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VRTGX
+34.70 · +7.98%
$469.50 · NMFQS

Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) ETF Analysis | Small Growth

Vanguard · USA
AUM:$1.2B
#– of – in Small Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

VRTGX returned +0.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is VRTGX?

The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Growth Index. The index is designed to measure the performance of small-capitalization growth stocks in the United States.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
VRTGX returned 0.0% over the past year.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 10.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.2B
Expense Ratio0.15%
Dividend Yield0.65%
Holdings1,083
Inception DateMay 2011
Domicile–
Distribution–
Index–
ProviderVanguard
Beta1.43
CategorySmall Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.9%
1Y
+35.1%
3Y
+61.9%
5Y
+28.1%
OpenBook InsightIf you had invested £10,000 in VRTGX 5 years ago, it would have grown to £12,811 — a gain of £2,811.

Annual Returns

Calendar year performance

VRTGX delivered positive returns in 4 of the last 5 calendar years.
YearVRTGX
2026 YTD+15.7%
2025+12.7%
2024+16.5%
2023+19.8%
2022-27.2%
CAGR 4yr+3.5%
4/5 positive yearsAvg return: +7.5%Worst year: -27.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
41.3%
Very High
Momentum
+19.1%
30-day change
Support Level
442.35
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 19.1% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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