VBR ETF Analysis: Small-Cap Value Shares | NYSE
Small Value | NYSE, USA | Market Cap: 37.164m USD | 12M Return: 23.8% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 59.6M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The Vanguard Small-Cap Value Index Fund ETF (VBR) is a passively managed exchange-traded fund that seeks to track the CRSP U.S. Small Cap Value Index, a broadly diversified benchmark of U.S. small-capitalization value stocks. The fund employs a full replication strategy, investing in substantially all of the indexs constituent securities and weighting each holding in proportion to its representation in the underlying benchmark.
As a small-cap value ETF, VBR provides exposure to smaller U.S. companies that tend to trade at lower valuations relative to fundamentals such as book value, earnings, or dividends. This segment of the market typically complements large-cap and growth allocations in a diversified portfolio, and passive index-based vehicles like VBR are designed to deliver market-segment returns at low cost rather than outperform through active stock selection.
- Small-cap value rotation accelerates as growth stocks lag
- Federal Reserve rate cuts lift financials and REITs weighting
- CRSP index rebalancing shifts sector exposure within portfolio
As of July 28, 2026, the stock is trading at USD 245.69 with a total of 198,206 shares traded. Over the past week, the price has changed by +1.45%, over one month by +1.11%, over three months by +6.55% and over the past year by +23.79%.
Current recommended Stop Loss: 242.20 (which is 1.4% or 1.2 ATR below the current price).
Small-Cap Value Shares has no consensus analysts rating.