J Wilson - Vanguard Small Independent Trustee
| VBR Etf | USD 216.20 0.38 0.18% |
Mr. J. Lawrence Wilson is Independent Trustee of Vanguard Value. He Retired Chairman and Chief Executive Officer of Rohm and Haas Co. Director of Cummins Inc. and AmerisourceBergen Corporationration Trustee of Vanderbilt University and of Culver Educational Foundation.
| Age | 69 |
| Tenure | 39 years |
| Issuer | Vanguard |
| Inception Date | 2004-01-26 |
| Benchmark | CRSP US Small Cap Value Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 33.37 Billion |
| Average Trading Valume | 529,140.8 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
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Vanguard Small Cap Money Managers
| J Wilson, Independent Trustee | ||
| JoAnn Heisen, Independent Trustee | ||
| Emerson Fullwood, Independent Trustee | ||
| Heidi Stam, Secretary | ||
| Kathryn Hyatt, Treasurer | ||
| Alfred Rankin, Independent Trustee | ||
| F McNabb, Chairman of the Board, President, Chief Executive Officer, | ||
| Rajiv Gupta, Independent Trustee | ||
| Thomas Higgins, Chief Financial Officer | ||
| Amy Gutmann, Independent Trustee | ||
| Andre Perold, Independent Trustee |
Vanguard Etf Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right etf is not an easy task. Is Vanguard Small a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 8.29 X | |||
| Price To Book | 1.72 X | |||
| Price To Sales | 0.93 X | |||
| Gross Profit | 682.18 M | |||
| Earnings Per Share | 10.16 X | |||
| Number Of Employees | 11 | |||
| Beta | 1.04 | |||
| Market Capitalization | 17.09 B | |||
| Total Asset | 46.03 B | |||
| One Year Return | 33.90 % |
Pair Trading with Vanguard Small
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vanguard Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vanguard Small will appreciate offsetting losses from the drop in the long position's value.Moving together with Vanguard Etf
| 0.98 | IWN | iShares Russell 2000 | PairCorr |
| 0.99 | DFAT | Dimensional Targeted | PairCorr |
| 0.98 | IJS | iShares SP Small | PairCorr |
| 0.98 | SLYV | SPDR SP 600 | PairCorr |
The ability to find closely correlated positions to Vanguard Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vanguard Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vanguard Small Cap Value to buy it.
The correlation of Vanguard Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vanguard Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vanguard Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Small Cap Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
The market value of Vanguard Small Cap is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Small's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Small's market value can be influenced by many factors that don't directly affect Vanguard Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.