Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares VTCIX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 195.22  /  +0.25 %
  • Total Assets 30.5B
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.94%
  • Turnover 6%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis VTCIX

Will VTCIX outperform in the future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VTCIX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.34 2B
Technology

Apple Inc

6.52 2B
Technology

Microsoft Corp

5.23 2B
Technology

Amazon.com Inc

3.53 1B
Consumer Cyclical

Alphabet Inc Class A

2.71 827M
Communication Services

Broadcom Inc

2.42 737M
Technology

Alphabet Inc Class C

2.29 698M
Communication Services

Meta Platforms Inc Class A

1.78 544M
Communication Services

Micron Technology Inc

1.50 459M
Technology

Tesla Inc

1.50 458M
Consumer Cyclical

Sponsor Center