Morningstar

Vanguard Strategic Small-Cap Equity Fund Investor Shares VSTCX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 50.06  /  +1.10 %
  • Total Assets 3.3B
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.230%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 66%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:54 PM GMT+0

Morningstar’s Analysis VSTCX

Will VSTCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSTCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VSTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Todd Trubey
Published on

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Portfolio Holdings VSTCX

More VSTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Mktliq 12/31/2049

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Cash and Equivalents

MYR Group Inc

0.67 21M
Industrials

Virtu Financial Inc Class A

0.65 21M
Financial Services

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