Tax-filing Information

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State-specific tax information for Vanguard Municipal Bond Funds

As the information becomes available, we'll update this page with 2018 state-specific tax information for Vanguard Municipal Bond Funds, as well as how the Indiana and Utah taxes on municipal bond interest affect our funds.

 

Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund (available mid-January)

View the percentage of assets in these funds that were invested in each state or U.S. territory. Use this information to report state and local intangible or personal property tax payments that apply.*

Tax-exempt interest dividends by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund (available mid-January)

View tax-exempt interest dividends earned by these funds in each state or U.S. territory. Use this information to report state and local intangible or personal property tax payments that apply.*

Indiana and Utah taxation of municipal bond interest (available late-February)

View the percentage of federal-tax-exempt interest income subject to Indiana and Utah individual income tax for each Vanguard fund that invests in municipal bonds.*

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