Key stats
About Vanguard Small-Cap Value ETF
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Inception date
Jan 26, 2004
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
In April 2013, VBR switched from an MSCI value index to a CRSP index. The index construction begins with small-cap stocks scored for fundamental criteria such as: book to price, forward earnings to price, historic EPS, dividend-to-price and sales-to-price ratio. CRSP uses a banding and migration between Value and Growth classification in that occasionally securities are split between both style assignments. However, the underlying index aligns well with our benchmark by firm size, meaning it leans toward larger firms that fall in the midcap space. Sector biases are present but smaller than those of many peer funds. The fund undergoes a quarterly reconstitution and rebalance.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.