#United States #Valley Forge #Wellington Management #Active Equity #Vanguard ETFs

Vanguard Introduces Three New Active Equity ETFs

On November 18, 2025, Vanguard made waves in the investment world by launching three innovative active equity ETFs: the Vanguard Wellington U.S. Value Active ETF (VUSV), Vanguard Wellington U.S. Growth Active ETF (VUSG), and Vanguard Wellington Dividend Growth Active ETF (VDIG). These ETFs are meticulously advised by Wellington Management, a firm recognized for its deep investment expertise and proven strategies.

Key Features of the New ETFs

Each of the new ETFs aims to provide long-term investment solutions tailored to meet diverse investor needs. They are crafted to deliver the tax efficiency, transparency, and lower costs investors have come to expect from Vanguard’s range of products. Dan Reyes, the Global Head of Investment Product at Vanguard, expressed pride in collaborating with Wellington Management to make fundamental active equity expertise accessible to a broader audience.

VUSV: A Value-Oriented Approach

The Vanguard Wellington U.S. Value Active ETF (VUSV) is designed to reflect an opportunistic value strategy. It looks for companies with depressed valuations attributed to shifts in market sentiment. VUSV, mirroring strategies used in the Vanguard Windsor Fund (VWNEX), invests in a diversified range of 60 to 100 stocks. The ETF will adopt the Russell 1000 Value Index as its benchmark and boasts a competitive expense ratio of 0.30%. This fund serves as a solid choice for investors seeking value-driven investment opportunities.

VUSG: Focusing on Growth

Paralleling the strategy of the Vanguard Global Equity Fund (VHGEX), the Vanguard Wellington U.S. Growth Active ETF (VUSG) specializes in a concentrated investment approach. VUSG concentrates its holdings on 30 to 60 stocks, encouraging investments in disruptive firms with promising earnings and revenue growth. This fund is set to adhere to the Russell 1000 Growth Index as its benchmark and features an expense ratio of 0.35%. VUSG's focus on innovation positions it perfectly for investors eager to capitalize on forward-thinking companies across diverse sectors.

VDIG: Prioritizing Dividend Growth

The Vanguard Wellington Dividend Growth Active ETF (VDIG) is managed by a team that has overseen the successful Vanguard Dividend Growth Fund (VDIGX) for nearly two decades. VDIG adopts a defensive investment strategy, maintaining a concentrated portfolio of 20 to 40 stocks with low turnover. It prioritizes investing in high-quality companies focused on shareholder returns, solid financial health, and consistent dividend growth. Its benchmark is the S&P U.S. Dividend Growers Index, with an expense ratio of 0.40%. This ETF serves those investors keen on a reliable income stream from high-quality dividends.

A Strong Case for Diversification

The launch of these ETFs marks an important extension of Vanguard's long-standing partnership with Wellington Management, which has served as an advisor for various Vanguard active equity mutual funds. Each of these new ETFs can seamlessly integrate into a diversified U.S. equity portfolio, offering complementary strategies to investors seeking depth and variety in their investments.

Vanguard's Legacy in Active Management

With over 50 years of experience in active management, Vanguard continues to deliver an impressive array of investment products. These new ETFs, part of Vanguard's recently evolving lineup that includes not only equity but also bond ETFs and factor-based offerings, underscore the company's commitment to providing innovative investment options. By combining Wellington's management expertise—rooted in overseeing over $1 trillion in active strategies—with Vanguard's leading position as an ETF provider, investors are presented with robust opportunities for building and managing their portfolios efficiently.

As always, prospective investors are urged to consider the risks involved in any investment opportunity, including the potential for loss, and to evaluate each ETF's fundamentals closely in accordance with their investment goals. Vanguard maintains its dedication to being an investor-focused entity, striving to ensure fair treatment and favorable outcomes in investment success.