Why VTSAX?

The Vanguard Total Stock Market Fund, ticker symbol VTSAX, gets a lot of attention and love from authors and investors alike. But why VTSAX? Is it the strong past performance? Maybe it’s the low fees.

I’ll dig into what VTSAX actually is and how it’s performed while discussing what makes the “Vermont Saxophone” such a popular choice for do-it-yourself investors.

VTSAX is a mutual fund, more specifically an index fund, comprised of over 3,600 publicly traded companies based in the United States. As index funds do, by definition, it is designed to track a benchmark. The chosen benchmark is the CRSP US Total Market Index.

What is VTSAX?

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The Center for Research in Security Prices (CRSP), an affiliate of the University of Chicago’s Booth School of Business, does have some inclusion and exclusion criteria to be considered “investible,” so the index (and thereby VTSAX) doesn’t actually hold every stock traded on the New York Stock Exchange (NYSE) or Nasdaq.

VTSAX Statistics

We’ve established that the fund own over 3,600 funds, representing nearly 100% of the investible stocks as determined by CRSP and in the neighborhood of 60% of all NYSE or Nasdaq listed U.S. companies.

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The index is managed by portfolio managers Gerard C. O’Reilly and Walter Nejman.

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Looking at the top 10 companies, which currently constitute 22.3% of the total value of the fund, you’ll see a technology-heavy list of household names.

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