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Morningstar

Vanguard Mega Cap Index Institutional VMCTX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 359.00  /  +1.20 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.27%
  • Turnover 2%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis VMCTX

Will VMCTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMCTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VMCTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VMCTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap and accurate exposure to US mega-caps.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Vanguard Mega Cap constructs a low turnover, market-cap-weighted portfolio of the largest US stocks at a rock-bottom fee. The portfolio may be concentrated owing to its mega-cap focus, but such stocks are industry leaders with formidable economic moats that enhance the fund’s durability.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings VMCTX

More VMCTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.49 475.3 Mil
Technology

Apple Inc

6.83 382.5 Mil
Technology

NVIDIA Corp

5.83 326.3 Mil
Technology

Amazon.com Inc

4.58 256.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.90 162.4 Mil
Communication Services

Alphabet Inc Class A

2.40 134.5 Mil
Communication Services

Alphabet Inc Class C

2.01 112.4 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.94 108.6 Mil
Financial Services

Eli Lilly and Co

1.81 101.1 Mil
Healthcare

Broadcom Inc

1.69 94.3 Mil
Technology