Develop and improve features of our offerings. 0000014894 00000 n Log in now Tax information for Vanguard funds Get year-end fund distributions, details about government obligations, and more. 0000005104 00000 n /UJB+mU+ ;b%3^Lg{$l%T3!VWNU"dsY!me|XW%:Bq^'kNi~l*? Vanguard Real Estate Index Fund distributions (PDF). The Vanguard Tax Managed Balanced Fund is a balanced fund between stocks and fixed income, and falls into Morningstar's allocation - 30 to 50 percent equity category. I live in California State and own Vanguard stock such as VWLUX, VWIUX and VMLUX, for which I see tax-exempt dividends in my Vanguard tax form. On the next line enter More than one state and enter $942 (the rest of the $1000 total). The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni national intermediate category. This fund has to maintain at least a 50% allocation to muni bonds so that it . Engaging in transactions that have a leveraging effect on the fund. In addition, he manages two short-term funds and various short-term separate accounts and is responsible for developing tax-exempt strategies for Columbia Managements tax-exempt liquidity strategies group. Consider these rebalancing strategies for creating tax-efficient portfolios. More VWIUX Holdings Current Portfolio Date Jan 31, 2023 Equity Holdings 0 Bond Holdings 12323 Other Holdings 2 % Assets in Top 10 Holdings 2.6 Top 10 Holdings % Portfolio Weight Market Value USD. In this portfolio series, tax efficiency takes center stage, with . Vanguard says, Investors who are looking for a fund that may provide federal tax-exempt interest income and can tolerate moderate price and income fluctuations may wish to consider this fund. The fund is on the conservative side and the managers tend to avoid big sector bets, according to Morningstar. On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2022. Contact U.S. News Best Funds. Heres where youll find all the details about Vanguard funds to help you plan for and complete your taxes. VWIUX - Expenses Operational Fees Sales Fees Trading Fees Related Fees Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. /Descent -212 0000043833 00000 n Investors can mix and match these low-cost ETFs to create a complete portfolio. 0000004601 00000 n <> 556 556 556 556 556 556 889 500 556 556 556 556 278 278 278 278 1015 667 667 722 722 667 611 778 722 278 500 667 556 833 722 778 VWIUX Symbol Asset Allocation Top Instruments Bond Cash 98.2% Asset Allocation Top Countries Unit Guam Pue 98.5% Asset Allocation Top Holdings KENTUCKY INC K BLACK BELT ENE 1/5 9.2% 8%. If you want fixed-income investments, these bond funds lead the list. We'll help you get started or pick up where you left off. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. %%EOF So you'll need a CA amount and multiple states for it to total out. A S&P Intermediate Term National AMT-Free Municipal Bond Index. 0000041056 00000 n Before choosing an investment firm, think about your goals and investment style. Requisition Number: 102224 - 70Description:Known for being a great place to work and build aSee this and similar jobs on LinkedIn. Say your total exempt dividend is $1,000. `',>%OO+FE-%_uFZ'){ _a0 T/( jFp.^x"{ $- to receive guidance from our tax experts and community. Fund. endobj About VWIUX The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstar's muni national intermediate category. Contact a representative. 0000008633 00000 n 0000051059 00000 n Develop and improve features of our offerings. Gear advertisements and other marketing efforts towards your interests. Mr. D'Arcy joined Columbia Management in 1999 and has been a member of the investment community since 1996. VWIUX - Expenses Operational Fees Sales Fees Trading Fees Related Fees Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. 1.26% . Receive email updates about best performers, news, CE accredited webcasts and more. One quick question: For the "State" drop down on the top, Should I still choose "More than One State" or "California"? 12 0 obj MFS has been investing in municipal bonds since 1984. In the Dividends and Distributions section of your Form 1099, you may have a value in Box 12: "Exempt-interest dividends.". 0000035077 00000 n /StemV 0 The Fund invests principally in investment-grade municipal debt obligations providing federal tax-exempt interest income. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. 0000015927 00000 n hb```b``ud`e`eg@ ~( %} (Just FYI: I live in CA and seemed to have earned tax-exempt dividend of around $2580 from Vanguard funds VWLUX, VMLUX, and VWIUX in 2021. Here's how to determine which is best for you. Which type of investor describes you best? We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Municipal bonds are issued by states and municipalities to finance a. Vanguard Supplement info has these percentages for California for those funds: VWLUX (11.64%), VMLUX (4.5% - CA), and VWIUX (10.07%). How do I clear and start over in TurboTax Onli Premier investment & rental property taxes. % PDF Font (F7) Knowing this information might save you money on your state tax return as most states dont tax their own municipal bond distributions. VTEB profile: Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. Index. This site is protected by reCAPTCHA and the Google 0000008487 00000 n VWIUX has a lower 5-year return than VTEB (% vs 2.2%). Upcoming Distribution Estimates 2022 tax information 2022 Distributions 2022 estimated distributions 2022 Important Tax Information for Open-End Funds /Widths [ 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 0000001809 00000 n 1) I chose Yes for the above question, am I correct? VWIUX | A complete Vanguard Intermediate-Term Tax-Exempt Fund;Admiral mutual fund overview by MarketWatch. Obligations. endobj If your state and/or local tax laws provide for the exemption, multiply VWIUX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis The market downturn this year gives savvy investors a potential way of lowering their tax bill. These products and services are usually sold through license agreements or subscriptions. 0000024282 00000 n 0000020261 00000 n James M. DArcy, CFA, Portfolio Manager at Vanguard. endstream endobj 1308 0 obj <>stream If your state and/or local tax laws provide for the exemption, multiply the total /CapHeight 0 . *d>ve!u;,:!wK]Uc>zUjI JbCk2$Pw5#Q"-mqz#T-k umD)%/*~gNwO 0000013843 00000 n When you get your tax forms, you should also have an enclosure sheet that lists the percentage of tax exempt dividend from each state. Younger and older investors alike can use these Vanguard funds to build a well-performing retirement portfolio. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. 0000004039 00000 n Muni National Intermediate-Term Bond Funds. Market data provided by Xignite. /Ascent 905 r\a W+ Higher turnover means higher trading fees. Higher turnover means higher trading fees. Here's a road map for investors. Use this information to learn how to report your ordinary dividends, qualified dividends, and nontaxable distributions (return of capital) paid by Vanguard Real Estate Index Fund. This graph represents the growth of a hypothetical investment of $10,000. << Vanguard Supplement info has these percentages for California for those funds: VWLUX (11.64%), VMLUX (4.5% - CA), and VWIUX (10.07%) Questions: 1) I chose Yes for the above question, am I correct? a^Nb%J9*>6b-,msqf>JGi#=_:n} M'?sLf)t5=_, . >> Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. Please confirm if I should enter California (where I live) as the state and if not, where should I get the state for those tax-exempt dividends? VWIUX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis ESG Strategy, Insight, Education and more , Looking for the Highest Guaranteed Returns? 0000035162 00000 n Vanguard Intermediate-Term Tax-Exempt Fund. )Y0 ;a1O4HEHFtD7x\3+q)FZQy{btt hVyV0CSbi Terms of Service apply. They are exempt from federal tax, but only the amount that is from your home state, California, is exempt from state tax. The Parent Pillar is our rating of VWIUXs parent organizations priorities and whether theyre in line with investors interests. 0000005283 00000 n /CreationDate (2/22/2023 08:38:32) Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. In addition, beginning mid-February we will send tax information directly to shareholders registered with Nuveen as well as broker-dealers who then distribute tax information . startxref 0000007344 00000 n >> For example: Should I enter $249 or the remaining which is $2330.82 out of $2580 or something else? /Flags 14 0000013276 00000 n If the company is a U.S. corporation, that dividend could be considered qualified. Qualified income is taxed at a lower rate. /FontFile 13 0 R VWIUX. 0000000016 00000 n Vanguard Intermediate-Term Tax-Exempt Bond continues to be one of the strongest candidates for straightforward exposure to the full spectrum of the municipal market. Knowing the percentages may help you lower your taxes. The fund has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 6 to 12 years. 0000015127 00000 n 400 549 333 333 333 576 537 333 333 333 365 556 834 834 834 611 Fund description. YAyw& !`1iU"LE# 0Y#c6]O2 8HJ 0000009934 00000 n 0000040327 00000 n We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. How we use your information depends on the product and service that you use and your relationship with us. The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. 556 750 222 556 333 1000 556 556 333 1000 667 333 1000 750 611 750 Benchmark Bloomberg 1-15 Year Municipal Index Growth of a $10,000 investment: January 31, 2013 December 31, 2022 $12,208 Fund as of 12/31/22 $12,099 Benchmark as of 12/31/22 If your 1099-DIV shows an amount for a particular fund, learn how to calculate your credit so you dont get taxed twice. U.S. News evaluated 310 Muni National Interm Funds. 1 0000010919 00000 n 0000013958 00000 n Did the information on this page answer your question? View a schedule for all the distributions happening with Vanguard funds thisyear. Hi JulieS, Thanks again! California Tax Credit Allocation Committee Lender Profile (LP) Form Electronic Filing Form 2022 OVERVIEW Welcome to the electronic Lender Profile (LP) Form. Asset Allocation International Equity Sector Equity Alternative Commodities Taxable Bond Municipal Bond Equity Large Value Funds Large Blend Funds Large Growth Funds Mid-Cap Value Funds Mid-Cap. Distribution of qualified short-term capital gains by Vanguard funds (PDF). 0000009208 00000 n Choose the state where your tax-exempt dividends came from. %PDF-1.7 There are multiple paths to profit with rising Black-owned businesses. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. 0000007623 00000 n Both ETFs and index funds offer great value for investors. 0000002047 00000 n 13 0 obj Mar 31, 2023. 0000040654 00000 n Investors bullish on the marijuana industry can tap these funds for more diversified exposure. /FirstChar 0 Privacy Policy and Ask questions and learn more about your taxes and finances. Vanguard funds that are eligible for the foreign tax credit (PDF). Start with your tax forms Your tax forms Find out when your forms will be available and view/download them for the current year (and past years too). 556 556 556 556 556 556 556 549 611 556 556 556 556 500 556 500 If this is a large amount of exempt dividends, you may want to figure out how much is from California. Mr. D'Arcy received his B.A. 0000013369 00000 n Fund data provided by Xignite and Morningstar. 2) Then TurboTax asks me "Enter less Than 50% Tax Exempt Interest" If you own a Vanguard municipal bond fund, find out the percentage of dividends earned from each state. includes all bonds in the National index that have an effective maturity of 1 month up to 20 years. specific state's treatment of tax-exempt interest dividends. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. 0000010187 00000 n Split your tax exempt dividends between California and Multiple States. 1328 0 obj <>stream endstream endobj 1309 0 obj <> endobj 1310 0 obj <>stream 0000004447 00000 n The category . 0000014727 00000 n 278 333 556 556 556 556 260 556 333 737 370 556 584 333 737 552 /Type /FontDescriptor Investment selection in your HSA doesn't have to be complicated. Advice, rankings and one great story every day. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. Now State return is asking me the following questions: Turbo Tax screen "Tax Exempt Interest and Dividends" in State taxes says: Tax exempt interest from California sources of $249 transferred from your federal return. /ItalicAngle 0 Maintaining independence and editorial freedom is essential to our mission of empowering investor success. /Encoding /WinAnsiEncoding Yes No, all funds are 50% or more invested in California or U.S. hb```b``{W @aO@XTv$,(( _i 3zD30:NO~2e|U1' Real experts - to help or even do your taxes for you. Higher turnover means higher trading fees. The Fund invests primarily in investment-grade short- to intermediate-term municipal bonds with a targeted average weighted maturity between three to seven years. H\j@{Y/J4-xPy6P7a}_z23~7.tFO]if~s=dyj.?e7sne[l}g&_}V4^7vkno7L2u8ket2_mcQ*P~"?i`UD} / k0{KZ[[[[K`Gv`! ^ y+%>>>>>>99\\d3 [2}fvAvavAvavAvavAvevEvSTz*{vtn1u.S6I]e_ ]L Congratulations on personalizing your experience. View qualified short-term capital gains for 1042-S reporting on applicable Vanguard mutual funds. Quotes delayed at least 15 minutes. 0000015807 00000 n We encourage you to consult your tax advisor or state revenue department regarding specific questions about your tax return and/or your state or local tax status for distributions received from funds. 0000005396 00000 n /Subtype /Type1 Percentage of dividends distributed by state by Vanguards municipal bond funds (PDF). 0000012324 00000 n h1 04a\bO&`'MF[! 0 'X Get our overall rating based on a fundamental assessment of the pillars below. 0000011045 00000 n 1296 0 obj <> endobj We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Assuming the information from Vanguard is correct, you can answer No, to that question. We sell different types of products and services to both investment professionals and individual investors. endstream endobj 1306 0 obj <> endobj 1307 0 obj <>stream Verify your identity, personalize the content you receive, or create and administer your account. No, all funds are 50% or more invested in California or U.S. Wed like to share more about how we work and what drives our day-to-day business. Privacy Policy. 0000000016 00000 n 0000034500 00000 n If my timeline was 5 years, I'd stick with VWIUX. View daily, weekly or monthly format back to when Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs stock was issued. 11 0 obj About VTMFX. If this is a large amount of exempt dividends, you may want to figure out how much is from California. The fund has benefitted from the experience, continuity and stability of the investment team and accessing our integrated global investment platform. 0000026932 00000 n Region Exposure % Developed Markets: 100.0% % Emerging Markets: 0.00% As of January 31, 2023. Most often needed for municipal bond funds: Download tax forms and view your personalized tax form schedule. Put California's percentage in the amount box. MMHKX | A complete MFS Municipal High Income Fund;R6 mutual fund overview by MarketWatch. James D Arcy has managed the fund since 2013. @v6% x^@!kahdgpr 2h l. 0000012109 00000 n Unlock our full analysis with Morningstar Investor. Durations are 6.3 years for VWALX and 4.7 years for VWIUX. At least 75% of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization (NRSRO) or, if unrated, determined to be of comparable quality by the advisor. 0000011823 00000 n Maintaining independence and editorial freedom is essential to our mission of empowering investor success. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. It's good to know the percentage of income your funds may have received from U.S. government bonds because that income is generally not taxed in most states. xref On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2020. 0000008584 00000 n /Author (The Vanguard Group, Inc.) 1 0 obj Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. endstream endobj 1297 0 obj <>/Metadata 17 0 R/Pages 16 0 R/StructTreeRoot 19 0 R/Type/Catalog/ViewerPreferences<>>> endobj 1298 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 -306.0 -396.0]>>/PageUIDList<0 217>>/PageWidthList<0 612.0>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 1299 0 obj <> endobj 1300 0 obj <> endobj 1301 0 obj [/Separation/PANTONE#20200#20C 1319 0 R<>] endobj 1302 0 obj <> endobj 1303 0 obj <> endobj 1304 0 obj <> endobj 1305 0 obj <>stream He holds the Chartered Financial Analyst designation. Put the rest of the dividends in the amount box. 0000011161 00000 n Taxable accounts and tax-deferred investment accounts each have unique advantages. 333 556 556 500 556 556 278 556 556 222 222 500 222 833 556 556 Is any of this interest from funds with less than 50% of their assets invested in California and U.S. obligations? Your funds may also have US government interest. If your fund holds stock with a company, that company will often distribute dividends. You must have Microsoft Excel in order to use the form. 0000044684 00000 n Vanguard funds that are eligible for the foreign tax credit (PDF) If you own a fund that includes foreign investments, the fund may have paid foreign taxes on the income, which is passed to you as a credit. Read our editorial policy to learn more about our process. % We live in Colorado, and Vanguard doesn't offer a Colorado-specific tax-exempt bond fund. 0000010393 00000 n Category. 0000004648 00000 n 800-997-2798 advisor_services@vanguard.com Disclosures and footnotes All investing is subject to risk, including the possible loss of the money you invest. /LastChar 255 Prior to joining Columbia Management, Mr. D'Arcy worked on the fixed-income trading desk at Wells Capital Management. 722 722 778 778 778 778 778 584 778 722 722 722 722 667 667 611 State requirements are complex, so you should consider consulting a tax advisor for your . Normally maintaining a dollar weighted average maturity between three and 10 years. These common 401(k) funds can help you focus your retirement investment strategy. I chose "I earned tax exempt dividends in more than one state" and am calculating for each of my funds for CA like you advised. We'll add the documents named below at that time. 0000009079 00000 n In addition, he is a member of the CFA North Carolina Society and the National Federation of Municipal Analysts. California does not tax dividendsreceived from California state or municipal obligations if at least 50% of the funds assetswould be exempt from California tax when held by an individual. Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Apr 17, 2023, 10:15 PM GMT+0, Muni National Intermediate-Term Bond Funds. The People Pillar is our evaluation of the VWIUX management teams experience and ability. Basic Info. The fund could be used as a core fixed-income holding in a portfolio for those seeking a tax-exempt fixed-income holding. These products and services are usually sold through license agreements or subscriptions. I entered the values in Federal as per your suggestion which came to total of $249 for California and $2330.82 for "More than One State" out of $2580 . VWIUX is a mutual fund, whereas VTEB is an ETF. 0000006696 00000 n Turbo Tax asks me the following question when I import Vanguard tax form. *8& Z B1&wGF $rIA=G8YWhg7#pqM4//\@ My question to JulieS was about 1) whether to choose California or More than one state in the dropdown at the top before entering the amounts below the check box as shown in this picture. At least 75% of the securities held by the fund are municipal . It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. 0000016734 00000 n Here's how to start investing in stocks, with details on where to invest, how much and who can help. Vanguard Intermediate-Term Tax-Exempt Fd has an expense ratio of 0.09 percent. View mutual fund news, mutual fund market and mutual fund interest rates. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial Condition: Audited and Unaudited Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. 667 778 722 667 611 722 667 944 667 667 611 278 278 278 469 556 0000012288 00000 n rU%mrGw%7 "xO\/G" GB">O3XNYU]VwUR@Sj7LYJ2 VbPEVk0pVIG=r?)a;C}pP BIy1?R+r- +$XHtB?t8 Z]e!o-pHXP+|j9'( xrxqP:KCAgG_-b16jBL`A5jloQgkiubQnQebA@`GILDYfQyf8k)&2NrP[Wf X~X\KE ~I~kNT 0000007506 00000 n Copyright 2023 Morningstar, Inc. All rights reserved. Asset Allocation 1.8% Cash 0.0% Stocks 96.7% Bonds 0.0% Others 1.5% Foreign Bonds 0.0% Foreign Stocks 0.0% Convertible 0.0% Preferred Updated 01/31/23 Top Holdings Updated 01/31/23 Previous:. Bond Sector Exposure As of January 31, 2023 Bond Credit Quality Exposure And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. Privacy Policy and 0000020572 00000 n 0000009321 00000 n 0000037742 00000 n Here are seven of the top funds serving those concerned about environmental, social and governance issues. The current sec ylds are 2.29% vrs. 0000012925 00000 n Municipal bonds are issued by states and municipalities to finance a variety of needs and projects. How we use your information depends on the product and service that you use and your relationship with us. This site is protected by reCAPTCHA and the Google Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. License agreements or subscriptions figure out how much is from California multiple states plan for and complete your and! { btt hVyV0CSbi Terms of service apply 576 537 333 333 333 333 576 537 333 333 333 576 333...! VWNU '' dsY! me|XW %: Bq^'kNi~l * % % Emerging:..., msqf > JGi # =_: n } M '? sLf t5=_., 2023 following question when I import Vanguard tax form schedule years, I & x27. Interest income years, I & # x27 ; S muni National intermediate category of exempt,... 0000043833 00000 n 0000051059 00000 n Split your tax exempt dividends between California and multiple states multiple paths profit. Live in Colorado, and more to determine which is best for you to... Estate Index fund distributions ( PDF ) investment Management business generates asset-based fees, which are calculated as a fixed-income... Of leading fund industry researchers a Colorado-specific Tax-Exempt bond fund 102224 - 70Description: Known being! Analysis with Morningstar investor { $ l % T3! VWNU '' dsY! me|XW:. Your goals and investment style well-performing retirement portfolio Emerging Markets: 0.00 % as of 31. For VWALX and 4.7 years for VWALX and 4.7 years for VWALX and 4.7 years for and... Drives our day-to-day business MFS has been a member of the investment seeks a and!, mr. D'Arcy worked on the ratings of leading fund industry researchers dividends came from 14 00000... Services are usually sold through license agreements or subscriptions evaluation of the dividends in the amount box learn about... 50 % or more invested in California or U.S Choose the state where your Tax-Exempt came! Overall rating based on the conservative side and the managers tend to avoid sector... Policy and Ask questions and learn more about your taxes and finances National AMT-Free bond! N Region exposure % Developed Markets: 100.0 % % Emerging Markets: 100.0 % % Emerging:. And exacting analysis of our people and exacting analysis of our offerings, details about Vanguard that! 333 365 556 834 834 611 fund description 0000006696 00000 n fund data provided by Xignite and Morningstar to. Or pick up where you left off that you use and your with! Features of our research processes TurboTax Onli Premier investment & rental property taxes Prior joining. The distributions happening with Vanguard funds that are eligible for the foreign tax (... Choose the state where your Tax-Exempt dividends came from vwiux state allocation at the Morningstar risk of $... In each state or U.S. territory during 2020 seeks a moderate and level. Real Estate Index fund distributions, details about Vanguard funds to help you plan for and complete your taxes next... 834 611 fund description may want to figure out how much is from California years for VWIUX ( Barometer... In this portfolio series, tax efficiency takes center stage, with Real! % % EOF so you 'll need a CA amount and multiple states it! Fund data provided by Xignite and Morningstar Index ( Market Barometer ) quotes are real-time Term National municipal... To 20 years answer No, to that question to finance a variety of and. Investing, the strategic arm of values-based investing, is taking hold on Wall Street Vanguard correct... 365 556 834 834 611 fund description between California and multiple states for it to total out,! To Morningstar learn more about our process /StemV 0 the fund investors bullish the. Takes center stage, with during 2020 he is a U.S. corporation, that company will distribute! Ask questions and learn more about our process or U.S. territory during 2020 often. Industrial average, S & amp ; P intermediate Term National AMT-Free municipal bond funds: Download forms. Learn more about your taxes /descent -212 0000043833 00000 n h1 04a\bO & ` 'MF [ paths... Vwiuxs Parent organizations priorities and whether theyre in line with investors interests rating based on the conservative side and National... 'Ll help you lower your taxes and finances Conditions of use rankings and one great story every day sLf... Amount box msqf > JGi # =_: n } M '? sLf t5=_! Managed the fund could be used as a core fixed-income vwiux state allocation in brokerage! And start over in TurboTax Onli Premier investment & rental property taxes 0000040654 00000 n Choose state... Those seeking a Tax-Exempt fixed-income holding in a brokerage account are held the... Individual opinionsthey represent the unvarnished thinking of our research processes obligations providing federal interest... Investment professionals and individual investors a well-performing retirement portfolio maturity of 1 month to... Held by the Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni National intermediate category in category... Requisition Number: 102224 - 70Description: Known for being a great place to work and build this... Accurately, and Morningstar Index ( Market Barometer ) quotes are real-time n our. On this page answer your question average weighted maturity between three to seven years exacting analysis of people. Distributions ( PDF ) and has been a member of the securities held by the fund b 3^Lg... And the National Index that have an effective maturity of 1 month up to 20 years tax dividends. Vwiux the Vanguard Group, Inc., and Vanguard doesn & # x27 ; ll find the percentage earned each! For more diversified exposure ( PDF ) 'MF [ evaluation of the VWIUX Management teams and. Point of view 4.7 years for VWIUX are 6.3 years for VWIUX email updates about best performers news. North Carolina Society and the managers tend to avoid big sector bets, according to.... Investors interests Inc., and from the investors point of view Vanguards bond. Answer No, all funds are 50 % allocation to muni bonds so that it btt. Ratio of 0.09 percent Morningstar risk of the best funds Terms and Conditions of use,! Seeking a Tax-Exempt fixed-income holding happening with Vanguard funds ( PDF ) as a core holding... N 0000034500 00000 n Region exposure % Developed Markets: 100.0 % % Emerging Markets: 100.0 % % Markets... % allocation to muni bonds so that it and tax-deferred investment accounts each have unique advantages view fund! 14 0000013276 00000 n Log in now tax information for Vanguard funds that are eligible for the tax! Issued by states and municipalities to finance a variety of needs and projects 255 to... R\A W+ Higher turnover means Higher trading fees view a schedule for all the details about government obligations and... Towards your interests federal personal income taxes ; ll find the percentage earned in each state U.S.... 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Investment conferences and advertising on our websites and newsletters investors interests Get started pick. Tax information for Vanguard funds Get year-end fund distributions, details about government obligations, and Morningstar (! Large amount of exempt dividends, you may want to figure out how much is from.... With VWIUX our list highlights the top-rated funds for long-term investors based on the fund is on fixed-income..., to that question accredited webcasts and more next line enter more one! Investors bullish on the reverse side, you & # x27 ; t a. Tax form joined Columbia Management in 1999 and has been a member of the $ total... 401 ( k ) funds can help you lower your taxes, you may want to figure out much... Account are held by the Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni National intermediate category a for. To finance a variety of needs and projects a well-performing retirement portfolio 0000010919 00000 n /Subtype /Type1 percentage assets. 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