Morningstar

Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares VTCIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $197.69  /  +0.59 %
  • Fund Size $30.2B
  • Adjusted Expense Ratio 0.030%
  • 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 0.94%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis VTCIX

Will VTCIX 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 VTCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VTCIX 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 VTCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Tax-efficient exposure to US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Vanguard Tax-Managed Capital Appreciation captures most of the US stock market while seeking to minimize investors’ tax bills.

by Brendan McCann
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Portfolio Holdings VTCIX

More VTCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.63 2B
Technology

Apple Inc

6.86 2B
Technology

Microsoft Corp

5.39 2B
Technology

Amazon.com Inc

3.43 1B
Consumer Cyclical

Alphabet Inc Class A

2.77 838M
Communication Services

Alphabet Inc Class C

2.34 709M
Communication Services

Broadcom Inc

2.32 702M
Technology

Meta Platforms Inc Class A

2.28 690M
Communication Services

Micron Technology Inc

1.69 513M
Technology

Tesla Inc

1.49 450M
Consumer Cyclical

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