Fund Essentials

Net Assets
-
Expense Ratio
-
Dividend Yield (Current)
-
Holdings
0
Inception Date
-
Fund Family
VANGUARD TAX-MANAGED FUNDS
Asset Class
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Legal Structure
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Performance

Top Holdings

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TickerNameWeight
AAPLApple Inc2.94%
MSFTMicrosoft Corp2.59%
NVDANVIDIA Corp2.31%
AMZNAmazon.com Inc1.60%
METAMeta Platforms Inc1.23%
Top 10 Concentration: 14.42%
Download all 1842 holdings for VTMFX
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Peer Comparison

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VTMFX ETF Overview

VTMFX ETF (VANGUARD TAX-MANAGED BALANCED FUND) is managed by VANGUARD TAX-MANAGED FUNDS. sectors including Unknown.

VTMFX performance shows data across multiple time periods..

VTMFX top holdings include Apple Inc (2.9%), Microsoft Corp (2.6%), NVIDIA Corp (2.3%), Amazon.com Inc (1.6%), Meta Platforms Inc (1.2%). View all VTMFX holdings, sector breakdown, or dividend history.

VTMFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VTMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

12.1%

of portfolio

AAPLApple Inc
2.94%
MSFTMicrosoft Corp
2.59%
NVDANVIDIA Corp
2.31%
AMZNAmazon.com Inc
1.60%
METAMeta Platforms Inc
1.23%
GOOGLAlphabet Inc
0.81%
TSLATesla Inc
0.61%

Top 10 Holdings (14.4% of portfolio)

#TickerNameSectorWeight
1AAPLApple IncUnknown2.94%
2MSFTMicrosoft CorpUnknown2.59%
3NVDANVIDIA CorpUnknown2.31%
4AMZNAmazon.com IncUnknown1.60%
5METAMeta Platforms IncUnknown1.23%
6BRK/BBerkshire Hathaway IncUnknown0.94%
7GOOGLAlphabet IncUnknown0.81%
8JPMJPMorgan Chase & CoUnknown0.70%
9LLYEli Lilly & CoUnknown0.69%
10TSLATesla IncUnknown0.61%