Vanguard Small Cap Value ETF (VBR) seeks to give investors large returns by focusing on the downtrodden names in the small-cap space. This ETF tracks the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies.  This fund has low 0.07% expense ratio and $13 billion in assets under management. VBR tracks the CRSP U.S. Small Value index and holds over 800 stocks. Financials (33% of holdings) and industrials (20%) are weighted more heavily here than in other comparable funds. VBR shares are traded on average volume of 647,634 daily.

finviz dynamic chart for VBR

Top 10 Holdings (4.81% of Total Assets):

  • ON Semiconductor Corp (ON) 0.54%
  • IDEX Corp (IEX) 0.53%
  • VICI Properties Inc Ordinary Shares (VICI) 0.51%
  • Nuance Communications Inc (NUAN) 0.49%
  • Molina Healthcare Inc (MOH) 0.48%
  • 10x Genomics Inc Ordinary Shares – Class A (TXG) 0.47%
  • Medical Properties Trust Inc (MPW) 0.46%
  • Booz Allen Hamilton Holding Corp Class A (BAH) 0.45%
  • Novavax Inc (NVAX) 0.45%
  • Essential Utilities Inc (WTRG) 0.43%


Sector Weightings (%)

  • Basic Materials 5.77%
  • Consumer Cyclical 14.21%
  • Financial Services 19.76%
  • Real Estate 9.97%
  • Consumer Defensive 4.73%
  • Healthcare 8.84%
  • Utilities 3.87%
  • Communication Services 1.78%
  • Energy 3.90%
  • Industrials 18.01%
  • Technology 9.15%

In summary, Vanguard Small-Cap Value ETF is best for value investors who are interested of investing in small-cap stocks.

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