VWLTX Mutual Fund Analysis & Holdings | MarketXLS

VWLTX Mutual Fund

NAV$10.74

AUM$696M

TER0.17%

Holdings4,005

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VWLTX Mutual Fund

NAV$10.74

Vanguard Long Term Tax-Exempt Fund Investor Class

AUM$696M

TER0.17%

Holdings4,005

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 VWLTX 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 VWLTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VWLTX Mutual Fund Overlap Analysis

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

VWLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4005 holdings, VWLTX may share significant positions with broad-market funds.

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