VWSTX Mutual Fund
VWSTX Mutual Fund
NAV$15.67
AUM$624M
TER0.17%
Holdings3,499
See how much of VWSTX you already own
VWSTX Mutual Fund
NAV$15.67
Vanguard Ultra-Short-Term Tax-Exempt Fund Investor Class
AUM$624M
TER0.17%
Holdings3,499
See how much of VWSTX you already own
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 3499 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.