Vanguard Strategic Small-Cap Equity Fund
VSTCX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- P O Box 2600 Valley Forge PA United States of America 19482
- IPO Date
- Apr 20, 2006
- CIK
- 0000932471
- Website
- investor.vanguard.com
- Similar Companies
- Business
- Vanguard Strategic Small-Cap Equity Fund Investor Shares (VSTCX) is an actively managed open-end mutual fund that seeks long-term capital appreciation by investing primarily in small-capitalization domestic equity securities selected for their relative return potential. The fund employs a quantitative process to evaluate securities from the MSCI US Small Cap 1750 Index, targeting those offering a balance of strong growth prospects and reasonable valuations relative to industry peers while maintaining a risk profile similar to the benchmark; at least 80% of assets are invested in small-cap equities, with allocations across sectors including financial services (18.74%), industrials (17.14%), technology (15.73%), healthcare (12.50%), and consumer cyclical (11.99%). It provides investor shares with a net expense ratio of 0.26%, a minimum initial investment of $3,000, daily pricing, and no front-end or deferred loads. Launched on April 24, 2006, the fund is domiciled in the United States and managed by Vanguard Group, Inc., headquartered at 100 Vanguard Boulevard, Malvern, Pennsylvania 19355. Vanguard, founded in 1975, operates as the second-largest provider of exchange-traded funds globally and the largest provider of mutual funds, with approximately $11 trillion in assets under management as of January 2025. The fund targets individual and institutional investors seeking exposure to the U.S. small-blend category, with total net assets of approximately $2.15 billion, a portfolio turnover of 64-69%, and top holdings such as Popular Inc. (0.81%), AXIS Capital Holdings Ltd. (0.79%), Brixmor Property Group Inc. (0.73%), Allison Transmission Holdings Inc. (0.72%), and National Fuel Gas Co. (0.72%). The fund maintains its core quantitative investment strategy without major structural changes, name changes, or reorganizations in the last 1-2 years. Cesar Orosco has served as lead manager since February 26, 2021, overseeing the blend-style approach focused on small-cap U.S. stocks. Recent updates include the release of an updated prospectus dated January 31, 2025, reflecting financial data through the fiscal year ended September 30, 2024, and confirming ongoing adherence to the 80% small-cap policy. No significant acquisitions, partnerships, funding rounds, or new product launches specific to VSTCX were reported in 2024 or 2025.