Vanguard Small Cap Index

Shareclass
Vanguard Small Cap Index Admiral Shares (VSMAX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Vanguard Small Cap Index

FUND COVERAGE
# of holdings995
% of assets91%
Score
43 / 100
Rank

52.6 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #515 out of 1,085

Grade
C

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

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Interpublic Group of Companies Inc
         % of fund invested: 0.15%
         $USD invested: $242.3M
  • 2. Hologic Inc
         % of fund invested: 0.22%
         $USD invested: $355.79M
  • 3. JM Smucker Co
         % of fund invested: 0.16%
         $USD invested: $260.89M
  • 4. New York Times Co Class A
         % of fund invested: 0.13%
         $USD invested: $209.44M
  • 5. VF Corp
         % of fund invested: 0.08%
         $USD invested: $133.61M
  • 6. Ralph Lauren Corp Class A
         % of fund invested: 0.17%
         $USD invested: $273.22M
  • 7. Coty Inc Class A
         % of fund invested: 0.02%
         $USD invested: $33.34M
  • 8. Science Applications International Corp
         % of fund invested: 0.07%
         $USD invested: $110.37M
  • 9. Hasbro Inc
         % of fund invested: 0.15%
         $USD invested: $239.5M
  • 10. Etsy Inc
         % of fund invested: 0.09%
         $USD invested: $148.16M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Red Rock Resorts Inc Class A
         % of fund invested: 0.04%
         $USD invested: $73.19M
  • 2. TG Therapeutics Inc
         % of fund invested: 0.07%
         $USD invested: $122.27M
  • 3. Trump Media & Technology Group Corp
         % of fund invested: 0.04%
         $USD invested: $59.26M
  • 4. TKO Group Holdings Inc
         % of fund invested: 0.19%
         $USD invested: $314.54M
  • 5. EchoStar Corp Class A
         % of fund invested: 0.15%
         $USD invested: $240.55M
  • 6. Rithm Capital Corp
         % of fund invested: 0.09%
         $USD invested: $143.12M
  • 7. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.14%
         $USD invested: $234.8M
  • 8. Construction Partners Inc Class A
         % of fund invested: 0.09%
         $USD invested: $143.13M
  • 9. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.04%
         $USD invested: $58.42M
  • 10. OPKO Health Inc
         % of fund invested: <0.01%
         $USD invested: $13.16M

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 Small Cap Index

Totals

Holdings
Assets
Weight
Prisons
10
$1.19B
0.72%
     Prisons high risk
3
$353.58M
0.21%
     Private prisons
2
$114.34M
0.07%
Borders
18
$3.37B
2.05%
     Borders high risk
10
$2.03B
1.24%
Total
22
$3.61B
2.19%
Full fund results

Holdings — 22 flagged holdings

1.
The Carlyle Group Inc
Borders
$376.27M
0.23%
Borders :
$376.27M
0.23%
2.
Textron Inc
Borders
$356.87M
0.22%
Borders :
$356.87M
0.22%
3.
Booz Allen Hamilton Holding Corp Class A
Borders
$291.97M
0.18%
Borders :
$291.97M
0.18%
4.
Leidos Holdings Inc
Borders
$287.31M
0.17%
Borders :
$287.31M
0.17%
5.
AeroVironment Inc
Borders
$279.5M
0.17%
Borders :
$279.5M
0.17%
6.
First Horizon Corp
Prisons
Borders
$272.12M
0.17%
Prisons
Borders :
$272.12M
0.17%
7.
CACI International Inc Class A
Borders
$260M
0.16%
Borders :
$260M
0.16%
8.
Aramark
Prisons
Borders
$239.24M
0.15%
Prisons
Borders :
$239.24M
0.15%
9.
Pinnacle Financial Partners Inc
Prisons
Borders
$172.43M
0.1%
Prisons
Borders :
$172.43M
0.1%
10.
Synovus Financial Corp
Prisons
Borders
$153.4M
0.09%
Prisons
Borders :
$153.4M
0.09%
More from Invest Your Values
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