Vanguard Morningstar Small-Cap Value ETF VBR Strategy

Morningstar Medalist Rating Tracks Morningstar Index
| Medalist Rating as of | See Vanguard Investment Hub

Strategy

The investment seeks to track the performance of the CRSP U.S. Small Cap Value Index that measures the investment return of small-capitalization value stocks. The fund advisor employs an indexing investment approach designed to track the performance of the CRSP U.S. Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
VBR
Vanguard Morningstar Small-Cap Value ETFETFOpen—
—0.050%———
VBR
Vanguard Morningstar Small-Cap Value ETFETFOpen
$35.08B0.050%——−$251.19M
VISVX
Vanguard Morningstar Small-Cap Value Index FundNo LoadLimited
$83.13M0.190%Low$0−$22.36M
VSIIX
Vanguard Morningstar Small-Cap Value Index Fund Institutional SharesInstitutionalOpen
$7.21B0.050%Low$5M−$555.87M
VSIAX
Vanguard Morningstar Small-Cap Value Index Fund Admiral SharesInstitutionalOpen
$23.68B0.070%Low$3,000−$1.51B

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