Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) Research
A Vanguard offering from its tax-managed investment series, this fund dedicates roughly 50% of its portfolio to U.S. stocks, focusing on mid- and large-cap companies, with the remaining balance invested in municipal bonds that are free from federal taxes. The equity portion utilizes an index-tracking strategy designed to replicate its benchmark while actively minimizing taxable dividend distributions. It is primarily intended for investors in higher tax brackets who are pursuing some capital appreciation and can tolerate the market fluctuations associated with both stock and bond investments. Please note: The fund's tax-efficiency goal may not always be met.
Market snapshot
- Symbol
- VTMFX
- Price
- $51.57
- Day change
- +0.57%
- Market cap
- $12.3B
- 52-week range
- 45.55-51.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- First Trust Nasdaq Cybersecurity ETF (CIBR)
- Dimensional - US Small Cap ETF (DFAS)
- Dimensional - US Targeted Value ETF (DFAT)
- Vanguard ESG U.S. Stock ETF (ESGV)
- iShares Core High Dividend ETF (HDV)
- ProShares - S&P 500 Dividend Aristocrats ETF (NOBL)
- Schwab Emerging Markets Equity ETF (SCHE)
- State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)
Open Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.