Vanguard Small Cap Growth Etf Profile
| VBK Etf | USD 240.00 2.42 1.00% |
Performance2 of 100
| Odds Of DistressLess than 9
|
Vanguard Small is selling for 240.00 as of the 18th of April 2024. This is a -1 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 239.57. Vanguard Small has less than a 9 % 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 Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of January 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index of growth stocks of small U.S. companies. Smallcap Growth is traded on NYSEARCA Exchange in the United States. The company has 48.39 M outstanding shares. More on Vanguard Small Cap Growth
Moving together with Vanguard Etf
| 0.99 | IWO | iShares Russell 2000 | PairCorr |
| 0.93 | IJT | iShares SP Small | PairCorr |
| 0.93 | SLYG | SPDR SP 600 | PairCorr |
| 0.93 | JKK | iShares Morningstar | PairCorr |
| 0.99 | VTWG | Vanguard Russell 2000 | PairCorr |
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.
| Chairman | F McNabb |
| Thematic Ideas | (View all Themes) |
| Old Name | Vanguard Small Cap Growth Etf |
| Business Concentration | HDAX Performance, TecDAX, SDAX Index, HDAX Price, Size And Style ETFs, Small Cap ETFs, Small Growth, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2004-01-26 |
| Benchmark | CRSP US Small Cap Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 16.28 Billion |
| Average Trading Valume | 235,494.4 |
| 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 | Gerard O'Reilly, Nick Birkett |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 619 |
| Market Maker | Latour Trading |
| Total Expense | 0.07 |
| Management Fee | 0.06 |
| Country Name | USA |
| Returns Y T D | 0.43 |
| Name | Vanguard Small-Cap Growth Index Fund ETF Shares |
| Currency Code | USD |
| Open Figi | BBG000HT5K89 |
| In Threey Volatility | 22.19 |
| 1y Volatility | 22.08 |
| 200 Day M A | 231.17 |
| 50 Day M A | 251.7 |
| Code | VBK |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
Vanguard Small Cap Growth [VBK] is traded in USA and was established 2004-01-26. The fund is classified under Small Growth category within Vanguard family. The entity is thematically classified as Size And Style ETFs. Vanguard Small Cap at this time have 27.36 B in net assets. , while the total return for the last 3 years was -4.7%.
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 Growth 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 Growth Etf Constituents
| PTC | PTC Inc | Stock | Information Technology |
| NKTR | Nektar Therapeutics | Stock | Health Care |
| SSNC | SSC Technologies Holdings | Stock | Information Technology |
| TRU | TransUnion | Stock | Industrials |
| HZNP | Horizon Pharma PLC | Stock | Health Care |
| FICO | Fair Isaac | Stock | Information Technology |
| PENN | Penn National Gaming | Stock | Consumer Discretionary |
Vanguard Small Target Price Odds Analysis
Proceeding from a normal probability distribution, the odds of Vanguard Small jumping above the current price in 90 days from now is about 82.02%. The Vanguard Small Cap Growth probability density function shows the probability of Vanguard Small etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.5642. 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, vanguard Small Cap Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the 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 about 82.02 (This Vanguard Small Cap Growth probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Vanguard Small Top Holders
| OWSMX | Old Westbury Small | Mutual Fund | World Small/Mid Stock |
| HCMIX | Hcm Tactical Growth | Mutual Fund | Large Growth |
| HCMSX | Hcm Tactical Growth | Mutual Fund | Large Growth |
| HCMGX | Hcm Tactical Growth | Mutual Fund | Large Growth |
| HCMDX | Hcm Tactical Growth | Mutual Fund | Large Growth |
| HCMKX | Hcm Income Plus | Mutual Fund | Allocation--50% to 70% Equity |
| HCMLX | Hcm Income Plus | Mutual Fund | Allocation--50% to 70% Equity |
Vanguard Small Cap 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.
| Risk Adjusted Performance | 0.03 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.01) |
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 Growth 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 Growth 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 Growth 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 Growth, 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 Growth?
The danger of trading Vanguard Small Cap Growth 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 Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Small Cap 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 is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Vanguard Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Vanguard Small Cap Growth Etf. Highlighted below are key reports to facilitate an investment decision about Vanguard Small Cap Growth Etf: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Small Cap Growth. 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 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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
The market value of Vanguard Small Cap 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.