VANGUARD CAPITAL OPPORTUNITY FUND

VANGUARD HORIZON FUNDS · Series S000002594 · 2 share classes

Equity fund · 97% stocks
One fund, 2 share classes:VHCOXVHCAX
$24.62B NAV
190 positions · as of 2026-03-31 · filed 2026-05-28
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

Vanguard Capital Opportunity Fund (the Fund) seeks to provide long-term capital appreciation.

Strategy · summarised

The fund uses fundamental research to identify U.S. stocks expected to outperform the market over a three- to five-year horizon at attractive valuations, with an emphasis on mid-cap companies but flexibility across the capitalization spectrum and up to 25% in foreign securities. Because returns depend on the manager's security selection, the fund's performance may diverge materially from the broader market.

Expenses
0.32% 0.40%across 2 share classes
Share classExpense ratio
VHCOX0.40%
VHCAX0.32%

Portfolio turnover 11.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.39%
of net assets
Stocks97.23%
Cash & short-term3.17%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 7 new7 exited

New: AstraZeneca PLC, Roche Holding AG, EVR, BA, QIAGEN NV, TOST, ITT

Exited: AstraZeneca PLC, Roche Holding AG, QIAGEN NV, IQV, NWL, NFE, Wolfspeed Inc

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Eli Lilly & CoLLY6.54%$1.61B
Micron Technology IncMU5.62%$1.38B
Vanguard Cmt Funds-Vanguard Market Liquidity Fund3.17%$779.44M
Flex LtdFLEX2.83%$696.07M
NVIDIA CorpNVDA2.46%$604.51M
Amgen IncAMGN2.45%$602.39M
KLA CorpKLAC2.44%$600.15M
Alphabet IncGOOGL2.16%$530.97M
FedEx CorpFDX1.96%$482.22M
Microsoft CorpMSFT1.87%$460.21M
Showing 10 of 190Sign in to see more

Top 10 positions are 31.48% of net assets, top 25 53.86%, across 189 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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