Fossil fuel companiesare fueling the climate crisis.


Vanguard 500 Index Fund

Shareclass
Vanguard 500 Index Investor (VFINX)
Type
Open-end mutual fund
Manager
Fossil fuel exposure of 8.96% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Berkshire Hathaway Inc Class B
Macroclimate 50Top 50 coal-fired power
$19.35 BILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$13.58 BILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$7.22 BILLION
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$3.52 BILLION
Duke Energy Corp
Macroclimate 50Top 50 coal-fired power
$2.05 BILLION
EOG Resources Inc
Carbon Underground 200Top 200 carbon reserves
$1.86 BILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
13
holdings
$32.3B
invested
2.84%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
11
holdings
$8.92B
invested
0.78%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
38
holdings
$68.32B
invested
6.01%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
6
holdings
$23.97B
invested
2.11%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
31
holdings
$46.89B
invested
4.12%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
58 holdings
58 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 50Fossil-fired utility
    $19.35B
    1.7%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $13.58B
    1.19%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $7.22B
    0.64%
  • 4. GE Aerospace
    Oil/gas industry
    $4.61B
    0.41%
  • 5. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $4.21B
    0.37%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Vanguard 500 Index Fund $VFINX is 8.96% ($101.91 BILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on VFINX at Morningstar.com
Current fund
VFINX
Vanguard 500 Index Fund
Family
Vanguard
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 6/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.1% less in annualized returns
More invested in fossil fuels 
0.02% more invested
Lower fossil finance risk score 
0 points lower
Higher fossil insurance risk score 
0 points higher
More invested in Clean200 
0.05% more invested
Current fund
VFINX
Vanguard 500 Index Fund
Family
Vanguard
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 6/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.1% less in annualized returns
More invested in fossil fuels 
0.02% more invested
Lower fossil finance risk score 
0 points lower
Higher fossil insurance risk score 
0 points higher
More invested in Clean200 
0.05% more invested
Current fund
VFINX
Vanguard 500 Index Fund
Family
Vanguard
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 6/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.1% less in annualized returns
More invested in fossil fuels 
0.02% more invested
Lower fossil finance risk score 
0 points lower
Higher fossil insurance risk score 
0 points higher
More invested in Clean200 
0.05% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
VFINX - Vanguard 500 Index Fund
24%
9.86%
15%
13%
8.96% 
Benchmark
IVV - iShares Core S&P 500 ETF
25%
9.98%
15%
13%
8.94% 
Fund compared to benchmark
 
-0.14%
-0.12%
-0.09%
-0.1%
0.02%  higher
Find more financial data on VFINX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
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Visit Deforestation Free Funds to see exposure to rainforest destruction
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