Vanguard Small Cap Index Etf Profile

VB Etf  USD 200.60  1.13  0.57%   


2 of 100


Odds Of Distress

Less than 1

Very Small
Vanguard Small is trading at 200.60 as of the 8th of December 2023, a 0.57 percent increase since the beginning of the trading day. The etf's open price was 199.47. Vanguard Small has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Vanguard Small Cap Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of November 2023 and ending today, the 8th of December 2023. Click here to learn more.
The fund 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. Smallcap ETF is traded on NYSEARCA Exchange in the United States. More on Vanguard Small Cap Index

Moving together with Vanguard Etf

+0.92IJRIShares Core SPPairCorr
+0.99IWMIShares Russell 2000 Aggressive PushPairCorr
+0.92VRTIXVanguard Russell 2000PairCorr
+0.99VTWOVanguard Russell 2000PairCorr
+0.98FNDASchwab FundamentalPairCorr
+0.98SPSMSPDR Portfolio SPPairCorr

Moving against Vanguard Etf

-0.67AMPDTidal Trust IIPairCorr

Vanguard Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Old NameVersaBank
Business ConcentrationSmall Cap ETFs, Size And Style ETFs (View all Sectors)
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Vanguard Small's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldOvervalued
Inception Date2004-01-26
BenchmarkCRSP US Small Cap Index
Entity TypeRegulated Investment Company
Asset Under Management46.17 Billion
Average Trading Valume740,354.7
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Vanguard Group, Inc.
AdvisorThe Vanguard Group, Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorVanguard Marketing Corporation
Portfolio ManagerWilliam Coleman, Gerard C. OReilly
Transfer AgentThe Vanguard Group, Inc.
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents1,429
Market MakerLatour Trading
Total Expense0.05
Management Fee0.04
Country NameUSA
Returns Y T D9.99
NameVanguard Small-Cap Index Fund ETF Shares
Currency CodeUSD
Open FigiBBG000HT3Z79
In Threey Volatility19.91
1y Volatility21.53
200 Day M A191.81
50 Day M A187.22
Updated At8th of December 2023
Currency NameUS Dollar
Vanguard Small Cap Index [VB] is traded in USA and was set up on 2004-01-26. The fund is currently listed under Small Blend category as part of Vanguard family of funds. The entity is thematically classified as Small Cap ETFs. Vanguard Small-Cap Index at this time have 114.93 B in net assets. , while the total return for the last 3 years was 3.5%.
Check Vanguard Small Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Small Cap Index Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Small Cap Index Etf Constituents

XPOXPO LogisticsStockIndustrials
TDYTeledyne Technologies IncorporatedStockIndustrials
TTWOTake Two Interactive SoftwareStockCommunication Services
MKTXMarketAxess HoldingsStockFinancials
EXASEXACT SciencesStockHealth Care
LIILennox InternationalStockIndustrials
SSNCSSC Technologies HoldingsStockInformation Technology
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Vanguard Small Target Price Odds Analysis

What are Vanguard Small's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of Vanguard Small jumping above the current price in 90 days from now is under 4%. The Vanguard Small Cap Index probability density function shows the probability of Vanguard Small etf to fall within a particular range of prices over 90 days. Allowing for the 90-day total investment horizon the etf has a beta coefficient of 1.4479. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard Small will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Vanguard Small-Cap Index is significantly underperforming NYSE Composite.
  Odds Below 200.6HorizonTargetOdds Above 200.6
96.65%90 days
Based on a normal probability distribution, the odds of Vanguard Small to move above the current price in 90 days from now is under 4 (This Vanguard Small Cap Index probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .

Vanguard Small Top Holders

BLUPXBlueprint Adaptive GrowthMutual FundWorld Allocation
JRLZXRetirement Living ThroughMutual FundTarget-Date 2050
JABPXJohn Hancock FundsMutual FundAllocation--70% to 85% Equity
JRODXJ Hancock IiMutual FundTarget-Date 2060+
JVGTXJanus Adaptive GlobalMutual FundWorld Allocation
VEXPXVanguard Explorer FundMutual FundSmall Growth
JAGNXJanus Adaptive GlobalMutual FundWorld Allocation
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Vanguard Small-Cap Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Small market risk premium is the additional return an investor will receive from holding Vanguard Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Small's alpha and beta are two of the key measurements used to evaluate Vanguard Small's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Small-Cap Index Technical Analysis

The output start index for this execution was zero with a total number of output elements of sixty-one. Vanguard Small-Cap Index Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Vanguard Small price patterns.

Vanguard Small Against Markets

Picking the right benchmark for Vanguard Small etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Small etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Small is critical whether you are bullish or bearish towards Vanguard Small Cap Index at a given time. Please also check how Vanguard Small's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Vanguard Etf?

Before investing in Vanguard Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Small. To buy Vanguard Small etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Small etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Small Cap Index etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard Small Cap Index etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Small Cap Index, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Small guide.

Already Invested in Vanguard Small Cap Index?

The danger of trading Vanguard Small Cap Index is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Small. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Small-Cap Index is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard Small-Cap Index offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Vanguard Small's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Vanguard Small Cap Index Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Vanguard Small Cap Index Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Small Cap Index. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Note that the Vanguard Small-Cap Index information on this page should be used as a complementary analysis to other Vanguard Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Vanguard Small's price analysis, check to measure Vanguard Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Small is operating at the current time. Most of Vanguard Small's value examination focuses on studying past and present price action to predict the probability of Vanguard Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Small's price. Additionally, you may evaluate how the addition of Vanguard Small to your portfolios can decrease your overall portfolio volatility.
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The market value of Vanguard Small-Cap Index is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Small's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Small's market value can be influenced by many factors that don't directly affect Vanguard Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.