VTCIX
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares
1W: -0.8%
1M: +3.6%
3M: +6.8%
YTD: +7.9%
1Y: +25.0%
3Y: +84.8%
5Y: +83.8%
$190.28
+0.78 (+0.41%)
Weekly Expected Move ±1.4%
$185
$188
$191
$193
$196
Key Statistics
AUM$28.7B
Holdings824
Top 10 Wt35.4%
Volume0
Avg Volume0
Beta1.01
Portfolio Fundamentals
P/E35.7
P/B12.9
Div Yield1.01%
ROE39.9%
% Profitable89%
Inception1999-02-24
Sector Allocation
Technology
33.7%
Financial Services
11.8%
Communication Services
10.8%
Consumer Cyclical
10.0%
Industrials
8.8%
Healthcare
8.6%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 7.05% | $2.0B | 10,155,915 |
| 2 | Apple Inc | AAPL | 5.93% | $1.7B | 6,283,795 |
| 3 | Microsoft Corp | MSFT | 4.56% | $1.3B | 3,210,618 |
| 4 | Amazon.com Inc | AMZN | 3.78% | $1.1B | 4,102,354 |
| 5 | Alphabet Inc | GOOGL | 3.26% | $937.4M | 2,436,132 |
| 6 | Broadcom Inc | AVGO | 2.88% | $828.3M | 1,984,208 |
| 7 | Alphabet Inc | GOOG | 2.87% | $823.9M | 2,157,070 |
| 8 | Meta Platforms Inc | META | 2.03% | $582.0M | 951,141 |
| 9 | Tesla Inc | TSLA | 1.60% | $461.2M | 1,208,442 |
| 10 | Berkshire Hathaway Inc | BRK-B | 1.46% | $419.1M | 884,919 |