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Morningstar

Vanguard Tax-Managed Capital App Adm VTCLX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 217.12  /  1.30 %
  • Total Assets 16.3 Bil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.39%
  • Turnover 0

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:22 PM GMT+0

Morningstar’s Analysis VTCLX

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

People Pillar

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

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.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings VTCLX

More VTCLX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 992
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.62
1,074,878,683
Technology

Microsoft Corp

5.92
961,336,960
Technology

Amazon.com Inc

2.38
385,905,769
Consumer Cyclical

NVIDIA Corp

1.67
271,196,527
Technology

Alphabet Inc Class A

1.66
269,687,456
Communication Services

Berkshire Hathaway Inc Class B

1.52
246,998,962
Financial Services

Alphabet Inc Class C

1.50
243,604,735
Communication Services

Meta Platforms Inc Class A

1.39
226,306,460
Communication Services

Exxon Mobil Corp

1.18
191,878,488
Energy

UnitedHealth Group Inc

1.14
185,535,645
Healthcare