Vanguard Total Market Etf Holdings Turnover
| VUS Etf | CAD 105.55 0.53 0.50% |
Vanguard Total Market fundamentals help investors to digest information that contributes to Vanguard Total's financial success or failures. It also enables traders to predict the movement of Vanguard Etf. The fundamental analysis module provides a way to measure Vanguard Total's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Total etf.
Vanguard |
Vanguard Total Market ETF Holdings Turnover Analysis
Vanguard Total's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Vanguard Total Holdings Turnover | 44.49 % |
Most of Vanguard Total's fundamental indicators, such as Holdings Turnover, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Total Market is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
| Competition |
According to the company disclosure, Vanguard Total Market has a Holdings Turnover of 44.49%. This is much higher than that of the Vanguard Investments Canada Inc family and significantly higher than that of the US Equity category. The holdings turnover for all Canada etfs is notably lower than that of the firm.
Vanguard Holdings Turnover Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Total's direct or indirect competition against its Holdings Turnover to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Vanguard Total could also be used in its relative valuation, which is a method of valuing Vanguard Total by comparing valuation metrics of similar companies.Vanguard Total is currently under evaluation in holdings turnover as compared to similar ETFs.
Fund Asset Allocation for Vanguard Total
The fund invests 99.89% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.02%) and various exotic instruments.Asset allocation divides Vanguard Total's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
| Price To Earning | 19.71 X | |||
| Beta | 1.18 | |||
| Total Asset | 722.38 M | |||
| Annual Yield | 0.02 % | |||
| One Year Return | 31.60 % | |||
| Three Year Return | 7.20 % | |||
| Five Year Return | 13.30 % | |||
| Ten Year Return | 11.20 % | |||
| Net Asset | 722.38 M | |||
| Last Dividend Paid | 0.23 | |||
| Holdings Turnover | 44.49 % | |||
| Equity Positions Weight | 99.89 % | |||
| Bond Positions Weight | 0.02 % |
About Vanguard Total Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Total Market's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Total Market based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Vanguard Total
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vanguard Total position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vanguard Total will appreciate offsetting losses from the drop in the long position's value.Moving together with Vanguard Etf
| 1.0 | XSP | iShares Core SP | PairCorr |
| 0.97 | ZSP | BMO SP 500 | PairCorr |
| 0.97 | VFV | Vanguard SP 500 | PairCorr |
| 0.97 | HXS | Global X SP | PairCorr |
| 0.97 | XUS | iShares Core SP | PairCorr |
The ability to find closely correlated positions to Vanguard Total could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Total when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vanguard Total - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vanguard Total Market to buy it.
The correlation of Vanguard Total is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vanguard Total moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Total Market moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vanguard Total can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Vanguard Etf
Vanguard Total financial ratios help investors to determine whether Vanguard Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Total security.