Vanguard Small Cap Value Fund Equity Positions Weight

VSIIX Fund  USD 45.84  0.93  2.07%   
Vanguard Small Cap Value fundamentals help investors to digest information that contributes to Vanguard Small-cap's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Small-cap's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Small-cap mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Vanguard Equity Positions Weight Analysis

Vanguard Small-cap's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Stock Percentage

 = 

% of Equities

in the fund

More About Equity Positions Weight | All Equity Analysis

Current Vanguard Small-cap Equity Positions Weight

    
  99.21 %  
Most of Vanguard Small-cap's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Small Cap Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Competition

Vanguard Small-cap Equity Positions Weight Component Assessment

According to the company disclosure, Vanguard Small Cap Value has an Equity Positions Weight of 99%. This indicator is about the same for the Vanguard average (which is currently at 98.85) family and significantly higher than that of the Small Value category. The equity positions weight for all United States funds is notably lower than that of the firm.

Vanguard Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Small-cap's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard Small-cap could also be used in its relative valuation, which is a method of valuing Vanguard Small-cap by comparing valuation metrics of similar companies.
Vanguard Small is currently under evaluation in equity positions weight among similar funds.

Fund Asset Allocation for Vanguard Small-cap

The fund invests 99.21% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.79%) .
Asset allocation divides Vanguard Small-cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Vanguard Fundamentals

About Vanguard Small-cap Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Small Cap Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Small-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Small Cap Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Vanguard Small-cap in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Vanguard Small-cap's short interest history, or implied volatility extrapolated from Vanguard Small-cap options trading.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Check out Vanguard Small-cap Piotroski F Score and Vanguard Small-cap Altman Z Score analysis.
You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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Please note, there is a significant difference between Vanguard Small-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Small-cap 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-cap'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.