Clean200200 companies leading on clean energy.


Vanguard Wellington™ Fund

Shareclass
Vanguard Wellington™ Inv (VWELX)
Type
Open-end mutual fund
Manager
$14.65 BILLION
invested in Clean200 stocks
8
Clean200 holdings
12.87%
of assests invested
Clean200 was created by As You Sow and Corporate Knights
As You SowCorporate Knights
Wind energy
Solar energy
The Clean200 is a list of 200 publicly traded companies that are leading the way with solutions for the transition to clean energy. See the full list
Clean200 holdings
Clean200 holdings
8 holdings
8 holdings
  • 1. Microsoft Corp
    Technology
    5.07% of assets
    $5.77B invested
  • 2. Apple Inc
    Technology
    4.14% of assets
    $4.71B invested
  • 3. AstraZeneca PLC ADR
    Healthcare
    0.87% of assets
    $986.03M invested
  • 4. Danaher Corp
    Healthcare
    0.82% of assets
    $930.21M invested
  • 5. T-Mobile US Inc
    Communication services
    0.7% of assets
    $795.43M invested
See all
Methodology
The Clean200 are the largest 200 public companies ranked by green energy revenues. The dataset is developed by multiplying a company’s most recent year-end revenues by its clean revenue estimate, primarily sourced from Corporate Knights Research supplemented by FactSet, Bloomberg BNEF, and FTSE Russell data. In order to be eligible, a company must have USD revenue of at least $1 billion (most recent available fiscal year-end data) and earn more than 10% of total revenues from clean sources, which extends beyond energy efficiency, green energy, and zero emission and hybrid vehicles. We include banks that are financing the low-carbon solutions; real estate companies leading the way on low-carbon buildings; forestry companies protecting carbon sinks; responsible miners of critical materials for the low carbon economy; food and apparel companies with products that are primarily made of raw materials with a significantly lower carbon footprint; and energy-hungry information and communications technology companies that are leading the way on renewable energy. More
This fund has:
More investments in Clean200 than Carbon Underground 200
Financial performance
Performance data provided byMorningstarFind more financial data on VWELX at Morningstar.com
Current fund
VWELX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.68% less in annualized returns
Less invested in fossil fuels 
1.3% less invested
Higher fossil finance risk score 
0 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.06% less invested
Current fund
VWELX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.68% less in annualized returns
Less invested in fossil fuels 
1.3% less invested
Higher fossil finance risk score 
0 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.06% less invested
Current fund
VWELX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.68% less in annualized returns
Less invested in fossil fuels 
1.3% less invested
Higher fossil finance risk score 
0 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.06% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
VWELX - Vanguard Wellington™ Fund
24%
4.18%
8.47%
8.29%
13% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
19% 
Fund compared to benchmark
 
-13.52%
-4.88%
-6.76%
-4.68%
6.06%  lower
Find more financial data on VWELX at Morningstar.com
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