Vanguard Tax Managed Small Cap Fund Quote
| VTSIX Fund | USD 91.60 0.72 0.78% |
PerformanceSolid
| Odds Of DistressLow
|
Vanguard Tax is trading at 91.60 as of the 21st of July 2025; that is 0.78 percent down since the beginning of the trading day. The fund's open price was 92.32. Vanguard Tax has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund purchases stocks included in the SP SmallCap 600 Index an index that is made up of the stocks of small-capitalization U.S. companies. The fund advisor uses statistical methods to sample the index, aiming to ensure capital gains and income tax efficiency while approximating other characteristics and the performance of the index.. More on Vanguard Tax Managed Small Cap
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Funds, Small Blend Funds, Small Blend, Vanguard, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
Vanguard Tax Managed Small Cap [VTSIX] is traded in USA and was established 21st of July 2025. Vanguard Tax is listed under Vanguard category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Vanguard family. This fund at this time has accumulated 7.18 B in net assets with minimum initial investment of 5 M. Vanguard Tax Managed is currently producing year-to-date (YTD) return of 1.7% with the current yeild of 0.02%, while the total return for the last 3 years was 8.12%.
Check Vanguard Tax Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
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 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Tax Managed Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Tax Managed Small Cap Mutual Fund Constituents
| NEOG | Neogen | Stock | Health Care | |
| SMTC | Semtech | Stock | Information Technology | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| NKTR | Nektar Therapeutics | Stock | Health Care | |
| NSP | Insperity | Stock | Industrials | |
| BCO | Brinks Company | Stock | Industrials | |
| WING | Wingstop | Stock | Consumer Discretionary | |
| FCN | FTI Consulting | Stock | Industrials |
Vanguard Tax Managed Risk Profiles
| Mean Deviation | 0.9428 | |||
| Semi Deviation | 0.9214 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 |
Vanguard Tax Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Tax financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Tax security.
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