Passive

Vanguard Tax-Managed Capital Appreciation Fund

Vanguard Tax-Managed Capital Appreciation Fund (the “Fund”) seeks to provide a tax-efficient return consisting of long-term capital appreciation while tracking the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks.

$395.68

Key Metrics

TER N/A
Distribution policy N/A
Fund size USD 29,879 M
Inception date N/A
Holdings 901
Fund currency USD
Fund domicile N/A
Provider Vanguard

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Historical Return

Last updated: Oct 15, 2026
1 Year -1.1% +0.9% Div
3 Years (avg.) -0.4% +0.9% Div
5 Years (avg.) -0.2% +0.9% Div

Risk & Analysis Metrics

Last updated: Oct 15, 2026

Volatility

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Max Drawdown

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Sharpe Ratio

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Distributions

*by ETF Portfolio Weight Last updated: Not yet calculated

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Not yet calculated
N/A Top 5 Holdings
N/A Top 10 Holdings
N/A Top 50 Holdings
N/A Top 100 Holdings

Latest News

No news available for this ETF yet.

Sectors

Manufacturing 47.1%
Information 17.8%
Finance and Insurance 8.6%
Retail Trade 6.9%
Utilities 2.2%
Financial Services 1.8%
Transportation and Warehousing 1.6%
Management of Companies and Enterprises 1.6%
Professional, Scientific, and Technical Services 1.5%
Mining, Quarrying, and Oil and Gas Extraction 1.4%
Energy 0.8%
Industrials 0.8%
Wholesale Trade 0.8%
Construction 0.7%
Administrative and Support and Waste Management and Remediation Services 0.7%
Accommodation and Food Services 0.5%
Real Estate and Rental and Leasing 0.4%
Health Care and Social Assistance 0.4%
Basic Materials 0.4%
Healthcare 0.1%
Technology 0.1%
Public Administration 0.1%
Arts, Entertainment, and Recreation 0.1%
Communication Services 0.1%
Finance 0.1%
Other Services (except Public Administration) 0.0%
Educational Services 0.0%
Consumer Defensive 0.0%
Consumer Cyclical 0.0%
Consumer Services 0.0%
Other 3.7%

Stock Screener

Select filters to narrow down the 834 investments below

834 companies

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
P/E Ratio
Dividends Ratio of dividends in the last 12 months to current share price
Total Investment
Weight

NVIDIA Corp

NVDA - Manufacturing

NVIDIA Corp

NVDA - Manufacturing
Market Cap $7.23T
P/E Ratio 28.8
Dividends 0.2%
Total Investment $2.03B
Weight 6.80%

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Apple Inc

AAPL - Manufacturing

Apple Inc

AAPL - Manufacturing
Market Cap $91.47T
P/E Ratio 38.4
Dividends 0.3%
Total Investment $1.82B
Weight 6.09%

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Microsoft Corporation

MSFT - Information

Microsoft Corporation

MSFT - Information
Market Cap $24.7T
P/E Ratio 29.7
Dividends 0.7%
Total Investment $1.17B
Weight 3.93%

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Amazon.com Inc.

AMZN - Retail Trade

Amazon.com Inc.

AMZN - Retail Trade
Market Cap $3.76T
P/E Ratio 20.8
Dividends 0.0%
Total Investment $989.15M
Weight 3.31%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $5.39T
P/E Ratio 17.3
Dividends 0.2%
Total Investment $870.6M
Weight 2.91%

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Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing
Market Cap $1.72T
P/E Ratio 44.9
Dividends 0.7%
Total Investment $752.24M
Weight 2.52%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $5.39T
P/E Ratio 17.3
Dividends 0.2%
Total Investment $735.3M
Weight 2.46%

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Micron Technology Inc.

MU - Manufacturing

Micron Technology Inc.

MU - Manufacturing
Market Cap $1.55T
P/E Ratio 13.7
Dividends 0.1%
Total Investment $552.31M
Weight 1.85%

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Meta Platforms Inc - Ordinary Shares - Class A

META - Information

Meta Platforms Inc - Ordinary Shares - Class A

META - Information
Market Cap $2.5T
P/E Ratio 26.7
Dividends 0.3%
Total Investment $535.77M
Weight 1.79%

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Tesla Inc

TSLA - Manufacturing

Tesla Inc

TSLA - Manufacturing
Market Cap $1.6T
P/E Ratio 324.3
Dividends 0.0%
Total Investment $523.95M
Weight 1.75%

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Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises

Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises
Market Cap $1.55T
P/E Ratio
Dividends
Total Investment $442.8M
Weight 1.48%

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Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises

Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises
Market Cap $1.55T
P/E Ratio 13.0
Dividends 0.0%
Total Investment $442.8M
Weight 1.48%

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Lilly(Eli) & Co

LLY - Manufacturing

Lilly(Eli) & Co

LLY - Manufacturing
Market Cap $1.45T
P/E Ratio 39.5
Dividends 0.6%
Total Investment $418.63M
Weight 1.40%

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Advanced Micro Devices Inc.

AMD - Manufacturing

Advanced Micro Devices Inc.

AMD - Manufacturing
Market Cap $1531.9T
P/E Ratio 154.3
Dividends 0.0%
Total Investment $400.35M
Weight 1.34%

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JPMorgan Chase & Co.

JPM - Financial Services

JPMorgan Chase & Co.

JPM - Financial Services
Market Cap $1.18T
P/E Ratio 14.3
Dividends 1.8%
Total Investment $389.3M
Weight 1.30%

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Intel Corp.

INTC - Manufacturing

Intel Corp.

INTC - Manufacturing
Market Cap $1.51T
P/E Ratio -49.6
Dividends 0.0%
Total Investment $265.64M
Weight 0.89%

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Johnson & Johnson

JNJ - Manufacturing

Johnson & Johnson

JNJ - Manufacturing
Market Cap $825.47B
P/E Ratio 30.2
Dividends 2.0%
Total Investment $254.57M
Weight 0.85%

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Applied Materials Inc.

AMAT - Manufacturing

Applied Materials Inc.

AMAT - Manufacturing
Market Cap $1.29T
P/E Ratio 43.4
Dividends 0.4%
Total Investment $249.95M
Weight 0.84%

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Exxon Mobil Corp.

XOM - Energy

Exxon Mobil Corp.

XOM - Energy
Market Cap $12.85T
P/E Ratio 21.7
Dividends 2.4%
Total Investment $245.88M
Weight 0.82%

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Visa Inc - Ordinary Shares - Class A

V - Information

Visa Inc - Ordinary Shares - Class A

V - Information
Market Cap $1138.89T
P/E Ratio 32.7
Dividends 0.7%
Total Investment $244.58M
Weight 0.82%

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