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Vanguard Interm-Term Tx-Ex Inv VWITX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 13.45  /  0.02 %
  • Total Assets 69.5 Bil
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 2.59%
  • Effective Duration 4.62 years

Morningstar’s Analysis VWITX

Will VWITX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still one of the best broad-market muni offerings.

Associate Analyst Elizabeth Templeton

Elizabeth Templeton

Associate Analyst

Summary

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. The strategy's cheaper admiral share class earns a Morningstar Analyst Rating of Gold, while its investor shares are rated Silver.

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Portfolio Holdings VWITX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 12580
  • Other Holdings 2
  • % Assets in Top 10 Holdings 2.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Municmt 0 12/31/2049

1.54
1,070,946,921
Cash and Equivalents

SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV

0.38
264,244,022
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV

0.35
240,327,454
municipal

KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV

0.31
214,949,470
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV

0.29
200,568,813
municipal

KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV

0.23
162,111,196
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV

0.20
137,452,702
municipal

CENTRAL PLAINS ENERGY PROJ NEB GAS SUPPLY REV

0.20
136,053,037
municipal

METROPOLITAN TRANSN AUTH N Y REV

0.19
135,347,902
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV

0.19
134,622,551
municipal