Vanguard Wellington™ Fund
Shareclass
Vanguard Wellington™ Inv (VWELX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Vanguard Wellington™ Fund VWELX
Environment
Social
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Top scoring holdings
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. AstraZeneca PLC ADR0.87% of assets$978.13M invested
- 2. Unilever PLC0.65% of assets$730.33M invested
- 3. Novartis AG Registered Shares0.86% of assets$970.61M invested
- 4. Welltower Inc0.51% of assets$579.38M invested
- 5. Procter & Gamble Co1.32% of assets$1.49B invested
- 6. Pernod Ricard SA0.52% of assets$588.69M invested
- 7. JPMorgan Chase & Co1.56% of assets$1.75B invested
- 8. Wells Fargo & Co1.43% of assets$1.61B invested
- 9. Uber Technologies Inc0.55% of assets$615.92M invested
- 10. Exelon Corp0.72% of assets$810.83M 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. Lennar Corp Class A0.33% of assets$366.97M invested
- 2. Broadcom Inc1.56% of assets$1.76B invested
- 3. Parker Hannifin Corp0.5% of assets$561.69M invested
- 4. Cheniere Energy Inc0.09% of assets$101.96M invested
- 5. D.R. Horton Inc0.22% of assets$245.2M invested
- 6. Diamondback Energy Inc0.12% of assets$140.23M invested
- 7. KKR & Co Inc Ordinary Shares0.64% of assets$719.1M invested
- 8. Targa Resources Corp0.14% of assets$158.3M invested
- 9. Honeywell International Inc0.61% of assets$683.71M invested
- 10. CDW Corp0.32% of assets$364.67M invested
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Financial performance
Performance data provided by
Find more financial data on VWELX at Morningstar.com
Find more financial data on VWELX at Morningstar.comGender Equality and Returns
Enlarge
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.
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