What is VB?

VB tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe.

PERFORMANCE [as of 03/24/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
VB -7.83% -1.06% -1.01% -13.53% 20.26% 6.14% 8.77%
VB (NAV) -7.83% -1.02% -0.97% -13.45% 20.19% 6.14% 8.78%
CRSP US Small Cap -7.85% -1.05% -1.01% -13.53% 20.16% 6.12% 8.76%
MSCI USA Small Cap Index -8.12% -0.52% -0.58% -12.51% 21.77% 6.53% 9.21%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

VB Factset Analytics Insight

VB is one of the giants in the small-cap space, as its broad index captures the US small-cap space well. VB earns high marks in Fit, in part a reflection of the fund's highly diverse portfolio. Note however that both the fund and our benchmark are skewed toward midcaps, so it could overlap with existing midcaps in your portfolio. (The fund switched to CRSP index in 2013.) VB is stable, with over a decade of trading history. The only negative mark here is one common to all Vanguard funds: holdings are reported monthly, not daily.

VB Summary Data

Vanguard
01/26/04
0.05%
$40.68B
CRSP US Small Cap
MSCI USA Small Cap Index
Open-Ended Fund

Peers

MSCI USA Small Cap Index

Fund Flows

-$0.85B 5 Days
+$0.21B 30 Days
+$1.14B 90 Days

VB Portfolio Data

$6.52B
20.69
2.42
1.66%
N/A
1,480

VB Index Data

CRSP US Small Cap
Market Cap
Market Cap
MSCI USA Small Cap Index

VB Portfolio Management

0.05%
0.01%
0.08%
-0.03%

VB Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

VB Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Monthly

Factset Analytics Block Liquidity

As of 03/27/23

This measurement shows how easy it is to trade a $1 million USD block of VB. VB is rated a 5 out of 5.

VB Tradability

541,919
$105.62M
507,433
$100.10M
0.08%
$0.16
0.01%
0.16% / -0.10%
None
100.00%
25,000
20.30
0.01%
0.01%
3,037
$180.98
5

VB Sector/Industry Breakdown

VB Segment
Benchmark
23.50% --
9.71% --
9.21% --
8.08% --
7.07% --
5.02% --
4.62% --
3.44% --
3.41% --
3.36% --

VB Top 10 Holdings

2.01%
5.17%

VB Performance Statistics

1.00
1.00
1.00
0.99
0.07%
MSCI USA Small Cap Index

VB Countries

VB Segment
Benchmark
100.00% 100.00%

VB Regions

VB Segment
Benchmark
100.00% 100.00%

VB Economic Development

VB Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

VB Benchmark Comparison Holdings

1,480
1935
1,323
76.86%

VB Benchmark Comparison Summary

VB Segment
Benchmark
1,480 1935
$6.52B $4.96B
20.69 22.30
2.42 2.32
1.38% 1.33%
Low Low

VB Benchmark Comparison Market Cap Size

VB Segment
Benchmark
7.50% 1.13%
75.47% 72.35%
14.90% 24.40%
0.38% 2.10%