Nasdaq - Delayed Quote
USD
Vanguard Tax-Managed Balanced Adm (VTMFX)
50.87
-0.07
(-0.14%)
At close: 8:07:21 PM EST
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- TradeStation Securities
- Mutual Of Omaha Investor Services Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Protected Investors of America
- Comerica Bank
- E TRADE Financial
- H&R Block Financial Advisors Inc
- American Trust Custody
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- JPMorgan
- Merrill Lynch
- T. Rowe Price
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- Federated TrustConnect
- Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
- Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Vanguard NTF
- ETrade No Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- WFA MF Advisory Updated 9.2.26
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- WR Hambrecht Co LLC
- ING Financial Ptnrs PAM and PRIME Approv
- Scottrade TF
- TIAA-CREF Brokerage Services
- Fidelity Advisor 401(k) I Shares
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 9.2.26
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Morgan Stanley Portfolio Management
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialist LLC – Premier, mAA Advisor
- LPL SWM
- Schwab Advisor Services All Funds Available
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access Tier 2
- LPL Brokerage Availability
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Schwab Advisor Services Transaction-Fee Funds
Fund Summary
The fund invests in both fixed income securities and equity securities. The fund invests at least 75% of its fixed income assets in municipal bonds rated in one of the top three credit-rating categories as determined by an independent bond-rating agency (e.g. Aaa, Aa, and A by Moody’s) or, if unrated, determined to be of comparable quality by the advisor.
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Vanguard |
| Net Assets | 12.05B |
| YTD Return | 4.49% |
| Yield | 2.88% |
| Morningstar Rating | |
| Inception Date | Sep 06, 1994 |
Performance & Risk
| YTD Return | 5.97% |
| 5y Average Return | 6.32% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
