Vanguard Tax-Managed Small-Cap Fund Institutional Shares
FundVTSIXNASDAQAbout
This offering from Vanguard's suite of tax-optimized investment products allows shareholders to gain exposure to small-capitalization equities. Utilizing a unique, index-tracking strategy, it endeavors to mirror its underlying benchmark while actively seeking to minimize taxable distributions. A significant risk associated with this fund is its exclusive focus on smaller companies, a market segment often characterized by considerable price fluctuations. It could serve as a valuable component within a well-diversified investment strategy for those in higher tax brackets with a substantial tolerance for risk and an investment horizon of five years or more. Nevertheless, it is important to acknowledge that the fund's objective of achieving tax efficiency is not guaranteed.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials5.14%
- Communication Services3.64%
- Consumer Cyclical13.09%
- Consumer Defensive3.44%
- Energy5.50%
- Financial Services16.43%
- Healthcare10.87%
- Industrials15.23%
- Real Estate7.67%
- Technology17.14%
- Utilities1.85%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| SANM | Sanmina Corp | 0.83% | $89.70M |
| SMTC | Semtech Corp | 0.80% | $85.70M |
| LUMN | Lumen Technologies Inc | 0.65% | $69.79M |
| VIAV | Viavi Solutions Inc | 0.64% | $69.31M |
| VSAT | Viasat Inc | 0.63% | $67.66M |
| FORM | FormFactor Inc | 0.61% | $65.57M |
| ESI | Element Solutions Inc | 0.56% | $60.48M |
| EMN | Eastman Chemical Co | 0.55% | $59.45M |
| ENPH | Enphase Energy Inc | 0.54% | $58.48M |
| AGX | Argan Inc | 0.52% | $55.64M |
| MOH | Molina Healthcare Inc | 0.51% | $54.88M |
| POWL | Powell Industries Inc | 0.48% | $51.11M |
| KRYS | Krystal Biotech Inc | 0.47% | $50.73M |
| QRVO | Qorvo Inc | 0.46% | $49.61M |
| ECG | Everus Construction Group Inc | 0.46% | $49.46M |
| SNEX | StoneX Group Inc | 0.46% | $48.99M |
| MTCH | Match Group Inc | 0.45% | $48.76M |
| MYRG | MYR Group Inc | 0.45% | $48.06M |
| ESE | ESCO Technologies Inc | 0.44% | $47.81M |
| BTSG | BrightSpring Health Services Inc | 0.44% | $47.77M |
| MXL | MaxLinear Inc | 0.44% | $47.68M |
| ETSY | Etsy Inc | 0.43% | $46.67M |
| RHP | Ryman Hospitality Properties Inc | 0.43% | $45.93M |
| PLXS | Plexus Corp | 0.42% | $45.46M |
| ALKS | Alkermes PLC | 0.42% | $45.39M |