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Vanguard Tax-Managed Capital App Adm VTCLX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 238.18  /  0.73 %
  • Total Assets 16.5 Bil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.27%
  • Turnover

Morningstar’s Analysis VTCLX

Will VTCLX outperform in future?

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

Tax-efficient option for large- and mid-cap U.S. stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Vanguard Tax-Managed Capital Appreciation combines a broadly diversified, tax-efficient portfolio of U.S. mid- and large-cap stocks with low turnover and a rock-bottom expense ratio. Both its share classes earn a Morningstar Analyst Rating of Gold.

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Portfolio Holdings VTCLX

  • Current Portfolio Date
  • Equity Holdings 977
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.57
1,081,800,627
Technology
6.46
1,064,189,053
Technology
3.06
504,535,140
Consumer Cyclical
2.49
409,799,851
Technology
1.92
315,727,020
Communication Services
1.73
285,489,176
Communication Services
1.66
273,931,862
Communication Services
1.60
264,206,828
Financial Services
1.42
233,321,251
Consumer Cyclical
1.25
206,699,918
Healthcare