VTMSX Mutual Fund

NAV$117.98

AUM$9.6B

TER0.05%

Holdings605

VTMSX Mutual Fund

NAV$117.98

Vanguard Tax Managed Small Cap Fund Admiral Cl

AUM$9.6B

TER0.05%

Holdings605

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare VTMSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VTMSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VTMSX Mutual Fund Overlap Analysis

VTMSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VTMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 605 holdings, VTMSX may share significant positions with broad-market funds.

VTMSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VTMSX tax-loss harvesting finds highly correlated but non-identical funds.