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Vanguard - Qualified dividend income year end figures

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Qualified dividend income—2013 year-end figures

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The tables below show the percentages of 2013 dividend and net short-term capital gains distributions, by Vanguard fund and share class, that are eligible for reduced tax rates as "qualified dividend income" (QDI) under the Jobs and Growth Tax Relief Reconciliation Act of 2003. Equity and balanced funds are likely to distribute QDI to shareholders; money market and bond funds will not distribute QDI.

To determine QDI-eligible amounts for a shareholder, apply the relevant percentages from the table to the dividend and net short-term capital gains distributions shown on the shareholder's 2013 year-end account statement. Note that QDI-eligible amounts, including any net short-term capital gains, are reported to shareholders in Box 1b of Form 1099-DIV.

Vanguard funds with declared QDI information
Share class: 

About Share Classes

Vanguard® multiple share classes offer added value by reducing our already low fund-management costs even more for retirement plan sponsors, endowments, foundations, trusts, and other institutional clients with qualifying accounts.

Investor shares

Vanguard's low-cost fund lineup begins with our trademark Investor shares. With the lowest average expense ratios in the industry, low initial investment amounts, and no tenure requirements, institutional clients can select from a vast array of mutual funds to build diversified portfolios.

Signal™ shares

Signal shares are available for a number of Vanguard's index funds. They offer lower expense ratios than Investor shares to institutional clients who meet certain criteria. The minimum initial investment varies depending on the type of institution and relationship with Vanguard.

Admiral™ shares

Admiral shares reward clients who have large and long-standing accounts with expense ratios that are up to 25% lower than traditional Investor shares.

Institutional and Institutional Plus shares

Institutional Shares are designed for companies, retirement plans, endowments, foundations, trusts, and other organizations and individuals with large account balances. Funds in this share class charge the lowest expense ratios of Vanguard's share classes but require larger minimum investment amounts. Institutional Fund/Shares and Institutional Plus shares require larger minimum investment amounts, yet they offer lower expense ratios than standard Institutional Shares.

 Investor  |  Admiral™  |  Signal®  |  Institutional  |  ETFs  |  All
Fund Name QDI Figures for Dividends QDI Figures for Short Term Capital Gains
Vanguard 500 Index Fund Investor Shares 100.00% 0.00%
Vanguard Balanced Index Fund Investor Shares 55.98% 0.00%
Vanguard Capital Opportunity Fund Investor Shares 100.00% 100.00%
Vanguard Capital Value Fund 98.58% 0.00%
Vanguard Convertible Securities Fund 16.57% 0.00%
Vanguard Developed Markets Index Fund Investor Shares
Vanguard Diversified Equity Fund 99.94% 9.66%
Vanguard Dividend Appreciation Index Fund Investor Shares 100.00% 0.00%
Vanguard Dividend Growth Fund 100.00% 0.00%
Vanguard Emerging Markets Stock Index Fund Investor Shares 48.29% 0.00%
Vanguard Emerging Markets Select Stock Fund 53.60% 0.00%
Vanguard Energy Fund Investor Shares 81.26% 0.00%
Vanguard Equity Income Fund Investor Shares 100.00% 57.19%
Vanguard European Stock Index Fund Investor Shares 83.34% 0.00%
Vanguard Explorer Fund Investor Shares 100.00% 11.51%
Vanguard Explorer Value Fund 100.00% 6.35%
Vanguard Extended Market Index Fund Investor Shares 66.28% 0.00%
Vanguard FTSE All-World ex-US Index Fund Investor Shares 69.97% 0.00%
Fund Name QDI Figures for Dividends QDI Figures for Short Term Capital Gains
Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 51.75% 0.00%
Vanguard FTSE Social Index Fund Investor Shares 100.00% 0.00%
Vanguard Global ex-U.S. Real Estate Index Fund Investor Shares 18.09% 0.00%
Vanguard Global Equity Fund 90.67% 0.00%
Vanguard Global Minimum Volatility Fund Investor Shares 69.89% 0.00%
Vanguard Growth and Income Fund Investor Shares 100.00% 0.00%
Vanguard Growth Index Fund Investor Shares 100.00% 0.00%
Vanguard Health Care Fund Investor Shares 100.00% 36.73%
Vanguard High Dividend Yield Index Fund Investor Shares 100.00% 0.00%
Vanguard International Growth Fund Investor Shares 88.25% 0.00%
Vanguard International Value Fund 77.78% 0.00%
Vanguard International Explorer Fund 67.50% 0.00%
Vanguard Large-Cap Index Fund Investor Shares 100.00% 0.00%
Vanguard LifeStrategy Conservative Growth Fund 35.50% 0.00%
Vanguard LifeStrategy Growth Fund 68.00% 0.00%
Vanguard LifeStrategy Income Fund 18.02% 0.00%
Vanguard LifeStrategy Moderate Growth Fund 52.15% 0.00%
Vanguard Managed Payout Fund 33.54% 0.00%
Fund Name QDI Figures for Dividends QDI Figures for Short Term Capital Gains
Vanguard Market Neutral Fund Investor Shares 100.00% 0.00%
Vanguard Mid-Cap Growth Fund 100.00% 12.75%
Vanguard Mid-Cap Growth Index Fund Investor Shares 86.82% 0.00%
Vanguard Mid-Cap Index Fund Investor Shares 88.54% 0.00%
Vanguard Mid-Cap Value Index Fund Investor Shares 93.19% 0.00%
Vanguard Morgan Growth Fund Investor Shares 100.00% 100.00%
Vanguard Pacific Stock Index Fund Investor Shares 69.04% 0.00%
Vanguard Precious Metals and Mining Fund 29.48% 0.00%
Vanguard PRIMECAP Core Fund 100.00% 0.00%
Vanguard PRIMECAP Fund Investor Shares 100.00% 100.00%
Vanguard REIT Index Fund Investor Shares 5.71% 0.00%
Vanguard Selected Value Fund 100.00% 0.00%
Vanguard Small-Cap Growth Index Fund Investor Shares 53.56% 0.00%
Vanguard Small-Cap Index Fund Investor Shares 63.36% 0.00%
Vanguard Small-Cap Value Index Fund 65.68% 0.00%
Vanguard STAR Fund 40.95% 20.01%
Vanguard Strategic Equity Fund 93.12% 0.00%
Vanguard Strategic Small-Cap Equity Fund 87.86% 0.00%
Fund Name QDI Figures for Dividends QDI Figures for Short Term Capital Gains
Vanguard Target Retirement 2010 Fund 41.03% 0.00%
Vanguard Target Retirement 2015 Fund 49.17% 0.00%
Vanguard Target Retirement 2020 Fund 54.30% 0.00%
Vanguard Target Retirement 2025 Fund 60.41% 0.00%
Vanguard Target Retirement 2030 Fund 66.31% 0.00%
Vanguard Target Retirement 2035 Fund 71.94% 0.00%
Vanguard Target Retirement 2040 Fund 75.45% 0.00%
Vanguard Target Retirement 2045 Fund 75.31% 0.00%
Vanguard Target Retirement 2050 Fund 75.28% 0.00%
Vanguard Target Retirement 2055 Fund 75.68% 0.00%
Vanguard Target Retirement 2060 Fund 75.71% 0.00%
Vanguard Target Retirement Income Fund 32.72% 0.00%
Vanguard Total International Stock Index Fund Investor Shares 66.97% 0.00%
Vanguard Total Stock Market Index Fund Investor Shares 94.35% 0.00%
Vanguard Total World Stock Index Fund Investor Shares 79.98% 0.00%
Vanguard U.S. Growth Fund Investor Shares 100.00% 0.00%
Vanguard U.S. Value Fund 100.00% 0.00%
Vanguard Value Index Fund Investor Shares 100.00% 0.00%
Fund Name QDI Figures for Dividends QDI Figures for Short Term Capital Gains
Vanguard Wellesley Income Fund Investor Shares 39.44% 0.00%
Vanguard Wellington Fund Investor Shares 61.96% 0.00%
Vanguard Windsor Fund Investor Shares 100.00% 0.00%
Vanguard Windsor II Fund Investor Shares 100.00% 0.00%
     

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