Vanguard Wellington Fund
Shareclass
Vanguard Wellington Inv (VWELX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Vanguard Wellington Fund
FUND COVERAGE
# of holdings79
% of assets66%
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
10 / 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 ADR0.61%$723.22M
- 2. GSK PLC ADR0.08%$95.06M
- 3. Haleon PLC0.69%$813.91M
- 4. Marriott International Inc Class A0.69%$814.39M
- 5. Bank of America Corp0.4%$474.21M
- 6. Unilever PLC0.6%$714.96M
- 7. Welltower Inc0.81%$959.34M
- 8. Mastercard Inc Class A0.97%$1.15B
- 9. UBS Group AG Registered Shares0.78%$927.05M
- 10. Philip Morris International Inc0.5%$597.56M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A0.25%$294.89M
- 2. PACCAR Inc0.29%$339.52M
- 3. O'Reilly Automotive Inc0.49%$580.13M
- 4. Snowflake Inc Ordinary Shares0.39%$459.4M
- 5. NextEra Energy Inc0.4%$472.36M
- 6. Broadcom Inc1.84%$2.19B
- 7. Simon Property Group Inc0.8%$943.86M
- 8. Teradyne Inc0.21%$250.98M
- 9. Charles Schwab Corp0.55%$647.71M
- 10. MercadoLibre Inc0.13%$151.09M
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 Wellington Fund
Totals
Holdings
Assets
Weight
Prisons
5
$15.36B
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$14.75B
12%
Borders high risk
1
$294.89M
0.25%
Total
7
$16.12B
14%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$6.14B
5.18%
2.
Alphabet Inc Class A
:$4.29B
3.62%
3.
Amazon.com Inc
:$3.56B
3.01%
4.
The Kroger Co
$889.38M
0.75%
5.
McDonald's Corp
$481.14M
0.41%
6.
Thermo Fisher Scientific Inc
:$467.46M
0.39%
7.
Palantir Technologies Inc Ordinary Shares - Class A
:$294.89M
0.25%
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
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer