Vanguard Tax-Managed Small Cap Fund Admiral Shares (VTMSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
106.42
+2.75 (2.65%)
Jan 22, 2026, 8:10 AM EST
8.68%
Fund Assets9.42B
Expense Ratio0.09%
Min. Investment$10,000
Turnover14.00%
Dividend (ttm)1.26
Dividend Yield1.21%
Dividend Growth-7.54%
Payout FrequencyQuarterly
Ex-Dividend DateDec 23, 2025
Previous Close103.67
YTD Return8.25%
1-Year Return10.15%
5-Year Return41.57%
52-Week Low73.26
52-Week High106.42
Beta (5Y)1.04
Holdings599
Inception DateMar 25, 1999

About VTMSX

The fund purchases stocks included in the S& P SmallCap 600 Index—an index that is made up of stocks of smaller U.S. companies-in approximately the same proportions as in the index. To improve tax efficiency, it may limit investments in index securities that have undesirable tax characteristics, and may continue to hold securities no longer included in the index.

Fund Family Vanguard
Category Small Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol VTMSX
Share Class Admiral Shares
Index S&P 600 Small Cap TR

Performance

VTMSX had a total return of 10.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.40%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
VTSIXInstitutional Shares0.06%

Top 10 Holdings

5.49% of assets
NameSymbolWeight
Arrowhead Pharmaceuticals, Inc.ARWR0.64%
Sanmina CorporationSANM0.57%
InterDigital, Inc.IDCC0.57%
Armstrong World Industries, Inc.AWI0.56%
Advanced Energy Industries, Inc.AEIS0.56%
Lincoln National CorporationLNC0.53%
Lumen Technologies, Inc.LUMN0.52%
JBT Marel CorporationJBTM0.51%
SiTime CorporationSITM0.51%
Eastman Chemical CompanyEMN0.51%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 23, 2025$0.3741Dec 24, 2025
Sep 24, 2025$0.2643Sep 25, 2025
Jun 26, 2025$0.2535Jun 27, 2025
Mar 25, 2025$0.3643Mar 26, 2025
Dec 30, 2024$0.3542Dec 31, 2024
Sep 27, 2024$0.3087Sep 30, 2024
Full Dividend History