evenfolio
VanguardSmall GrowthVBK · NYSE Arca

Vanguard Morningstar Small-Cap Growth ETF (VBK)

Price
$340.69
11 Sept 2026
Assets
$44.7B
Total net assets
Expense ratio
0.05%
Category 1.15%
Yield
0.44%
Trailing distributions
3Y CAGR
15.4%+0.3%
Category 15.1%
5Y CAGR
3.9%+0.3%
Category 3.5%
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Vanguard Morningstar Small-Cap Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-6.2%-2.8%+13.1%+13.0%+13.8%+15.4%+3.9%+10.9%+9.7%
Small Growth average-5.9%-3.1%15.7%14.7%16.1%15.1%3.5%10.8%9.3%
Difference-0.4%+0.3%-2.5%-1.7%-2.2%+0.3%+0.3%+0.1%+0.4%

Holdings

The 10 largest positions make up 9.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
RVMDRevolution Medicines Inc Ordinary Shares1.13%
NTRANatera Inc1.08%
CRDOCredo Technology Group Holding Ltd1.02%
CASYCasey's General Stores Inc0.96%
TWLOTwilio Inc Class A0.89%
FTITechnipFMC PLC0.85%
CWCurtiss-Wright Corp0.80%
ATIATI Inc0.76%
NVTnVent Electric PLC0.74%
CRSCarpenter Technology Corp0.73%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
31.0
P/B
4.7
P/S
2.9
P/CF
17.5

Sector allocation

Share of the equity the fund holds.

26.1%Technology11 sectors
  1. Technology26.1%
  2. Industrials21.6%
  3. Health care19.1%
  4. Consumer discretionary9.4%
  5. Financial services6.0%
  6. Real estate4.0%
  7. Communication services3.9%
  8. Energy3.8%
  9. Materials3.0%
  10. Consumer staples2.2%
  11. Utilities1.0%

Asset mix

  • Stocks97.9%
  • Cash1.9%
  • Other0.2%

ETF details

Issuer
Vanguard
Category
Equity · Small Growth
Ticker
VBK
Exchange
NYSE Arca
Inception
26 Jan 2004 (22.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.05% (category 1.15%)
Holdings turnover
24% (category 91%)
Distribution yield
0.44%
Beta, 3 years
1.30
Total net assets
$44.7B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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