VTSAX & REIT Holding Percentage

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tomd37
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VTSAX & REIT Holding Percentage

Post by tomd37 » Sun May 05, 2013 12:17 pm

Is there anywhere on the Vanguard site where I can find the percentage of REITs held in the Total Stock Market Index Fund (VTSAX)?

M* indicates 3.58% held real estate, but I can find nothing confirming that on the Vanguard site. I find that rather unusual, but then maybe I am not looking in the correct place within Vanguard. I know people have quoted a similar percentage on this site, but what was their source?
Tom D.

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steve roy
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Re: VTSAX & REIT Holding Percentage

Post by steve roy » Sun May 05, 2013 12:33 pm

Maybe customize your fund display at Vanguard so it only shows Total Market, then look at portfolio analysis. Should show up there, I think.

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zaboomafoozarg
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Re: VTSAX & REIT Holding Percentage

Post by zaboomafoozarg » Sun May 05, 2013 12:33 pm

I think that Vanguard groups real estate into financials when displaying the sector breakdown for that fund. I usually just using M* when I want to see that information.

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bottomfisher
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Re: VTSAX & REIT Holding Percentage

Post by bottomfisher » Sun May 05, 2013 12:33 pm

http://www.bogleheads.org/wiki/Talk:Per ... ndex_Funds

Results for Vanguard Total Vanguard Total Stock Market Index Fund (VTSMX): The percentage of REITs is 1.43%, 85 REIT holdings, all categorized under "Financials" sorted in decending market value.

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G-Money
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Re: VTSAX & REIT Holding Percentage

Post by G-Money » Sun May 05, 2013 1:11 pm

You need to dig a little to find it.

From the funds page, click to check the box for VTSAX (and/or any other funds), then click "compare". Scroll down to "Equity sector diversification," and you'll see that VTSAX is 3.58% real estate, VGSLX is 100% real estate, and VSIAX is 16.41% real estate.
Don't assume I know what I'm talking about.

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G-Money
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Re: VTSAX & REIT Holding Percentage

Post by G-Money » Sun May 05, 2013 1:17 pm

bottomfisher wrote:http://www.bogleheads.org/wiki/Talk:Percentages_of_REITs_Present_in_Vanguard_Index_Funds

Results for Vanguard Total Vanguard Total Stock Market Index Fund (VTSMX): The percentage of REITs is 1.43%, 85 REIT holdings, all categorized under "Financials" sorted in decending market value.

Unfortunately, that information is 3 years old. The percentages will vary time.
Don't assume I know what I'm talking about.

tomd37
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Joined: Thu Mar 01, 2007 10:39 pm
Location: Middle Tennessee

Re: VTSAX & REIT Holding Percentage

Post by tomd37 » Sun May 05, 2013 1:39 pm

G-Money,

Thanks. That is exactly what I was looking for but did not realize I had to actually go to "compare" to get to those details.
Tom D.

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