Vanguard Small Cap Index Etf Profile
| VB Etf | USD 200.60 1.13 0.57% |
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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
| + | 0.92 | IJR | IShares Core SP | PairCorr | ||
| + | 0.99 | IWM | IShares Russell 2000 | Aggressive Push | PairCorr | |
| + | 0.92 | VRTIX | Vanguard Russell 2000 | PairCorr | ||
| + | 0.99 | VTWO | Vanguard Russell 2000 | PairCorr | ||
| + | 0.98 | FNDA | Schwab Fundamental | PairCorr | ||
| + | 0.98 | SPSM | SPDR Portfolio SP | PairCorr |
Moving against Vanguard Etf
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 Name | VersaBank |
| Business Concentration | Small 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 | |
| Issuer | Vanguard |
| Inception Date | 2004-01-26 |
| Benchmark | CRSP US Small Cap Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 46.17 Billion |
| Average Trading Valume | 740,354.7 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | William Coleman, Gerard C. OReilly |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,429 |
| Market Maker | Latour Trading |
| Total Expense | 0.05 |
| Management Fee | 0.04 |
| Country Name | USA |
| Returns Y T D | 9.99 |
| Name | Vanguard Small-Cap Index Fund ETF Shares |
| Currency Code | USD |
| Open Figi | BBG000HT3Z79 |
| In Threey Volatility | 19.91 |
| 1y Volatility | 21.53 |
| 200 Day M A | 191.81 |
| 50 Day M A | 187.22 |
| Code | VB |
| Updated At | 8th of December 2023 |
| Currency Name | US 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
| XPO | XPO Logistics | Stock | Industrials |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials |
| TTWO | Take Two Interactive Software | Stock | Communication Services |
| MKTX | MarketAxess Holdings | Stock | Financials |
| EXAS | EXACT Sciences | Stock | Health Care |
| LII | Lennox International | Stock | Industrials |
| SSNC | SSC Technologies Holdings | Stock | Information Technology |
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.
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
| BLUPX | Blueprint Adaptive Growth | Mutual Fund | World Allocation |
| JRLZX | Retirement Living Through | Mutual Fund | Target-Date 2050 |
| JABPX | John Hancock Funds | Mutual Fund | Allocation--70% to 85% Equity |
| JRODX | J Hancock Ii | Mutual Fund | Target-Date 2060+ |
| JVGTX | Janus Adaptive Global | Mutual Fund | World Allocation |
| VEXPX | Vanguard Explorer Fund | Mutual Fund | Small Growth |
| JAGNX | Janus Adaptive Global | Mutual Fund | World Allocation |
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.
| Mean Deviation | 0.941 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 |
Vanguard Small-Cap Index Technical Analysis
Transformation |
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.Did you try this?
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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..
Complementary Tools for Vanguard Etf analysis
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.