Vanguard SEC Filings: Tax Managed Stock Funds

From Bogleheads

This page conveniently provides information from the SEC EDGAR ^[1] database on selected taxable Vanguard Tax-Managed Stock funds, which are sorted alphabetically in a document directory by current fund name. Links to both prospectuses ^[2] and annual reports ^[3] are provided, organized by fund group. Prospectuses are displayed by their stated effective dates, though any given group's listings are only partial. Annual reports are displayed by the ending date of the fiscal year covered. Listings in either document category for a particular fund group are in reverse chronological order.

Prospectuses and reports frequently encompass many funds, so multiple links herein can reference the same EDGAR webpage. The desired fund name does not always appear near the top of a hyperlinked document. A text search within the referenced page may be used to locate efficiently the start of the relevant material. Researchers may also employ text searches to find statements of additional information, which are embedded within prospectus webpages.

Contents 1 Document Directory 1.1 Vanguard Tax Managed Funds: Prospectuses 1.2 Vanguard Tax Managed Funds: Annual Reports 2 Links of General Interest 3 Notes 4 How to Cite

Document Directory

Fund Name	Prospectus Group	Annual Report Group	Link to Specific Edgar Search	Annual/Semi-Annual Reports [4]
VG Tax-Managed Balanced Funds	Tax-Managed Funds	Tax-Managed Funds	Tax-Managed Funds: Forms 485	Tax-Managed Funds: N-CSR Tax-Managed Funds: N-30D
VG Tax-Managed Capital Appreciation Fund	Tax-Managed Funds	Tax-Managed Funds	Tax-Managed Funds: Forms 485	Tax-Managed Funds: N-CSR Tax-Managed Funds: N-30D
VG Tax-Managed Growth and Income Fund	Tax-Managed Funds	Tax-Managed Funds	Tax-Managed Funds: Forms 485	Tax-Managed Funds: N-CSR Tax-Managed Funds: N-30D
VG Tax-Managed International Fund	Tax-Managed Funds	Tax-Managed Funds	Tax-Managed Funds: Forms 485	Tax-Managed Funds: N-CSR Tax-Managed Funds: N-30D
VG Tax-Managed Small-Cap Fund	Tax-Managed Funds	Tax-Managed Funds	Tax-Managed Funds: Forms 485	Tax-Managed Funds: N-CSR Tax-Managed Funds: N-30D

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Vanguard Tax Managed Funds: Prospectuses

04/22/09	07/29/08	04/20/07	02/16/06	02/18/05	03/23/04	04/11/03	03/25/02
04/23/01	03/28/00	02/22/99	02/27/98	04/18/97	04/19/96	04/19/95

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Vanguard Tax Managed Funds: Annual Reports

03/07/08	03/07/08	03/02/07	03/16/06 [5]	02/28/06	02/28/05	02/27/04	03/03/03
03/04/02	03/08/01	03/02/00	03/02/99	03/05/98	03/02/97	03/11/96	03/03/95

Links of General Interest

SEC Filings & Forms (EDGAR)

EDGAR search: Company=Vanguard & State=PA

Sec Info, a free commercial service containing EDGAR data; it is indexed in Google, unlike EDGAR

For a full variety of current fund documents, more nicely formatted:

• Mutual funds annual/semiannual reports
• Mutual funds prospectuses
• Statement of Additional Information

Notes

1. ↑ Electronic Data Gathering, Analysis, and Retrieval system
2. ↑ Form 485APOS or 485BPOS
3. ↑ Form N-CSR or N-30D
4. ↑ Form N-CSR includes listings for 09/26/03 and later; Form N-30D includes listings for 04/04/03 and earlier
5. ↑ Revised/Amended Return

How to Cite

Link to this page from your Bogleheads Forum post by copying the text inside the box below:

Please see [url=http://www.bogleheads.org/wiki/Vanguard_SEC_Filings:_Tax_Managed_Stock_Funds]Vanguard SEC Filings: Tax Managed Stock Funds[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].

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Vanguard SEC Filings
Bond Funds	Vanguard SEC Filings: Taxable Fixed Income Funds • Vanguard SEC Filings: Tax-Exempt Fixed Income Funds
Balanced Funds	Vanguard SEC Filings: Balanced Funds
Stock Funds	Vanguard SEC Filings: U.S. Stock Index Funds • Vanguard SEC Filings: Tax Managed Stock Funds • Vanguard SEC Filings: International & Global Stock Funds
Other Filings	Vanguard Transaction Principles (SAI Disclosure)