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11.61
+0.01
+0.09%
27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.33B
Vanguard OH Long-Term Tax-Exempt
11.61
+0.01
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
Vanguard Ohio Long-term Tax-exempt Fund Overview
On this page you'll find an in-depth profile of Vanguard Ohio Long-term Tax-exempt Fund. Learn about the key management, total assets, investment strategy and contact information of VOHIX among other information.
Investment Strategy
The investment seeks to provide current income that is exempt from both federal and Ohio personal income taxes. The fund invests primarily in high-quality municipal bonds issued by Ohio state and local governments, as well as by regional governmental and public financing authorities. Under normal circumstances, at least 80% of its assets will be invested in securities whose income is exempt from federal and Ohio state taxes. Although the fund has no limitations on the maturities of individual securities, its dollar-weighted average maturity is expected to be between 10 and 25 years. The fund is non-diversified.
Contact Information
Address
100 Vanguard Boulevard
Malvern,PA 19355
United States
Malvern,PA 19355
United States
Phone
+1 8776627447
Web
www.vanguard.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Grace Boraas | - | 2023 | Now |
| Biography | Grace Boraas, Portfolio Manager at Vanguard. She has been with Vanguard since 2013, and has co-managed the Fund since October 2023. Education: B.S., Stetson University. | ||
| Stephen M. McFee | - | 2020 | Now |
| Biography | Stephen M. McFee, CFA, Portfolio Manager and co-lead of the municipal revenue team in Vanguard's Fixed Income Group. He has been with Vanguard since 2005, has worked in investment management since 2007. Education: B.A./B.S., East Stroudsburg University; M.S., St. Joseph's University. | ||
| James M. D'Arcy | Portfolio Manager | 2017 | 2020 |
| Biography | James M. D’Arcy, CFA, Portfolio Manager at Vanguard. He has worked in investment management since 1996, has managed investment portfolios since 1999, has been with Vanguard since 2011. Prior to this, James D'Arcy is a director and senior portfolio manager for Columbia Management focusing on tax-exempt and crossover short duration accounts. In addition, he manages two short-term funds and various short-term separate accounts and is responsible for developing tax-exempt strategies for Columbia Management’s tax-exempt liquidity strategies group. Mr. D'Arcy joined Columbia Management in 1999 and has been a member of the investment community since 1996. Prior to joining Columbia Management, Mr. D'Arcy worked on the fixed-income trading desk at Wells Capital Management. Mr. D'Arcy received his B.A. in economics from the University of Colorado at Boulder. He holds the Chartered Financial Analyst designation. In addition, he is a member of the CFA North Carolina Society and the National Federation of Municipal Analysts. | ||
| Marlin G. Brown | Portfolio Manager | 2008 | 2017 |
| Biography | Marlin G. Brown, Portfolio Manager at Vanguard. He has worked in investment management for Vanguard since 1996, has managed investment portfolios since 2007, and has managed the Limited-Term Tax-Exempt Fund since 2008. Education: B.S., University of Virginia. | ||
| John M. Carbone | Portfolio Manager | 2003 | 2008 |
| Biography | John M. Carbone, Principal of Vanguard. He has managed investment portfolios since 1991, has been with Vanguard since 1996, and has managed theCalifornia Municipal Money Market Fund since 2011. Education: B.S., Babson College; M.B.A., Southern Methodist University. | ||
| Karen E. Hogan | - | 2006 | 2007 |
| Biography | Hogan has worked in investment management as an analyst since 1987; has been with Vanguard since 1998. | ||
| Robert F. Auwaerter | Vice President | 2003 | 2007 |
| Biography | Auwaerter is vice president and portfolio manager with The Vanguard Group, his employer since 1981. In this position, he has overseen all of the Fixed Income Group's portfolio management activities since 2003. Prior to his employment at Vanguard, Auwaerter spent three years as a Portfolio Manager with Continental Illinois Bank. | ||
| Pamela Wisehaupt Tynan | Principal | 2003 | 2006 |
| Biography | Pamela Wisehaupt Tynan, Principal of Vanguard. She has been with Vanguard since 1982; has managed investment portfolios, including the Tax-Exempt Money Market Fund, since 1988; and has managed the Short-Term Tax-Exempt Fund since 1996. Education: B.S., Temple University; M.B.A., Saint Joseph’s University. | ||
| Ian A. MacKinnon | - | 1990 | 2003 |
| Christopher M. Ryon | Managing Director | 2002 | 2003 |
| Biography | Chris is a fixed income portfolio manager at City Different with more than 30 years of industry experience. Previously, he was a portfolio manager and managed the municipal bond team at Thornburg Investment Management. Prior to that, Chris was a portfolio manager at Vanguard, where he was also responsible for the long-term municipal bond team. In his career, Chris has managed municipal bond portfolios all along the yield curve and across the credit spectrum (from investment grade to high yield). In his prior roles, he was instrumental in developing and executing inter market derivative strategies. Chris is a member of the University of New Mexico's Regent's Portfolio Investment Advisory Committee and a member of the New Mexico Museum Foundation investment committee. Chris served on the board of the MSRB (Municipal Securities Rulemaking Board). He has a Bachelor of Science degree in accounting from Villanova University and an MBA from Drexel University. | ||
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