Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Vanguard Small-Cap Index Fund ETF Shares (VB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/30/2025: VB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.45% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 190.27 - 261.31 | Updated Date 06/30/2025 |
52 Weeks Range 190.27 - 261.31 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Small-Cap Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Small-Cap Index Fund ETF Shares (VB) seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. It focuses on providing broad exposure to the U.S. small-cap market through a passively managed, index-tracking approach. VB aims for diversified asset allocation across various sectors within the small-cap space and employs a full replication strategy.
Reputation and Reliability
Vanguard is highly reputable and reliable, known for its low-cost, index-tracking investment products and strong fiduciary duty to investors.
Management Expertise
Vanguard has extensive experience in managing index funds, leveraging a seasoned team of portfolio managers and analysts specializing in passive investment strategies.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of small-capitalization stocks.
Investment Approach and Strategy
Strategy: VB aims to track the CRSP US Small Cap Index, employing a full replication strategy to hold all or substantially all of the stocks in the index.
Composition The ETF holds a diversified portfolio of small-cap stocks across various sectors, predominantly focusing on equities.
Market Position
Market Share: VB holds a significant market share within the small-cap ETF sector, reflecting its popularity among investors seeking broad market exposure at a low cost.
Total Net Assets (AUM): 52700000000
Competitors
Key Competitors
- iShares Russell 2000 ETF (IWM)
- Schwab U.S. Small-Cap ETF (SCHA)
- SPDR Portfolio Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with several major players offering similar index-tracking products. VB's primary advantage is its low expense ratio, attracting cost-conscious investors. Disadvantages are the broad market exposure might underperform more targeted small-cap strategies. IWM tracks a different index with a focus on slightly different market segments.
Financial Performance
Historical Performance: Historical performance data not available in this format.
Benchmark Comparison: Performance typically closely tracks the CRSP US Small Cap Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
VB exhibits high liquidity, characterized by a substantial average trading volume, making it easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for VB is generally tight, reflecting its high liquidity and minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and overall market sentiment significantly impact VB's performance, reflecting the sensitivity of small-cap stocks to macroeconomic conditions.
Growth Trajectory
VB's growth trajectory mirrors the performance of the U.S. small-cap market, influenced by factors such as economic growth, technological innovation, and investor risk appetite.
Moat and Competitive Advantages
Competitive Edge
VB's competitive edge lies in its low expense ratio, broad diversification, and the established reputation of Vanguard as a trusted fund provider. Its passive, index-tracking approach minimizes management fees and ensures consistent exposure to the small-cap market. The ETFu2019s simplicity and transparency appeal to a wide range of investors. These factors combined make it a compelling choice for investors seeking cost-effective small-cap exposure.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks, making VB subject to higher price fluctuations.
Market Risk
VB is exposed to market risk, including economic downturns, sector-specific challenges, and changes in investor sentiment, impacting the value of its holdings.
Investor Profile
Ideal Investor Profile
VB is suitable for long-term investors seeking broad exposure to the U.S. small-cap market as part of a diversified portfolio.
Market Risk
VB is best suited for long-term investors and passive index followers, offering a cost-effective way to track the performance of small-cap stocks.
Summary
The Vanguard Small-Cap Index Fund ETF Shares (VB) provides investors with a low-cost, diversified exposure to the U.S. small-cap market. Tracking the CRSP US Small Cap Index, VB offers a passively managed approach suitable for long-term investment. Its main advantages are its low expense ratio and Vanguard's strong reputation. Investors should consider the higher volatility associated with small-cap stocks and their risk tolerance before investing in VB.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change rapidly. Consult a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Small-Cap Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.