Latest news with #VanguardSmall-CapETF
Business Insider
29-07-2025
- Automotive
- Business Insider
Let's Look at Who Owns Lucid (LCID) Ahead of Q2 Earnings
(LCID) is set to report its second-quarter results on August 6. Wall Street expects the EV maker to post a Q2 loss per share of $0.22 on revenue of $273.9 million. Lucid stock are down 3% year-to-date due to increasing competition in the EV space. However, investor interest in Lucid has picked up recently, driven by two major announcements. First, the company revealed a partnership with Uber (UBER) and autonomous driving startup Nuro, a move that helped the stock surge over 30%. Also, Lucid announced that starting July 31, Lucid Air owners will gain access to Tesla's (TSLA) Supercharger network, giving the stock another lift. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. With earnings approaching, let's take a look at who owns Lucid stock using TipRanks' Ownership tools. Now, according to TipRanks' ownership page, insiders own 74.4% of LCID. They are followed by public companies and individual investors, ETFs, and mutual funds, at 14.78%, 5.71%, and 5.10%, respectively. Meanwhile, other institutional investors own less than 0.01% of Lucid Group. Digging Deeper into LCID's Ownership Structure Looking closely at top shareholders, Public Investment Fund owns the highest stake in LCID. Among the top ETF holders, the Vanguard Total Stock Market ETF (VTI) owns a 1.28% stake in LCID stock, followed by the Vanguard Small-Cap ETF (VB) with a 1% stake. Moving to mutual funds, Vanguard Index Funds holds about 3.38% of Lucid Group. Meanwhile, Calamos Investment Trust/IL owns 0.89% of the stock. Is LCID Stock a Buy? The stock of Lucid Group has a consensus Hold rating among nine Wall Street analysts. That rating is currently based on one Buy, seven Hold, and one Sell recommendations issued in the past three months. The average LCID price target of $3.19 implies 9.25% upside from current levels.
Globe and Mail
03-05-2025
- Business
- Globe and Mail
These 3 Vanguard ETFs Have Plunged Over 10% in 2025 but Remain Magnificent Picks for Long-Term Investors
Stock market volatility can be disconcerting, especially for newer investors. However, volatility is the short-term price you pay to reap gains over the long run. One way to reduce volatility to some extent is to invest in exchange-traded funds (ETFs) that own a broad basket of stocks. Even ETFs can decline sharply during market sell-offs, though. The good news is that the pullbacks can present excellent buying opportunities. These three Vanguard ETFs have plunged over 10% in 2025. But they're still magnificent picks for long-term investors. 1. Vanguard Small-Cap ETF As of this writing, shares of the Vanguard Small-Cap ETF (NYSEMKT: VB) have plummeted roughly 15% below the peak earlier in 2025. This decline is an improvement from an even steeper plunge in the first week of April following President Donald Trump's announcement of reciprocal tariffs on most countries. The Vanguard Small-Cap ETF owns 1,357 small-cap stocks. These smaller stocks are often more volatile than large-cap stocks. And they can be hit especially hard during economic downturns. Increasing fears that the U.S. economy could slip into recession have weighed heavily on this Vanguard ETF. However, the Vanguard Small-Cap ETF has at least one great thing going for it: a relatively low valuation. The average trailing-12-month price-to-earnings ratio for the stocks in its portfolio is 18.6, well below the earnings multiple of nearly 24.5 for the S&P 500. Perhaps more compelling, though, is that small-cap stocks have historically outperformed large-cap stocks over the long term. That hasn't been the case in recent years, but don't be surprised if small-cap stocks come back sooner or later with a vengeance. If and when that happens, the Vanguard Small-Cap ETF could make patient investors a lot of money. 2. Vanguard Russell 1000 Growth ETF The Vanguard Russell 1000 Growth ETF (NASDAQ: VONG) has tumbled 13% below its high set earlier in 2025. At one point last month, the ETF was down more than 23% but subsequently rebounded. This Vanguard ETF attempts to track the Russell 1000 Growth Index. The index includes growth stocks in the Russell 1000, which is made up of the top 1,000 U.S. companies based on market cap. The Vanguard Russell 1000 Growth ETF owns 394 stocks, with top holdings including Apple, Microsoft, Nvidia, Amazon, and Meta Platforms. These five stocks alone comprise roughly 42.5% of the ETF's portfolio. When the stocks of these and other giant companies falter, the Vanguard Russell 1000 Growth ETF does, too. The good news, though, is that artificial intelligence (AI) is likely to provide a huge tailwind for Apple, Microsoft, Nvidia, Amazon, Meta, and other major stocks owned by this Vanguard ETF for a long time to come. It shouldn't be surprising that the Vanguard Russell 1000 Growth ETF ranks as Vanguard's top-performing ETF over the long run. Since its inception in 2010, this ETF has delivered an average annual return of around 15.8%. While there's no guarantee it can keep that level of returns coming, I expect the Vanguard Russell 1000 Growth ETF will continue its winning ways over the next decade and beyond. 3. Vanguard Mega Cap Growth ETF Shares of the Vanguard Mega Cap Growth ETF (NYSEMKT: MGK) are down close to 13% below the previous peak. The performance of this Vanguard ETF almost exactly mirrors that of the Vanguard Russell 1000 Growth ETF. There's a simple explanation for the similarity between these two ETFs. Their portfolios look a lot alike. The Vanguard Mega Cap Growth ETF's top five holdings are the same as the Vanguard Russell 1000 Growth ETF's. The main difference between the two funds is that the Vanguard Mega Cap Growth ETF owns only 69 stocks with a median market cap of $1.5 trillion. Rising adoption of AI should benefit many of this Vanguard ETF's stocks over the long run. The fund has been a big winner since its inception in 2007, delivering an average annual return of roughly 12.5%. I predict investors who buy and hold this Vanguard fund will be glad they did 10 years from now. Should you invest $1,000 in Vanguard World Fund - Vanguard Mega Cap Growth ETF right now? Before you buy stock in Vanguard World Fund - Vanguard Mega Cap Growth ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard World Fund - Vanguard Mega Cap Growth ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $611,271!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $684,068!* Now, it's worth noting Stock Advisor 's total average return is889% — a market-crushing outperformance compared to162%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of April 28, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Keith Speights has positions in Amazon, Apple, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Vanguard Index Funds-Vanguard Small-Cap ETF. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Yahoo
22-03-2025
- Business
- Yahoo
Are These 4 Vanguard ETFs All You Need for a Well-Rounded Stock Portfolio?
One of the more important parts of smart investing is diversification. This has two benefits: It reduces risks by not relying on too few stocks, and it increases your long-term return potential. At The Motley Fool, we recommend investors have at least 25 stocks in their portfolio. Luckily, this doesn't have to involve investing in 25-plus individual stocks. It can be accomplished using exchange-traded funds (ETFs). ETFs allow you to invest in multiple companies at once and are a great way to achieve diversification without taking on the risks that come with individual stocks. If you're looking to develop a well-rounded stock portfolio, the following four Vanguard ETFs can be your ticket. They check many boxes that investors should look for when investing long-term. The Vanguard S&P 500 ETF (NYSEMKT: VOO) is the foundation of my stock portfolio, and that likely won't change. It mirrors the S&P 500, which tracks the 500 largest U.S. companies on the market. I like to call investing in this ETF an investment in the broader U.S. economy. Granted, it only contains large-cap stocks, so it doesn't fully represent the U.S. economy, but the companies it does contain contribute a significant amount to the economy and its growth. The S&P 500 has become more tech-heavy than usual because of growing big tech valuations (it's market-cap-weighted), but it still contains companies from all 11 major sectors. Here's how they're represented (as of Feb. 28): Information Technology: 30.7% Financials: 14.5% Health Care: 10.8% Consumer Discretionary: 10.5% Communication Services: 9.4% Industrials: 8.3% Consumer Staples: 5.9% Energy: 3.3% Utilities: 2.4% Real Estate: 2.2% Materials: 2% Since this ETF was created in September 2010, it has averaged close to 12% annual returns, which is impressive for a broad ETF. Past results don't guarantee future performance, but it can be a great long-term investment even if its annual average hovers around 10% (the historical S&P 500 average). The Vanguard Small-Cap ETF (NYSEMKT: VB) is on the opposite end of the spectrum, containing only small-cap companies (those with a market capitalization between $300 million and $2 billion). This ETF doesn't follow the Russell 2000 index like many other small-cap ETFs, but it has outperformed the index since it was created in January 2004. Small-cap stocks are generally higher-risk, higher-reward investments. They're usually more volatile because they're more sensitive to the economic conditions. However, the smaller size also gives them more growth potential. This doesn't mean that small-cap companies are early stage companies. Plenty of well-established businesses operating in niche markets are small-cap companies. You probably wouldn't want a large percentage of your portfolio in small-cap stocks, but they can be a great complement, especially during economic expansions when they've often outperformed the broader market. The Vanguard Mid-Cap ETF (NYSEMKT: VO) is the sweet spot between large-cap and small-cap stocks. Mid-cap stocks are large enough to have typically met their market fit and have a sustainable business model, but small enough to still have high-growth opportunities in front of them. Having stocks with a good mix of stability and growth is good for balancing risk and reward. This ETF is smaller than the large-cap and small-cap options at only 318 stocks, but it covers a lot of ground sector-wise: Industrials: 19.4% Technology: 14% Financials: 13.9% Consumer Discretionary: 12.7% Utilities: 8.5% Health Care: 8.4% Real Estate: 7.9% Consumer Staples: 6% Energy: 5.6% Basic Materials: 2.7% Telecommunications: 0.9% Every investor is different, but I'd set the max mid-cap representation in my stock portfolio at around 10%. Your portfolio isn't truly diversified if it only contains U.S. companies. It's nice to have international stocks because they aren't as tied to the U.S. economy and present different opportunities. One of the best ways to get exposure to international stocks is through the Vanguard Total International Stock ETF (NASDAQ: VXUS), which contains over 1,900 companies from both developed and emerging markets. Investing in companies from both markets is beneficial because they have different risks and benefits. Developed markets are typically less risky because they have more economic stability, but the opportunity for rapid growth may be limited. Emerging markets carry more risk because of increased volatility, potential political instability, and developing infrastructure, but high-growth chances are more readily available. Aside from geographic diversification, this ETF offers a dividend yield that is routinely double that of the S&P 500 average. Stock price appreciation is great, but having above-average dividend payouts can be just as rewarding in many cases. If you're investing for the long term, this ETF can be a great portfolio addition. Before you buy stock in Vanguard S&P 500 ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Vanguard S&P 500 ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $720,291!* Now, it's worth noting Stock Advisor's total average return is 838% — a market-crushing outperformance compared to 164% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of March 18, 2025 Stefon Walters has positions in Vanguard Index Funds-Vanguard Mid-Cap ETF, Vanguard Index Funds-Vanguard Small-Cap ETF, Vanguard S&P 500 ETF, and Vanguard Total International Stock ETF. The Motley Fool has positions in and recommends Vanguard Index Funds-Vanguard Mid-Cap ETF, Vanguard Index Funds-Vanguard Small-Cap ETF, Vanguard S&P 500 ETF, and Vanguard Total International Stock ETF. The Motley Fool has a disclosure policy. Are These 4 Vanguard ETFs All You Need for a Well-Rounded Stock Portfolio? was originally published by The Motley Fool Sign in to access your portfolio
