Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares
VTCIX
NASDAQ
Weiss Ratings | VTCIX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | VTCIX-NASDAQ | Click to Compare |
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Provider | Vanguard | |||
Manager/Tenure (Years) | Chris Nieves (0), Jena Stenger (0) | |||
Website | http://www.vanguard.com | |||
Fund Information | VTCIX-NASDAQ | Click to Compare |
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Fund Name | Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth | |||
Inception Date | Feb 24, 1999 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 5,000,000.00 | |||
Minimum Subsequent Investment | 1.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | VTCIX-NASDAQ | Click to Compare |
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Dividend Yield | 1.03% | |||
Dividend | VTCIX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.29% | |||
Asset Allocation | VTCIX-NASDAQ | Click to Compare |
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Cash | 0.06% | |||
Stock | 99.94% | |||
U.S. Stock | 99.45% | |||
Non-U.S. Stock | 0.49% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | VTCIX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.26% | |||
30-Day Total Return | 4.99% | |||
60-Day Total Return | 9.61% | |||
90-Day Total Return | 15.75% | |||
Year to Date Total Return | 6.34% | |||
1-Year Total Return | 13.95% | |||
2-Year Total Return | 42.56% | |||
3-Year Total Return | 68.84% | |||
5-Year Total Return | 110.92% | |||
Price | VTCIX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | VTCIX-NASDAQ | Click to Compare |
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Nav | $158.95 | |||
1-Month Low NAV | $152.03 | |||
1-Month High NAV | $158.95 | |||
52-Week Low NAV | $127.11 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $158.95 | |||
52-Week High Price (Date) | Jul 02, 2025 | |||
Beta / Standard Deviation | VTCIX-NASDAQ | Click to Compare |
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Beta | 1.00 | |||
Standard Deviation | 16.10 | |||
Balance Sheet | VTCIX-NASDAQ | Click to Compare |
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Total Assets | 23.51B | |||
Operating Ratios | VTCIX-NASDAQ | Click to Compare |
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Expense Ratio | 0.06% | |||
Turnover Ratio | 10.00% | |||
Performance | VTCIX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.77% | |||
Last Bear Market Total Return | -16.50% | |||