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Vanguard - Qualified dividend income: year-end figures
 

Qualified dividend income—2012 year-end figures

The tables below show the percentage of 2012 dividend and net short-term capital gain distributions, by 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 won't distribute QDI.

QDI-eligible amounts, including any net short-term capital gains, are reported to shareholders in Box 1b of Form 1099-DIV. For those shareholders who don't receive a Form 1099-DIV, QDI-eligible amounts can be determined by applying the relevant percentages from the table to the dividend and net short-term capital gain distributions shown on the shareholder's 2012 year-end account statement.

Note: Because of the unique reporting requirements for Vanguard REIT Index Fund, Vanguard has received an extension to mail Form 1099-DIV to shareholders by late February. As a result, QDI information for this fund won't be available until that time.

Select share class
Vanguard Funds with declared Qualified Dividend Income informationQDI figures for Dividends QDI figures for Short term capital gains
Vanguard 500 Index Fund Investor Shares100.00%0.00%
Vanguard Balanced Index Fund Investor Shares55.98%0.00%
Vanguard Capital Opportunity Fund Investor Shares100.00% 100.00%
Vanguard Capital Value Fund98.58%0.00%
Vanguard Convertible Securities Fund16.57%0.00%
Vanguard Developed Markets Index Fund Investor Shares
Vanguard Diversified Equity Fund99.94%9.66%
Vanguard Dividend Appreciation Index Fund Investor Shares100.00% 0.00%
Vanguard Dividend Growth Fund100.00%0.00%
Vanguard Emerging Markets Select Stock Fund53.60%0.00%
Vanguard Emerging Markets Stock Index Fund Investor Shares48.29% 0.00%
Vanguard Energy Fund Investor Shares81.26%0.00%
Vanguard Equity Income Fund Investor Shares100.00%57.19%
Vanguard European Stock Index Fund Investor Shares83.34% 0.00%
Vanguard Explorer Fund Investor Shares100.00%11.51%
Vanguard Explorer Value Fund100.00%6.35%
Vanguard Extended Market Index Fund Investor Shares66.28% 0.00%
Vanguard FTSE All-World ex-US Index Fund Investor Shares69.97% 0.00%
Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 51.75%0.00%
Vanguard FTSE Social Index Fund Investor Shares100.00% 0.00%
Vanguard Global Equity Fund90.67%0.00%
Vanguard Global ex-U.S. Real Estate Index Fund Investor Shares18.09% 0.00%
Vanguard Global Minimum Volatility Fund Investor Shares69.89% 0.00%
Vanguard Growth and Income Fund Investor Shares100.00% 0.00%
Vanguard Growth Index Fund Investor Shares100.00%0.00%
Vanguard Health Care Fund Investor Shares100.00%36.73%
Vanguard High Dividend Yield Index Fund Investor Shares100.00% 0.00%
Vanguard International Explorer Fund67.50%0.00%
Vanguard International Growth Fund Investor Shares88.25% 0.00%
Vanguard International Value Fund77.78%0.00%
Vanguard Large-Cap Index Fund Investor Shares100.00%0.00%
Vanguard LifeStrategy Conservative Growth Fund35.50%0.00%
Vanguard LifeStrategy Growth Fund68.00%0.00%
Vanguard LifeStrategy Income Fund18.02%0.00%
Vanguard LifeStrategy Moderate Growth Fund52.15%0.00%
Vanguard Managed Payout Fund33.54%0.00%
Vanguard Market Neutral Fund Investor Shares100.00%0.00%
Vanguard Mid-Cap Growth Fund100.00%12.75%
Vanguard Mid-Cap Growth Index Fund Investor Shares86.82% 0.00%
Vanguard Mid-Cap Index Fund Investor Shares88.54%0.00%
Vanguard Mid-Cap Value Index Fund Investor Shares93.19% 0.00%
Vanguard Morgan Growth Fund Investor Shares100.00%100.00%
Vanguard Pacific Stock Index Fund Investor Shares69.04% 0.00%
Vanguard Precious Metals and Mining Fund29.48%0.00%
Vanguard PRIMECAP Core Fund100.00%0.00%
Vanguard PRIMECAP Fund Investor Shares100.00%100.00%
Vanguard REIT Index Fund Investor Shares5.71%0.00%
Vanguard Selected Value Fund100.00%0.00%
Vanguard Small-Cap Growth Index Fund Investor Shares53.56% 0.00%
Vanguard Small-Cap Index Fund Investor Shares63.36%0.00%
Vanguard Small-Cap Value Index Fund65.68%0.00%
Vanguard STAR Fund40.95%20.01%
Vanguard Strategic Equity Fund93.12%0.00%
Vanguard Strategic Small-Cap Equity Fund87.86%0.00%
Vanguard Target Retirement Income Fund32.72%0.00%
Vanguard Target Retirement 2010 Fund41.03%0.00%
Vanguard Target Retirement 2015 Fund49.17%0.00%
Vanguard Target Retirement 2020 Fund54.30%0.00%
Vanguard Target Retirement 2025 Fund60.41%0.00%
Vanguard Target Retirement 2030 Fund66.31%0.00%
Vanguard Target Retirement 2035 Fund71.94%0.00%
Vanguard Target Retirement 2040 Fund75.45%0.00%
Vanguard Target Retirement 2045 Fund75.31%0.00%
Vanguard Target Retirement 2050 Fund75.28%0.00%
Vanguard Target Retirement 2055 Fund75.68%0.00%
Vanguard Target Retirement 2060 Fund75.71%0.00%
Vanguard Total International Stock Index Fund Investor Shares66.97% 0.00%
Vanguard Total Stock Market Index Fund Investor Shares94.35% 0.00%
Vanguard Total World Stock Index Fund Investor Shares79.98% 0.00%
Vanguard U.S. Growth Fund Investor Shares100.00%0.00%
Vanguard U.S. Value Fund100.00%0.00%
Vanguard Value Index Fund Investor Shares100.00%0.00%
Vanguard Wellesley Income Fund Investor Shares39.44%0.00%
Vanguard Wellington Fund Investor Shares61.96%0.00%
Vanguard Windsor Fund Investor Shares100.00%0.00%
Vanguard Windsor II Fund Investor Shares100.00%0.00%

Vanguard ETFs® with declared Qualified Dividend Income information QDI figures for dividends QDI figures for short-term
capital gains
Vanguard Consumer Discretionary ETF  100.00% 0.00%
Vanguard Consumer Staples ETF  100.00% 0.00%
Vanguard Dividend Appreciation ETF  100.00% 0.00%
Vanguard Energy ETF  100.00% 0.00%
Vanguard Extended Market ETF  81.86% 0.00%
Vanguard Financials ETF  67.55% 0.00%
Vanguard FTSE All-World ex-US ETF  72.53% 0.00%
Vanguard FTSE All-World ex-US Small-Cap ETF  49.19% 0.00%
Vanguard FTSE Emerging Markets ETF 57.37% 0.00%
Vanguard Global ex-U.S. Real Estate ETF  11.51% 0.00%
Vanguard Growth ETF  100.00% 0.00%
Vanguard Health Care ETF  100.00% 0.00%
Vanguard High Dividend Yield ETF  100.00% 0.00%
Vanguard Industrials ETF  100.00% 0.00%
Vanguard Information Technology ETF  100.00% 0.00%
Vanguard Large-Cap ETF  100.00% 0.00%
Vanguard Materials ETF  100.00% 0.00%
Vanguard Mega Cap 300 ETF  100.00% 0.00%
Vanguard Mega Cap 300 Growth ETF  100.00% 0.00%
Vanguard Mega Cap 300 Value ETF  100.00% 0.00%
Vanguard Mid-Cap ETF  88.81% 0.00%
Vanguard Mid-Cap Growth ETF  100.00% 0.00%
Vanguard Mid-Cap Value ETF  84.09% 0.00%
Vanguard MSCI EAFE ETF  100.00% 0.00%
Vanguard MSCI Europe ETF  89.50% 0.00%
Vanguard MSCI Pacific ETF  59.92% 0.00%
Vanguard REIT ETF 
Vanguard Russell 1000 ETF  100.00% 0.00%
Vanguard Russell 1000 Growth ETF  100.00% 0.00%
Vanguard Russell 1000 Value ETF  100.00% 0.00%
Vanguard Russell 2000 ETF  71.77% 0.00%
Vanguard Russell 2000 Growth ETF  86.90% 0.00%
Vanguard Russell 2000 Value ETF  70.80% 0.00%
Vanguard Russell 3000 ETF  100.00% 0.00%
Vanguard S&P 500 ETF  100.00% 0.00%
Vanguard S&P 500 Growth ETF  100.00% 0.00%
Vanguard S&P 500 Value ETF  100.00% 0.00%
Vanguard S&P Mid-Cap 400 ETF  88.21% 0.00%
Vanguard S&P Mid-Cap 400 Growth ETF  89.05% 0.00%
Vanguard S&P Mid-Cap 400 Value ETF  87.54% 0.00%
Vanguard S&P Small-Cap 600 ETF  87.27% 0.00%
Vanguard S&P Small-Cap 600 Growth ETF  100.00% 0.00%
Vanguard S&P Small-Cap 600 Value ETF  91.90% 0.00%
Vanguard Small-Cap ETF  73.55% 0.00%
Vanguard Small-Cap Growth ETF  81.75% 0.00%
Vanguard Small-Cap Value ETF  72.45% 0.00%
Vanguard Telecommunication Services ETF  100.00% 0.00%
Vanguard Total International Stock ETF  68.06% 0.00%
Vanguard Total Stock Market ETF  100.00% 0.00%
Vanguard Total World Stock ETF  81.31% 0.00%
Vanguard Utilities ETF  100.00% 0.00%
Vanguard Value ETF  100.00% 0.00%

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