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Vanguard Small-Cap Value ETF VBR

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Morningstar’s Analysis VBR

Will VBR outperform in future?

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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.

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Portfolio Holdings VBR

  • 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