VBR - Vanguard Small-Cap Value Index Fund ETF Shares

NYSEArca - NYSEArca Delayed Price. Currency in USD
132.35
-0.15 (-0.11%)
At close: 4:00PM EDT
Stock chart is not supported by your current browser
Previous Close132.50
Open132.57
Bid131.79 x 1000
Ask132.89 x 800
Day's Range131.87 - 132.72
52 Week Range107.57 - 143.52
Volume178,890
Avg. Volume291,811
Net Assets29.8B
NAV132.41
PE Ratio (TTM)N/A
Yield2.10%
YTD Return17.23%
Beta (3Y Monthly)1.16
Expense Ratio (net)0.07%
Inception Date2004-01-26
Trade prices are not sourced from all markets
  • InvestorPlace2 months ago

    The 3 Best Vanguard Retirement Funds to Buy in Your 20s

    There are some certainties when it comes to retirement investing and planning. Chief among those certainties is that investors should not put off saving for retirement. The earlier an investor starts, say in his or her 20s, the larger the retirement portfolio is likely to be given the benefit of time. Second, instruments such as exchange-traded funds (ETFs) and index funds make for ideal retirement planning investments because many of those funds carry low fees. In addition to the diversification benefits offered by many index funds, those low fees matter over time. The less an investor loses in fund fees, the more of his or her total returns are kept. Another retirement planning certainty is that Vanguard funds, be it ETFs or index funds, are great cornerstones of retirement portfolios because many of these funds offer diversification at attractive price points. InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 10 High-Yield Monthly Dividend Stocks Here are some of the best Vanguard retirement funds for consideration by young investors. ### Vanguard Mega-Cap Growth ETF (MGK) Expense Ratio: 0.07%, or $7 annually per $10,000 invested Vanguard Mega-Cap Growth ETF (NYSEARCA:MGK) is one of the best Vanguard retirement funds for young investors for several reasons. One of those reasons is that an investor in her 20s, with a long-term time horizon, can withstand some of the gyrations associated with growth stocks. On the other hand, the MGK probably is not suitable for an investor in his 70s. Data confirm growth stocks are usually more volatile than the broader market. Last year, MGK was 300 basis points more volatile than the S&P 500 and 280 basis points more volatile than the Vanguard Mega Cap ETF (NYSEARCA:MGC), this Vanguard retirement fund's broader counterpart. Many growth funds, including MGK, are heavily allocated to the consumer discretionary and technology sectors, meaning this Vanguard retirement fund is a suitable alternative for investors that do not want to tap sector-specific products. Technology and consumer cyclical names combine for almost 55% of MGK's weight. Top 10 holdings in this Vanguard retirement fund include Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN). ### Vanguard Small-Cap Value ETF (VBR) Expense Ratio: 0.07% The Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is a standout among Vanguard retirement funds because there is significant long-term potency in combining the small size and value factors. Historical data confirm the usefulness of VBR as a solid Vanguard retirement fund option. "From 1928 through 2016, the S&P 500 index compounded at 9.7%, while small-cap value stocks grew at 13.5%," according to MarketWatch. VBR holds 868 stocks, giving it a deep bench relative to some other factor-based small-cap strategies. Some of the volatility associated with small caps is mitigated with this Vanguard retirement fund because, with a median market capitalization of $3.3 billion among its holdings, VBR is actually a mid-cap fund. * 10 Stocks to Sell in February VBR devotes over 54% of its combined weight to the financial services and industrial sectors. ### Vanguard International Dividend Appreciation ETF (VIGI) Expense Ratio: 0.25% International stocks or funds should be a part of well-balanced portfolios, particularly for younger investors because investors in their 20s have time on their side, meaning they can endure some of the volatility that comes with ex-U.S. investing while waiting for some of these markets to rebound after years of disappointment. As its name indicates, the Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI) is a dividend ETF, which bolsters VIGI's credibility as one of the better Vanguard retirement funds. Younger investors do not need to take the dividends paid by VIGI. Rather, they can reinvest those payouts. When done over the long-term, dividend reinvestment plays a major, positive role in long-term total returns. The $1 billion VIGI holds 357 stocks, nearly 28% of which are emerging markets names. Europe is this Vanguard retirement fund's largest regional exposure at 49.10%. Over the past two years, VIGI is beating the MSCI All-Country Ex-US Index by nearly 400 basis points while displaying comparable volatility to that international benchmark. As of this writing, Todd Shriber did not own a position in any of the aforementioned securities. ### More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 of the Best Stocks to Buy for a Dovish Federal Reserve * 5 Best Fidelity ETFs for Retirement Savers * 7 Blue-Chip Stocks That Could Lead the Market Higher Compare Brokers The post The 3 Best Vanguard Retirement Funds to Buy in Your 20s appeared first on InvestorPlace.

  • Morningstar3 months ago

    A Conservative Retirement Saver Portfolio for ETF Investors

    Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. The largest ETFs are utilitarian index trackers covering broad swaths of the market, just as traditional funds do. The cost advantage that can accompany ETFs (or traditional index funds) can also be a boon to conservative investors.

  • Small-Cap ETFs & Stocks to Outperform This Holiday Season (Revised)
    Zacks5 months ago

    Small-Cap ETFs & Stocks to Outperform This Holiday Season (Revised)

    The outperformance of the small-caps seems to hold true this year given that these pint-sized stocks are well insulated from international headwinds.

  • Small-Cap ETFs & Stocks to Outperform This Holiday Season
    Zacks5 months ago

    Small-Cap ETFs & Stocks to Outperform This Holiday Season

    The outperformance of the small-caps seems to hold true this year given that these pint-sized stocks are well insulated from international headwinds.

  • Morningstar5 months ago

    The Fundamentals of Fundamental Indexing

    Market-cap-weighting reflects all market participants' views, allowing passive investors to free-ride on the collective wisdom of all active investors. Fundamental index funds attempt to circumvent this potential problem by severing the link between a stock's portfolio weight and its price. This article explores the investment thesis of fundamental weighting and examines the investment merits of strategies that use this weighting approach.

  • How to Invest in Small Cap Value Stocks
    Zacks8 months ago

    How to Invest in Small Cap Value Stocks

    Tired of the large cap stocks and want to spice up the portfolio with some small caps?

  • Morningstar9 months ago

    For Factor Investors, It Pays to Go Small

    A version of this August 2017 Morningstar ETFInvestor article appeared on Morningstar.com on Dec. 6, 2017. Tilting toward small-cap stocks alone isn't a great way to improve long-term performance. Small-cap stocks have historically offered a small edge over their larger counterparts, but that slight return advantage hasn't been much compensation for their higher risk and decade-long stretches of underperformance.

  • 3 Top Index Funds to Keep You in the Investing Game
    Motley Fool10 months ago

    3 Top Index Funds to Keep You in the Investing Game

    Want to invest without having to pick your own stocks? Start with these three index funds.

  • Business Wire10 months ago

    E*TRADE Adds Several of Today’s Most Popular ETFs to Commission-Free ETF Lineup

    E*TRADE Financial Corporation today announced it has surpassed 250 commission-free ETFs with the addition of 46 ETFs from six providers to its Commission-Free ETF Pr

  • InvestorPlace11 months ago

    7 Excellent Set-it-and-Forget-it ETFs for the Lazy Investor

    To build long-term wealth for the big-ticket items and retirement, you need to invest. Keeping your money in a CD paying 2% won’t cut it. So, if you’re an investor seeking a set-it-and-forget-it exchange-traded fund (ETF) portfolio, then low-fee, diversified index funds are your solution.

  • The Top 6 Value ETFs for Smart Investors
    Motley Foollast year

    The Top 6 Value ETFs for Smart Investors

    Bargain hunters should look closely at these exchange-traded funds.