Vanguard Mega Cap constructs a low turnover, market-cap-weighted portfolio of the largest US stocks at a rock-bottom fee. The portfolio may be concentrated owing to its mega-cap focus, but such stocks are industry leaders with formidable economic moats that enhance the fund’s durability.
Vanguard Mega Cap Index Institutional VMCTX
- NAV / 1-Day Return 369.69 / +0.51 %
- Total Assets 5.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.060%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 1.33%
- Turnover 2%
USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:17 PM GMT+0
Morningstar’s Analysis VMCTX
Will VMCTX outperform in 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 38.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.17 | 442.0 Mil | Technology |
Apple Inc | 7.06 | 381.8 Mil | Technology |
NVIDIA Corp | 5.80 | 313.6 Mil | Technology |
Amazon.com Inc | 4.62 | 250.0 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.70 | 145.7 Mil | Communication Services |
Meta Platforms Inc Class A | 2.67 | 144.6 Mil | Communication Services |
Alphabet Inc Class C | 2.26 | 122.1 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.91 | 103.0 Mil | Financial Services |
Eli Lilly and Co | 1.89 | 102.1 Mil | Healthcare |
Broadcom Inc | 1.72 | 93.0 Mil | Technology |