- What are the top holdings of VTMSX?
- A machine-readable holdings disclosure for Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does VTMSX invest in?
- Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is VTMSX most exposed to?
- VTMSX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is VTMSX a US-only fund?
- The country allocation card on this page shows VTMSX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does VTMSX invest in?
- This particular offering, part of Vanguard's collection of tax-optimized investments, grants shareholders access to small-capitalization equities. It utilizes an index-tracking strategy to closely mirror its benchmark while simultaneously endeavoring to keep taxable capital gains to a minimum. A key risk factor for this fund arises from its singular focus on smaller companies, a sector of the market recognized for its inherent price fluctuations. This fund is primarily intended for individuals in higher tax brackets with an investment outlook of at least five years and a strong tolerance for risk, serving as a supplementary component within a broader, well-allocated portfolio. Nevertheless, it is crucial to understand that the fund's stated goal of tax efficiency may not always be met.
