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Investing - Theory, News & General • Anyone else surprised by how much non-qualified dividends their index funds paid out this year?

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The data on my 1099 calculates out to 3%. I'm sure. No, I can't explain the discrepancy.
No need to guess, primary layout spreadsheet has been available for a while.

https://advisors.vanguard.com/content/d ... ayout.xlsx

VTI total - column 17: $3.674300
VTI qualified - column 21: $3.340673 (90.9% of total)
VTO 199A - column 36: $0.228174 (6.2% of total)

Statistics: Posted by Hyperchicken — Sun Feb 02, 2025 10:21 pm — Replies 30 — Views 2672



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