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Upturn AI SWOT - About
Vanguard Small-Cap Value Index Fund ETF Shares (VBR)
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Upturn Advisory Summary
07/30/2025: VBR (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 4.17% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 160.23 - 216.39 | Updated Date 06/30/2025 |
52 Weeks Range 160.23 - 216.39 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Small-Cap Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Small-Cap Value Index Fund ETF Shares (VBR) seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund invests in a diversified portfolio of small-cap U.S. stocks exhibiting value characteristics. Its investment strategy aims for long-term capital appreciation by replicating the CRSP US Small Cap Value Index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost, passively managed investment products and a strong track record of consistent performance.
Management Expertise
Vanguard has a large and experienced team of investment professionals managing its ETFs, ensuring efficient index tracking and operational excellence.
Investment Objective
Goal
The primary investment goal is to provide long-term capital appreciation by mirroring the performance of the CRSP US Small Cap Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the CRSP US Small Cap Value Index.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks that exhibit value characteristics, primarily stocks.
Market Position
Market Share: VBR holds a significant market share in the small-cap value ETF segment.
Total Net Assets (AUM): 37110000000
Competitors
Key Competitors
- IJS
- AVUV
- DFSV
Competitive Landscape
The small-cap value ETF market is competitive, with Vanguard's VBR holding a substantial market share due to its low expense ratio and established brand. Competitors like IJS and AVUV offer alternative approaches or factor tilts within the small-cap value space. VBR's strength lies in its broad diversification and low cost, while competitors may offer higher potential returns at a potentially higher risk and cost.
Financial Performance
Historical Performance: Historical performance data is not provided in raw numerical form here, but is broadly available on financial websites.
Benchmark Comparison: The ETF's performance closely tracks its benchmark, the CRSP US Small Cap Value Index, indicating effective index replication.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
VBR demonstrates high liquidity, indicated by its substantial average trading volume.
Bid-Ask Spread
VBR typically has a narrow bid-ask spread, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and investor sentiment toward small-cap stocks and value strategies influence VBR's performance.
Growth Trajectory
VBR's growth trajectory is tied to the overall performance of the small-cap value market segment and Vanguard's ability to maintain its competitive edge.
Moat and Competitive Advantages
Competitive Edge
VBR's competitive edge lies in its extremely low expense ratio, Vanguard's strong reputation, and broad diversification within the small-cap value segment. These factors make it an attractive option for cost-conscious investors seeking exposure to this asset class. The ETF's large AUM allows for efficient trading and tight index tracking. VBR benefits from Vanguard's economies of scale and established distribution network.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, and value stocks can experience periods of underperformance, leading to higher volatility for VBR.
Market Risk
VBR is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and economic factors affecting small-cap companies.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to the small-cap value segment with a diversified portfolio and a high risk tolerance.
Market Risk
VBR is suitable for long-term investors and passive index followers seeking broad exposure to small-cap value stocks at a low cost.
Summary
The Vanguard Small-Cap Value Index Fund ETF Shares (VBR) offers a low-cost and diversified way to invest in U.S. small-cap value stocks. It closely tracks the CRSP US Small Cap Value Index, providing investors with broad market exposure. VBR's competitive advantage lies in its low expense ratio and Vanguard's established reputation. It is best suited for long-term investors seeking capital appreciation and willing to accept the higher volatility associated with small-cap stocks. Investors should consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with 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 Value 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 Value Index, a broadly diversified index of value 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.