Vanguard Tax-Managed Capital Appreciation captures most of the US stock market while seeking to minimize investors’ tax bills.
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares VTCIX
- 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.
People Pillar
Parent Pillar
- 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 |