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$986.03M invested
- 2. Unilever PLC0.94% of assets$1.06B invested
- 3. Novartis AG Registered Shares0.67% of assets$764.61M invested
- 4. Welltower Inc0.63% of assets$717.74M invested
- 5. Procter & Gamble Co0.75% of assets$855.32M invested
- 6. Pernod Ricard SA0.66% of assets$751.89M invested
- 7. Wells Fargo & Co1.59% of assets$1.81B invested
- 8. JPMorgan Chase & Co1.39% of assets$1.59B invested
- 9. Uber Technologies Inc0.71% of assets$807.89M invested
- 10. Exelon Corp0.66% of assets$746.21M 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. O'Reilly Automotive Inc0.66% of assets$753.39M invested
- 2. Broadcom Inc1.69% of assets$1.92B invested
- 3. Parker Hannifin Corp0.86% of assets$979.6M invested
- 4. Cheniere Energy Inc0.33% of assets$379.46M invested
- 5. KKR & Co Inc Ordinary Shares0.86% of assets$978.08M invested
- 6. Chugai Pharmaceutical Co Ltd0.22% of assets$253.47M invested
- 7. MercadoLibre Inc0.19% of assets$213.46M invested
- 8. Targa Resources Corp0.38% of assets$428.95M invested
- 9. Honeywell International Inc0.56% of assets$635.1M invested
- 10. Tesla Inc0.24% of assets$268.53M 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.
Benchmarking tool
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