Vanguard FTSE Social Index Fund
VFTSXsocially responsible
1 out of 5 badges
A fund can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
See how we track fossil fuel investments
Socially responsible fund
$162.38 MILLION
in fossil fuel investments
30
fossil fuel stocks found
3.6%
of assets flagged
Data as of 10/31/18
  For each fossil fuel category, we show the fund's exposure, or a green badge if it's clean.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Carbon Underground 200
Carbon Underground 200
Top 200 owners of coal and oil/gas reserves
1.96%
of assets
14
holdings
$88.48M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
+1 fossil free badge
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
2.99%
of assets
24
holdings
$134.96M
invested
Consumers utility sector
Macroclimate 30
Macroclimate 30
30 largest coal-fired utilities
0.42%
of assets
4
holdings
$18.63M
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
0.61%
of assets
6
holdings
$27.43M
invested
All fossil fuel companies
30 holdings
30 holdings
  • 1. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    0.48% of assets
    $21.64M invested
  • 2. EOG Resources Inc
    Carbon Underground 200Oil/gas industry
    0.36% of assets
    $16.1M invested
  • 3. Occidental Petroleum Corp
    Carbon Underground 200Oil/gas industry
    0.31% of assets
    $13.63M invested
  • 4. Valero Energy Corp
    Oil/gas industry
    0.24% of assets
    $10.4M invested
  • 5. Kinder Morgan Inc P
    Oil/gas industry
    0.2% of assets
    $8.62M invested
See all
Share to spread the word that business as usual is killing the climate.
Vanguard FTSE Social Index Fund $VFTSX is 3.6% invested in fossil fuel stocks, with $162.38 MILLION invested across 30 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on VFTSX at Morningstar.com
Current fund
VFTSX
Vanguard FTSE Social 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: 11/30/18
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:
Higher
 10-yr returns 
1.56% more in annualized returns
Less invested in fossil fuels 
6.72% less invested
Lower carbon footprint 
52 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.03% more invested
Current fund
VFTSX
Vanguard FTSE Social 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: 11/30/18
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:
Higher
 10-yr returns 
1.56% more in annualized returns
Less invested in fossil fuels 
6.72% less invested
Lower carbon footprint 
52 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.03% more invested
Current fund
VFTSX
Vanguard FTSE Social 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: 11/30/18
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:
Higher
 10-yr returns 
1.56% more in annualized returns
Less invested in fossil fuels 
6.72% less invested
Lower carbon footprint 
52 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.03% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
VFTSX - Vanguard FTSE Social Index Fund
7.03%
13%
12%
16%
3.6% 
Benchmark
IVV - iShares Core S&P 500 ETF
6.24%
12%
11%
14%
10% 
Fund compared to benchmark
 
0.79%
0.39%
0.62%
1.56%
6.73%  lower
Find more financial data on VFTSX at Morningstar.com
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