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
Peers
Fund Flows
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 Tradability
VBR Sector/Industry Breakdown
Benchmark
VBR Top 10 Holdings
VBR Performance Statistics
VBR Countries
Benchmark
VBR Regions
Benchmark
VBR Economic Development
Benchmark
VBR Benchmark Comparison Summary
Benchmark
VBR Benchmark Comparison Market Cap Size
Benchmark
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Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.