Vanguard Equity Income Fund
Shareclass
Vanguard Equity-Income Inv (VEIPX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Vanguard Equity Income Fund
FUND COVERAGE
# of holdings192
% of assets97%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR0.7%$433.01M
- 2. Procter & Gamble Co0.73%$449.08M
- 3. Bank of America Corp2.92%$1.8B
- 4. Unilever PLC ADR1.13%$694.96M
- 5. Pernod Ricard SA0.6%$372.89M
- 6. Citigroup Inc0.14%$84.26M
- 7. Philip Morris International Inc1.2%$739.89M
- 8. General Mills Inc0.12%$73.32M
- 9. JPMorgan Chase & Co3.34%$2.06B
- 10. Wells Fargo & Co0.67%$411.13M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Matador Resources Co0.17%$107.29M
- 2. PACCAR Inc1.04%$642.99M
- 3. Reliance Inc0.19%$119.07M
- 4. Blackstone Inc0.03%$18.41M
- 5. NewMarket Corp0.02%$13.45M
- 6. Corebridge Financial Inc0.01%$8.93M
- 7. Essent Group Ltd0.09%$55.02M
- 8. Hancock Whitney Corp0.07%$41.74M
- 9. A.O. Smith Corp0.06%$39.74M
- 10. Scorpio Tankers Inc0.15%$90.63M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Vanguard Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
9
$2.97B
4.82%
Prisons high risk
1
$562.15M
0.91%
Private prisons
0
$0
0%
Borders
9
$2.82B
4.58%
Borders high risk
7
$2.08B
3.37%
Total
17
$5.23B
8.48%
Holdings — 17 flagged holdings
1.
Elevance Health Inc
$734.11M
1.19%
2.
Accenture PLC Class A
:$648.59M
1.05%
3.
Archer-Daniels-Midland Co
$641.96M
1.04%
4.
L3Harris Technologies Inc
:$624.71M
1.01%
5.
Regions Financial Corp
:$562.15M
0.91%
6.
Walmart Inc
$557.43M
0.9%
7.
Northrop Grumman Corp
:$491.6M
0.8%
8.
Cardinal Health Inc
$172.84M
0.28%
9.
The Kroger Co
$151.29M
0.25%
10.
General Dynamics Corp
:$125.31M
0.2%
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 Equity Income Fund VEIPX
Environment
Social
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