Vanguard Small Ownership
| VBR Etf | USD 199.65 2.16 1.09% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Vanguard |
Vanguard Etf Ownership Analysis
Vanguard Small is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Vanguard Group, Inc.. The fund has 838 constituents with avarage daily trading value of 554.3 K. The fund charges 0.06 percent management fee with a total expences of 0.07 percent of total asset. The fund keeps 99.09% of net assets in stocks. Vanguard Small Cap last dividend was 1.874 per share. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. Smallcap Value is traded on NYSEARCA Exchange in the United States. For more information please call F McNabb at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Small , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| EWBC | East West Bancorp | Stock | |
| NRG | NRG Energy | Stock | |
| NNN | National Retail Properties | Stock | |
| MPW | Medical Properties Trust | Stock | |
| GNRC | Generac Holdings | Stock | |
| SAGE | Sage Therapeutic | Stock | |
| TER | Teradyne | Stock | |
| COMM | CommScope Holding Co | Stock | |
| HWM | Howmet Aerospace | Stock | |
| VAL | Valaris | Stock | |
| WSM | Williams Sonoma | Stock | |
| CDW | CDW Corp | Stock | |
| ON | ON Semiconductor | Stock | |
| PTON | Peloton Interactive | Stock | |
| ATO | Atmos Energy | Stock | |
| WPC | W P Carey | Stock | |
| BR | Broadridge Financial Solutions | Stock | |
| SMG | Scotts Miracle Gro | Stock | |
| RPM | RPM International | Stock | |
| WTRG | Essential Utilities | Stock | |
| KAR | KAR Auction Services | Stock | |
| LDOS | Leidos Holdings | Stock | |
| PWR | Quanta Services | Stock | |
| MOH | Molina Healthcare | Stock |
Institutional Etf Holders for Vanguard Small
| DWAT | Arrow DWA Tactical | Etf | |
| DWTFX | Arrow Dwa Tactical | Mutual Fund | |
| DWTNX | Arrow Dwa Tactical | Mutual Fund | |
| GMOM | Cambria Global Momentum | Etf | |
| DWTTX | Arrow Dwa Tactical | Mutual Fund | |
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | |
| NWHFX | Nationwide Bailard Nitive | Mutual Fund | |
| NWHDX | Nationwide Bailard Nitive | Mutual Fund | |
| NWHEX | Nationwide Bailard Nitive | Mutual Fund | |
| NWHHX | Nationwide Bailard Nitive | Mutual Fund | |
| NWHGX | Nationwide Bailard Nitive | Mutual Fund | |
| UISCX | Small Cap Stock | Mutual Fund | |
| USCAX | Small Cap Stock | Mutual Fund | |
| APSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | |
| LCAOX | Lazard Capital Allocator | Mutual Fund | |
| LCAIX | Lazard Capital Allocator | Mutual Fund | |
| IPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | |
| CPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund |
Vanguard Small Outstanding Bonds
Vanguard Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Vanguard Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Vanguard bonds can be classified according to their maturity, which is the date when Vanguard Small Cap Value has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
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
| 0.99 | IWN | iShares Russell 2000 | PairCorr |
| 0.99 | DFAT | Dimensional Targeted | PairCorr |
| 0.97 | IJS | iShares SP Small | PairCorr |
| 0.97 | 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
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.