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VBR

Vanguard Small-Cap Value ETF
1W: -0.1% 1M: -0.2% 3M: -0.8% YTD: +7.6% 1Y: +20.6% 3Y: +60.6% 5Y: +44.6%
$232.67
+1.90 (+0.82%)
 
Weekly Expected Move ±1.8%
$219 $223 $227 $231 $235
ETF AMEX · AUM $66.8B
ETF-Level Metrics
AUM$66.8B
Holdings836
Top 10 Wt6.2%
Beta1.05
% Profitable76%
Coverage99%
Portfolio Valuation
P/E22.6
P/B2.4
P/S1.2
EV/EBITDA13.2
P/FCF15.7
PEG6.75
Profitability & Returns
Gross Margin28.3%
Net Margin3.7%
ROE7.5%
ROA1.6%
ROIC5.1%
Div Yield2.13%
Leverage & Liquidity
Debt/Equity1.13
Debt/Assets0.24
Net Debt/EBITDA2.7x
Interest Cov2.3x
Current Ratio0.99
Quick Ratio0.85
Growth (YoY)
Revenue+10.3%
Net Income+16.1%
EPS+16.5%
FCF+26.4%
EBITDA+14.9%
Rev CAGR 3Y+4.4%
Quality Scores
Piotroski F6.2
Altman Z2.98
IS Quality64.3
IS Overall49.7
IS Value58.0
Median P/E14.8

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 137 18.0% 37.1
Financial Services 150 17.6% 12.6
Consumer Cyclical 122 12.4% 16.9
Technology 82 10.6% 62.4
Real Estate 94 10.0% -11.7
Healthcare 70 7.9% 7.6
Basic Materials 42 6.3% 6.8
Energy 42 5.2% 6.2
Utilities 27 4.8% 194.1
Consumer Defensive 40 4.0% 0.8
Communication Services 29 2.5% 19.5
Other 10 0.6%

Smart Money Overlap

13 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
APG APi Group Corporation 0.38% 4 Bullish 3 5 -1.6%
GBCI Glacier Bancorp, Inc. 0.14% 4 Bullish 1 1 +0.2%
EPAM EPAM Systems, Inc. 0.13% 4 Bullish 6 1 -9.3%
WHR Whirlpool Corporation 0.08% 4 Bullish 1 2 -20.3%
ILMN Illumina, Inc. 0.42% 3 Bullish 1 1 +21.4%
GEN Gen Digital Inc. 0.24% 3 Bullish 0 1 +31.4%
SOLV Solventum Corporation 0.23% 3 Bullish 1 0 +13.5%
LYB LyondellBasell Industries N.V. 0.22% 3 Bullish 0 1 +45.6%
HOG Harley-Davidson, Inc. 0.06% 3 Bullish 3 5 +29.2%
LBRT Liberty Energy Inc. 0.06% 3 Bullish 1 0 +23.6%
IIPR Innovative Industrial Properties, Inc. 0.03% 3 Bullish 1 0 +14.4%
MIAX Miami International Holdings, Inc. 0.03% 3 Bullish 3 0 +21.4%
AZTA Azenta, Inc. 0.02% 3 Bullish 1 2 +20.3%
Showing 50 of 845 holdings · Page 1 of 17
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Jabil Inc JBL 0.77% $501.0M 1,484,415 47.8 $38.4B Technology
2 Flex Ltd FLEX 0.76% $498.1M 5,440,601 56.4 $48.7B Technology
3 NRG Energy Inc NRG 0.75% $488.9M 3,142,351 119.0 $29.0B Utilities
4 Atmos Energy Corp ATO 0.71% $465.1M 2,448,006 21.9 $29.7B Utilities
5 Tapestry Inc TPR 0.67% $434.5M 2,996,028 42.4 $28.0B Consumer Cyclical
6 United Therapeutics Corp UTHR 0.57% $370.5M 648,459 19.2 $24.1B Healthcare
7 Omnicom Group Inc OMC 0.54% $350.3M 4,566,563 242.5 $21.4B Communication Services
8 SLCMT1142 Private 0.52% $336.8M 3,368,478
9 Williams-Sonoma Inc WSM 0.49% $320.1M 1,766,602 20.9 $22.7B Consumer Cyclical
10 CH Robinson Worldwide Inc CHRW 0.49% $319.1M 1,755,245 34.8 $20.5B Industrials
11 US Foods Holding Corp USFD 0.47% $305.1M 3,263,930 26.1 $17.7B Consumer Defensive
12 Smurfit Westrock PLC SW 0.45% $296.7M 7,728,672 53.5 $20.0B Consumer Cyclical
13 EMCOR Group Inc EME 0.45% $293.7M 329,404 28.6 $37.8B Industrials
14 Bunge Global SA BG 0.45% $291.1M 2,290,639 33.9 $23.4B Consumer Defensive
15 MKS Inc MKSI 0.43% $282.3M 995,061 65.9 $21.7B Technology
16 JB Hunt Transport Services Inc JBHT 0.43% $281.7M 1,119,762 39.5 $24.4B Industrials
17 CF Industries Holdings Inc CF 0.43% $280.8M 2,261,219 10.7 $18.7B Basic Materials
18 Reliance Inc RS 0.42% $277.5M 765,439 23.5 $18.7B Basic Materials
19 DuPont de Nemours Inc DD 0.42% $276.3M 6,051,336 -680.8 $19.7B Basic Materials
20 ITT Inc ITT 0.42% $272.8M 1,272,526 37.2 $17.4B Industrials
21 Illumina Inc ILMN 0.42% $272.4M 2,149,672 26.0 $21.8B Healthcare
22 F5 Inc FFIV 0.41% $270.9M 836,475 31.2 $22.2B Technology
23 Ovintiv Inc OVV 0.40% $258.1M 4,192,682 20.5 $16.5B Energy
24 East West Bancorp Inc EWBC 0.39% $257.5M 2,035,955 12.2 $16.9B Financial Services
25 Viatris Inc VTRS 0.39% $254.5M 17,037,166 -64.8 $19.4B Healthcare
26 WESCO International Inc WCC 0.38% $251.3M 719,948 26.7 $17.7B Industrials
27 Alcoa Corp AA 0.38% $249.0M 3,903,599 18.5 $18.8B Basic Materials
28 API Group Corp APG 0.38% $248.1M 5,425,887 55.5 $18.0B Industrials
29 Textron Inc TXT 0.38% $247.3M 2,576,802 17.3 $16.0B Industrials
30 TD SYNNEX Corp SNX 0.38% $245.0M 1,073,809 19.3 $19.1B Technology
31 Annaly Capital Management Inc NLY 0.37% $243.5M 10,635,068 7.1 $15.7B Real Estate
32 WP Carey Inc WPC 0.37% $243.0M 3,331,536 31.8 $16.6B Real Estate
33 Moderna Inc MRNA 0.37% $241.6M 5,258,965 -5.8 $18.6B Healthcare
34 First Citizens BancShares Inc/NC FCNCA 0.37% $240.7M 121,336 10.5 $23.1B Financial Services
35 Ball Corp BALL 0.37% $240.5M 3,937,420 16.0 $15.0B Consumer Cyclical
36 IDEX Corp IEX 0.37% $239.7M 1,100,271 30.5 $15.5B Industrials
37 Kimco Realty Corp KIM 0.36% $237.7M 10,054,585 26.4 $16.3B Real Estate
38 Steel Dynamics Inc STLD 0.36% $234.7M 1,026,323 25.6 $34.6B Basic Materials
39 Tenet Healthcare Corp THC 0.35% $227.9M 1,286,830 8.9 $15.0B Healthcare
40 Jacobs Solutions Inc J 0.34% $224.9M 1,737,721 35.5 $13.5B Industrials
41 Mid-America Apartment Communities Inc MAA 0.34% $223.5M 1,730,222 39.2 $15.3B Real Estate
42 DT Midstream Inc DTM 0.34% $222.7M 1,504,826 33.3 $15.4B Energy
43 Mueller Industries Inc MLI 0.34% $222.3M 1,641,608 17.2 $14.7B Industrials
44 Akamai Technologies Inc AKAM 0.34% $220.9M 2,145,109 49.1 $21.4B Technology
45 Jones Lang LaSalle Inc JLL 0.34% $220.5M 693,155 15.2 $13.5B Real Estate
46 Qnity Electronics Inc Q 0.33% $218.2M 1,551,294 50.6 $32.9B Technology
47 Masco Corp MAS 0.33% $215.2M 2,996,032 16.4 $13.6B Consumer Cyclical
48 Carlisle Cos Inc CSL 0.33% $215.0M 605,152 18.8 $13.5B Industrials
49 Apa Corp APA 0.33% $212.9M 5,226,670 9.0 $13.7B Energy
50 Everest Group Ltd EG 0.32% $212.0M 594,341 7.0 $14.0B Financial Services
1 2 3 ... 17 Next →

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