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VOT tax-loss harvesting alternatives
Vanguard Morningstar Mid-Cap Growth ETF (Vanguard) tracks Morningstar US Mid Cap Growth TR USD. If you hold VOT at a loss, these ETFs track a different index, which generally makes them less likely to be considered “substantially identical” — while still moving closely with VOT during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| VOT Vanguard Morningstar Mid-Cap Growth ETF | Morningstar US Mid Cap Growth TR USD | Vanguard | 0.05% | $19.62B | 121 | US mid cap |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
VOT wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| VXF Vanguard Extended Market ETF | S&P Completion | Vanguard | 0.05% | $30.34B | 0.926 | 7.9% | different index |
| VO Vanguard Morningstar Mid-Cap ETF | Morningstar US Mid Cap TR USD | Vanguard | 0.03% | $107.07B | 0.917 | 43.5% | different index |
| VTI Vanguard Morningstar Total Stock Market ETF | Morningstar US Total Market TR USD | Vanguard | 0.03% | $704.35B | 0.904 | 6.6% | different index |
| SCHB Schwab U.S. Broad Market ETF | Dow Jones US Broad Stock Market | Charles Schwab | 0.03% | $45.29B | 0.904 | n/a | different index |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | S&P TMI | BlackRock | 0.03% | $97.91B | 0.902 | 6.4% | different index |
| IWV iShares Russell 3000 ETF | Russell 3000 | BlackRock | 0.20% | $20.66B | 0.902 | 6.3% | different index |
| QQQJ Invesco NASDAQ Next Gen 100 ETF | Nasdaq Next Generation 100 Index | Invesco | 0.15% | $1.18B | 0.898 | n/a | different index |
| IWR iShares Russell Midcap ETF | Russell Midcap | BlackRock | 0.18% | $56.69B | 0.898 | 24.4% | different index |
Sorted by 1-year correlation of daily total returns with VOT (through 2026-10-16). Holdings overlap = sum of the smaller weight of each common stock, from issuer holdings files; “n/a” where the issuer does not offer a free download or for bond/international/commodity funds. Hover a value for its as-of dates.
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30-day wash-sale calendar for VOT
The window is 30 calendar days before and after the sale (61 days total, IRC §1091(a)). Buying the replacement fund right away is the point of a swap; the dates above are about buying back the fund you sold, or anything substantially identical to it.
Before you swap
- Turn off dividend reinvestment for VOT in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any VOT bought in the 30 days before the sale.
- Your broker generally only flags wash sales for the identical security in the same account. You are responsible for the rest.
- Read how wash sales work and the FAQ, then confirm your plan with a tax professional.