Vanguard Strategic Small-Cap Equity Fund Investor Shares VSTCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$50.83  /  +1.11%
  • Fund Size$3.4B
  • Adjusted Expense Ratio0.210%
  • Net Expense Ratio0.230%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$3,000
  • Investment StatusOpen
  • TTM Yield0.85%
  • Turnover Ratio66%

Morningstar’s Analysis VSTCX

Will VSTCX outperform in the future?

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Vanguard Adds a Manager to the Strategy's Team; Ratings Unchanged.

null Todd Trubey

Todd Trubey

Analyst Note

Effective Sept. 29, 2026, Vanguard added Scott Rodemer, a senior portfolio manager and head of Vanguard’s US alpha equity team, to the management team of Vanguard Strategic Equity and Vanguard Strategic Small-Cap Equity. Rodemer joined Vanguard in 2004 and QEG in 2007 and has recently led the global trading desk as well as a team of quantitative portfolio managers running domestic equity portfolios. He has not previously been a named manager of a US mutual fund. Cesar Orosco remains as lead manager. He is the head of quantitative equity and has managed these closely related strategies since Feb. 26, 2021, with extremely strong results. This addition does not change the strategies’ People ratings or Morningstar Medalist Ratings. Vanguard announced manager changes on 14 mutual funds where its quantitative group manages the strategy or a portion of it. In each case, the fund had a single quantitative group portfolio manager and going forward will have two. These moves add another expert to each strategy and strengthen its resilience.

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Portfolio Holdings VSTCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Affiliated Managers Group Inc

0.7424M
Financial Services

Zions Bancorp NA

0.7324M
Financial Services

Popular Inc

0.6822M
Financial Services

Evercore Inc Class A

0.6521M
Financial Services

Sanmina Corp

0.6321M
Technology

New Jersey Resources Corp

0.6320M
Utilities

Avnet Inc

0.6220M
Technology

Proto Labs Inc

0.6020M
Industrials

MYR Group Inc

0.6019M
Industrials

American States Water Co

0.5819M
Utilities

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