— Know what they know.
Not Investment Advice

VBR

Vanguard Small-Cap Value ETF
1W: -1.6% 1M: -8.4% 3M: -1.0% YTD: -1.1% 1Y: +13.0% 3Y: +46.8% 5Y: +35.5%
$212.17
-4.02 (-1.86%)
After Hours: $214.59 (+2.43, +1.14%)
ETF AMEX · AUM $63.1B
ETF-Level Metrics
AUM$63.1B
Holdings843
Top 10 Wt6.8%
Beta1.10
% Profitable75%
Coverage100%
Portfolio Valuation
P/E22.9
P/B2.0
P/S1.2
EV/EBITDA13.1
P/FCF16.6
PEG9.40
Profitability & Returns
Gross Margin29.1%
Net Margin3.7%
ROE6.6%
ROA1.5%
ROIC5.6%
Div Yield2.23%
Leverage & Liquidity
Debt/Equity0.96
Debt/Assets0.23
Net Debt/EBITDA2.5x
Interest Cov2.1x
Current Ratio1.03
Quick Ratio0.89
Growth (YoY)
Revenue+9.7%
Net Income+12.2%
EPS+12.9%
FCF+22.1%
EBITDA+10.5%
Rev CAGR 3Y+4.6%
Quality Scores
Piotroski F6.1
Altman Z2.91
IS Quality63.3
IS Overall52.3
IS Value58.0
Median P/E14.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 137 19.5% 29.0
Financial Services 147 16.5% 13.3
Consumer Cyclical 122 12.2% 9.3
Technology 84 10.3% 122.0
Real Estate 98 9.9% 14.5
Healthcare 71 8.7% 81.8
Basic Materials 42 5.9% -14.1
Utilities 28 4.8% 19.9
Energy 43 4.6% 18.0
Consumer Defensive 40 4.4% 30.4
Communication Services 45 3.6% 19.6
Other 11 0.4%

Smart Money Overlap

19 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
ATO Atmos Energy Corporation 0.68% 4 Bullish 1 1 +6.1%
ILMN Illumina, Inc. 0.44% 4 Bullish 12 1 -3.0%
CSL Carlisle Companies Incorporated 0.37% 4 Bullish 11 1 -3.8%
WPC W. P. Carey Inc. 0.37% 4 Bullish 3 2 +1.1%
FCNCA First Citizens BancShares, Inc. 0.37% 4 Bullish 9 1 +1.1%
CLX The Clorox Company 0.35% 4 Bullish 9 1 +8.0%
ALLE Allegion plc 0.31% 4 Bullish 14 1 -2.5%
WTRG Essential Utilities, Inc. 0.26% 4 Bullish 8 2 +0.9%
ARMK Aramark 0.25% 4 Bullish 25 1 -4.0%
DOW Dow Inc. 0.25% 4 Bullish 11 1 +13.6%
PRI Primerica, Inc. 0.18% 4 Bullish 16 1 -1.4%
INGR Ingredion Incorporated 0.17% 4 Bullish 33 2 -1.9%
GXO GXO Logistics, Inc. 0.16% 4 Bullish 1 1 -1.6%
VSAT Viasat, Inc. 0.13% 4 Bullish 6 1 +4.9%
VVV Valvoline Inc. 0.11% 4 Bullish 7 1 +3.6%
ARE Alexandria Real Estate Equities, Inc. 0.11% 4 Bullish 3 2 -6.0%
GTY Getty Realty Corp. 0.04% 4 Bullish 6 2 -2.8%
FMC FMC Corporation 0.04% 4 Bullish 3 2 -4.3%
THR Thermon Group Holdings, Inc. 0.04% 4 Bullish 12 1 +26.4%
Showing 50 of 868 holdings · Page 1 of 18
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 SANDISK CORP SNDK 1.06% $683.9M 1,076,374 -100.2 $104.8B Technology
2 NRG Energy Inc NRG 0.78% $500.2M 2,795,043 32.1 $31.2B Utilities
3 EMCOR Group Inc EME 0.73% $473.1M 652,904 25.7 $32.5B Industrials
4 Tapestry Inc TPR 0.72% $464.0M 2,984,796 55.1 $28.8B Consumer Cyclical
5 Atmos Energy Corp ATO 0.68% $440.5M 2,358,254 23.5 $29.9B Utilities
6 Omnicom Group Inc OMC 0.61% $395.5M 4,637,550 -282.2 $23.6B Communication Services
7 Jabil Inc JBL 0.61% $392.3M 1,480,297 33.4 $27.1B Technology
8 Williams-Sonoma Inc WSM 0.55% $358.1M 1,741,158 19.5 $21.3B Consumer Cyclical
9 Smurfit Westrock PLC SW 0.55% $358.0M 7,616,046 27.5 $19.0B Consumer Cyclical
10 Flex Ltd FLEX 0.53% $339.9M 5,393,336 27.2 $22.8B Technology
11 SLCMT1142 Private 0.52% $338.1M 3,381,022
12 CH Robinson Worldwide Inc CHRW 0.49% $319.2M 1,723,010 34.5 $20.0B Industrials
13 United Therapeutics Corp UTHR 0.49% $316.4M 627,979 17.4 $23.0B Healthcare
14 US Foods Holding Corp USFD 0.49% $314.1M 3,251,569 29.4 $19.9B Consumer Defensive
15 Tenet Healthcare Corp THC 0.48% $306.8M 1,281,795 12.5 $17.6B Healthcare
16 DuPont de Nemours Inc DD 0.47% $305.8M 6,110,686 -22.5 $17.8B Basic Materials
17 Illumina Inc ILMN 0.44% $284.7M 2,117,147 22.4 $19.0B Healthcare
18 Moderna Inc MRNA 0.43% $274.7M 5,128,240 -7.1 $20.3B Healthcare
19 Bunge Global SA BG 0.42% $272.2M 2,256,114 28.2 $22.9B Consumer Defensive
20 Ball Corp BALL 0.41% $262.4M 3,908,564 16.7 $15.3B Consumer Cyclical
21 JB Hunt Transport Services Inc JBHT 0.40% $259.3M 1,110,989 31.9 $19.0B Industrials
22 Huntington Ingalls Industries Inc HII 0.39% $254.4M 572,331 26.5 $16.0B Industrials
23 Textron Inc TXT 0.39% $253.6M 2,570,203 17.4 $15.5B Industrials
24 ITT Inc ITT 0.39% $250.9M 1,239,711 29.9 $15.7B Industrials
25 Viatris Inc VTRS 0.39% $250.8M 16,798,469 -4.3 $15.2B Healthcare
26 Hologic Inc HOLX 0.38% $245.0M 3,251,039 31.1 $16.8B Healthcare
27 API Group Corp APG 0.38% $242.7M 5,459,321 56.1 $17.0B Industrials
28 Cooper Cos Inc/The COO 0.38% $242.6M 2,899,614 34.3 $13.7B Healthcare
29 Reliance Inc RS 0.37% $240.7M 762,600 20.5 $15.2B Basic Materials
30 Carlisle Cos Inc CSL 0.37% $240.6M 609,440 18.4 $13.7B Industrials
31 MKS Inc MKSI 0.37% $239.5M 979,657 51.8 $15.3B Technology
32 WP Carey Inc WPC 0.37% $238.6M 3,196,194 31.9 $14.8B Real Estate
33 First Citizens BancShares Inc/NC FCNCA 0.37% $237.3M 125,033 10.2 $22.4B Financial Services
34 Pentair PLC PNR 0.37% $236.7M 2,386,686 21.6 $14.2B Industrials
35 Alcoa Corp AA 0.36% $234.5M 3,776,971 12.8 $14.9B Basic Materials
36 Kimco Realty Corp KIM 0.36% $233.4M 9,910,406 25.8 $15.1B Real Estate
37 Aptiv PLC APTV 0.36% $231.8M 3,151,482 91.1 $14.7B Consumer Cyclical
38 Annaly Capital Management Inc NLY 0.36% $231.5M 9,962,074 7.1 $14.9B Real Estate
39 F5 Inc FFIV 0.36% $229.9M 847,227 23.2 $16.2B Technology
40 IDEX Corp IEX 0.35% $228.7M 1,091,665 28.5 $13.8B Industrials
41 CF Industries Holdings Inc CF 0.35% $226.4M 2,274,868 13.4 $19.5B Basic Materials
42 Clorox Co/The CLX 0.35% $226.2M 1,779,073 17.1 $12.9B Consumer Defensive
43 Avery Dennison Corp AVY 0.34% $221.4M 1,127,345 18.1 $12.4B Industrials
44 Toll Brothers Inc TOL 0.34% $221.0M 1,405,733 9.1 $12.5B Consumer Cyclical
45 East West Bancorp Inc EWBC 0.34% $219.6M 2,006,661 10.8 $14.2B Financial Services
46 Jones Lang LaSalle Inc JLL 0.34% $217.2M 688,330 17.5 $13.9B Real Estate
47 Masco Corp MAS 0.34% $217.0M 3,029,201 15.0 $12.0B Industrials
48 Regal Rexnord Corp RRX 0.33% $214.0M 968,289 41.7 $11.7B Industrials
49 RPM International Inc RPM 0.33% $213.4M 1,870,037 17.8 $11.9B Basic Materials
50 Performance Food Group Co PFGC 0.33% $210.9M 2,172,731 36.6 $12.7B Consumer Defensive
1 2 3 ... 18 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms