Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares
VTCIX
NASDAQ
| Weiss Ratings | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Vanguard | |||
| Manager/Tenure (Years) | Chris Nieves (0), Jena Stenger (0) | |||
| Website | http://www.vanguard.com | |||
| Fund Information | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.03% | |||
| Dividend | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.27% | |||
| Asset Allocation | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.59% | |||
| Stock | 100.58% | |||
| U.S. Stock | 100.06% | |||
| Non-U.S. Stock | 0.52% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.28% | |||
| 30-Day Total Return | 0.23% | |||
| 60-Day Total Return | 5.24% | |||
| 90-Day Total Return | 9.88% | |||
| Year to Date Total Return | 6.60% | |||
| 1-Year Total Return | 18.11% | |||
| 2-Year Total Return | 40.76% | |||
| 3-Year Total Return | 57.73% | |||
| 5-Year Total Return | 101.67% | |||
| Price | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $159.33 | |||
| 1-Month Low NAV | $158.92 | |||
| 1-Month High NAV | $163.09 | |||
| 52-Week Low NAV | $127.11 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $163.09 | |||
| 52-Week High Price (Date) | Jul 28, 2025 | |||
| Beta / Standard Deviation | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.00 | |||
| Standard Deviation | 16.10 | |||
| Balance Sheet | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 24.65B | |||
| Operating Ratios | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.06% | |||
| Turnover Ratio | 10.00% | |||
| Performance | VTCIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.77% | |||
| Last Bear Market Total Return | -16.50% | |||