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Vanguard Small-Cap Value ETF VBR

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VBR

Will VBR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VBR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VBR’s parent organization’s priorities and whether they’re in line with investors’ interests.

An outstanding small-cap value index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Small-Cap Value Index provides a market-cap-weighted portfolio of the cheapest companies in the small-cap market. Its broad diversification and razor-thin expense ratio make this one of the best small-cap value funds available.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VBR

More VBR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slcmt1142

0.86 470.6 Mil
Cash and Equivalents

Carlisle Companies Inc

0.63 341.2 Mil
Industrials

Booz Allen Hamilton Holding Corp Class A

0.62 337.4 Mil
Industrials

Builders FirstSource Inc

0.61 335.0 Mil
Industrials

First Citizens BancShares Inc Class A

0.58 313.7 Mil
Financial Services

NRG Energy Inc

0.57 312.4 Mil
Utilities

EMCOR Group Inc

0.57 312.4 Mil
Industrials

Reliance Inc

0.54 294.3 Mil
Basic Materials

Atmos Energy Corp

0.51 277.0 Mil
Utilities

IDEX Corp

0.49 269.6 Mil
Industrials