11 important things you should know about Vanguard VWIUX mutual fund
Updated: December 03, 2021
Bull case
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
Low expense ratio
No sales load or distribution fees
Bear case

No bear case arguments.

Before we start: if you’re looking for VWIUX “stock” price, you can quickly find it out by visiting Finny and typing "VWIUX quote". If you’re looking for a quick scoop on VWIUX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "VWIUX". You’ll get all this info in one place.

Are you looking to buy or sell VWIUX? Or perhaps you’re looking for VWIUX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this VWIUX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: VWIUX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: VWIUX buy or sell; the pros and cons of investing in VWIUX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to VWIUX.

And here is the list of questions we’ll answer:

  1. Describe Vanguard Municipal Bond Funds: Vanguard Intermediate-Term Tax-Exempt Fund; Admiral Shares (VWIUX).
  2. What are VWIUX holdings?
  3. What is VWIUX performance? What are VWIUX historical returns?
  4. What is VWIUX dividend yield?
  5. What is VWIUX minimum initial investment amount?
  6. Does VWIUX have any sales loads or 12b-1 distribution expenses?
  7. What is VWIUX Finny Score? VWIUX buy or sell?
  8. What are the pros of investing in VWIUX? What are VWIUX buy reasons?
  9. What are the cons of investing in VWIUX? What are VWIUX sell reasons?
  10. Compare and contrast: VWIUX vs VTEAX.
  11. Compare and contrast: VWIUX vs VWITX.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Vanguard Municipal Bond Funds: Vanguard Intermediate-Term Tax-Exempt Fund; Admiral Shares (VWIUX).

The Fund seeks to provide investment in municipal debt issues with average maturities of 7 to 12 years.

2. What are VWIUX top holdings?

VWIUX has 0 stock holdings and 12,436 bond holdings.

The top 6 holdings represent 1.44% of total assets. Here are the top holdings:

Name Symbol % Assets
SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV N/A 0.39%
PUERTO RICO SALES TAX FING CORP SALES TAX REV N/A 0.25%
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV N/A 0.23%
METROPOLITAN TRANSN AUTH N Y REV N/A 0.20%
MAIN STR NAT GAS INC GA GAS SUPPLY REV N/A 0.19%
UNIVERSITY CALIF REVS N/A 0.18%

3. What is VWIUX performance? What are VWIUX historical returns?

VWIUX has generated the following returns:

  • 1-month return is 0.67%;
  • 3-month return is -0.32%;
  • 1-year return is -0.32%;
  • 3-year return is 4.86%;
  • 5-year return is 3.84%;
  • 10-year return is 3.53%;
  • 15-year return is 3.92%.

4. What is VWIUX dividend yield?

VWIUX yield is 2.2%.

5. What is VWIUX minimum initial investment amount?

VWIUX minimum initial investment amount is $50.00K.

6. Does VWIUX have any sales loads or 12b-1 distribution expenses?

VWIUX 12b-1 distribution fee is 0. VWIUX front-end sales load is 0. VWIUX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 100. Our quantitative analysis shows 6 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100.

8. What are the pros of investing in VWIUX? What are VWIUX buy reasons?

The following are VWIUX strengths from our perspective:

  • VWIUX 3-year return is 4.86%, which is higher than the 3-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), 4.42%.
  • VWIUX 5-year return is 3.84%, which is higher than the 5-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), 3.56%.
  • VWIUX 10-year return is 3.53%, which is higher than the 10-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), 3.2%.
  • VWIUX 15-year return is 3.92%, which is higher than the 15-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), 3.84%.
  • VWIUX expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in VWIUX? What are VWIUX negatives?

There are no visible red flags.

Alternatives

10. Compare and contrast: VWIUX vs VTEAX.

Both VWIUX and VTEAX are mutual funds.

VWIUX has a lower 5-year return than VTEAX (3.84% vs 3.95%).

VWIUX and VTEAX have the same expense ratio (0.09%). Below is the comparison between VWIUX and VTEAX.

VWIUX VTEAX
Segment Tax Exempt Fixed Income: Muni National Interm Tax Exempt Fixed Income: Muni National Interm
Net Assets $84.62B $907.60M
Expense Ratio 0.09% 0.09%
Management Style active passive (index-based)
Underlying Index N/A N/A
Dividend Yield 2.2% 1.67%

VTEAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment-grade segment of the U.S. municipal bond market. This Index includes municipal bonds from issuers that are primarily state or local governments or agencies whose interest is exempt from U.S. federal income taxes.

For further information, check out VWIUX vs VTEAX comparison details.

11. Compare and contrast: VWIUX vs VWITX.

Both VWIUX and VWITX are mutual funds.

VWIUX has a higher 5-year return than VWITX (3.84% vs 3.76%).

VWIUX has a lower expense ratio than VWITX (0.09% vs 0.17%).

VWIUX VWITX
Segment Tax Exempt Fixed Income: Muni National Interm Tax Exempt Fixed Income: Muni National Interm
Net Assets $84.62B $3.44B
Expense Ratio 0.09% 0.17%
Management Style active active
Underlying Index N/A N/A
Dividend Yield 2.2% 2.12%

VWITX profile: The Fund seeks to provide investment in municipal debt issues with average maturities of 7 to 12 years.

For further information, check out VWIUX vs VWITX comparison details.

In the VWIUX review, we covered VWIUX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.