Table of Contents
What is the average return on VTSAX?
Total returns
| Month-end | 5 YEAR | |
|---|---|---|
| VTSAX | -8.36% | 10.52% |
| BenchmarkSpliced Total Stock Market Index2 | -8.37% | 10.53% |
| +/- Benchmark The difference in a fund’s non-fee adjusted return versus an identified benchmark or peer group. | 0.01% | -0.01% |
What percentage of VTSAX is Apple?
5.88%
Top 10 Holdings
| Company | Symbol | Total Net Assets |
|---|---|---|
| Apple Inc. | AAPL | 5.88% |
| Microsoft Corp. | MSFT | 5.01% |
| Amazon.com Inc. | AMZN | 2.59% |
| Tesla Inc. | TSLA | 1.73% |
How much should I contribute to VTSAX?
Minimums
| Initial minimum | Additional investments | |
|---|---|---|
| Minimum investment | $3,000 | $1 |
Is Tsla in VTSAX?
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
| Holdings | Shares | Market value |
|---|---|---|
| Apple Inc. | 449,585,026 | $70,877,079,349 |
| Microsoft Corp. | 217,400,348 | $60,332,944,577 |
| Amazon.com Inc. | 12,542,248 | $31,175,387,896 |
| Tesla Inc. | 23,975,858 | $20,877,218,112 |
What percentage of VTSAX is twitter?
In fact, we’ve picked VTSAX as one of the best total stock market index funds. Currently VTSAX owns nearly 3% of Twitter.
Can you get rich from VTSAX?
Over the last 10 years, VTSAX has done a great job mimicking its benchmark. Since it was created, it has had an average annual return of over 8%. On top of that, if you had invested $10k back in 2011, it would be worth over $37k now.
Does JL Collins still recommend VTSAX?
Since retiring from work, Collins has adjusted his portfolio to invest in the following index mutual funds (ETFs) and bank account: 70% to 75% Stock ETF – VTSAX (Vanguard Total Stock Market Index Fund) 25% Bond ETF – VBTLX (Vanguard Total Bond Market Index Fund)
Why is VTSAX tax efficient?
patented a method of eliminating taxes on their mutual funds called heartbeat trading. This occurs when money is rapidly pumped into and out of ETF portions of a mutual fund equivalent, removing taxable gains for their mutual fund shareholders. Hence why VTSAX is also a tax efficient investment option.
Is Amazon in VTSAX?
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
| Holdings | Shares | Market value |
|---|---|---|
| Microsoft Corp. | 219,650,708 | $59,716,437,984 |
| Amazon.com Inc. | 12,672,230 | $30,466,448,644 |
| Alphabet Inc. Class A | 8,869,298 | $20,179,781,582 |
| Tesla Inc. | 24,224,503 | $18,368,471,645 |
Do any Vanguard funds own Tesla?
According to a 13G filing with the SEC, Vanguard has upped its investment in Tesla. Vanguard purchased over 57 million shares, making it the thir- largest shareholder in Tesla, with CEO Elon Musk being the No. 1 holder and Susquehanna Securities No. 2, according to Investopedia.
Is Disney in VTSAX?
Thermo Fisher Scientific Inc. Broadcom Inc. Walmart Inc. Walt Disney Co….Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
| Holdings | Shares | Market value |
|---|---|---|
| Walt Disney Co. | 52,801,192 | $5,894,197,063 |
Who is the largest shareholder of the Vanguard Group?
Top 10 Owners of American Vanguard Corp
| Stockholder | Stake | Total value ($) |
|---|---|---|
| BlackRock Fund Advisors | 13.69% | 104,137,235 |
| Dimensional Fund Advisors LP | 7.51% | 57,077,090 |
| The Vanguard Group, Inc. | 5.65% | 42,989,845 |
| T. Rowe Price Associates, Inc. (I… | 4.77% | 36,249,638 |
How do I avoid capital gains tax on index funds?
6 quick tips to minimize the tax on mutual funds
- Wait as long as you can to sell.
- Buy mutual fund shares through your traditional IRA or Roth IRA.
- Buy mutual fund shares through your 401(k) account.
- Know what kinds of investments the fund makes.
- Use tax-loss harvesting.
- See a tax professional.