VBR Vanguard Small-Cap Value ETF
What is VBR?
VBR tracks the CRSP US Small Cap Value Index. The index selects from a list of stocks in the 85-99% range of market cap, based on five value factors.
VBR Factset Analytics Insight
In April 2013, VBR switched from an MSCI value index to a CRSP index. The index construction begins with small-cap stocks scored for fundamental criteria such as: book to price, forward earnings to price, historic EPS, dividend-to-price and sales-to-price ratio. CRSP uses a banding and migration between Value and Growth classification in that occasionally securities are split between both style assignments. However, the underlying index aligns well with our benchmark by firm size, meaning it leans toward larger firms that fall in the midcap space. Sector biases are present but smaller than those of many peer funds. The fund undergoes a quarterly reconstitution and rebalance.
VBR Summary Data
VBR Portfolio Data
VBR Index Data
VBR Portfolio Management
VBR Tax Exposures
VBR Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VBR. VBR is rated a 5 out of 5.
VBR Sector/Industry Breakdown
VBR Top 10 Holdings
VBR Performance Statistics
VBR Economic Development
VBR Benchmark Comparison Summary
VBR Benchmark Comparison Market Cap Size