Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares
VTCIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- PO Box 2600 Valley Forge PA United States of America 19482
- IPO Date
- Feb 24, 1999
- CIK
- 0000923202
- Website
- investor.vanguard.com
- Similar Companies
- Business
- Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) is an open-end mutual fund that seeks to provide a tax-efficient return consisting of long-term capital appreciation while tracking the performance of the Russell 1000 Index, a benchmark measuring the investment return of large- and mid-capitalization U.S. stocks. The fund employs a statistical sampling method to invest primarily in low-dividend-paying stocks included in the index, aiming to approximate the index's total return characteristics while minimizing taxable dividend distributions and realizing losses to offset capital gains; it maintains a portfolio heavily weighted toward U.S. equities (approximately 99.45%), with top sectors including technology (around 39%), consumer discretionary (15%), industrials (11.9%), financials (11%), and health care (8.4%), and its ten largest holdings as of September 30, 2025, comprising NVIDIA Corp., Microsoft Corp., Apple Inc., Alphabet Inc., Amazon.com Inc., Meta Platforms Inc., Broadcom Inc., Tesla Inc., Berkshire Hathaway Inc., and JPMorgan Chase & Co., representing 37.3% of total net assets. Launched on February 24, 1999, and domiciled in the United States with headquarters aligned to The Vanguard Group, Inc. in Valley Forge, Pennsylvania, the fund serves institutional investors with a minimum initial investment of $5,000,000, features a low net expense ratio of 0.06%, and reports total net assets of approximately $24.65 billion as of recent data, with share class assets at $3.82 billion. In recent developments, the fund welcomed Chris Nieves and Jena Stenger as portfolio managers effective February 18, 2025, reflecting Vanguard's team-based approach to management amid broader portfolio manager adjustments across multiple funds in 2025.