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Vanguard Tax-Managed Capital App Adm (VTCLX)

294.45 +1.33 (+0.45%)
At close: 6:06 PM EDT
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DELL
  • Previous Close 293.12
  • YTD Return 20.65%
  • Expense Ratio 0.09%
  • Category Large Blend
  • Last Cap Gain 64.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 22.86B
  • Beta (5Y Monthly) 1.01
  • Yield 1.10%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 2.35
  • Inception Date Feb 24, 1999

The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The adviser uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions.

Vanguard

Fund Family

Large Blend

Fund Category

22.86B

Net Assets

1999-02-24

Inception Date

Performance Overview: VTCLX

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Trailing returns as of 10/31/2024. Category is Large Blend.

YTD Return

VTCLX
20.65%
Category
5.31%
?

1-Year Return

VTCLX
35.04%
Category
20.31%
?

3-Year Return

VTCLX
10.83%
Category
6.48%
?

5-Year Return

VTCLX
15.63%
Category
11.78%
?

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Holdings: VTCLX

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Top 10 Holdings (31.71% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 6.47%
MSFT
Microsoft Corporation 6.08%
NVDA
NVIDIA Corporation 5.40%
AMZN
Amazon.com, Inc. 3.29%
META
Meta Platforms, Inc. 2.39%
GOOGL
Alphabet Inc. 1.85%
BRK-B
Berkshire Hathaway Inc. 1.82%
GOOG
Alphabet Inc. 1.58%
LLY
Eli Lilly and Company 1.42%
AVGO
Broadcom Inc. 1.41%

Sector Weightings

Recent News: VTCLX

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Research Reports: VTCLX

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