VWSTX Mutual Fund

VWSTX Mutual Fund (Vanguard Ultra-Short-Term Tax-Exempt Fund Investor Class) is managed by Vanguard (US) with $624.3M in net assets. VWSTX expense ratio is 0.17%, holding 3499 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1977-09-01.

VWSTX performance shows a YTD return of 1.66%. The 1-year return is 2.73% and the 5-year return is 2.32%. VWSTX dividend yield stands at 3.02%, paid monthly.

VWSTX top holdings include Vanguard Municipal Low Duration Fund (2.4%), Nuveen Amt-free Municipal Income Fund Vrdp Vrdo (1.2%), Kentucky St Public Energy Auth Kyspwr 06/55 Adjustable Var (1.0%), California Community Choice Financing Authority, Clean Energy Project Revenue Bonds, Green Series 20 (0.9%), Main Street Natural Gas, Inc., Series 2019 C, Rb (0.7%). Go to all VWSTX holdings, VWSTX sectors, or VWSTX dividends.

VWSTX can be compared against other funds. Use VWSTX overlap to find shared positions, or VWSTX vs another fund for a side-by-side view. VWSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.