(VBR) Vanguard Small-Cap Value - Ratings and Ratios

The Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is designed to mirror the performance of the CRSP US Small Cap Value Index, providing broad exposure to undervalued small-cap stocks in the US market. By employing a passive indexing strategy, the fund aims to replicate the indexs returns by holding a diversified portfolio of stocks in proportion to their weighting in the index.

With a strong track record and a disciplined investment approach, VBR offers investors a low-cost means of accessing the small-cap value segment of the US equity market. The funds underlying index is designed to capture the performance of small-cap companies with lower valuations, potentially offering a value premium over the broader market. As a result, VBR may be an attractive option for investors seeking to diversify their portfolios and capitalize on the potential for long-term outperformance.

Analyzing the funds recent price action and technical indicators, we can observe that VBR has been trending upwards, with its 20-day simple moving average (SMA20) at $189.44 and its 50-day simple moving average (SMA50) at $182.98, indicating a positive short-term momentum. However, the 200-day simple moving average (SMA200) at $194.73 suggests that the fund is currently facing resistance at this level. With an Average True Range (ATR) of 3.24, representing a 1.70% daily price range, we can expect some volatility in the short term.

Given the current technical and fundamental landscape, our forecast suggests that VBR may experience a moderate increase in the coming weeks, driven by the potential for small-cap value stocks to continue outperforming. With the funds Assets Under Management (AUM) standing at $29.29 billion, we can expect a stable liquidity profile, allowing the fund to continue tracking its underlying index effectively. As the CRSP US Small Cap Value Index continues to reflect the performance of undervalued small-cap stocks, we anticipate that VBR will remain well-positioned to capitalize on this trend, potentially reaching a price target of $200 in the near term.