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One should also note that Vanguard includes share class conversions (investor/admiral) in the sales and redemptions totals for the fund. Taxes are computed at a tax rate of 15% on long-term gains (except in the "rate rises to 20% column", which applies if that tax reduction is allowed to expire), and on qualified dividends (except in the "no QDI" column, which applies if the tax reduction on qualified dividends expires and the rate is 35%). Click for complete Disclaimer. The fund has not distributed a gain since 2001, a period marked by two bear markets, and which saw the introduction of an ETF share class in the fund. Vanguard does not quantify conversions. We can see that the fund distributed modest levels of capital gains during its first decade of existence, a period which coincided with a long bull market. The tables below show the percentages of 2019 dividend and net short-term capital gains distributions, by Vanguard fund and share class, that are eligible for reduced tax rates as qualified dividend income (QDI) under the Jobs and Growth Tax Relief Reconciliation Act of 2003. VTSAX Category Low Category High VTSAX % Rank; Dividend Yield: 0.00% 0.00% 18.66% 65.89% Current and Historical Performance Performance for Vanguard Total Stock Market Ind on Yahoo Finance. FY 2001 - The fund added ETF shares on 05/24/2001, Constant inflows allow a fund manager to purchase a wide range of price lots for shares. These determining features include: Turnover: The rate at which a fund manager sells securities within the fund has a major effect on potential gains realization. The following table provides a view of the fund's historical distributions expressed in terms of yields. The contents of this form are subject to the MutualFunds.com Receive email updates about best performers, news, CE accredited webcasts and more. The manager can also select low basis shares when redeeming a stock in-kind (a non-taxable transaction that can remove an unrealized gain out of the portfolio.). The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and … Join other Individual Investors receiving FREE personalized market updates and research. The Affordable Care Act imposes a Medicare surcharge of 3.8% on all net investment income (NII) once the taxpayer's adjusted gross income exceeds $200,000 (single) or $250,000 (married); while this tax is not part of the income tax, it has the same effect on investors as a higher tax rate. Mutual fund distributions will be taxed according to the tax laws governing the investment over the holding period of the investment, which are subject to change. Although not tabulated, keep in mind that investors in the lower tax brackets (15% or lower) pay lower federal tax rates on investment income for the period 2003 - 2018, and reap higher after-tax returns, outside of tax-exempt municipal bonds, in all asset classes. Large outflows have the opposite effect; any gains realized are spread across a smaller asset base and result in higher per share distributed gains. Stock Migration: Nil Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. 1) as a core holding in a simple three-fund or four-fund portfolio. Your personalized experience is almost ready. Vanguard Total Stock Market Index Fund Admiral Shares Inst (VTSAX) Dividend Growth History: By month or year. In 2013 the fund distributed less than 100% qualified dividends for the first time since the start of the qualified dividend tax regime. The fund is often recommended (see Fig. Enhance retirement outcomes with helpful tactics. In the table below, the transition year of index change is marked in red. Monday through Friday 8 a.m. to 8 p.m., Eastern time Shareholder turnover, revealed in the Redemptions/Average Net Assets (R/ANA) metric, shows that shareholders have historically turned over their holdings in the fund at 10%-20% annual rates, suggesting average holding periods of between five and ten years. Net flows into the fund have the following effects: The level of unrealized gains and carryover realized losses in a fund: A fund which defers gains realization accumulates unrealized appreciation, which when distributed, will be taxed; thus the unrealized gain/loss figure shows the potential gain (or loss) that would be realized if the portfolio was to be entirely liquidated. These losses booked during these periods produced loss carryforwards. The fund has not distributed a gain since 2001, a period marked by two bear markets, and which saw the introduction of an ETF share class in the fund. A look at realized net gains/losses shows that the fund, with the 2001 introduction of the ETF share class, [notes 3] has realized net losses in eleven of the eighteen years of the 2000-2018 period (see the second tab, tax attributes in Table 3 above). Assuming continual steady net investment in these retirement accumulation portfolios should result in the continuance of future net inflows into the fund. Unrecaptured Section 1250 gain (from depreciation taken on real property) is taxed at the normal tax rate but a maximum of 25%. Single digit annual fund turnover percentages result in a low rate of realized gains. Because both manager turnover of securities inside the portfolio and investor turnover of fund shares can affect the level of gains realization, a third table provides historical turnover ratios. Municipal bonds news, reports, video and more. Keep in mind that investment income may also be subject to state and local taxation. Capital gains on collectibles and small business stock are taxed at the normal tax rate but a maximum of 28%. The accounting figures and associated ratios (tables 3 and 4) can help one visualize some of the major determinants of a fund’s tendency to distribute taxable gains. Portfolio management news, reports, video and more. The NII tax begins to apply to individuals falling in the 37% tax bracket. The third tab on the Table 3. spreadsheet shows the data in percentage of total assets form. Vanguard Total Last Dividend Paid is currently at 0.01. The fund distributed capital gains during the 1992-2000 period, averaging 0.16% per annum short term gains, and 0.43% per annum long term gains. See how VTSAX has performed including trailing returns and dividend history. Privacy Policy. The following tables provide long term data on the fund's history of both dividend and capital gains distributions. Which type of investor describes you best? Keep in mind that distributions can also be subject to state and local taxation, with marginal rates ranging from 0% to 13 (an average 5% state tax rate will add an approximate 0.09% to the annual tax cost of holding the fund.) Similarly, fund shareholders' sales flows have major effects on a fund’s distribution tendencies. The Vanguard Total Stock Market Index Fund is a very suitable candidate for placement in taxable accounts. (View Google Spreadsheet in browser, then File --> Download as to download the file.).

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