I'm initiating Vanguard Small-Cap Value ETF at a buy rating due to its bullish technical setup and strong seasonality ahead. VBR offers massive diversification with over 800 holdings, though some are actually mid- or large-cap stocks. A breakout above $194 appears imminent, supported by positive momentum indicators and historical seasonal strength in July.
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the Vanguard Small-Cap Value ETF (VBR), a passively managed exchange traded fund launched on 01/26/2004.
The global economic landscape is undergoing a dramatic transformation as the Trump administration implements sweeping policy changes designed to revitalize American manufacturing. This fundamental shift toward protectionism has sent shockwaves through financial markets, with the benchmark S&P 500 retreating by as much as 8.6% since the start of January.
President Trump's tariffs have severely impacted markets, with US small-cap value stocks like VBR down 23% from their November 2024 high. Despite the downturn, VBR's valuation is compelling at a P/E ratio near 12x, and I maintain a buy rating on the ETF. VBR's sector breakdown includes significant weights in Financials, Industrials, and Consumer Discretionary, with a relatively low expense ratio of seven basis points.
Launched on 01/26/2004, the Vanguard Small-Cap Value ETF (VBR) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
Vanguard exchange-traded funds (ETFs) are renowned for their simplicity, high-quality construction, and rock-bottom fees (expense ratios).
What's the easiest way to build a diversified portfolio? That's easy: Invest in exchange-traded funds (ETFs).
Small-cap value stocks are attractive due to unusual momentum, a favorable P/E ratio, and a conservative macroeconomic context. Vanguard Small-Cap Value ETF stands out with a low expense ratio (0.07%), strong momentum, and a competitive dividend yield (1.92%). The risk of a disruption caused by Trump, along with a return to market risk appetite, remains a positive factor for small caps but a negative one for the value.
The Vanguard Small-Cap Value ETF (VBR) was launched on 01/26/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
The stock market is sizzling hot right now. Many exchange-traded funds (ETFs) offered by Vanguard are performing exceptionally well.
You wouldn't try to pound a nail with a screwdriver. Likewise, you wouldn't attempt to use a hammer to screw one part to another.
Prediction: This Vanguard ETF Will Outperform the S&P 500 Over the Next 12 Months