Vanguard Morningstar Value ETF (VTV) Stock Analysis
Latest ClaritX AI analysis ·
This exchange-traded fund endeavors to replicate the returns of the CRSP US Large Cap Value Index, an benchmark that assesses the investment performance of substantial, value-oriented companies. It presents an accessible strategy for investors to align their portfolio with the performance of numerous leading U.S. value stocks. The fund operates under a passive management philosophy, utilizing a full-replication methodology.
| Metric | Value |
|---|---|
| Price | $220.59 |
| Market cap | $255.0B |
| Sector | Financial Services |
| Industry | Asset Management |
| ClaritX AI score | 86/100 |
| Beta | 0.69 |
AI verdict
The Vanguard Morningstar Value ETF (VTV) stands as an elite, foundational portfolio cornerstone for investors prioritizing structural capital preservation, intelligent broad-market diversification, and robust absolute returns. Leveraging a microscopic 0.03% expense ratio and a highly defensive 0.69 beta, the fund brilliantly distributes its massive $262.4 billion AUM across 331 mature, cash-flowing enterprises. By systematically avoiding the severe concentration risks of speculative mega-cap tech stocks, VTV has engineered a staggering 19% return over the past year. Its strategic concentrations in Financial Services (23.32%) and Healthcare (16.07%) perfectly capture the ongoing macroeconomic rotation toward resilient defensive fundamentals, offering a safe haven powered by legacy giants like Berkshire Hathaway and JPMorgan Chase. Technically, VTV has transitioned from a stabilization phase into a confirmed short-term bullish reversal. By successfully reclaiming its 20-day Simple Moving Average at $219.79 and pushing the RSI up to 45.12, the asset has definitively broken through near-term resistance. With the foundational 200-day Simple Moving Average at $210.33 providing an unbreakable structural support buffer, the long-term bullish super-cycle remains completely intact. This flawless combination of undeniable fundamental outperformance, massive institutional validation, and a technically de-risked entry point cements VTV as a premier accumulation target. Rating 86/100
What this score has been worth
ClaritX scores VTV 86 out of 100 (snapshot 2026-10-21).
Every ClaritX analysis is scored first and judged only on what the stock did afterwards. Across the 202 analyses that scored in the 85-89 band, the average forward return was +2.6% with a 60% win rate, -2.5pp against the S&P 500. That is a measured tendency across many names, not a forecast for VTV — roughly 40% of stocks in this band still lost money.
The full band-by-band table, including the bands that lost, is on the AI Rank Report; the live strategy arms behind it are on the AI Track Record, losses published.