VBR ETF
Vanguard Morningstar Small-Cap Value ETF
VBR ETF Overview
VBR ETF (Vanguard Morningstar Small-Cap Value ETF) is managed by Vanguard (US) with $35.10B in net assets. VBR expense ratio is 0.05%, holding 839 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2004-01-26.
VBR performance shows a YTD return of 8.82%. The 1-year return is 12.85% and the 5-year return is 9.36%. VBR dividend yield stands at 1.91%, paid quarterly.
VBR top holdings include Moderna therapeutics (1.1%), Jabil, Inc. (0.7%), Atmos Energy Corp (0.6%), Williams-sonoma Inc (0.6%), Smurfit Westrock (0.5%). Go to all VBR holdings, VBR sectors, or VBR dividends.
VBR can be compared against other funds. Use VBR overlap to find shared positions, or VBR vs another fund for a side-by-side view. VBR alternatives are available via the screener, along with tax-loss harvesting opportunities.