VBR — Vanguard Small-Cap Value ETF
838 holdings · Vanguard · data as of 2026-03-31
Sector breakdown
Industrials 4.5%
Technology 3.6%
Materials 3.1%
Health Care 3%
Real Estate 2.9%
Consumer Discretionary 2.7%
Utilities 2.5%
Consumer Staples 1.5%
Financials 1.3%
Communication Services 1.1%
Energy 0.7%
Unclassified 72.9%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
Tax-loss harvesting partners for VBR
Investors harvesting a loss in VBR often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with VBR | Reading |
|---|---|---|
| VB Vanguard Small-Cap ETF | 60% | looser substitute |
| IJH iShares Core S&P Mid-Cap ETF | 44% | looser substitute |
| MDY SPDR S&P MIDCAP 400 ETF Trust | 43.6% | looser substitute |