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Upturn AI SWOT - About
Vanguard Small-Cap Value Index Fund ETF Shares (VBR)
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Upturn Advisory Summary
10/31/2025: VBR (1-star) is currently NOT-A-BUY. Pass it for now.
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 7.09% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/31/2025 |
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. It provides exposure to a diversified portfolio of undervalued small-cap companies across various sectors. The fund emphasizes a passively managed, index-tracking investment approach.
Reputation and Reliability
Vanguard is highly reputable and known for its low-cost, passively managed investment products and long-term focus.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds, with a well-established and respected investment management team.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of small-capitalization value stocks.
Investment Approach and Strategy
Strategy: The fund employs a passively managed, index-tracking strategy designed to mirror the performance of the CRSP US Small Cap Value Index.
Composition The ETF holds a diverse portfolio of stocks primarily in the small-cap value category. It allocates investments across various sectors, offering broad market exposure.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 15480000000
Competitors
Key Competitors
- IJS
- AVUV
- DFSV
Competitive Landscape
The small-cap value ETF industry is competitive, with multiple funds offering similar exposure. VBR's advantages include its low expense ratio and Vanguard's strong reputation. Disadvantages could include slightly lower tracking accuracy compared to more focused or actively managed funds.
Financial Performance
Historical Performance: Historical performance data is not available.
Benchmark Comparison: Benchmark comparisons are not available.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average daily trading volume of VBR is high, generally indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for VBR is typically tight, reflecting the ETF's strong liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward small-cap value stocks all influence VBR's performance. Specific sector growth prospects within the small-cap market also play a role.
Growth Trajectory
VBR's growth follows the overall trend in small-cap value investing and the broader equity market. Changes in the index it tracks may lead to portfolio adjustments.
Moat and Competitive Advantages
Competitive Edge
VBR's competitive advantages stem from its low expense ratio, Vanguard's brand reputation, and its passively managed, diversified approach. The low cost gives it an edge over higher-fee competitors. The broad diversification reduces company-specific risk. These factors combined make it attractive to cost-conscious investors seeking exposure to small-cap value stocks.
Risk Analysis
Volatility
VBR's volatility is consistent with small-cap stocks, and is likely to be higher than the S&P 500. Small-cap stocks are inherently more volatile than large-cap stocks.
Market Risk
VBR is subject to market risk, particularly related to small-cap and value stock performance. Economic downturns or sector-specific issues could negatively impact the fund's returns.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversified exposure to small-cap value stocks, with a moderate to high risk tolerance.
Market Risk
VBR is suitable for long-term investors and passive index followers, and less suitable for active traders seeking short-term gains.
Summary
The Vanguard Small-Cap Value Index Fund ETF Shares (VBR) offers a low-cost, passively managed way to invest in a diversified portfolio of small-cap value companies. Its low expense ratio and strong liquidity are attractive features. However, its performance is susceptible to broader market and sector-specific risks associated with small-cap stocks. Investors seeking broad exposure to small-cap value and a cost-effective investment strategy should consider VBR.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- etf.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. 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.