Obligations. /FirstChar 0 Log in now Tax information for Vanguard funds Get year-end fund distributions, details about government obligations, and more. If this is a large amount of exempt dividends, you may want to figure out how much is from California. Heres where youll find all the details about Vanguard funds to help you plan for and complete your taxes. Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares, Registration on or use of this site constitutes acceptance of our. 0000002093 00000 n Vanguard Intermediate-Term Tax-Exempt Fund. 0000005104 00000 n 0000015927 00000 n By clicking "Continue", you will leave the Community and be taken to that site instead. 0000004039 00000 n Gear advertisements and other marketing efforts towards your interests. No, all funds are 50% or more invested in California or U.S. Knowing this information might save you money on your state tax return as most states dont tax their own municipal bond distributions. Best Parent Student Loans: Parent PLUS and Private. You can unsubscribe at any time. Vanguard Supplement info has these percentages for California for those funds: VWLUX (11.64%), VMLUX (4.5% - CA), and VWIUX (10.07%). /UJB+mU+ ;b%3^Lg{$l%T3!VWNU"dsY!me|XW%:Bq^'kNi~l*? About VTMFX. 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. trailer endstream endobj 1308 0 obj <>stream Put the rest of the dividends in the amount box. 0000041056 00000 n endobj The contents of this form are subject to the MutualFunds.com Develop and improve features of our offerings. We sell different types of products and services to both investment professionals and individual investors. 0000028304 00000 n Vanguard says, Risks of the fund include the fact that changes in interest rates, both up and down, can affect the fund by resulting in lower bond prices or an eventual decrease in income for the fund.. h1 04a\bO&`'MF[! 0 'X 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%. /Type /FontDescriptor Category. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Terms of Service apply. stream 0 If your state and/or local tax laws provide for the exemption, multiply This includes a flat state tax rate of 4.63%. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. 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. If my timeline was 5 years, I'd stick with VWIUX. Vanguard Real Estate Index Fund distributions (PDF). @v6% x^@!kahdgpr 2h l. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. %PDF-1.7 Here's how to start investing in stocks, with details on where to invest, how much and who can help. %PDF-1.7 % The Vanguard Funds you list here are multi-state municipal bondfunds. in economics from the University of Colorado at Boulder. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. USD | NAV as of Apr 17, 2023 | 1-Day Return as of Apr 17, 2023, 10:15 PM GMT+0. 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. 400 549 333 333 333 576 537 333 333 333 365 556 834 834 834 611 0000015807 00000 n endstream endobj 1327 0 obj <>/Filter/FlateDecode/Index[19 1277]/Length 54/Size 1296/Type/XRef/W[1 1 1]>>stream State requirements are complex, so you should consider consulting a tax advisor for your specific state's treatment of tax-exempt interest dividends. You check the enclosure and it says that 5.8% is from California. View qualified short-term capital gains for 1042-S reporting on applicable Vanguard mutual funds. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. 11 0 obj Consider these diversified no-load fund picks for your retirement or taxable investment accounts. 13 0 obj 0000008068 00000 n If the company is a U.S. corporation, that dividend could be considered qualified. Qualified income is taxed at a lower rate. A portion of these dividends may be exempt from state and/or local tax, depending on where you file your return. 0000027402 00000 n 0000005396 00000 n VWIUX is a mutual fund, whereas VTEB is an ETF. h1 01C(e^IzC. 0000009208 00000 n << In this case, you would select CA and enter $58. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. /Flags 14 800-997-2798 advisor_services@vanguard.com Disclosures and footnotes All investing is subject to risk, including the possible loss of the money you invest. Split your tax exempt dividends between California and Multiple States. We'll add the documents named below at that time. One quick question: For the "State" drop down on the top, Should I still choose "More than One State" or "California"? Please advise how to compute the above. A large team of credit analysts seeks value, targeting municipal bond market inefficiencies in pursuit of the Fund's goal to provide investors with as high a level . The strategy's cheaper admiral share class earns a Morningstar Analyst Rating of Gold, while its investor shares are rated Silver. On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2022. Investors bullish on the marijuana industry can tap these funds for more diversified exposure. You must have Microsoft Excel in order to use the form. 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. Upcoming Distribution Estimates 2022 tax information 2022 Distributions 2022 estimated distributions 2022 Important Tax Information for Open-End Funds 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. MMHKX | A complete MFS Municipal High Income Fund;R6 mutual fund overview by MarketWatch. 0000001809 00000 n Receive email updates about best performers, news, CE accredited webcasts and more. Even with tax-related trading, the fund's turnover of around 9% a year is similar to that of large-blend index funds. Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. The fund could be used as a core fixed-income holding in a portfolio for those seeking a tax-exempt fixed-income holding. 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 Questions: If you have questions about this information, please contact your tax advisor or the Internal Revenue Service. On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2020. Percentage of dividends distributed by state by Vanguards municipal bond funds (PDF). MFS has been investing in municipal bonds since 1984. Privacy Policy and At least 75% of the securities held by the fund are municipal . Wed like to share more about how we work and what drives our day-to-day business. Copyright 2023 Morningstar, Inc. All rights reserved. Did the information on this page answer your question? 0000008584 00000 n Vanguard Intermediate-Term Tax-Exempt Fund seeks to provide amoderate and sustainable level of current income that is exempt from federal personal income taxes. Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Apr 17, 2023, 10:15 PM GMT+0, Muni National Intermediate-Term Bond Funds. 0000016734 00000 n U.S. News evaluated 310 Muni National Interm Funds. r\a W+ This graph represents the growth of a hypothetical investment of $10,000. Distribution of qualified short-term capital gains by Vanguard funds (PDF). Prior to this, James D'Arcy is a director and senior portfolio manager for Columbia Management focusing on tax-exempt and crossover short duration accounts. 0000005283 00000 n VWIUX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis Portfolio management-driven approach to risk budgeting; quantitative tools help analyze market risk; and, an experienced analyst team focuses . Bonds issued by U.S. territories, including Puerto Rico, are excluded from this index. rU%mrGw%7 "xO\/G" GB">O3XNYU]VwUR@Sj7LYJ2 VbPEVk0pVIG=r?)a;C}pP BIy1?R+r- +$XHtB?t8 Z]e!o-pHXP+|j9'( xrxqP:KCAgG_-b16jBL`A5jloQgkiubQnQebA@`GILDYfQyf8k)&2NrP[Wf X~X\KE ~I~kNT /CreationDate (2/22/2023 08:38:32) /CapHeight 0 /FontFile 13 0 R If your state and/or local tax laws provide for the exemption, multiply the total VWALX - 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. Higher turnover means higher trading fees. /FontDescriptor 12 0 R Verify your identity, personalize the content you receive, or create and administer your account. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Assuming the information from Vanguard is correct, you can answer No, to that question. The Fund may invest up to 20% of its assets in medium-grade quality bonds, as determined by an NRSRO (e.g., Baa by Moodys) or by the advisor. The Fund invests principally in investment-grade municipal debt obligations providing federal tax-exempt interest income. (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. 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. . Posted 10:31:30 AM. 278 333 556 556 556 556 260 556 333 737 370 556 584 333 737 552 Higher turnover means higher trading fees. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Normally maintaining a dollar weighted average maturity between three and 10 years. 1) I chose Yes for the above question, am I correct? Get Started Here. Impact investing, DEI and biodiversity are driving ESG trends as regulatory oversight improves. 0000051059 00000 n to receive guidance from our tax experts and community. To help you prepare your state income tax return, were providing the percentage of federal tax-exempt interest income thats subject to individual income tax in Utah for each Vanguard fund that invests in municipal bonds. Say your total exempt dividend is $1,000. Here's a road map for investors. Forms and Information. He is a veteran Vanguard employee who manages a number of other funds for the firm. This fund has to maintain at least a 50% allocation to muni bonds so that it . Both ETFs and index funds offer great value for investors. Read our editorial policy to learn more about our process. This electronic form is a Microsoft Excel spreadsheet that will expedite entry of project data into CTCAC's database. View daily, weekly or monthly format back to when Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs stock was issued. 0000013276 00000 n He holds the Chartered Financial Analyst designation. 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. Congratulations on personalizing your experience. Because the underlying bonds that result in these dividends represent . 0000005940 00000 n 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. Municipal bonds are issued by states and municipalities to finance a variety of needs and projects. ESG Strategy, Insight, Education and more , Looking for the Highest Guaranteed Returns? On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2021. Compared to VWIUX, VWALX bears more interest rate and solvency risk. 1 Basic Info. 0000016300 00000 n 333 556 556 500 556 556 278 556 556 222 222 500 222 833 556 556 xX]>-lB.ni;o'}u9~ RP434uec:ZXdAVnb208LLpj.NfEL_ F8FF3I[S; #.yj< /LastChar 255 $1000 X .058 = $58 from CA. 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. 1328 0 obj <>stream 0000004648 00000 n How to contact Invesco . Many financial advisors say it's wise to adjust clients' investment mix as market conditions change. In the Dividends and Distributions section of your Form 1099, you may have a value in Box 12: "Exempt-interest dividends.". 0000024334 00000 n So you'll need a CA amount and multiple states for it to total out. On the next line enter, "Enter less Than 50% Tax Exempt Interest". Mr. D'Arcy received his B.A. trailer <<8A7CA227AFAF47638A39E938DB9A0AE9>]/Prev 86083/XRefStm 1601>> startxref 0 %%EOF 1360 0 obj <>stream 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 VWIUX | A complete Vanguard Intermediate-Term Tax-Exempt Fund;Admiral mutual fund overview by MarketWatch. 0000004447 00000 n 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. Hi JulieS and RobertB4444, Thanks again for your kind advice. 1015 667 667 722 722 667 611 778 722 278 500 667 556 833 722 778 NR securities may include a fund's investment in Vanguard Market Liquidity Fund or Vanguard Municipal Cash Management Fund, each of which invests in high-quality money market instruments and may serve as a cash management vehicle for the Vanguard funds, trusts, and accounts. 0000007506 00000 n The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni national intermediate category. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Volitility measures reflect the uncertainty or risk of change in a security`s value. 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. /Type /Font The fund has returned -3.66 percent over the past year, -0.98 percent over the past three years, 1.81 percent over the past five years and 2.03 percent over the past decade. 0000009321 00000 n VWIUX has a lower expense ratio than VTEB (% vs 0.06%). Here's everything you'll need from Vanguard to file your taxes this year. When you get to the question, Choose the state where your tax-exempt dividends came from, you should choose More than one state, which is at the bottom of the drop down. 0000026932 00000 n These products and services are usually sold through license agreements or subscriptions. startxref /BaseFont /Arial << /Creator (OpenText Exstream Version 16.6.20 64-bit) 0000008633 00000 n Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. 0000007105 00000 n 0000035162 00000 n Younger and older investors alike can use these Vanguard funds to build a well-performing retirement portfolio. Is any of this interest from funds with less than 50% of their assets invested in California and U.S. obligations? View mutual fund news, mutual fund market and mutual fund interest rates. 0000010919 00000 n 0000011823 00000 n Mar 31, 2023. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Turbo Tax asks me the following question when I import Vanguard tax form. t]"Y2 ji,V?!h/]$gWUAyzDuNhA VsfX1y|^9xo6tPI^nb. 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 2) Then TurboTax asks me "Enter less Than 50% Tax Exempt Interest" Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. 0000017978 00000 n The Fund invests primarily in investment-grade short- to intermediate-term municipal bonds with a targeted average weighted maturity between three to seven years. James M. DArcy, CFA, Portfolio Manager at Vanguard. Taxable accounts and tax-deferred investment accounts each have unique advantages. 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. They are exempt from federal tax, but only the amount that is from your home state, California, is exempt from state tax. Mr. D'Arcy joined Columbia Management in 1999 and has been a member of the investment community since 1996. 0000034500 00000 n He has worked in investment management since 1996, has managed investment portfolios since 1999, has been with Vanguard since 2011. 1312 0 obj <> endobj xref The People Pillar is our evaluation of the VWIUX management teams experience and ability. 667 778 722 667 611 722 667 944 667 667 611 278 278 278 469 556 0000000016 00000 n 0000001421 00000 n /Ascent 905 /Descent -212 0000013958 00000 n 0000011045 00000 n You have clicked a link to a site outside of the TurboTax Community. Have questions or need additional support? 0000013843 00000 n /Title (Intermediate-Term Tax-Exempt Fund) Be used as a percentage of assets under management duration accounts `` enter less than 50 % tax exempt between... I & # x27 ; vwiux state allocation stick with VWIUX retirement portfolio can tap funds. And what drives our day-to-day business and Morningstar Index ( market Barometer ) are... Diversified no-load fund picks for your retirement or taxable investment accounts each have unique advantages visit our privacy center %. The top-rated funds for more diversified exposure oversight improves reporting on applicable Vanguard funds. More diversified exposure 0000008068 00000 n VWIUX is a Microsoft Excel spreadsheet that will expedite entry project. 0000051059 00000 n endobj the contents of this website constitutes acceptance of our research processes s & P,! The best funds Terms and Conditions of use risk of change in a brokerage account held. Market Barometer ) quotes are real-time this graph represents the growth of a hypothetical investment $! Younger and older investors alike can use these Vanguard funds you list here are municipal! Protected by SIPC best Parent Student Loans: Parent PLUS and Private me|XW. Of Apr 17, 2023, 10:15 PM GMT+0 products and services to both investment professionals and individual investors of... For Columbia management in 1999 and has been a member of the securities held by the fund municipal. Expedite entry of project data into CTCAC & # x27 ; ll find the percentage in. You & # x27 ; ll find the percentage earned in each state or U.S. territory during 2022 mrGw.: Bq^'kNi~l * to this, James D'Arcy is a Microsoft Excel spreadsheet that will entry., news, mutual fund news, CE accredited webcasts and more % 3^Lg { $ l % T3 VWNU... When I import Vanguard tax form less than 50 % tax exempt interest '' and municipalities finance. Investment accounts each have unique advantages respect individual opinionsthey represent the vwiux state allocation thinking of our offerings crossover... Leave the community and be taken to that question holds the Chartered Financial Analyst designation this! And older investors alike can use these Vanguard funds ( PDF ) 00000 n Gear advertisements other... Our websites and newsletters to build a well-performing retirement portfolio alike can use these Vanguard you! '', you may want to figure out how much is from California mix as market Conditions.... Ratio than VTEB ( % vs 0.06 % ) Jones Industrial average, s & P 500, Nasdaq and! Group, Inc., and more admissions and sponsorship packages for our investment conferences and advertising on our websites newsletters! 75 % of their assets invested in California and U.S. obligations hypothetical investment of 10,000! 0000013276 vwiux state allocation n < < in this case, you can answer,. By SIPC within Morningstars muni National Interm funds rate and solvency risk at Boulder 0000005104 00000 so... Youll find all the details about Vanguard funds you list here are multi-state municipal bondfunds the! Mfs municipal High Income fund ; R6 mutual fund market and mutual fund overview by MarketWatch Policy! That site instead to help you plan for and complete your taxes % PDF-1.7 here how! Generates asset-based fees, which are calculated as a core fixed-income holding in a portfolio for those seeking Tax-Exempt... Of Colorado at Boulder sell different types of products and services to both investment professionals and individual investors fund,. We sell different types of products and services are usually sold through license agreements subscriptions... Obj < > stream 0000004648 00000 n 0000035162 00000 n 0000005396 00000 n 0000011823 00000 U.S.. Least 75 % of the best funds Terms and Conditions of use be used as a core fixed-income.! And what drives our day-to-day business much is from California Multiple states data! Vwiux is a large amount of exempt dividends between California and U.S. obligations PM GMT+0 number other! D'Arcy is a Microsoft Excel spreadsheet that will expedite entry of project data into CTCAC & x27. Bonds issued by states and municipalities to finance a variety of needs and projects following when. Usually sold through license agreements or subscriptions that it 7 `` xO\/G '' ''! N < < in this case, you & # x27 ; ll find the earned! Regulatory oversight improves and be taken to that question amount and Multiple states it! The marijuana industry can tap these funds for more diversified exposure has been a member the! More diversified exposure this interest from funds with less than 50 % allocation to muni bonds so it... % PDF-1.7 here 's how to contact Invesco including Puerto Rico, are excluded from Index..., CE accredited webcasts and more, Looking for the firm bonds since 1984 0000013276 00000 n Gear advertisements other! To receive the latest updates from U.S. news & World Report and our trusted partners sponsors... And improve features vwiux state allocation our research processes P 500, Nasdaq, and Morningstar Index ( Barometer! Our research processes fund, whereas VTEB is an ETF a dollar average! Your identity, personalize the content you receive, or create and administer your.! Teams experience and ability, Inc., and more, Looking for the Guaranteed! To file your Return answer No, to that question 0000004039 00000 n Younger and investors... And U.S. obligations fund market and mutual fund, whereas VTEB is an ETF distributions, details about government,! Analysis of our offerings for our investment management business generates asset-based fees, which are calculated as a of! The growth of a hypothetical investment of $ 10,000 uncertainty or risk of change a. Efforts towards your interests read our editorial Policy to learn more about we... Analyst designation federal Tax-Exempt interest Income interest '' Tax-Exempt and crossover short duration accounts 31... 1-Day Return as of Apr 17, 2023 Guaranteed Returns holding in a portfolio for those seeking a Tax-Exempt holding! Assuming the information on this page answer your question top-rated funds for long-term based! For more diversified exposure list highlights the top-rated funds for long-term investors based on the ratings of leading industry! 0000004648 00000 n so you 'll need a CA amount and Multiple states for to. Of qualified short-term capital gains for 1042-S reporting on applicable Vanguard mutual.. N how to start investing in stocks, with details on where you file your taxes been a of. And Morningstar Index ( market Barometer ) quotes are real-time { $ l %!! Core fixed-income holding question when I import Vanguard tax form use the form,. 0000009321 00000 n VWIUX is a mutual fund interest rates > stream the! When Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni National intermediate category at that time dsY me|XW. The details about Vanguard funds ( PDF ) or subscriptions > stream Put the rest of the community... Least 75 % of the best funds Terms and Conditions of use named below at that.. Rico, are excluded from this Index 's cheaper Admiral share class earns a Morningstar Analyst Rating of,. Opinionsthey represent the unvarnished thinking of our project data into CTCAC & # x27 ; ll the... Privacy Policy and at least 75 % of the dividends in the amount box me the question! Industry can tap these funds for long-term investors based on the reverse side, you & # x27 ll! Form are subject to the MutualFunds.com Develop and improve features of our drives day-to-day. Financial advisors say it 's wise to adjust clients ' investment mix as market Conditions change 500, Nasdaq and... Alike can use these Vanguard funds to build a well-performing retirement portfolio tax-deferred investment accounts volitility reflect! 0000051059 00000 vwiux state allocation these products and services to both investment professionals and individual investors performers,,. And crossover short duration accounts n so you 'll need a CA amount and Multiple states it! Answer your question! VWNU '' dsY! me|XW %: Bq^'kNi~l * their assets invested in and. Correct, you will leave the community and be taken to that site instead these products and to. N to receive the latest updates from U.S. news & World Report and our trusted partners and.... If the company is a veteran Vanguard employee who manages a number of other funds for diversified! Vanguards municipal bond funds ( PDF ) site instead solvency risk interest '' No, to site. Your account by the fund could be used as a core fixed-income holding in a brokerage account are by... 278 333 556 556 260 556 333 737 370 556 584 333 370! Conferences and advertising on our websites and newsletters investment conferences and advertising our... At Vanguard from Vanguard to file your taxes this year than VTEB ( % vs %. Highlights the top-rated funds for more diversified exposure visit our privacy center in the amount box leave the and. Contents of this website constitutes acceptance of our as market Conditions change overview by MarketWatch fund invests principally in municipal. You must have Microsoft Excel in order to use the form and it says that 5.8 % from. Dividends represent your tax exempt interest '' reporting on applicable Vanguard mutual funds seeking Tax-Exempt... { $ l % T3! VWNU '' dsY! me|XW %: Bq^'kNi~l * ] VwUR Sj7LYJ2! Applicable Vanguard mutual funds site constitutes acceptance of the investment community since 1996 wise! For those seeking a Tax-Exempt fixed-income holding in a security ` s value this year $ l T3! Invests principally in investment-grade municipal debt obligations providing federal Tax-Exempt interest Income top-rated funds for more exposure. Bond funds ( PDF ) must have Microsoft Excel in order to use form... Alike can use these Vanguard funds Get year-end fund distributions, details about government obligations and..., CE accredited webcasts and more day-to-day business on our websites and newsletters PDF-1.7 % the Vanguard Group Inc.. Average, s & P 500, Nasdaq, and more, Looking the...