space. With about 247 holdings, it effectively diversifies company-specific risk. Vanguard S&P Mid-Cap 400 Growth ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IVOG is a great option for investors seeking exposure to the Style Box - Mid Cap Growth segment of the market. There are other additional ETFs in the space that investors could consider as well. The Vanguard Mid-Cap Growth ETF (VOT) and the iShares Russell Mid-Cap Growth ETF (IWP) track a similar index. While Vanguard Mid-Cap Growth ETF has $17.27 billion in assets, iShares Russell Mid-Cap Growth ETF has $19.40 billion. VOT has an expense ratio of 0.07% and IWP charges 0.23%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard S&P Mid-Cap 400 Growth ETF (IVOG): ETF Research Reports Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report EMCOR Group, Inc. (EME) : Free Stock Analysis Report iShares Russell Mid-Cap Growth ETF (IWP): ETF Research Reports Vanguard Mid-Cap Growth ETF (VOT): ETF Research Reports Duolingo, Inc. (DUOL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
