Vanguard Dividend Appreciation Index Fund

Shareclass
Vanguard Dividend Appreciation Index Adm (VDADX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Vanguard Dividend Appreciation Index Fund

FUND COVERAGE
# of holdings299
% of assets99%
Score
55 / 100
Rank

74.6 percentile

Group: U.S. Large Cap Equity

Rank: #372 out of 1,462

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 1.68%
         $USD invested: $1.95B
  • 2. Bank of America Corp
         % of fund invested: 1.65%
         $USD invested: $1.91B
  • 3. Mondelez International Inc Class A
         % of fund invested: 0.39%
         $USD invested: $449.65M
  • 4. Mastercard Inc Class A
         % of fund invested: 2.2%
         $USD invested: $2.54B
  • 5. JPMorgan Chase & Co
         % of fund invested: 4.06%
         $USD invested: $4.7B
  • 6. Accenture PLC Class A
         % of fund invested: 0.71%
         $USD invested: $825.68M
  • 7. PepsiCo Inc
         % of fund invested: 0.89%
         $USD invested: $1.04B
  • 8. Johnson & Johnson
         % of fund invested: 2.08%
         $USD invested: $2.4B
  • 9. Northrop Grumman Corp
         % of fund invested: 0.38%
         $USD invested: $444.16M
  • 10. Colgate-Palmolive Co
         % of fund invested: 0.3%
         $USD invested: $350.01M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Servisfirst Bancshares Inc
         % of fund invested: 0.02%
         $USD invested: $21.77M
  • 2. Towne Bank
         % of fund invested: 0.01%
         $USD invested: $13.53M
  • 3. First Merchants Corp
         % of fund invested: 0.01%
         $USD invested: $11.71M
  • 4. Dillard's Inc Class A
         % of fund invested: <0.01%
         $USD invested: $9.98M
  • 5. Heico Corp Class A
         % of fund invested: 0.09%
         $USD invested: $105.61M
  • 6. Heico Corp
         % of fund invested: 0.06%
         $USD invested: $69.59M
  • 7. Silgan Holdings Inc
         % of fund invested: 0.02%
         $USD invested: $20.55M
  • 8. International Bancshares Corp
         % of fund invested: 0.02%
         $USD invested: $20.01M
  • 9. Community Financial System Inc
         % of fund invested: 0.01%
         $USD invested: $16.64M
  • 10. UFP Industries Inc
         % of fund invested: 0.03%
         $USD invested: $29.46M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Vanguard Dividend Appreciation Index Fund

Totals

Holdings
Assets
Weight
Prisons
10
$12.8B
11%
     Prisons high risk
1
$409.96M
0.35%
     Private prisons
0
$0
0%
Borders
8
$8.62B
7.44%
     Borders high risk
6
$2.26B
1.95%
Total
16
$15.48B
13%
Full fund results

Holdings — 16 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$5.53B
4.78%
Prisons
Borders :
$5.53B
4.78%
2.
Walmart Inc
Prisons
$2.44B
2.1%
Prisons
$2.44B
2.1%
3.
Costco Wholesale Corp
Prisons
$2.2B
1.9%
Prisons
$2.2B
1.9%
4.
McDonald's Corp
Prisons
$1.17B
1.01%
Prisons
$1.17B
1.01%
5.
Accenture PLC Class A
Borders
$825.68M
0.71%
Borders :
$825.68M
0.71%
6.
Lockheed Martin Corp
Borders
$555.76M
0.48%
Borders :
$555.76M
0.48%
7.
General Dynamics Corp
Borders
$471.14M
0.41%
Borders :
$471.14M
0.41%
8.
Northrop Grumman Corp
Borders
$444.16M
0.38%
Borders :
$444.16M
0.38%
9.
Motorola Solutions Inc
Prisons
Borders
$409.96M
0.35%
Prisons
Borders :
$409.96M
0.35%
10.
Elevance Health Inc
Prisons
$391.52M
0.34%
Prisons
$391.52M
0.34%
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