Morningstar

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 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Smurfit WestRock PLC

0.78 455.4 Mil
Consumer Cyclical

Slcmt1142

0.78 452.6 Mil
Cash and Equivalents

Williams-Sonoma Inc

0.69 402.8 Mil
Consumer Cyclical

Atmos Energy Corp

0.68 397.5 Mil
Utilities

Expand Energy Corp Ordinary Shares - New

0.63 364.9 Mil
Energy

NRG Energy Inc

0.62 360.1 Mil
Utilities

First Citizens BancShares Inc Class A

0.62 357.7 Mil
Financial Services

Tapestry Inc

0.58 334.7 Mil
Consumer Cyclical

EMCOR Group Inc

0.54 316.3 Mil
Industrials

Equitable Holdings Inc

0.50 289.9 Mil
Financial Services

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