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IVOG

Vanguard S&P Mid-Cap 400 Growth ETF
1W: -1.2% 1M: -6.0% 3M: +1.3% YTD: +2.3% 1Y: +15.8% 3Y: +46.4% 5Y: +33.7%
$124.68
-2.67 (-2.09%)
After Hours: $133.28 (+8.60, +6.90%)
ETF AMEX · AUM $1.6B
ETF-Level Metrics
AUM$1.6B
Holdings240
Top 10 Wt15.9%
Beta1.14
% Profitable87%
Coverage100%
Portfolio Valuation
P/E37.2
P/B5.2
P/S3.3
EV/EBITDA21.1
P/FCF29.5
PEG0.97
Profitability & Returns
Gross Margin33.8%
Net Margin3.9%
ROE6.4%
ROA2.1%
ROIC7.3%
Div Yield0.73%
Leverage & Liquidity
Debt/Equity0.89
Debt/Assets0.29
Net Debt/EBITDA1.8x
Interest Cov3.5x
Current Ratio1.67
Quick Ratio1.38
Growth (YoY)
Revenue+15.1%
Net Income+33.2%
EPS+33.4%
FCF+24.5%
EBITDA+28.1%
Rev CAGR 3Y+12.4%
Quality Scores
Piotroski F6.5
Altman Z5.83
IS Quality69.6
IS Overall58.3
IS Value45.1
Median P/E23.2

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 57 29.8% 44.1
Technology 48 22.0% 109.8
Healthcare 30 13.5% -3.2
Consumer Cyclical 27 8.1% 14.2
Financial Services 26 6.6% 14.4
Real Estate 17 4.9% 32.2
Energy 7 3.5% 25.3
Basic Materials 7 3.5% 6.7
Consumer Defensive 10 3.4% 28.5
Communication Services 5 2.5% 147.6
Utilities 6 1.9% 14.5
Other 6 0.4%

Smart Money Overlap

6 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CRS Carpenter Technology Corporation 1.10% 4 Bullish 10 5 +17.1%
APG APi Group Corporation 0.91% 4 Bullish 3 8 -3.3%
ILMN Illumina, Inc. 0.62% 4 Bullish 12 1 -3.0%
WPC W. P. Carey Inc. 0.48% 4 Bullish 3 2 +1.3%
OPCH Option Care Health, Inc. 0.29% 4 Bullish 1 2 +5.0%
VVV Valvoline Inc. 0.27% 4 Bullish 7 1 +9.5%
Showing 50 of 246 holdings · Page 1 of 5
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Lumentum Holdings Inc LITE 2.76% $45.3M 64,670 194.6 $49.2B Technology
2 Coherent Corp COHR 2.26% $37.1M 143,355 128.9 $38.6B Technology
3 TechnipFMC PLC FTI 1.49% $24.5M 369,004 30.6 $28.1B Energy
4 Curtiss-Wright Corp CW 1.43% $23.6M 33,644 50.8 $24.5B Industrials
5 Casey's General Stores Inc CASY 1.42% $23.3M 33,915 40.6 $26.4B Consumer Cyclical
6 XPO Inc XPO 1.37% $22.5M 107,082 70.9 $22.5B Industrials
7 Royal Gold Inc RGLD 1.35% $22.2M 73,902 39.8 $15.1B Basic Materials
8 Flex Ltd FLEX 1.29% $21.3M 337,330 28.6 $23.9B Technology
9 Woodward Inc WWD 1.29% $21.2M 54,709 43.5 $21.3B Industrials
10 ATI Inc ATI 1.23% $20.3M 123,943 48.4 $19.7B Industrials
11 United Therapeutics Corp UTHR 1.20% $19.8M 39,277 17.7 $23.3B Healthcare
12 Tenet Healthcare Corp THC 1.17% $19.2M 80,164 12.2 $17.2B Healthcare
13 Everpure Inc PSTG 1.11% $18.3M 284,800 108.9 $20.5B Technology
14 Carpenter Technology Corp CRS 1.10% $18.1M 45,439 45.1 $19.5B Industrials
15 Fabrinet FN 1.09% $17.8M 32,680 52.6 $19.7B Technology
16 nVent Electric PLC NVT 1.06% $17.4M 147,190 26.9 $19.2B Industrials
17 BWX Technologies Inc BWXT 1.05% $17.2M 83,399 57.1 $18.8B Industrials
18 Somnigroup International Inc SGI 1.04% $17.1M 191,469 40.3 $15.5B Consumer Defensive
19 RB Global Inc RBA 1.04% $17.1M 169,384 42.4 $18.2B Industrials
20 Twilio Inc TWLO 1.02% $16.7M 138,297 567.8 $19.1B Communication Services
21 MasTec Inc MTZ 1.01% $16.7M 55,943 59.9 $24.2B Industrials
22 RBC Bearings Inc RBC 1.01% $16.5M 28,721 64.4 $17.4B Industrials
23 ITT Inc ITT 0.96% $15.7M 77,542 30.6 $16.1B Industrials
24 Talen Energy Corp TLN 0.94% $15.5M 41,683 -67.4 $14.8B Utilities
25 Hecla Mining Co HL 0.93% $15.2M 611,286 35.8 $11.5B Basic Materials
26 API Group Corp APG 0.91% $15.0M 337,643 57.9 $17.6B Industrials
27 MACOM Technology Solutions Holdings Inc MTSI 0.88% $14.5M 58,423 105.5 $17.1B Technology
28 EchoStar Corp SATS 0.86% $14.2M 122,791 -1.4 $32.0B Technology
29 Kratos Defense & Security Solutions Inc KTOS 0.85% $13.9M 161,303 587.9 $14.2B Industrials
30 Penumbra Inc PEN 0.75% $12.3M 35,720 74.2 $13.2B Healthcare
31 CACI International Inc CACI 0.75% $12.3M 20,136 24.7 $12.8B Technology
32 Neurocrine Biosciences Inc NBIX 0.73% $12.0M 90,951 27.5 $13.3B Healthcare
33 Sterling Infrastructure Inc STRL 0.73% $12.0M 28,026 44.0 $12.8B Industrials
34 Elanco Animal Health Inc ELAN 0.73% $12.0M 453,231 -52.6 $12.2B Healthcare
35 New York Times Co/The NYT 0.72% $11.8M 147,393 39.2 $13.4B Communication Services
36 Advanced Energy Industries Inc AEIS 0.70% $11.6M 34,426 79.3 $11.8B Industrials
37 TopBuild Corp BLD 0.69% $11.4M 25,462 18.6 $9.8B Industrials
38 Guidewire Software Inc GWRE 0.69% $11.3M 77,559 67.8 $12.9B Technology
39 Five Below Inc FIVE 0.68% $11.2M 50,308 34.9 $12.5B Consumer Cyclical
40 Ensign Group Inc/The ENSG 0.68% $11.2M 52,464 33.8 $11.7B Healthcare
41 Okta Inc OKTA 0.68% $11.1M 153,670 59.9 $13.4B Technology
42 Dycom Industries Inc DY 0.68% $11.1M 26,407 34.8 $10.1B Industrials
43 Texas Roadhouse Inc TXRH 0.67% $11.0M 60,342 27.1 $11.0B Consumer Cyclical
44 Exelixis Inc EXEL 0.66% $10.8M 244,559 14.7 $11.4B Healthcare
45 MKS Inc MKSI 0.65% $10.6M 43,508 51.4 $15.1B Technology
46 Burlington Stores Inc BURL 0.65% $10.6M 34,652 33.7 $20.1B Consumer Cyclical
47 Jazz Pharmaceuticals PLC JAZZ 0.64% $10.5M 55,424 -32.4 $11.6B Healthcare
48 Coca-Cola Consolidated Inc COKE 0.64% $10.4M 51,609 23.2 $15.1B Consumer Defensive
49 SPX Technologies Inc SPXC 0.63% $10.3M 45,453 39.2 $10.0B Industrials
50 Flowserve Corp FLS 0.62% $10.3M 115,944 26.8 $9.3B Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms