VWSTX Mutual Fund Analysis & Holdings | MarketXLS

VWSTX Mutual Fund

NAV$15.84

AUM$629M

TER0.17%

Holdings3,045

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VWSTX Mutual Fund

NAV$15.84

Vanguard Ultra-Short-Term Tax-Exempt Fund Investor Class

AUM$629M

TER0.17%

Holdings3,045

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

VWSTX Mutual Fund Overlap Analysis

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

VWSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3045 holdings, VWSTX may share significant positions with broad-market funds.

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