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Vanguard Morningstar Mega Cap Index Fund Institutional Shares VMCTX

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Tracks Morningstar Index
Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $554.36  /  −1.23 %
  • Fund Size $11.0B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis VMCTX

Will VMCTX outperform in the 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.

An inexpensive mega-cap index fund.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Vanguard Mega Cap holds the largest US stocks and charges a low fee, making it a solid choice for US large-cap investors.

by Brendan McCann
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 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.63 1B
Technology

Apple Inc

8.95 987M
Technology

Microsoft Corp

7.02 773M
Technology

Amazon.com Inc

4.46 491M
Consumer Cyclical

Alphabet Inc Class A

3.72 410M
Communication Services

Broadcom Inc

3.08 339M
Technology

Alphabet Inc Class C

2.95 325M
Communication Services

Meta Platforms Inc Class A

2.95 325M
Communication Services

Micron Technology Inc

2.22 244M
Technology

Tesla Inc

1.84 203M
Consumer Cyclical

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