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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 299.32  /  0.24 %
  • Total Assets 4.0 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 5,000,000
  • Status Open
  • TTM Yield 1.47%
  • Turnover 3%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:20 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 exposure to 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 U.S. stocks at a low cost. Both of its share classes earn a Morningstar Analyst Rating of Silver.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings VMCTX

More VMCTX Holdings
  • Current Portfolio Date
  • Equity Holdings 230
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.71
386,143,865
Technology

Microsoft Corp

7.56
335,215,884
Technology

Amazon.com Inc

3.73
165,566,181
Consumer Cyclical

NVIDIA Corp

3.60
159,492,657
Technology

Alphabet Inc Class A

2.50
110,988,627
Communication Services

Tesla Inc

2.16
95,641,609
Consumer Cyclical

Alphabet Inc Class C

2.13
94,623,162
Communication Services

Meta Platforms Inc Class A

2.03
90,028,675
Communication Services

Berkshire Hathaway Inc Class B

1.89
83,704,717
Financial Services

Eli Lilly and Co

1.47
65,130,138
Healthcare