Vanguard Financials Index Fund
Shareclass
Vanguard Financials ETF (VFH)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Vanguard Financials Index Fund
FUND COVERAGE
# of holdings245
% of assets95%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp4.22%$609.56M
- 2. Mastercard Inc Class A5.56%$804.21M
- 3. Citigroup Inc2.13%$308.55M
- 4. Willis Towers Watson PLC0.39%$56.56M
- 5. JPMorgan Chase & Co10%$1.45B
- 6. Wells Fargo & Co3.08%$445.74M
- 7. WEX Inc0.06%$8.46M
- 8. Affirm Holdings Inc Ordinary Shares - Class A0.22%$32.31M
- 9. Principal Financial Group Inc0.21%$30.69M
- 10. The Goldman Sachs Group Inc2.79%$403.5M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.07%$9.97M
- 2. Servisfirst Bancshares Inc0.05%$6.91M
- 3. Axos Financial Inc0.05%$7.49M
- 4. Virtu Financial Inc Class A0.03%$4.79M
- 5. Towne Bank0.03%$4.25M
- 6. First Merchants Corp0.03%$3.64M
- 7. Seacoast Banking Corp of Florida0.03%$4.32M
- 8. Enova International Inc0.03%$4.82M
- 9. Trustmark Corp0.03%$3.77M
- 10. Houlihan Lokey Inc Class A0.13%$18.24M
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 Financials Index Fund
Totals
Holdings
Assets
Weight
Prisons
7
$1.25B
8.64%
Prisons high risk
2
$77.22M
0.53%
Private prisons
0
$0
0%
Borders
6
$143.73M
0.99%
Borders high risk
3
$101.52M
0.7%
Total
8
$1.27B
8.8%
Holdings — 8 flagged holdings
1.
Berkshire Hathaway Inc Class B
$1.13B
7.78%
2.
Regions Financial Corp
:$39.15M
0.27%
3.
Citizens Financial Group Inc
:$38.07M
0.26%
4.
The Carlyle Group Inc
:$24.3M
0.17%
5.
First Horizon Corp
:$18.94M
0.13%
6.
Pinnacle Financial Partners Inc
:$12.01M
0.08%
7.
Synovus Financial Corp
:$11.26M
0.08%
8.
The Western Union Co
$4.32M
0.03%
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 Financials Index Fund VFH
Environment
Social
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