Summary
VBR Chart
Should Vanguard Morningstar Small-Cap Value ETF (VBR) Be on Your Investing Radar?
The Vanguard Morningstar Small-Cap Value ETF (VBR) was launched on January 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.
VBR: Small-Cap Value Feeling The Brunt Of Soaring Treasury Rates
The Vanguard Morningstar Small-Cap Value ETF remains a buy, with the recent pullback presenting an attractive entry point. VBR trades at a compelling 13.6x P/E and a 1.28x PEG, supported by a 10.58% long-term earnings growth rate. Rising Treasury yields and a bear-flattened curve pressure VBR, especially its regional bank exposure, but much bad news appears priced in.
Should Vanguard Small-Cap Value Index Fund ETF Shares (VBR) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the Vanguard Small-Cap Value Index Fund ETF Shares (VBR), a passively managed exchange traded fund launched on January 26, 2004.
VANGUARD SMALL-CAP VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,195 | $2.24M | $2.89M | $653,378.71 | 29.17% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,244 | $216,659.98 | $294,218.44 | $77,558.46 | 35.8% |
 Curtis Ellergodt Rothschild Investment LLC | 1,439 | $278,575.84 | $336,193.57 | $57,617.73 | 20.68% |
 Tom McDonald Richards, MERRILL & PETERSON Inc. | 32 | $6,342 | $7,579.68 | $1,237.68 | 19.52% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 2,603 | $522,690.11 | $616,911 | $94,220.89 | 18.03% |
VANGUARD SMALL-CAP VALUE ETF (VBR) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has VANGUARD SMALL-CAP VALUE ETF ever had a stock split?
VANGUARD SMALL-CAP VALUE ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as a fund advisor with a strategic focus on index-based investment solutions targeting small-cap value segments of the U.S. market. It leverages a disciplined indexing investment approach, aiming to closely track the performance of the CRSP US Small Cap Value Index. This index is recognized for its comprehensive coverage of value stocks within the small-cap sector of the United States economy, embodying a diversified portfolio approach. By striving to mirror the index's composition, the company invests the bulk of its assets in the stocks constituting the index, maintaining stock proportions akin to their index weightings. This methodology underscores the company's commitment to providing an investment vehicle that offers investors exposure to the small-cap value sector with the objective of replicating the index's performance dynamics.
Products and Services
- Indexing Investment Approach
- CRSP US Small Cap Value Index Tracking
This service revolves around the strategic adoption of an indexing strategy to mirror the performance of the CRSP US Small Cap Value Index. It is characterized by the company's efforts to invest all, or a substantial portion, of its assets directly into the stocks making up this index. The primary aim is to achieve a portfolio composition that closely resembles the target index in terms of stock proportionality, thereby attempting to secure performance parallel to that of the index.
A dedicated service aimed at investors looking to gain exposure to the small-cap value segment of the U.S. market. The company employs its indexing strategy to track this specific index, which includes a broad, diversified mix of small U.S. companies classified as value stocks. The approach facilitates an investment solution that capitalizes on the potential growth and valuation opportunities within this specific market segment.
Contact Information
