VTMFX Mutual Fund Analysis & Holdings | MarketXLS

VTMFX Mutual Fund

NAV$52.00

AUM$12.3B

TER0.05%

Holdings4,470

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VTMFX Mutual Fund

NAV$52.00

Vanguard Tax-Managed Balanced Fund Admiral Class

AUM$12.3B

TER0.05%

Holdings4,470

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VTMFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VTMFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VTMFX Mutual Fund Overlap Analysis

VTMFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VTMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4470 holdings, VTMFX may share significant positions with broad-market funds.

VTMFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VTMFX tax-loss harvesting finds highly correlated but non-identical funds.