Vanguard FTSE Social Index Fund

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Nielsen Holdings PLC
0.02% of assets
$3.09M invested
2. Procter & Gamble Co
1.04% of assets
$151.76M invested
3. Citigroup Inc
0.43% of assets
$63.43M invested
4. Dow Inc
0.13% of assets
$19.21M invested
5. Accenture PLC Class A
0.62% of assets
$90.74M invested
6. Meta Platforms Inc Class A
2.48% of assets
$362.33M invested
7. JPMorgan Chase & Co
1.48% of assets
$216.78M invested
8. Verizon Communications Inc
0.68% of assets
$99.81M invested
9. Eli Lilly and Co
0.6% of assets
$87.35M invested
10. Automatic Data Processing Inc
0.26% of assets
$37.98M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Ubiquiti Inc
<0.01% of assets
$806,409 invested
2. Zscaler Inc
0.06% of assets
$9.01M invested
3. Carvana Co Class A
0.07% of assets
$10.33M invested
4. Datadog Inc Class A
0.1% of assets
$14.64M invested
5. RingCentral Inc Class A
0.05% of assets
$7.84M invested
6. NVR Inc
0.05% of assets
$6.84M invested
7. Altice USA Inc Class A
0.01% of assets
$1.95M invested
8. Tesla Inc
1.89% of assets
$275.78M invested
9. Brown & Brown Inc
0.04% of assets
$5.78M invested
10. Fidelity National Financial Inc
0.04% of assets
$5.5M invested

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Financial performance

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Find more financial data on VFTNX at Morningstar.com

Gender Equality and Returns

Returns chart for Vanguard FTSE Social Index Fund

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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

VFTNX

Vanguard FTSE Social Index Fund

Family

Vanguard

Category

Large Blend

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 10/31/21

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.41% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VFTNX

Vanguard FTSE Social Index Fund

Family

Vanguard

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/21

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.41% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VFTNX

Vanguard FTSE Social Index Fund

Family

Vanguard

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/21

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.41% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/21

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
VFTNX - Vanguard FTSE Social Index Fund

43%

24%

21%

18%

49 / 100 points

Benchmark

43%

21%

19%

16%

49 / 100 points

Fund compared to benchmark

0.28%

2.18%

1.98%

1.41%

Same

Find more financial data on VFTNX at Morningstar.com

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